The National Center for Family Philanthropy Presents:
Webinar: Impact Investing and Family Philanthropy: A One-Two Punch
REGISTER HERE
Interest in impact investing
among wealth holders, their foundations, and family offices continues to
grow. As a means for providing capital to for-profit ventures with a
social mission, impact investing is increasingly viewed as an effective
solution for combining the philanthropic aspirations of wealthy families
with their financial objectives.
This Webinar will focus on how to successfully manage your wealth for impact and profit in a manner that aligns with your
philanthropic
goals. When coupled with a thoughtful approach to grantmaking, this
emerging strategy can help families to work across generations and
invest for a better world.
Learn how to refine your understanding
and approach from a seasoned impact investment practitioner, Dr. Julia
Balandina-Jaquier, author of the Guide to Impact Investing for Family Offices and High Net Worth Individuals.
The Webinar will provide participants with practical guidelines,
concrete tools, and an array of personal stories. Julia will share her
broad knowledge on this complex but accessible topic, including
recommendations from over 40 philanthropic families involved in impact
investing who actively collaborated on the Guide. Their successes,
learning, mistakes and best practices provide an entryway to impact
investing for private investors and philanthropists on the path to
greater social and financial impact.
About the Presenter
Dr.
Julia Balandina Jaquier is a seasoned investment executive with 19
years of experience focused on sustainable private equity and finance.
She has led over USD1 bn worth of investments in environmental
technologies, renewable and conventional energy, healthy living and
infrastructure in emerging and developed markets. Dr. Balandina
Jaquier started her career in 1993 at McKinsey & Co. and
subsequently held various senior positions at ABB Financial Services and
AIG Investments, where, after co-managing the European direct private
equity business, she pioneered and led a USD150 m impact investment
fund. She has served on boards of seven companies.
Dr.
Balandina Jaquier is a frequent speaker at impact investing conferences
and a lecturer at the University of St. Gallen MBA program on
responsible/impact investing. She is the author of "Guide to Impact
Investing for Family Offices and High Net Worth Individuals.” Dr. Balandina Jaquier holds an MBA (with honors) and PhD in finance from
St. Petersburg University of Economics & Finance, and is a CFA
charterholder.
Family Philanthropy Online:Webinar Series Replaces Teleconferences: Download Information Here