Building Portfolios with Impact: A Workshop on Creating and Managing Impact Investment Strategies

Jointly offered by CUHK Business School and The Hong Kong Jockey Club Programme on Social Innovation. (The Hong Kong Jockey Club Programme on Social Innovation is a partnership between The Hong Kong Jockey Club Charities Trust, the University of Chicago, and the University of Chicago Booth School of Business.)

The Hong Kong Jockey Club Programme on Social Innovation and the Chinese University of Hong Kong (CUHK) Business School will host a special executive education course to engage impact investors, NGO executives, family offices, and other stakeholders.

The first part of the course features coursework and case studies covering impact investing, due diligence, deal structuring, portfolio construction, and impact measurement. These skills will be applied to write an investment proposal and to prepare a business pitch with Hong Kong social enterprises. Attendees will then work in groups to conduct analyses and present investment recommendations to a mock investment committee made up of institutional investors.

Through a mix of lectures, case studies, and collaborative hands-on experience, attendees will leave with the frameworks, skills, and networks necessary to begin making impact investments.

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Program Overview

A two-day executive education course that will provide investment professionals with the skills to evaluate the investment characteristics of social ventures, structure investments in social ventures, and build impactful investment portfolios.

 

Program Dates: 11-12 October 2018
Medium of Instruction: English
Venue: CUHK Business School Town Centre (Central)
Speakers:
• Kevin Au, Associate Professor, Associate Director for the Center for Entrepreneurship, and Director of the Center for Family Business at the CUHK;
• Robert Gertner, Joel F. Gemunder Professor of Strategy and Finance and John Edwardson Faculty Director for the Rustandy Center for Social Sector Innovation at Chicago Booth; and
• Priya Parrish, Chief Investment Officer, Impact Engine, and Impact Investor in Residence, Rustandy Center for Social Sector Innovation.
Cost:
Early Bird Fee (by August 31): HKD 5,800 per person
Group Fee (up to 4 pax): HKD 5,800 per person
Alumni Discounted Fee: HKD 4,800 per person
General Fee: HKD 6,800 per personSpecial NGO pricing available.
Email: hkjcpsi@chicagobooth.edu

Session Topics

  • Characteristics of impact investment in an investment fortfolio
  • Impact Investments across all asset classes
  • Fund investments vs direct investments
  • Impact measuring and benchmarking
  • Instruments and deal structures for impact investments
  • Exit strategies for social ventures
  • Sourcing and vetting an early stage social venture
  • Evaluation of business models of a social ventures
  • Validation of an impact thesis
  • Investment recommendations

Takeaways

After taking the course, the attendees will be able to:

 

  • Understand in greater depth social businesses, impact investment, and any gaps in Hong Kong’s specific ecosystem;
  • Evaluate and consult with a social venture/project;
  • Write an investment proposal and pitch to investors/funding agencies; and
  • Form an investment circle to realize real deals.

Who Should Attend?

With some knowledge of the field of impact investing and an interest in taking steps toward including impact investments in their portfolios (such as senior executives of NGOs, professionals of family offices and investment funds)

 

Contact

Ms Carmen Chan
Phone: (852) 3943 4387
Email: apib@cuhk.edu.hk