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Where Impact Capital Goes to Die

Jesse Simmons CapShift

For years we have heard the data: asset holders want to do impact investing, there are more impact investment opportunities than ever, and yet issuers and asset holders alike report barriers to mobilizing impact capital. This session digs into those barriers that restrict the flow of impact capital and shares solutions to overcoming them. These barriers include challenges for advisors (perceived complexity around talking about impact with clients, identifying top investments within a client’s interest areas, and performing due diligence and impact measurement of these top opportunities); structural challenges (how to invest from Foundations, DAFs); or broader misunderstandings about impact investing (perceived trade-offs around impact, liquidity, and financial returns). CapShift’s fireside chat with Lily Trager will bring the perspective of someone who has experience building impact investing programs with an impact-focused financial advisor, one of the world’s largest financial institutions, and with a UHNW family pushing the boundaries of impact investing. CapShift will bring its experience supporting advisors and intermediaries with education, sourcing, due diligence, portfolio construction, implementation, and post-investment monitoring and reporting.

Track

Capital Flows for Impact: Dialogues Around the State of Impact Investment

Format

Fireside chat (2 speakers)

Speakers

  • NameJesse Simmons
  • TitleManaging Director, Research and Advisory
  • OrganizationCapShift
  • NameLily Trager
  • TitleDirector of Impact Investing
  • OrganizationInvesting across the capital spectrum

Description

For years we have heard the data: asset holders want to do impact investing, there are more impact investment opportunities than ever, and yet issuers and asset holders alike report barriers to mobilizing impact capital. This session digs into those barriers that restrict the flow of impact capital and shares solutions to overcoming them. These barriers include challenges for advisors (perceived complexity around talking about impact with clients, identifying top investments within a client’s interest areas, and performing due diligence and impact measurement of these top opportunities); structural challenges (how to invest from Foundations, DAFs); or broader misunderstandings about impact investing (perceived trade-offs around impact, liquidity, and financial returns). CapShift’s fireside chat with Lily Trager will bring the perspective of someone who has experience building impact investing programs with an impact-focused financial advisor, one of the world’s largest financial institutions, and with a UHNW family pushing the boundaries of impact investing. CapShift will bring its experience supporting advisors and intermediaries with education, sourcing, due diligence, portfolio construction, implementation, and post-investment monitoring and reporting.

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