NCFP Series: Mission Investing: Resources and Advice for Family Philanthropy

Thursday, July 13, 2017 -
12:00pm to 1:30pm EDT
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While mission investing is a trend that’s sweeping the field, families may face a variety of unexpected challenges when implementing a mission (or impact) investment strategy. This webinar will highlight family philanthropists sharing insights on how mission investing has worked for their purposes, and how you can make it work for yours! We’ll discuss how to navigate family dynamics, mission alignment, and investment strategies while planning your mission investing program. We will also highlight a variety of incredible resources available for families to meet you at any stage on your mission investing journey. 

Click here to register. You will need to know your username and password to the NCFP website. If you do not remember it, please contact ncfp@ncfp.org for assistance.

Who should attend
Board members, staff, advisors, and donors in family philanthropy.

There is no fee for IPA family foundation members or NCFP Friends.

Featured Speakers

Ariella Rotenberg

Ariella Rotenberg is a Senior Associate at The ImPact, where she leads The ImPact’s education initiative. Ariella co-authored several of The ImPact’s publications, including the Early Stage, Real Assets, and Private Equity asset class primers; Impact Investing: A Primer for Family Foundations; The Rockefeller Brothers Fund and Jim Sorenson case studies; and the first impact sector primer about impact investing in water. Prior to The ImPact, Ariella worked as a research associate at the Council on Foreign Relations where she conducted in-depth research on topics including global health, gender and inequality, and national security. Ariella earned an M.Phil in Development Economics from the University of Cambridge and a B.A. from Harvard University in Social Studies. Ariella’s undergraduate thesis focused on the self-identification of Palestinian citizens of Israel. Ariella speaks Hebrew and studied Arabic during her undergraduate years.

Jake Sargent

Jake Sargent is a founding partner of Softmatter, a seed-stage venture fund investing in ideas that shape the future of sustainable design. At Softmatter, Jake seeks out investment opportunities in fashion and consumer goods with a focus on advanced materials, supply chain innovation, and values-based brands. Jake’s passion for sustainable design is informed by five years as the President and Creative Director of SIMON MILLER, a contemporary men’s and women’s collection blending Japanese fabrics and aesthetics with quality American construction. Prior to SIMON MILLER, Jake developed a love for artisanship and craft overseeing the development of product and retail for Monocle magazine. Jake was a finalist in the 2014 CFDA / Vogue Fashion Fund, and has been a member of the Council of Fashion Designers of America since 2015. Jake graduated from Loyola Marymount University in Los Angeles in 2009 with a degree in business marketing. 

Lenora Suki

Lenora Suki, CFA, CAIA, LEED AP, manages Product Strategy for Bloomberg’s Sustainable Finance activities and chairs the Finance Committee as a Board member for the Jessie Smith Noyes Foundation. At Bloomberg, Lenora's emphasis is on extending Bloomberg's Environmental, Social and Governance (ESG) product and other sustainable finance efforts across asset classes to help Bloomberg clients understand a comprehensive range of investment risks and opportunities. She is currently working on projects in fixed income, real estate, and private equity, as well as initiatives at the intersection of philanthropy and product strategy, such as green and social bonds, impact investment and data science applications. Before Bloomberg, Lenora founded Smart Cities Advisors, an affordable housing and urban regeneration advisory firm for emerging markets. In 2002, she joined the Earth Institute at Columbia University as an Associate Director advising on sustainable development. Prior to Columbia, Lenora was regional fixed income strategist at Santander Investment and emerging markets analyst at OFFITBANK, now Wells Fargo. Lenora also worked at the World Bank in the Treasury, Europe and Central Asia and in private sector development. Lenora earned an MBA from the MIT Sloan School of Management, a BA in Government from Pomona College and a BA in economics from the University of Houston. She serves on the Board of the Jessie Smith Noyes Foundation as Chair of the Finance Committee and a member of the communications committee. She also holds the CFA, CAIA and LEED AP designations.

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