Building Portfolios with Impact: Seminar Series Plus Workshop on Creating and Managing Impact Investment Strategies

This program is intended for people involved in investment, social impact, or philanthropy, who have an interest in creating and managing impact investment. Participants in different roles, including family offices and foundation professionals, private wealth advisors, asset management analysts, hedge fund managers, and high net-worth individuals, will find the program relevant. The ideal candidates will have some knowledge of impact investing.

From January 20 to February 2, 2021, the University of Chicago Booth School of Business and the Chinese University of Hong Kong (CUHK) Business School will host a special, four-part workshop to engage impact investors, NGO executives, family offices, and other stakeholders. Through interactive virtual content, attendees will be equipped with the frameworks, skills, and networks necessary to begin making impact investments.

Program Content

  • What makes a company impactful? What do impact investors look for in companies and how to assess impact potential?
  • Impact measurement approaches
  • Ensuring impact outcomes: How to structure deals, align incentives, help a portfolio company and prepare for an exit with impact in mind?
  • Impact investing across asset classes: What are investors' objectives (financial and impact)? How do you pitch investments to them, and where is the industry headed?

 

Key Takeaways

After participating in the workshops, attendees will be able to:

  • Determine what makes a company impactful, what impact investors look for in companies, and how to assess impact potential
  • Leverage different impact measurement approaches
  • Ensure impact outcomes, structure deals, align incentives, support a portfolio company, and prepare for an exit with impact in mind
  • Operate impact investing strategies across asset classes, pitch investments to investors, support investors’ objectives (financial and impact), and understand where is the industry headed

 

Dates and time

Session 1: 
January 20, 2021 - 10–11:30 a.m. (HKT)

Session 2:
January 21, 2021 - 10–11:30 a.m. (HKT)

Session 3:
January 26, 2021 - 10–11:30 a.m. (HKT)

Session 4:
January 27, 2021 - 10–11:30 a.m. (HKT)

Presentation:
February 2, 2021 - morning (time TBD) HKT

Venue

CUHK Business School Town Centre & Live Online simultaneously

Medium of instruction

English

 

Program fee

Early Bird (On or before December 21, 2020): HKD 4,800
General (After December 21, 2020): HKD 6,800

* Special NGO pricing is available. To inquire, please contact Iris Choi at iris.choi@chicagobooth.edu

** Special CUHK Alumni pricing is available. To inquire, please contact Carol Yung at carolyung@cuhk.edu.hk

*** Participants will form teams at the program. 3-4 hours of coaching will be provided to each team by program faculty and local coaches on case studies from real social purpose organizations. Participants are also expected to devote 4+ hours at his/her own time for the coaching project and deliver a presentation on  Feb 2, 2021

Faculty members
Kevin Au, Associate Professor of Department of Management; Director of Centre for Entrepreneurship; Director of Centre for Family Business, CUHK Business School
Robert H. Gertner, Joel F. Gemunder Professor of Strategy and Finance; John Edwardson Faculty Director for the Rustandy Center for Social Sector Innovation, the University of Chicago Booth School of Business
Priya Parrish, Managing Partner of Private Equity at Impact Engine; Adjunct Assistant Professor of Strategy at Chicago Booth; Impact Investor in Residence, Rustandy Center for Social Sector Innovation, the University of Chicago Booth School of Business

Register Now

 

ORGANISERS

The Asia-Pacific Institute of Business, CUHK Business School

Rustandy Center for Social Sector Innovation, the University of Chicago Booth School of Business

 

READ MORE ABOUT IMPACT INVESTMENT

CONTACT US
Phone:
 (852) 3943 7422 / (852) 3943 8772
Email: apib@cuhk.edu.hk


Read more about impact investment

Making Real Impacts in Your Investments

Prof. Kevin Au, Associate Professor Director, Centre for Entrepreneurship Director, Centre for Family Business

Impact investment has become a hot and trendy investment option among global investors. According to the 2018 Annual Impact Investor Survey conducted by Global Impact Investing Network, more than US$228 billion are invested in impact, which doubled last year’s estimate. More and more investors have expressed their intentions to solve social challenges and for philanthropy purposes. Companies, on the other hand, have come to realize that it is equally important to seek both financial and social return.  More...