Impact Investing and Family Philanthropy: a One-Two Punch

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Interest in impact investing among wealth holders, their foundations, and family offices continues to grow. As a means for providing capital to for-profit ventures with a social mission, impact investing is increasingly viewed as an effective solution for combining the philanthropic aspirations of wealthy families with their financial objectives. This webinar focuses on how to successfully manage your wealth for impact and profit in a manner that aligns with your philanthropic goals. When coupled with a thoughtful approach to grantmaking, this emerging strategy can help families to work across generations and invest for a better world. Learn how to refine your understanding and approach from a seasoned impact investment practitioner, Dr. Julia Balandina-Jaquier, author of the Guide to Impact Investing for Family Offices and High Net Worth Individuals. The Webinar will provide participants with practical guidelines, concrete tools, and an array of personal stories. Julia will share her broad knowledge on this complex but accessible topic, including recommendations from over 40 philanthropic families involved in impact investing who actively collaborated on the Guide. Their successes, learning, mistakes and best practices provide an entryway to impact investing for private investors and philanthropists on the path to greater social and financial impact.

Featured Speakers

Julia Balandina Jaquier

Dr. Julia Balandina Jaquier is a seasoned investment executive with 19 years of experience focused on…

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What others have said...

A great first webinar – an expert speaker on a rapidly evolving and growing topic – the examples brought it all to life! Thank you!

Colleen Mitchell

I loved this webinar format. Very interactive in real-time, with graphs, polls and ability to ask questions. The speaker was extremely helpful.


The speaker was highly knowledgable, the content was original, and points were well articulated with examples.


This webinar surpassed my expectations. I wasn’t even sure what the topic was about. I found it fascinating and intriguing. I can’t wait until the transcription is finished.


Clear description of PRI and MRI and examples…


Great to hear about potential ways small- and mid-sized family foundations could experiment with impact investing


It was interesting to learn about the motivations of family foundations. As a young member of a family foundation it was reassuring to hear both that impact investing can be a way to assert myself as a board member, but also that it is natural to get some resistance from the older generations why may be reluctant to change.


Thank you very much!!! This was extremely informative and useful.


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