Programme : Active Philanthropy

100 % Impact: How to make change at every level
Zurich, February 21. - 22.2019, Zurich

Create a value chain out of your philanthropic activities and investments:

See how you can explore different financial instruments to effectively support organisations creating positive social or environmental impact
Visit a social enterprise and learn from one of its funders and the organisation how they create impact by using an income mix
Learn from experts and from peers how to use your investments to create positive impact and to strike a balance between risk, return and impact
Find out first-hand what is important when working with advisors, where the opportunities and challenges lie
Get tips and inspiration through real-life case studies and discuss your investment strategy with an impact fund champion
Get an overview of the important players in the impact ecosystem and see where you can find further support and advice

It's going to be hands-on, playful, and offers plenty of opportunities to interact with the best in the field.

PROGRAMME

February 21, 2019

11:00 – 11:45 h		Welcome and Setting the Scene What is my background? What has been my experience (if any) so far in philanthropy and impact investing? What are the questions I would like to get answered during this workshop?
11:45 – 13:00 h		Funding for Impact Concepts: Preparing the Ground for your 100 % impact portfolio (Part I) Key funding concepts to create impact: from philanthropy to impact investing and sustainable investing. How can I combine different types of funding in order to create the change I want? What are the pros and cons of different financing tools? Social Impact Expert and CSR Manager Mareike van Oosting shares her experiences and best practices from the field. Among others she is working with Impact Hub Munich and the BMW Foundation.
13:00 – 15:00 h		Lunch (incl. transfer for change of location)
15:00 – 17:00 h		Case Study: Creating Impact with the right financial mix (incl. transfer back to workshop location) Meet the team of Schtifti Foundation’s health promotion programme GORILLA and see how they are transforming from a grant-funded organisation into a sustainable social enterprise by exploring new sources of funding. Challenges, benefits, and learnings.

17:00 – 17:15 h

Coffee Break

17:15 – 18:45 h

Aligning my (traditional) investments with my values

A conversation between Peter Wüthrich, Head of Investment Consulting at the Zurich-based multi-family office VALUEworks, and a Next Gen will give you an insight into the nuts and bolts of sustainable investing, and how to balance risk, return and impact. Hear the story of a young investor who is committed to use her inherited wealth as a positive force in the world, about the challenges she is grappeling with and how she works towards creating a 100 % impact portfolio.

19:00 h

Dinner

February 22, 2019

09:00 – 10:30 h		The Impact Ecosystem: Preparing the ground for your 100 % impact portfolio (Part II) Who are important players in the philanthropy and social investment sectors? What do they do? Where do I find further support by peers and/or experts?
10:30 – 10:45 h		Coffee Break
10:45 – 12:15 h		Investment Advisors, Impact Fund Managers and Private Wealth Managers What is their role? How to choose them? What are important questions to discuss with them? Falko Paetzold shares how to select the advisors and wealth managers that can be partners on your journey. Falko is scientific director of the Center for Sustainable Finance and Private Wealth at the University of Zurich and co-head of the Initiative for Responsible Investment, a Harvard and Zurich Universities co-led education programme on impact investing for next Generation wealth holders.
12:15 – 13:15 h		Lunch

13:15 – 14:45 h		Case Study: Heading towards 100 % impact 100 % impact? Antonis Schwarz, donor, impact investor and founder of the Guerilla Foundation shares his personal journey, his motivation, goals, and steps in developing a 100 % impact portfolio, ranging from philanthropy to sustainable investing. Antonis is also a Program Manager at BMW Foundation Herbert Quandt, where he runs the foundation's impact investing programme.
14:45 – 15:00 h		Coffee Break
15:00 – 16:30 h		Making Change at every Level How could your next steps look like to develop and implement a holistic impact strategy? What do you still need to know? Discuss open questions and identify potential next steps with experts and with peers.
16:30 – 17:00 h		Wrap up and Feedback on the Field Session

The programme fee covers donations/honoraria to participating organisations and experts, meals, and local transfers.

Programme fee: 650 €

Overnight stay has to be taken care of by the participants.

Each Field Session will have a maximum of 12-14 participants to guarantee a deep learning experience and facilitate the exchange.

Field Sessions are geared especially towards newcomers interested in joining the field of giving and social investing. It is our aim to equip you with the knowledge and practice to use a full spectrum of interventions and approaches to work towards change. We’ll explain the fundamentals, relationship, and value-chain of philanthropy and impact investing as well as give you an overview of peer-to-peer networks and organisations that can support you along your own journey.

Field Sessions are hosted by Active Philanthropy in partnership with NEXUS.