This Course is For:
Private wealth managers and advisors- especially those covering NextGen clients
Family office CIOs and investment teams as well as Principals who want to learn more.
Financial professionals interested to pivot their careers.
Those who want to understand the basics of sustainable finance from an investor's perspective.
Mode of Learning
This course provides you with a fundamental understanding of what impact and impact investing is. You'll learn about the macro trends driving this sector, the definitions, the investors, sourcing for investments, measuring (and managing) impact as well as headwinds and tailwinds to know about. Get started on your impact investing journey with the ultimate masterclass in an engaging and interactive learning format.
On-demand video lesson:
This course is divided into these main Topic areas:
Topic 1: Introduction to the course
Topic 2: What is impact and impact investing?
Topic 3: Impact Investing Across Industries
Topic 4: Impact Investing Perspectives
Topic 5: Exercise
Topic 6: Size of the Impact Investing Market
Topic 7: Segmentation of the Impact Investing Market
Topic 8: Maturity of the Impact Investing Market
Topic 9: Performance of Impact Investments
Topic 10:Who Does Impact Investing?
Topic 11:Sourcing for Impact Investments
Topic 12:Impact Measurement and Management (IMM)
Tpic 13: Headwinds and Tailwinds
Topic 14:Key Resources and Summary
Case Studies/Features of Different Investor Perspectives
Case Study 1: Venture Philanthropy - Global Development Incubator (Warren Ang)
Case Study 2: Impact Fund Management - Circulate Capital (Rob Kaplan)
Case Study 3: Family Office Impact Investment Carve-Out- District Capital (Michael Au)
There will be a quiz to complete after the course video.
On-demand video lesson: 60 minutes
Katy is Managing Partner at HK-based Sustainable Finance Initiative (SFi), advising and supporting family offices and investors on their sustainable and impact journeys.
Katy has served as Director of Investment at RS Group, a HK-based impact investor since 2010. She led the family office’s transition from a traditional investment portfolio to one that is 100% sustainably invested. In this role, she was actively involved in designing impact and climate change strategies and implementation across asset classes (utilizing both investment and philanthropic capital). Katy remains as consultant to RS Group.
Katy is formerly an investment banker at J.P. Morgan Securities (Asia Pacific) Limited and a member of the Global Shapers Community, an initiative of the World Economic Forum. She graduated from Duke University in North Carolina with a BA in Economics and a minor on Comparative Area Studies.
Managing Director, Global Development Incubator, East Asia
Founder & CEO, Circulate Capital
Founder & Principal, District Capital