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1 Thank you for joining us. The webinar will begin soon! Help Desk: Select the Help option in the toolbar at the top of your GoToWebinar navigation panel. Ask a Question of the Presenters: Click the Questions box to type a question for the presenters. Please include your name and organization with your question. Exit the Webinar: Click the gray X in upper right corner of the navigation bar. Webinar Recording: A recording of this webinar will be sent to all registrants. Follow the Conversation: Use #ImpInv on Twitter.
2 WELCOME! EVERYTHING YOU NEED TO KNOW ABOUT IMPACT INVESTING (IN 1 HOUR!)
3 PRESENTED BY The Case Foundation Mission Investors Exchange Council @COF_
4 IMPACT INVESTING WHAT IT IS AND WHY IT MATTERS Jean Case, CEO, the Case
5 Impact investments Are: Investments Made into companies, organizations and funds With the intention to generate measurable social and environmental impact Alongside a financial return.
6 A RANGE OF OPTIONS IN A GROWING SECTOR Kate Ahern, VP, the Case
7 Common Decision Points for Investors: 1. Sector 2. Asset class 3. Geography 4. Funds vs. direct 5. Risk & return 6. Other ways to engage
8 01 SECTOR
9 Impact Sectors Include: Community development Small business finance Health and wellness Education Microfinance Financial inclusion Fair trade products Conservation Renewable energy Sustainable agriculture
10 02 ASSET CLASS
11 Asset Classes Include: Fixed income Absolute returns Private equity/venture Public equity Real assets
12 03 WHERE: GEOGRAPHY
13 City/state Domestic (US) Domestic emerging markets Emerging markets
14 04 HOW: FUNDS VS. DIRECT INVESTMENTS
15 Impact investing funds Direct investments Total portfolio activation
16 05 HOW MUCH: RISK & RETURN
17 Blended strategies Market rate, with impact Sector-focused Impact alpha
18 06 OTHER WAYS TO ENGAGE
19 Other Ways to Engage Ecosystem support grants Policy engagement Shareholder activism and active ownership Social impact bonds
20 IMPACT INVESTING IN PRACTICE Stacy Donohue, Omidyar Dan Brillman, Unite A SHORT GUIDE TO IMPACT INVESTING
21 FOR-PROFIT SNAPSHOT Omidyar Network is: A philanthropic investment firm, founded in 2004 by Pam and Pierre Omidyar, founder of ebay. Dedicated to harnessing the power of markets to create opportunities for people to improve their lives. A SHORT GUIDE TO IMPACT INVESTING
22 Two Key Approaches 1. A flexible capital approach: for-profit and nonprofit are complementary 2. A sector-based approach: Consumer internet and mobile Education Financial inclusion Governance and citizen engagement Property rights
23 Omidyar Network Commitments Since Inception: $391 million in forprofit investments, including Unite US $458 million in nonprofit grants $849 million total
24 Connecting a Fragmented Industry With Technology Fragmented support system of 400,000+ organizations Connecting military families with local coordinated care
25 Technology Transforming Service Delivery Resource Network BOOST Connecting veterans to impactful local resources & opportunities Community Management ENGAGE Streamlining operations, communication, outreach, and analytics for organizations Care Coordination CARE Seamlessly coordinating services within organizations & networks of service providers
26 Coordinated Services Provided Programs Already Live in Communities Education Employment Family Support Financial Assistance Housing Healthcare Mental Health Public Benefits Counseling Recreation/ Outreach Substance Abuse VA Benefits and Advocacy Legal Assistance 50+ public, private, nonprofit organizations streamlining care 200+ practitioners and care workers collaborating and coordinating services Secure referrals and tracking, standardized intake, outcome reporting Coordination increasing efficiencies, accountability, ROI and lowering costs
27 QUESTIONS? If you have a question for one of the presenters, please click the questions box and type it in. Please include your name and organization with your question.
28 Upcoming Programs 9/28 9/30: Atlanta Mission Investing Institute 11/12: Essentials of Impact Investing Webinar Series Part I: Why Foundations of All Sizes Engage in Impact Investing 1/21: Essentials of Impact Investing Webinar Series Part II: Common Ways to Engage in Impact Investing 3/17: Essentials of Impact Investing Webinar Series Part III: How to Find (or Develop) Impact Investing Deals 5/10 12: Mission Investors Exchange National Conference in Baltimore
29 Resources A Short Guide To Impact Investing Mission Investors Exchange Website Essentials Of Impact Investing A Guide For Small-Staffed Foundations Community Foundation Field Guide To Impact Investing Strategies To Maximize Your Philanthropic Capital: A Guide To Program Related Investments Learn Foundation Law: Program-Related Investment Rules for Private Foundations
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