how we can do it (together): breaking the impact investing space open - agenda

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HOW CAN WE DO IT (TOGETHER): BREAKING THE IMPACT INVESTING SPACE OPEN A discussion between wealth managers, advisors, foundaOons, and other key stakeholders to discuss how to mobilize foundaOon assets toward impact or mission related investments. The purpose of this session is to listen to ideas from key actors in the space on how we could potenOally move more capital into impact invesOng and use these ideas as a foundaOon for discussion, debate, and further idea generaOon. IntroducOon: Why are we here? Sara Lyons, Community FoundaOons of Canada & Tim Jackson, MaRS Centre for Impact InvesOng Context seZng: What is the state of the naOon today? What progress have we made? Who are the key players? What challenges / barriers exist? Jordan Gildersleeve, MaRS Centre for Impact InvesOng Three ConversaOons: Markets: Pathways to a much bigger market – Bill Young, Social Capital Partners Deals: A liquid (or more liquid) impact fund – Sucheta Rajagopal, Jacob SecuriOes Community InvesOng: Leveraging financial insOtuOon experOse – Andrea Robertson, TD Wealth CocreaOon of what next : Which ideas have real potenOal? What do we want to cover in a potenOal next session? What can we do / learn between now and then? Wrap up May 7th, 2015 | 12:00pm 3:00pm (lunch included) | Neilson Room (Third Floor), Hyai Regency Hotel

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Page 1: How we can do it (together): Breaking the impact investing space open - Agenda

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Visit  us  at  marsdd.com  

HOW  CAN  WE  DO  IT  (TOGETHER):   BREAKING  THE  IMPACT  INVESTING  SPACE  OPEN

A  discussion  between  wealth  managers,  advisors,  foundaOons,  and  other  key  stakeholders  to  discuss  how  to  mobilize  foundaOon  assets  toward  impact  or  mission  related  investments.  The  purpose  of  this  session  is  to  listen  to  ideas  from  key  actors  in  the  space  on  how  we  could  potenOally  move  more  capital  into  impact  invesOng  and  use  these  ideas  as  a  foundaOon  for  discussion,  debate,  and  further  idea  generaOon.   IntroducOon:  Why  are  we  here? •  Sara  Lyons,  Community  FoundaOons  of  Canada  &  Tim  Jackson,  MaRS  Centre  for  Impact  InvesOng

Context  seZng:  What  is  the  state  of  the  naOon  today?  What  progress  have  we  made?  Who  are  the  key  players?  What  challenges  /  barriers  exist?   •  Jordan  Gildersleeve,  MaRS  Centre  for  Impact  InvesOng

Three  ConversaOons:

Markets:  Pathways  to  a  much  bigger  market  –  Bill  Young,  Social  Capital  Partners

Deals:  A  liquid  (or  more  liquid)  impact  fund  –  Sucheta  Rajagopal,  Jacob  SecuriOes

Community  InvesOng:  Leveraging  financial  insOtuOon  experOse  –  Andrea  Robertson,  TD  Wealth Co-­‐creaOon  of  what  next  :  Which  ideas  have  real  potenOal?  What  do  we  want  to  cover  in  a  potenOal  next  session?  What  can  we  do  /  learn  between  now  and  then?   Wrap  up

May  7th,  2015    |    12:00pm  -­‐  3:00pm  (lunch  included)    |    Neilson  Room  (Third  Floor),  Hyai  Regency  Hotel