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 11:00 AM / 11:30 AM PST

Private Debt & Equity Investing with an ImpactAssets Donor Advised Fund

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

Speakers

Eric Meissner

Director of Custom Investments

ImpactAssets Inc.

Kevin Iraheta

Senior Associate, Custom Investments

ImpactAssets

Kelsey Dwyer

Senior Associate, Custom Investments

ImpactAssets Inc.

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