From Idea to Execution: How to Build an Impact Investing Portfolio Inside Your Institution
Casey Shultz
Saint Paul & Minnesota Foundation
Track
Shaping Capital Systems
Format
The Collaborative Forum ((Up to 3 Facilitators/Speakers))
Speakers
- NameLisa Richter
- TitleManaging Partner
- OrganizationAvivar Capital
- NameZoila Jennings
- TitleLead Impact Investment Officer
- OrganizationRobert Wood Johnson Foundation
- NameCasey Shultz
- TitleDirector of Community & Impact Investing
- OrganizationSaint Paul & Minnesota Foundation
Description
Many institutions want to align more of their capital with their mission but don’t know how to start. This hands-on workshop moves from inspiration to execution. Participants will begin building a practical playbook for launching an impact investing portfolio within their organization. We’ll cover how to map investment opportunities, identify key stakeholders, and design the governance and systems needed to deploy capital. Attendees will leave with a draft framework they can take back to their team to accelerate implementation.
