December 2, 2025 @ 12:30 pm – 4:30 pm UTC-5
Unlocking the Power of Impact-First Investing in Your Philanthropic Portfolio
Philanthropy is increasingly using tools that blur the lines between grantmaking and investing. This interactive session offers participants a practical, field-informed view of impact-first investing through research insights, real portfolio examples, and peer dialogue. Attendees will explore the impact investing landscape, examine case studies of different investment tools, and discuss practical strategies for getting started or scaling existing programs. Drawing on Social Finance‘s 15 years of practice, participants will leave with actionable insights for choosing and structuring impact investments aligned with their mission and values.
What to Expect
• Engaging, hands-on learning with real case studies drawn from active portfolios
• Expert guidance and practical tools from Social Finance’s industry leaders
• Meaningful peer exchange and new connections among like-minded investors
Who Should Join
Members seeking to apply or deepen impact-first and values-aligned investment approaches—from those taking first steps to experienced funders refining their strategies.
Program Logistics
The program will be held on Tuesday, December 2, 12:30pm-4:30pm, at Myriad USA, 551 5th Ave Suite 2400, New York, NY 10176. Lunch will be served. For any questions, please contact Jocelyn Berger.