Oakland Marriott City Center
Oakland Marriott City Center, 1001 Broadway, Oakland, CA 94607, USA

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Event Date Tue Sep 11 EDT - Thu Sep 13 EDT (about 3 years ago)
Location Oakland Marriott City Center
1001 Broadway, Oakland, CA 94607, USA
Region Americas

Mission Investors Exchange’s 15th Mission Investing Institute at The California Endowment’s Center for Healthy Communities in Oakland, California, will feature 2 ½ days of member-led sessions bringing together approximately 50 staff members from foundations or other asset owners across the country.

This intensive training experience is designed to help philanthropic professionals (whether they are part of a well-established impact investing program or developing one from scratch) gain exposure to approaches that can help them get started in impact investing and/or advance their practice. Through interactive exercises in small-group settings, participants will have the opportunity to hear from their peers in philanthropy, build relationships with fellow professionals, and learn from seasoned investors in the field. They will walk away with:
A clear understanding of the impact investing landscape, including commonly used tools and terms
Strategies on how to manage and measure impact
Concrete examples of structuring, sourcing, diligence, and how organizations are incorporating diversity, equity, and inclusion goals into investments
New connections and networks to support the development of their impact investing programs
Tuition Fees
Registration for the Institute closes August 31, 2018
MIE Member Registration: $1,850 (through August 31, 2018)
Non-Member Registration: $2,300 (July 15 - August 31, 2018)

Who Is the Institute Designed For?
The MIE Institute is designed for staff members from foundations, family offices, or other philanthropic asset owners who are new to impact investing—whether they’re creating a program for a foundation getting started in impact investing or entering an established program. Pre-registration is open to staff from MIE member foundations/asset owners through July 14, 2018. Beginning on July 15, 2018, registration will open to non-member foundations/asset owners. If you are not sure whether the Institute is appropriate for you, please let us know so that a member of our staff can address your concerns.

Cancellation Policy
The deadline for cancellation refunds is 8/6/2016. After this date, no refunds will be issued. Cancellations are subject to a $150.00 processing fee. All cancellations MUST be submitted in writing and emailed to Individuals who need to cancel are encouraged to transfer their registration to another eligible attendee. The substitution deadline is 8/6/2018. Please email all substitution requests to


2018 Speakers

Neeraj Aggarwal
Program Director, Michael & Susan Dell Foundation

Gil Alvarado
Senior Vice President, finance and Administration, Sierra Health Foundation

William Burckart
President, The Investment Integration Project

Amy Chung
Director, Program Related Investments, The California Endowment

John Cochrane
Senior Associate, The U.S. Impact Investing Alliance

Mark Doherty
Director of Investments, The San Francisco Foundation

Rodney Foxworth
Executive Director, Balle

Nicole Kamaleson
Partner, GND Practice, Perrett Laver

Ayesha Kiani
Managing Partner, Republic

Judy Larsen
Program Manager, Community Health, The California Endowment

Harlan Mandel
CEO, Media Development Investment Fund

Elizabeth McGeveran
Impact Investing Program Director, The McKnight Foundation

Nancy McGlamery
Principal, Adler & Colvin

Margaret Minnich
COO/CFO, The California Wellness Foundation

Sherry Novick
Managing Director, Community Benefit Programs, Kaiser Permanente

Dr. Robert Ross
President & CEO, The California Endowment

Christine Ryan
Senior Analyst, The California Endowment

Mark Sedway
Senior Partner, The Giving Practice

Ruth Shaber
President, Tara Health Foundation

Shally Shanker
CEO, AiiM Partners

Shuaib Siddiqui
Director, Impact Investing, Surdna Foundation

Doug Stamm
Former Chief Executive Officer, Meyer Memorial Trust

Marion Standish
Senior Vice President, Enterprise Programs, The California Endowment

Kate Starr
CIO, Flat World Partners

Ben Thornley
Managing Partner, Tideline

Gladys Washington
Deputy Director, Mary Reynolds Babcock Foundation

Jalonne White-Newsome
Senior Program Officer, The Kresge Foundation