Join us July 6 -10 to discuss the emerging world of “social investment :” a range of capital targeted to entrepreneurial approaches to social and environmental problems.
Register: Sign up Here – New and Improved Registration Process
Through this conference, we will:
• Explore the goals of social investment as it exists today, from “venture philanthropy”-style grants through to investments made with the goal of commercial returns;
• Discuss how these different types of social investment capital differ from traditional funding mechanisms for NGOs and social enterprises;
• Hear practical advice from some investors about their criteria when looking for organizations to invest in;
• Discuss with practitioners how to assess whether they should seek this type of capital, and what their next steps might be.
Facilitators: Jessica Shortall, consultant in social enterprise and social investment; Mary McVay, Director of the Value Initiative; Kim Alter, Virtue Ventures
Featuring: New SEEP Publication, Understanding and Accessing Social Investment and practitioner and investor expert discussants.
Agenda for the week:
- Topic 1: Spectrum of social investing: Defining the Segment and Discussing Risk and Return Thinking
- Commercial social investing
- Investment-minded grants
- Patient investment
- Topic 2: The social investor/enterprise relationship
- Fundamental differences to traditional grant relationship
- Different forms of control
- Investor expectations
- Topic 3: Should we seek social investment capital?
- Mindset & culture for “investable” enterprise
- Finding your place on the spectrum
- Are your board, staff, and stakeholders ready?
- Topic 4: How do we find and get in touch with social investors?
- Global networks – recommendations
- How to analyze and filter who might be a good fit
- Beyond the “cold call” – how to get in front of an investor
- Topic 5: What’s a business plan, really?
- How does a business plan differ from a grant proposal?
- Basic outline investors look for
- What should a business plan communicate?
We look forward to talking with you!
| Attachment | Size | Hits | Last download |
|---|---|---|---|
| Understanding and Accessing Social Investment_DRAFT.doc | 426 KB | 205 | 1 day 50 min ago |
About Jessica Shortall
Jessica Shortall is a social entrepreneur with direct entrepreneurial experience in a number of start-up social ventures, as well as consultancy and advisory experience with a range of social enterprises and ethical and ‘green’ businesses. Her social investment experience spans business planning, capital-raising (ranging from grants to equity), and investor relations, and a 2008 role as a visiting lecturer in Social Finance at Saïd Business School, Oxford.
Jessica began her career as a Peace Corps Volunteer in Uzbekistan, where she taught English in a rural school, opened a local library, and ran empowerment programs for teenage girls. She later co-founded The Campus Kitchens Project in the U.S., a non-profit organization now franchised in more than 20 cities. Jessica received her MBA (with honors) from Saïd Business School, Oxford, UK, where she was a Skoll Scholar in Social Entrepreneurship.
About Kipper Blakeley
Kipper Blakeley has been involved with philanthropy both as a donor and as an implementing partner of programs for the past 17 years. His field experience includes working in Latin America and Asia. Most recently, he served as an International Advisor for the Population and Community Development Association (PDA), run by one of the most well-known “social entrepreneurs”, Mechai Viravaidya. In this capacity, Kipper worked on a senior management team tasked with development, implementation and follow-up of myriad programs, including micro-credit and HIV-prevention initiatives, as well as the post-Tsunami socio-economic rehabilitation of nearly 100 villages. Following the sale of the family business, Kipper has been involved with setting up the family foundation while working simultaneously as a consultant to Blatter+Frick.
About Blatter+Frick, Social Investors Services
Blatter+Frick is a boutique philanthropy advisory and facilitation firm based in Switzerland which works with affluent individuals and families worldwide, enabling them to turn their philanthropic ambitions into actions by applying the same rigor and principals that guide them in their business investments. Our expertise is in the facilitation and design of innovative, collaborative approaches. For our international clientele we currently oversee a portfolio of initiatives around the globe.
We assist social investors in making a difference by enabling social investors to take an informed investment decision based on sound research and experience. Through our extensive global network of partners on the ground, we help select the best suited projects in order to achieve the investor’s objectives and then accompany them from strategy development to successful completion of the investments. Throughout the process, we help ensure transparency by performing due diligence on investments, monitoring the investments on site and giving advice without conflict of interest.
This conference will feature several featured Social Investors, who bring with them a wealth of knowledge and experience to share and discuss with conference participants. One featured Social Investor is Oliver Karius, a Partner at LGT Venture Philantrophy. His background and experience working in the field bring an important voice to our discussions.
Oliver Karius, Partner
Oliver is a partner at LGT Venture Philanthropy responsible for the Africa region, sustainable investment as well as clean tech/climate change and research into market based solutions. Oliver has over 12 years experience in sustainable/socially responsible investment, venture philanthropy and corporate sustainability strategy consulting in both developed and developing countries. He is the co-founder of the WEF aligned African Social Entrepreurship Network (ASEN), DeRisk, VantagePoint Global, and worked previously for SAM Sustainable Asset Management, the Dow Jones Sustainability Index (DJSI), F&C Investment Management (formerly ISIS) and MunichRe. Oliver holds an MSc in Global Environmental Change and Policy, Imperial College, UK and MSc (Dipl. Biol.) from Ludwig Maximilians University, Germany.
LGT Venture Philanthropy (LGT VP) (www.lgt.com)
LGT Venture Philanthropy Foundation’s mission is to improve the sustainable quality of life of less advantaged people in the developing world by selecting and supporting both non-profit and for-profit organizations active in the areas of alleviating human suffering, education and creation of sustainable livelihoods in Africa, China, India, Latin America and South East Asia.
LGT VP applies a venture philanthropy approach, an innovative approach to philanthropic giving based on venture capital principles. These include the provision of targeted and long-term support to organizations in the forms of financial capital, intellectual capital, as well as access to relevant contacts and networks. Depending on the business model of the supported organization, LGT Venture Philanthropy provides grants, loans or equity; any generated profit is channeled back into the fund and will be used for additional investments.
To ensure that the funds entrusted are allocated effectively and generate maximal positive impact, each engagement is subject to detailed due diligence and evaluation, as well as an ongoing mentoring, measurement and reporting process. LGT VP was founded in 2007 by the initiative and funds of the Princely Family of Liechtenstein, to become the preferred partner for philanthropic engagement for LGT clients, LGT employees and the Princely Family.
| Attachment | Size | Hits | Last download |
|---|---|---|---|
| Factsheet_LGTVP_en.pdf | 48.18 KB | 147 | 21 hours 53 min ago |