Leveraging For-Benefit Enterprise
and Cross-Sector Leadership to
Tackle Complex Challenges
JUNE 22-23, 2015 | PRESIDIO INSTITUTE, SAN FRANCISCO
TRACK: Impact Investment
Impact Investment
ORGANIZING COMMITTEE
Kriss Deiglmeier, CEO, Tides
Ian Galloway, Senior Research Associate, Community Development, Federal Reserve Bank of San Francisco
John Moon, District Manager, Community Development, Federal Reserve Bank of San Francisco
Beth Sirull, President, Pacific Community Ventures
Gregory Wendt, Senior Wealth Advisor, StakeHolders Capital; Co-Chair, California Economic Summit Capital Action Team
OPPORTUNITY STATEMENT
Participants in the summit are tackling some of the world’s most intractable challenges. While government and philanthropy are committed to addressing many of these issues, their combined financial wherewithal is not enough to solve problems of this scale and complexity. Impact Investing engages private capital investment—from pension funds, banks, insurance companies and other institutions to high net worth individuals and retail investors—to address pressing social and environmental issues. Understanding the demands of private capital, impact investments yield both financial returns and positive social impacts.
Impact investment is not an issue unto itself, but rather a tool that each of the issues being adressed in the other summit tracks—infrastructure, place-based initiatives, academic medical centers and health systems, health insurance, applied clean energy, and workforce/skills development—can use to access capital and expertise to develop and scale solutions.
Accordingly, on day two of the summit, participants in the Impact Investment track will have the opportunity to participate in one of the other issue tracks during the Action Labs portion of the agenda. In doing so, they will be able to leverage their knowledge and experience of impact investing to address a specific issue area. They will then convene as a group for dinner and discussion on Tuesday evening.
QUESTIONS TO EXPLORE
Participants in the track will be diverse and include representatives such as institutional investors, individuals, family foundations, community foundations, and advisors.