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

Building Portfolios With Impact: Seminar Series Plus Workshop On Creating And Managing Impact Investment Strategies

This programme 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 programme 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.

Programme 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

Programme 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 programme. 3-4 hours of coaching will be provided to each team by programme faculty and local coaches on case studies from real social purpose organisations. 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.