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Thursday, October 18 • 09:45 - 11:00
Breakout Session 17 - Unpacking Impact Investing: Learning from Experience

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There is more and more awareness of the concept of impact investing in philanthropy today. But what is it exactly and why is it important to philanthropic investors? Join us as we discuss the experiences of four foundations that worked through the process of formulating an impact investing strategy. How did these foundations decide to move ahead? How did they identify their goals and approaches? How did they approach a conversation about impact investing at their board tables? And what can you take away from their learning that will help you think about your approach to investing in a way that supports your philanthropic mission?
Moderators
avatar for Llewellyn S Smith

Llewellyn S Smith

President, Helderleigh Holdings
President of Helderleigh Holdings Inc., a private investment holding company and The Helderleigh Foundation, both of Toronto. The Helderleigh Foundation has objects to improve the diet, physical health and wellness of Canadians. Its focus is on nutrition literacy for children, their... Read More →

Speakers
avatar for Terry Cooke

Terry Cooke

President and CEO, Hamilton Community Foundation
Terry Cooke is President and CEO of Hamilton Community Foundation which has played a leading role in mobilizing the community to address issues like increasing access to post-secondary education, strengthening neighbourhoods and reducing poverty. Terry’s career includes leadership... Read More →
RI

Rosamond Ivey

Chair, Ivey Foundation
Rosamond Ivey is Managing Partner of JRS Group, a family office founded in 1992. Prior to JRS Group, Roz spent six years in investment banking and two years in venture capital. She is Chair of the Ivey Foundation and its investment committee. Roz leads the Ivey Foundation’s initiatives... Read More →
avatar for Desmond Wilson

Desmond Wilson

Chief Financial Officer, Catherine Donnelly Foundation
Desmond Wilson is the Chief Financial Officer at The Catherine Donnelly Foundation and has been involved with the CDF since its establishment fifteen years ago.   He is responsible for the CDF’s financial accounting and works closely with the Foundation’s Board as well as its... Read More →

Thursday October 18, 2018 09:45 - 11:00 EDT
Trinity V, Ballroom Level
  Break-out session, Issues

Attendees (4)