Mission Investing Institute 2023 | Northern California Grantmakers | 13 September 2023 | Live

This event is in partnership with National Center for Family Philanthropy, Northern California Grantmakers, and SoCal Grantmakers, is pleased to offer its signature introductory learning program. Through both attending virtual sessions and a two-day experience at The California Endowment in Los Angeles, California, our Institute helps philanthropy professionals get started in impact investing or advance their practice. Participants learn from leading impact investing professionals, network with industry peers, and apply learnings with fellow philanthropy and finance professionals.

Topics to be covered include defining impact investing and other key terms, understanding investment approaches, designing and implementing an impact investing portfolio, sourcing and underwriting investments, financially monitoring a portfolio, and measuring social impact.

2023 Speakers

John Duong
Founder & CEO, Kind Capital

Stacey Faella
Executive Director, Woodcock Foundation

Bert Feuss
Senior Advisor, Community Capital Advisors

Meredith Freeman
Director of Alignment and Impact Investing, Max M. & Marjorie S. Fisher Foundation

Bulbul Gupta
President & CEO, Pacific Community Ventures

Tomer Inbar
Partner, Morgan Lewis LLP

Tracy Kartye
Director, Social Investments, The Annie E. Casey Foundation

Oronde Miller
Director of Equity and Inclusion, The Annie E. Casey Foundation

Matt Onek
President and CEO, Mission Investors Exchange

James Wahls
Senior Vice President, Programs and Initiatives, Mission Investors Exchange

Susan Dorsey
Senior Vice President - Finance, Administration & Impact Investing, Gates Family Foundation

Janis Reischmann
Executive Director, Hau`oli Mau Loa Foundation

2023 Sponsor and Partners

SPONSOR:
• The California Endowment

PARTNERS
• National Center for Family Philanthropy
• Northern California Grantmakers
• Southern California Grantmakers