Agenda

Session DetailsWe begin by getting to know one another and the shared goals that brought us together. After an icebreaker, we’ll walk through what to expect over the year and introduce the donor advised fund, the vehicle that makes our collective investing possible.

Session DetailsThis session explores the Investment Policy Statement (IPS), the guiding document that defines our values, goals, and investment criteria. We’ll then look at how impact investing works in public markets and how a public portfolio can reflect our priorities.

Session DetailsImpactAssets will walk us through the public portfolios they offer, giving the cohort a clear picture of the options available. We’ll then begin our diligence, learning how to evaluate each portfolio against our IPS.

Session DetailsWe continue our public portfolio diligence, comparing options and sharpening our assessments. We’ll also preview the next phase of the program with an introduction to how private impact funds are evaluated.

Session DetailsThe cohort synthesizes its research and prepares a recommendation for the Investment Committee. A guest speaker will share real-world perspective to help inform our thinking.

Session DetailsThe Investment Committee votes on the public portfolio recommendation, marking our first major milestone. We then shift to private markets as impact fund managers pitch their strategies to the cohort.

Session DetailsDeal teams prepare their diligence on the private funds under consideration. A guest speaker will offer insight from the field of private impact investing.

Session DetailsThe Investment Committee votes on the first round of private fund investments, putting our diligence into action.

Session DetailsA new set of fund managers pitches to the cohort, launching our second round of private fund diligence. Deal teams then regroup to plan their evaluations.

Session DetailsWe begin work on the Annual Impact Report, capturing what we’ve learned, the decisions we’ve made, and the impact we hope to create.

Session DetailsThe Investment Committee votes on the second round of private fund investments, completing our portfolio for the year.

Session DetailsWe finalize the Annual Impact Report and reflect on our journey together. The session closes with remarks celebrating the cohort and preparing the way for Cohort 2.