Mission Investing: Resources and Advice for Family Philanthropy
Board members, staff, advisors, and donors in family philanthropy.
While mission investing is a trend that’s sweeping the field, families may face a variety of unexpected challenges when implementing a mission (or impact) investment strategy. This webinar will highlight family philanthropists sharing insights on how mission investing has worked for their purposes, and how you can make it work for yours! We’ll discuss how to navigate family dynamics, mission alignment, and investment strategies while planning your mission investing program. We will also highlight a variety of incredible resources available for families to meet you at any stage on your mission investing journey.
Ariella Rotenberg is a Senior Associate at The ImPact, where she leads The ImPact’s education initiative. Ariella co-authored several of The ImPact’s publications, including the Early Stage, Real Assets, and Private Equity asset class primers; Impact Investing: A Primer for Family Foundations; The Rockefeller Brothers Fund and Jim Sorenson case studies; and the first impact sector primer about impact investing in water. Prior to The ImPact, Ariella worked as a research associate at the Council on Foreign Relations where she conducted in-depth research on topics including global health, gender and inequality, and national security. Ariella earned an M.Phil in Development Economics from the University of Cambridge and a B.A. from Harvard University in Social Studies. Ariella’s undergraduate thesis focused on the self-identification of Palestinian citizens of Israel. Ariella speaks Hebrew and studied Arabic during her undergraduate years.
Jake Sargent is a founding partner of Softmatter, a seed-stage venture fund investing in ideas that shape the future of sustainable design. At Softmatter, Jake seeks out investment opportunities in fashion and consumer goods with a focus on advanced materials, supply chain innovation, and values-based brands. Jake’s passion for sustainable design is informed by five years as the President and Creative Director of SIMON MILLER, a contemporary men’s and women’s collection blending Japanese fabrics and aesthetics with quality American construction. Prior to SIMON MILLER, Jake developed a love for artisanship and craft overseeing the development of product and retail for Monocle magazine. Jake was a finalist in the 2014 CFDA / Vogue Fashion Fund, and has been a member of the Council of Fashion Designers of America since 2015. Jake graduated from Loyola Marymount University in Los Angeles in 2009 with a degree in business marketing.
Lenora Suki, CFA, CAIA, LEED AP, manages Product Strategy for Bloomberg’s Sustainable Finance activities and chairs the Finance Committee as a Board member for the Jessie Smith Noyes Foundation. At Bloomberg, Lenora's emphasis is on extending Bloomberg's Environmental, Social and Governance (ESG) product and other sustainable finance efforts across asset classes to help Bloomberg clients understand a comprehensive range of investment risks and opportunities. She is currently working on projects in fixed income, real estate, and private equity, as well as initiatives at the intersection of philanthropy and product strategy, such as green and social bonds, impact investment and data science applications. Before Bloomberg, Lenora founded Smart Cities Advisors, an affordable housing and urban regeneration advisory firm for emerging markets. In 2002, she joined the Earth Institute at Columbia University as an Associate Director advising on sustainable development. Prior to Columbia, Lenora was regional fixed income strategist at Santander Investment and emerging markets analyst at OFFITBANK, now Wells Fargo. Lenora also worked at the World Bank in the Treasury, Europe and Central Asia and in private sector development. Lenora earned an MBA from the MIT Sloan School of Management, a BA in Government from Pomona College and a BA in economics from the University of Houston. She serves on the Board of the Jessie Smith Noyes Foundation as Chair of the Finance Committee and a member of the communications committee. She also holds the CFA, CAIA and LEED AP designations.
What participants said:
NCFP consistently and brilliantly presents the very best education to family foundations and donor advisor funders. Though I actively participate in educational opportunities with many organizations in the philanthropic center it is those offered by NCFP that drill deeper into issues, savor the nuances of family grantmaking and produce products that motivate and inspire in an all embracing understanding of families and the dynamics that challenge them.
The Family Philanthropy Webinar series is a wonderful resource, allowing us to "attend" sessions from all over and to share materials with other members of our foundation. The transcripts of the sessions are also a valuable resource. Thank you for these Webinars.
NCFP webinars are an effective way for me to be stimulated and educated. I always expect excellent presenters and up to date information from NCFP, and have not been disappointed with these webinars. The recent one discussing women and philanthropy was very timely as women grow in their capacity and leadership roles in philanthropy. Thank you NCFP!
The National Center has been an indispensable source of wisdom, tools, and best practices for my clients on matters ranging from advancing intergenerational leadership transition strategies to building effective websites to creating discretionary grant making guidelines.
These webinar events are the most valuable as part of our SECF membership... we access current experts on the topics pertinent to family foundations...and we remain in our office!.... no travel expenses or conference fees... and we can access this information at a future time for our Board. A win-win for all of us who are so busy but are eager to stay current and networked.
I have attended many of NCFP's webinar and always walk away with new ideas that expand my knowledge of family philanthropy. The content is always amazing, well-structured and full of different perspectives. I especially love the stories told by presenters of their families journey within philanthropy and how they are impacting communities.
Creating Effective Next Gen Boards was by far the best webinar I have experienced. The material was well put together, well presented, easy to follow, and very engrossing! The youth on the webinar were very articulate and experienced and provided a unique insight into the benefits and pitfalls in involving 8 year-olds and up in family philanthropy, i.e. the younger we start, the better and easier it is for everyone! Thanks for this webinar!
I have participated for years in the Family Philanthropy Webinar Series, which has been a tremendous value-add for our subscription to NCFP Friends of the Family! This just keeps getting better and better with each passing month, and I'm so very impressed with the caliber of presentations and the organization behind them! Best webinar series in the field!