About the Institute

Join us for the Mission Investing Institute, a virtual and in-person learning program presented by the National Center for Family Philanthropy in partnership with Mission Investors Exchange, Northern California Grantmakers, and SoCal Grantmakers.

Through both virtual sessions and a two-day experience at The California Endowment in Los Angeles, California, this program helps philanthropy professionals get started in impact investing or advance their practice. Participants learn from leading impact investing professionals, network with industry peers, and apply learnings with fellow philanthropy and finance professionals.

Topics to be covered include defining impact investing and other key terms, understanding investment approaches, designing and implementing an impact investing portfolio, sourcing and underwriting investments, financially monitoring a portfolio, and measuring social impact.

Tentative Event Schedule

Virtual Sessions

All Times are PST

Thursday, September 14

  • 10:30am-12:00pm: Session #1: Addressing Myths of Impact Investing

Monday, September 18

  • 10:30am-12:00pm: Session #2: Key Terms and Fundamentals of Impact Investment

Friday, September 15 & Tuesday, September 19

  • 12:30pm-2:00pm: Office Hours

In-person Sessions:

The California Endowment, Los Angeles, California

Monday, November 6

  • 10:00am – 11:45am: Session #3: Designing Your Program
  • 12:00pm – 1:00pm: Lunch Activity
  • 1:00pm – 2:45pm: Session #4: Investment Strategy
  • 3:00pm – 4:45pm: Session #5: Operationalizing Your Program
  • Reception

Tuesday, November 7

  • 10:00am – 12:00pm: Session #6: Impact Activation & Closing

Frequently Asked Questions

Who should attend?

The Institute is designed to provide high-level content on fundamental concepts and terms, and is aimed at those with fewer than five years of impact investing experience. The Institute is well-suited for those working to launch or relaunch a program, recent hires at organizations with existing programs, or beginners just starting their journeys.

Attendees are expected to participate in all sessions, including the virtual sessions September 14 and 18 and the in-person sessions in Los Angeles November 6 and 7.

How do I register?

You may register for the event here.

How much does it cost to participate?

The registration fee is $3,000. Members of Mission Investors Exchange, the National Center for Family Philanthropy, or Philanthropy California can register for a fee of $2,000 while discounted tickets remain available. Registrants are responsible for their own travel and lodging costs associated with the in-person portion of the program.

What if I can no longer attend the program? Is there a transfer policy for this event?

Tickets are non-refundable, but transfers can be made up to September 8. Contact Dan Goldberg if you need to transfer your ticket.

Additional questions? Contact NCFP