Impact Investing for Advanced Practitioners Peer Network: Building the Right Team with Values-Aligned Advisors

Many funders struggle with the process of identifying values-aligned investment advisors who have the experience and skills required to advance the foundation’s impact vision and strategy. Drawing on her experience partnering with philanthropic networks, Kate Simpson, co-founder of ValuesAdvisor, will share practical approaches and tips for vetting advisors, asking the right questions, and building a values-aligned partnership between your philanthropic and investment teams. 

If you are not yet a member of the Impact Investing for Advanced Practitioners Peer Network, you may join and be notified about upcoming network events here.

For this interactive meeting, we encourage attendees to join with webcams on. To help foster candid discussions, peer network events are not recorded.

This network is designed exclusively for NCFP members who are executive leaders, board members, or family members of family philanthropies that are actively engaged in impact investing and eager to refine their strategy.