Unlocking Scale: The Legal Framework for Utilizing Catalytic Capital

Amaris White Morgan, Lewis & Bockius LLP

Track

Shaping Capital Systems

Format

The Collaborative Forum ((Up to 3 Facilitators/Speakers))

Speakers

  • NameTomer Inbar
  • TitlePartner, Tax-Exempt Organizations
  • OrganizationMorgan, Lewis & Bockius LLP
  • NameMiranda Lindl O’Connell
  • TitleSenior Counsel, Impact Investments
  • OrganizationBuilders Vision
  • NameJoshua Mintz
  • TitleVice President, General Counsel and Secretary
  • OrganizationJohn D. and Catherine T. MacArthur Foundation

Description

Familiarity with legal issues in complex impact deals can empower you to access catalytic capital, enable innovative legal structuring, and make for a smooth deal process. Complications arise when a matter involves legal issues that are unknown or not well understood. This session provides a framework on how impact funds can leverage philanthropic and other impact-first funding to unlock traditional investment capital, creating vital support for underrepresented sectors, communities and causes. Learn the basics of concessionary capital and first-loss structures, which are essential tools for de-risking opportunities and enticing market investors, and explore legal constraints and guardrails charities navigate when investing for impact.

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