Impact investment hub lunch 240511
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This document summarizes a discussion on impact investment and social finance. It provides background on Vancity Community Capital, an impact investment firm, and discusses key terms in social finance like impact investment, social finance, and challenges and opportunities to better connect social financiers and social enterprises. Ideas are proposed to help impact investors understand social enterprises better through job shadowing, peer reviews, and moving outside financial measures to consider behavioral aspects of investing in social missions.
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The document discusses the rise of alternative finance and impact investing, emphasizing its potential to democratize access to finance and create both financial returns and positive social or environmental impacts. It highlights the growth of crowdfunding and the need for innovative funding models to support social enterprises. Key figures in the field stress that impact investing may soon go mainstream and bring transformative opportunities for social improvement.impactGrid - The next gen platform for Impact Investing, powered by blockchai...
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The document discusses impact investing, which provides both social and financial returns through investments. Impact investing aims to assess performance through more than just financial measures. While the term was coined in 2007, it emerged from interest in assessing capital performance through non-financial lenses as well. The impact investing market includes philanthropic organizations, boutique funds, mainstream institutional investors, and others. Assets under management in impact investing are projected to approach $1 trillion by 2020 according to some estimates, as nearly two-thirds of U.S. pension funds anticipate making such investments. The document raises questions about careers, returns, industry trends, and opportunities in impact investing.ODA for Capacity Building in the Social Enterprise- and the SME-Sector in India
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This document discusses social entrepreneurship over 32 pages. It defines social entrepreneurship as pursuing opportunities to create social value rather than maximizing profits. Social entrepreneurs are driven by their mission to create social impact, which can be difficult to measure. They continuously innovate and adapt to serve their social mission. While businesses may create social impacts unintentionally, social entrepreneurs design their organizations and solutions specifically to create sustained positive social change. The document also notes that while MBAs can help social sector organizations with skills like leveraging resources and improving efficiency, it is important for those with business backgrounds to respect the work already being done and understand the limits of market-based solutions for social problems.What is Venture Philanthropy
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The document discusses venture philanthropy, emphasizing that effective philanthropy should adopt an entrepreneurial mindset to tackle large social problems as opportunities for scalable solutions. It advocates for treating philanthropic funds as venture capital, focusing on sustainable business models and the necessity of building strong teams to achieve impactful results. Ultimately, true philanthropic success hinges on innovation and a disruptive approach to address humanity's grand challenges.Crowdfunding indian scenario(new)
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1. Crowdfunding is a process of raising funds from the general public through small individual contributions to support a project or business. It has emerged as an alternative form of capital formation, especially for entrepreneurs and startups who have difficulty accessing traditional bank financing.
2. While the concept of collecting donations or investments from communities is not new, crowdfunding has gained popularity in recent years through internet-enabled platforms. It provides a way for individuals and organizations to get funding and validation for their ideas.
3. Crowdfunding is a new concept in India but growing as it allows talented people to pursue their dreams without large upfront investments. Regulations are needed to protect investors and support its development as an alternativeSocial Enterpreneurships and Social Development
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The document discusses the role of social entrepreneurs in driving sustainable social development, particularly focusing on the underserved populations at the bottom of the pyramid. It illustrates how social entrepreneurship can bridge gaps between business, environmental, and social sectors, leading to innovative solutions for societal challenges. The article identifies characteristics of successful social entrepreneurship initiatives and emphasizes the importance of adaptability and stakeholder engagement for long-term impact.Crowd funding
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The document provides background on social enterprise and social finance. It explores the motivation for these activities, including addressing complex social problems with constrained government finances. Various models are examined, such as housing funds, community loan funds, and social impact bonds. Case studies of the New York City Acquisition Fund and social enterprises like Friends Catering Company and St. John's Bakery are also summarized.Crowdfunding x Scholarship
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The document outlines the venture philanthropy model, which emphasizes long-term partnerships, performance measurement, and a shift from traditional nonprofit practices towards community-focused investments. It discusses the importance of understanding overhead costs and developing a clear plan for nonprofit capacity building to break the cycle of 'nonprofit starvation.' Additionally, it highlights the role of various funding sources and the need for strategic planning in the nonprofit sector.Intro to entrepreneurship slide share
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The document discusses the misconceptions about entrepreneurship and outlines essential concepts such as lean startup methodology, product-market fit, customer acquisition, and revenue streams. It emphasizes the importance of validating business ideas, understanding customer lifetime value, and effective marketing strategies. Additionally, it includes a market-size analysis example for a babysitting app in Jordan, providing insights into potential customer demographics.Alan Barrell - Cambridge Rare Disease Summit 2015
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The document discusses the rise of alternative finance and impact investing, emphasizing its potential to democratize access to finance and create both financial returns and positive social or environmental impacts. It highlights the growth of crowdfunding and the need for innovative funding models to support social enterprises. Key figures in the field stress that impact investing may soon go mainstream and bring transformative opportunities for social improvement.impactGrid - The next gen platform for Impact Investing, powered by blockchai...
