Learning Sessions and Action Cohorts
Please note the dates and times are subject to change and will be confirmed in the coming months. Each Learning Session and Action Cohort is expected to run for approximately 1.5-2 hours midday for most time zones. Action Cohorts will meet on the day following each Learning Session, or shortly thereafter. Each participant will be assigned to attend one of the Action Cohort three time slots indicated in the schedule.
Learning Session 1: Fundamentals of Impact Investing
Learning Session: October 19, 2021, 12:30-2:30PM ET
Action Cohort: October 20, 2021, 11:30-1:00PM ET; 1:30-3:00PM ET; 3:30-5:00PM ET
In this kick-off session, get to know your peers as we embark on a collective six-month journey. Learn about the fundamentals of impact investing, including terms and definitions, the different types of capital that may be at your disposal, and an overview of asset classes and potential uses. Work with peers to explore aspirations for yourself and your organization at the onset of the Institute.
Learning Session 2: Investing with a Racial Equity Lens
Learning Session: November 16, 2021, 12:30-2:30PM ET
Action Cohort: November 17, 2021, 11:30-1:00PM ET; 1:30-3:00PM ET; 3:30-5:00PM ET
How do you build and implement an impact investing program with a racial equity lens? Learn how to shape your impact investing program to include inclusive policies and practices, such as utilization of diverse fund managers. Explore how to invest in a way that advances equitable outcomes. Learn about key principles that will carry through the rest of the Institute.
Learning Session 3: Designing Your Investment Program
Learning Session: December 7, 2021, 12:30-2:30PM ET
Action Cohort: December 8, 2021, 11:30-1:00PM ET; 1:30-3:00PM ET; 3:30-5:00PM ET
Discover practical tools to help design your program. Explore staffing and governance questions to understand what will best meet the needs of your foundation. Work with peers to begin building an impact thesis to define your goals, taking into account the realities of existing assets, mission, and capacity.
Learning Session 4: Investment Program Strategy
Learning Session: January 25, 2022, 12:30-2:30PM ET
Action Cohort: January 26, 2022, 11:30-1:00PM ET; 1:30-3:00PM ET; 3:30-5:00PM ET
Learn how to use different asset classes and investment tools to create a portfolio that supports your foundation’s goals. Hear from seasoned investors on how they developed their impact investing strategy, including what they hope to achieve and how they are organizing their capital.
Learning Session 5: Operationalizing Your Impact Investing Program
Learning Session: February 15, 2022, 12:30-2:30PM ET
Action Cohort: February 16, 2022, 11:30-1:00PM ET; 1:30-3:00PM ET; 3:30-5:00PM ET
Learn how to translate your program strategy into action. Discuss the iterative process and considerations of deal sourcing, due diligence, portfolio management, impact measurement, managing to change, and evaluation of your impact investing program.
Learning Session 6: Impact Activation
Learning Session: March 15, 2022, 12:30-2:30PM ET
Action Cohort: March 16, 2022, 11:30-1:00PM ET; 1:30-3:00PM ET; 3:30-5:00PM ET
What next steps do you need to take to activate your strategy? Discuss legal considerations, internal dynamics, and other practical considerations as you embark on starting, changing, or expanding your program.