Angeles Advisors | Blog

IMPACT INVESTING WEBINAR

Thank you for joining the conversation on impact investing. For those who were not able to join we invite you to watch a replay of the webinar video below. Presentation materials can be downloaded here.

Join Angeles Investment Advisors, Avivar Capital and Green Hasson Janks for an in-depth discussion of Impact Investing for Nonprofits.

LEARN HOW YOUR FOUNDATION’S VALUES CAN BE EXPRESSED IN YOUR INVESTMENT PORTFOLIO.

Learn the full spectrum of investing from pure social (philanthropy) to pure profit (traditional investing): Many nonprofit investors want to more closely align their investment portfolio with their values without sacrificing return and do not know where to start or what all the acronyms mean (e.g., PRI, MRI, ESG, etc.).

Understand impact investing tax strategies: We will cover which types of investments count toward private foundation minimum distributions and other tax considerations.

Evaluate your existing portfolio: Even investors that have not articulated any ESG integration or diversity objectives are interested in knowing what they own. Angeles has created a framework for understanding managers’ ESG integration and diversity, equity and inclusion practices which will be highlighted.

Moving from idea to action: What steps can an organization take to successfully implement an impact investing policy?

WEBINAR PANELISTS

  • Anna McGibbons

    Managing Director and Partner at Angeles Investment Advisors
  • Lisa Richter

    Managing Director and Co-Founder at Avivar Capital
  • Amy Eybsen

    Manager at Green Hasson Janks
  • Lizabeth Navarez

    Senior Manager at Green Hasson Janks