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Jim Clifford is the Head of Non-Profit Advisory Services at Baker Tilly. He has authored several studies on social impact and helped develop methodologies to assess social impact. Understanding social impact is important for non-profits to influence stakeholders, manage funding, and measure outcomes. Common frameworks for measuring impact include SROI, GRI, and evaluating performance. Social impact data can be used internally to improve projects and externally to influence funders and partners. New social finance models like social impact bonds link funding to impact by tying payments to results.160727_Aspects_impact investing 2.0_global drivers and trends_final3
160727_Aspects_impact investing 2.0_global drivers and trends_final3socialimpactmarkets
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1) Impact investing is a rapidly growing field that aims to generate both social/environmental impact and financial returns. Globally, impact investors manage $77.9 billion in assets.
2) Impact investments intentionally invest in opportunities that generate measurable positive societal impact, through funds, real estate, social businesses, or enterprises. Return expectations range from below to market rates.
3) Several trends are driving growth in impact investing, including demand for sustainable products, innovations in public services, and opportunities in underserved markets. New types of investors beyond foundations, such as pension funds and corporations, are beginning to engage in impact investing.Solutions for Impact Investors
Solutions for Impact InvestorsNonprofit Finance Fund_SIB Learning Hub
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Rockefeller Philanthropy Advisors is a 501(c)(3) nonprofit organization established in 1991 that provides services to help donors advance effective and strategic philanthropy. It traces its origins to John D. Rockefeller Sr. who began professionally managing his philanthropy in 1891. Rockefeller Philanthropy Advisors provides research, counsel, and complete program management for foundations and trusts. It currently advises on over $300 million in annual giving across many countries.ENTR4800 Class 7: Impact Investing and Social Finance
ENTR4800 Class 7: Impact Investing and Social FinanceSocial Entrepreneurship
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The document outlines the agenda and content of a social entrepreneurship class focused on impact investing and social capital markets. It discusses various investment approaches, the spectrum of financial markets, and provides insights on social finance dynamics in Canada. Additionally, it emphasizes the importance of intermediaries in aligning supply and demand within the sector.Impact Investing
Impact InvestingNonprofit Finance Fund_SIB Learning Hub
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1) Impact investing seeks to generate financial returns while also creating positive social and environmental impacts. It provides capital to address issues where charitable and government funds fall short.
2) The article profiles several impact investments that provide affordable housing, education, jobs, and other benefits. These investments involve a variety of players, including banks, foundations, and individuals, showing the potential of impact investing to attract capital from diverse sources.
3) For impact investing to achieve its potential, industry leaders must work together to measure impacts, build infrastructure, and create financial products that meet investor needs for transparency and liquidity. Recent innovations point to new opportunities for banks and other players in impact investing.NWSVF - Impact Investing Education Series Info
NWSVF - Impact Investing Education Series InfoNorthWest Social Venture Fund
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The document outlines an Impact Investing Education Series aimed at students, investors, and professionals, promoting scalable social entrepreneurship and impact investing. It details program structure, including workshops, milestone setting, hands-on learning, and peer discussions, as well as the benefits and outcomes of participating. Participants are encouraged to set achievable personal and professional impact milestones while engaging with various organizations in the social impact sector.Smarter money review 3 spring 2015
Smarter money review 3 spring 2015Big Path Capital
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Big Path Capital assists purpose-driven companies and funds in financial transactions like acquisitions, mergers, and capital raises to ensure their social missions are preserved. They have worked on over 100 deals, more than any other impact investing bank. Big Path represents the largest impact investing network and focuses on assisting companies and funds, hosting events, and providing education to institutional investors on impact investing strategies. The article provides an overview of impact investing and highlights several papers that have helped define and develop the field, showing how impact investing is growing beyond private investments into other asset classes.SmarterMoney+ Review 3 Spring 2015
SmarterMoney+ Review 3 Spring 2015Impact Capitalism Summit
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Big Path Capital assists purpose-driven companies and funds in financial transactions like acquisitions, mergers, and capital raises to ensure their social missions are preserved. They have worked on over 100 deals, more than any other impact investing bank. Big Path represents the largest impact investing network and focuses on assisting companies and funds, hosting events, and providing education to institutional investors on impact investing strategies. The article provides an overview of impact investing and highlights several papers that have helped define and develop the field, showing how impact investing is growing beyond private investments into other asset classes.Social Finance: Its promise and its challenges
Social Finance: Its promise and its challengesSocial Innovation Generation
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The document discusses the challenges and opportunities in social finance as presented by Tim Draimin, Executive Director of Social Innovation Generation (SIG). It highlights the need for innovative approaches to address social and ecological problems, emphasizing collaboration across sectors and the importance of impact investing in mobilizing private capital for public good. The text also outlines barriers to social innovation and suggests that a shift towards social finance could create sustainable revenue models for non-profits and stimulate social improvements.Impact Investing Seminar: Revolutionising capital markets for greater societa...
