Impact Investing
July 29, 2012
The Impact Investing workshop will arm attendees with cutting edge insight and training for one of the hottest investment topics of the 21st Century. Reserved for the wealthiest and most sophisticated investors on the planet, impact investing is poised to explode through new fund offerings, platforms, exchanges and even separately managed accounts. From $50 billion under management today to $500 billion under management over the next decade, the risks, rewards and access to impact investing is a necessary part of any and every intermediary’s practice and investor’s profile. Learn how to practice impact investing from the industry’s most respected leaders at this exclusive half-day event.
Agenda
**Times subject to change**
| 10:30 AM - 11:00 AM |
Registration
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| 11:00 AM - 11:10 AM |
Introduction and Welcome
Thomas M. Kostigen
PW’s Editor-At-Large and Global Impact Investor columnist for Dow Jones MarketWatch and The Wall Street Journal Digital Network
What is Impact Investing and Why it Matters
This pointed discussion from one of the foremost impact investing experts will cover the investment landscape-past, present, and future – and lay out the obstacles and opportunities for success.
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11:10 AM - 12:00 PM
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Session 1
TBD
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| 12:00 - 1:00 PM |
Lunch
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1:00 - 1:50 PM
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Session 2
Viewpoint: The Financial Advisor
An inside look at how to redirect business and attract new capital by
offering impact investing services to ultra high net worth clients.
*Accepted for 1 CE Hour toward CIMA®/CIMC®/CPWA® Designations
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| 1:50 - 2:40 PM |
Session 3
Viewpoint: The Fund Manager
Pioneering impact investment fund managers discuss the ins and outs of portfolio management in this burgeoning space. They'll explain what works and what doesn't and offer realistic return on investment expectations.
*Accepted for 1-Hour CFP® Board CE Credit and 1 CE Hour toward CIMA®/CIMC®/CPWA® Designations
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| 2:40 - 3:00 PM |
Networking Break
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| 3:00 - 3:50 PM |
Session 4
Issue: Due Diligence/Monitoring
An up to date and forward looking discussion on how to avoid the traditional pitfalls of investing in emerging markets, as well as The Three Cups of Tea problem: ongoing monitoring.
*Accepted for 1-Hour CFP® Board CE Credit and 1 CE Hour toward CIMA®/CIMC®/CPWA® Designations
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| 3:50 - 4:40 PM |
Session 5
Issue: ESG
A new wave of publicly traded investments concentrating in Environmental, Social and Governance (ESG) issues are cropping up within the impact investing space. How do these investments differ from socially responsible investments as well as the traditional terrain of impact investing: private equity?
*Accepted for 1-Hour CFP® Board CE Credit and 1 CE Hour toward CIMA®/CIMC®/CPWA® Designations
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| 4:40 - 5:30 PM |
Session 6
Issue: Measurement
By what metric is success? How to define, track, and report on the social and environmental performance of capital -- in additional to traditional financial reporting.
*Accepted for 1 CE Hour toward CIMA®/CIMC®/CPWA® Designations
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| 5:30 - 5:45 PM |
Closing Remarks |
Registration
After June 30th: $79
After June 30th: $199
After June 30th: $1,595
Sponsors
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For over four decades, Maxwell Drever and his teammates have been leaders in impact real estate investing. The Drever companies' award-winning redevelopments of distressed apartments deliver triple bottom line returns that are already generating uncommon, increasing cash flows as well as social and environmental benefits.
DCM's recently launched Parallel Fund II's unique alignment with its related club fund of some of the nation's most astute institutional investors provides legacy and qualified, new family investors the opportunity to exponentially leverage the positive impact of even a relatively small investment.
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J.P. Morgan Securities is a full-service wealth management firm that offers high net worth clients the personalized service of a boutique organization and the global resources of J.P. Morgan, one of the largest and most respected financial firms in the world. Our Financial Advisors provide clients with a broad suite of brokerage, wealth management and investment advisory services. J.P. Morgan Securities is headquartered in New York City and has branches in 17 locations throughout the United States, including Atlanta, Boston, Chicago, Dallas, Florham Park (NJ), Los Angeles, San Francisco and White Plains (NY).
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Who says investment decisions can't be both financially sound and do good in the world? That's what MicroPlace is all about. We scout out impact investment opportunities from a carefully selected group of issuers that fund microfinance loans, community development projects, fair trade businesses, green and clean-tech development, and other world-changing initiatives. By investing, you can get a financial return while having a powerful social impact. Pick the location, project type, interest amount, and payback time that appeal to you. You can start as low as $20 and earn as much as 3.1%. That beats a low-yield savings or money-market account any day*, and it puts you in the company of a growing movement of smart investors using their portfolios to make a meaningful difference in the world.
These investments are not guaranteed and involve risk of loss. Past performance is no guarantee of future results. You should read the prospectus at www.microplace.com before investing.
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