Hear directly from the team that's managing hundreds of impact investments across dozens of donor-advised portfolios. You'll get an  overview of how investors can advise an ImpactAssets Donor Advised Fund to invest in high impact businesses and funds, followed by a close-up view of the investment lifecycle.

Session will cover:

-Broad Spectrum of Eligible Investment Types & Entities

-Investment Process for Donors & Investees

-Investment Management for Donors & Investees

-Managing Exits & Workthroughs

-Sample Custom Investment Portfolios

Not recorded.  Contact ImpactAssets for more information