Impact Investing Seminar: Revolutionising capital markets for greater societa...United Nations Association of Australia (Vic)
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Impact investment hub lunch 240511
- 1. Impact Investment: A New Asset Class? That's what JP Morgan calls it Social Finance, Impact Investment, and Finance for Social Enterprise A Conversation Hub Lunch @ Islington 24 May 2011
- 2. Vancity Community Capital (¡°VCC¡±) ¡ñ Born out of a division of Vancity, Canada's largest credit union, provides growth capital to high impact enterprises ¡ñ Vancity's objectives explicitly include improving community well-being, supporting high social and environmental impact businesses, and redefining wealth ¨C has over Cdn$15 billion of assets under management ¡ñ VCC manages a portfolio of subordinated and structured loans of around Cdn$45 million ¨C with a further Cdn$25 million available to lend ¡ñ VCC launched the Resilient Capital Program in May this year to invest in high impact opportunities that may feature higher risk or require more patient capital ¨C raised around Cdn$4 million and aiming to raise a total of Cdn$10-15 million ¡ñ VCC works alongside other divisions and partners of Vancity, such as Vancity Community Foundation and Vancity Community Investment, which provide grants and technical assistance ¨C ranging from business planning to strategic grants to help social enterprises through various stages of development
- 3. Impact
- 5. Impact Investment Impact investments are investments intended to create positive impact beyond financial return. They require the management of social and environmental performance in addition to financial risk and return. JP Morgan/ Rockefeller Foundation
- 6. Social
- 8. Social Finance Social finance is an approach to managing money that delivers a social and/or environmental dividend as well as an economic return. SiG, Causeway, Volans - Building the Case for Social Finance in Canada 21 August 2009 Sustainable finance with a social or environmental goal. Tim Draimin, TIDES Canada - 29 May 2007 Leveraging multiple sources of financing to achieve long term, accountable social impact and economic return. Al Etmanski, President, PLAN, Partner, Social Innovation Generation (SiG)
- 9. Social Finance & Impact Investment Social impact bonds, Big Society Bank, Big Issue Invest ¨C a specialised provider of finance to social enterprises or trading arms of charities that are finding business solutions that create social and environmental transformation, Bridges Ventures ¨C a sustainable growth investor, Microfinance, Kiva, Community Development Finance Institutions, Credit Unions & Financial Co-ops, Transform Capital Management ¨C a global impact investment bank Socially responsible investment, Philanthropy & Philanthrocapitalism, Patient Capital, UnLtd, UnLtd Big Venture Challenge, NESTA, Young Foundation, RSF Social Finance ¨C founded as the Rudolf Steiner Foundation, Nonprofit Finance Fund ¨C Where money meets mission, Renewal Partners ¨C funding change through investments, grants, and collaboration, Vancity Community Capital Some frequently recurring phrases: mission-based, change, social and environmental performance/ return/ benefits/ dividend, investment, grants, finance, sustainable, growth, global
- 10. Challenges ¡ñ Gaps in language and terminology used amongst investors, entrepreneurs, and social purpose business people ¡ñ Many professionals working at impact investment firms are from the conventional investment sector (note: based on personal observation, not empirical evidence) ¡ñ Lack of innovation, creativity, and openness in the impact investment sector ¨C does not mirror the organisations they seek to finance and support ¨C Slow to embrace co-design of finance, neither side seeing each other truly as a partner, attempts to innovate with financial instruments rather than addressing behaviours or culture of social finance ¡ñ Risk of value extraction and exploitation of social enterprises rather than true capacity building ¡ñ Frequent use of terminology such as ¡°fast growth¡±, ¡°scale¡±, ¡°replicable¡±, which are not necessarily appropriate for social enterprises
- 11. Challenges What other challenges do you see or have you experienced? Solutions & Opportunities What are the solutions and opportunities to bridge the gap between social financiers and the enterprises they want to support? Let's open up the conversation...
- 12. Ideas ¡ñ Impact investors and social financiers must look at their own business model and strategy ¨C Consider co-operative, open-source, and other unconventional ways of doing things and ask themselves how they could apply those models ¡ñ They should walk a mile in the shoes of their investee companies ¨C secondments to social enterprises, sit on the Board ¨C and learn their language, experience their issues first hand ¡ñ Invite social enterprises to shadow impact investors or conduct peer reviews of business models and business plans ¨C so that they can understand better the investment process, improve transparency ¡ñ Impact investors and social financiers need to move out of their comfort zone ¨C step away from the numbers, examine behavioural and intuitive aspects of investment in social enterprises ¨C consider non- financial incentives, measures, resources, and services (the importance of advice, strong management teams and operational experience, training and continuing education)
- 13. Stay in Contact Bonnie Wong At work: bonnie_wong@vancity.com or +1 604 877 8284 All the time: bonnie.o.wong@gmail.com On Twitter: @BonnieOWong Blog: http://beopenionated.wordpress.com (mainly about impact investment and social finance, with links to my other writing)