As lead advisor for Rockefeller Philanthropy Advisors’ Impact Investing Practice, Patrick helps individuals, foundations, and corporations use a range of assets to achieve their social-impact goals. His expertise includes consensus building, theories of change, portfolio construction, corporate social responsibility, and program-related investments. In addition to advising asset owners on mission-aligned investment strategies, he oversees four customized portfolios of charitable investments including debt, equity, and recoverable grants.
Patrick is also steeped in corporate social responsibility (CSR), helping companies with a full range of tools from employee engagement,
grantmaking, pro-bono services, and signature programs. Patrick leads RPA’s impact investing thought leadership, including
coauthorship of this handbook as well as two impact investing primer guides commissioned by the Bill & Melinda Gates Foundation: Introduction and Strategy & Action. Working closely with the Ford and Skoll foundations, Patrick leads one of three working groups for the Scaling Solutions Toward Shifting Systems project, focused on the role of return-seeking capital toward an impact economy. He regularly
speaks at industry events and contributes to relevant media outlets, including Mission Investors Exchange, SOCAP, Thomson Reuters, Fast
Company, Barron’s, and Financial Advisor Magazine.
Prior to Rockefeller Philanthropy Advisors, Patrick was head trader and investment analyst at Lee Financial Corporation in Dallas. He led trade execution along with marketable-securities due diligence for LFC’s $900M portfolio. As a professional tennis player, he earned a world doubles ranking of 125 and played in Wimbledon 2008. He earned a BS in Industrial Engineering and Operations Research from the University of California, Berkeley, and an MBA from Yale’s School of Management.
The Handbook comes at a pivotal moment. In the midst of urgent social, economic and environmental challenges including COVID-19, a rapidly changing climate, growing economic inequity, and broader realization of systemic impacts of racism, more investors are seeking to better understand the positive and negative consequences of how they deploy capital. There is a growing realization among those who seek… Read More
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