|Time:||9:00 AM - 10:30 AM|
Presented by: Dr. Julia Balandina-Jaquier, author, Guide to Impact Investing for Family Offices and High Net Worth Individuals
Interest in impact investing among wealth holders, their foundations, and family offices continues to grow. As a means for providing capital to for-profit ventures with a social mission, impact investing is increasingly viewed as an effective solution for combining the philanthropic aspirations of wealthy families with their financial objectives.
Our July 12th Webinar will focus on how to successfully manage your wealth for impact andprofit in a manner that aligns with yourphilanthropic goals. When coupled with a thoughtful approach to grantmaking, this emerging strategy can help families to work across generations and invest for a better world.
Learn how to refine your understanding and approach from a seasoned impact investment practitioner, Dr. Julia Balandina-Jaquier, author of the Guide to Impact Investing for Family Offices and High Net Worth Individuals. The Webinar will provide participants with practical guidelines, concrete tools, and an array of personal stories. Julia will share her broad knowledge on this complex but accessible topic, including recommendations from over 40 philanthropic families involved in impact investing who actively collaborated on the Guide. Their successes, learning, mistakes and best practices provide an entryway to impact investing for private investors and philanthropists on the path to greater social and financial impact.
Dr. Julia Balandina Jaquier is a seasoned investment executive with 19 years of experience focused on sustainable private equity and finance. She has led over USD1 bn worth of investments in environmental technologies, renewable and conventional energy, healthy living and infrastructure in emerging and developed markets. She started her career in 1993 at McKinsey & Co. and subsequently held various senior positions at ABB Financial Services and AIG Investments, where, after co-managing the European direct private equity business, she pioneered and led a USD150 m impact investment fund. She has served on boards of seven companies. Dr. Jaquier is a frequent speaker at impact investing conferences and a lecturer at the University of St. Gallen MBA program on responsible/impact investing. She holds an MBA (with honors) and PhD in finance from St. Petersburg University of Economics & Finance, and is a CFA charterholder.
Family Philanthropy Exchange programs are generously supported