Housing Financial Innovation and Impact Investing 1-Day Workshop
Are you interested in learning how to invest in workforce and affordable housing projects?
Date: Friday, March 8, 2024
Where: Women's Foundation of Colorado, 1901 E Asbury Ave, Denver, CO 80210
Participants
Foundation, family office, individual, and corporate leaders interested in learning how full spectrum capital, innovative financing and impact investing can be used to help them increase their impact. The cost to participate in the workshop is $495. Staff involved should expect to spend a full day immersed in education, as well as time required for travel.
The Agenda
9:30 am – 10:00 am: Welcome and Introductions
10:00 am – 10:45 am: Full Spectrum Capital 101
11:00 am – 12:00 pm: Housing Financial Innovation & Impact Investing
12:00 pm – 1:00 pm: Lunch, Housing Impact Investing Panel
1:15 pm – 1:30 pm: The Opportunity Scan
1:30 pm – 2:30 pm: Workshop Ideas
3:00 pm – 3:30 pm: Wrap Up Discussion, Networking, Next Steps
*Agenda subject to change
Post Workshop Learning Circle Sessions
- Session 1: Impact Cash
- Session 2: Impact Retirements
- Session 3: Diverse Emerging Managers
- Session 4: Intermediaries
- Session 5: Impact Investing Giving Circles
- Session 6: How to Choose Your Investment Advisor
- Session 7: Bonus Individual Coaching Session
Instructors
- Renee Ferrufino, Vice President of Development, The Women's Foundation of Colorado.
- Dr. Stephanie Gripne, CEO, Impact Finance Center
- Jeanne Hegner, Senior Advisor, Impact Finance Center
Learning Objectives
- Shift mindset from binary investments to Full Spectrum Capital
- Leverage expenditures for greater impact within and outside of your company
- Blend expenditures with other sources of capital
- Identify and use available, appropriate tools to maximize impact
- Map sources of capital and uses of capital
- What kinds of capital and why? Identify types of capital available for impact investing and the opportunities to use capital differently
- Design and implement Philanthropic Opportunity Scans and identify impact investing opportunities including
- Debt, asset efficiency, social enterprises, and pay as you save
- Build a repeatable process to apply across a portfolio
- Understand and design recoverable grant and forgivable loan impact metrics
- Identify deal flow strategies
- Philanthropy Opportunity Scan, Impact Investing Giving Circle, Request for Impact Investments, Partners
- How to transfer knowledge or extend education to grantees or partners
