Unlocking Sidelined Capital: Forecast and Optimize Impact Across the Entire Portfolio

Daniel Buckman Total Values

Track

Shaping Capital Systems

Format

Skills Lab (Up to 3 Facilitators/Speakers)

Speakers

  • NameDaniel Buckman
  • TitleCEO & Founder
  • OrganizationTotal Values

Description

The biggest reason trillions of institutional dollars sit sidelined from impact is not that allocators do not care. It is that they cannot see how tilting a portfolio toward impact changes financial risk, financial return, and impact outcomes all at once. Without that view, staying on the sidelines is the safer call.

This session brings practitioners from philanthropy, catalytic capital, private markets, and institutional investment together to look at the real three-way trade-off. We will walk through emerging approaches to quantifying it, stress-test them on a real allocation decision, and ask the blunt question: when does investing for impact actually require sacrificing financial goals, and when it does not, what unlocks the capital?

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