The workshop is a great opportunity for individuals working in private wealth or investment management to gain insights and new tools in impact investing.
Event Details
This program is intended for investment professionals (including but not limited to the following types of organizations: family offices, foundations, asset management firms, advisory firms, investment firms, etc.). The ideal candidates will have some knowledge of the field of impact investing and an interest in taking steps toward including impact investments in their portfolios.
On October 11–12, The Hong Kong Jockey Club Programme on Social Innovation and the Chinese University of Hong Kong (CUHK) Business School will a host a special workshop to engage impact investors, NGO executives, family offices, and other stakeholders. The Hong Kong Jockey Club Programme on Social Innovation is a partnership between The Hong Kong Jockey Club Charities Trust, the University of Chicago, and the University of Chicago Booth School of Business.
The first part of the course features coursework and case studies covering impact investing, due diligence, deal structuring, portfolio construction, and impact measurement. These skills will be applied to write an investment proposal and to prepare a business pitch with Hong Kong social enterprises. Attendees will then work in groups to conduct analyses and present investment recommendations to a mock investment committee made up of institutional investors.
Through a mix of lectures, case studies, and collaborative hands-on experience, attendees will leave with the frameworks, skills, and networks necessary to begin
making impact investments.
Course lectures will be delivered by Kevin Au, Associate Professor, Associate Director for the Center for Entrepreneurship, and Director of the Center for Family Business at the CUHK; Robert H. Gertner, Joel F. Gemunder Professor of Strategy and Finance and John Edwardson Faculty Director for the Rustandy Center for Social Sector Innovation at Chicago Booth; and Priya Parrish, Chief Investment Officer of Impact Engine and Impact Investor in Residence for the Rustandy Center for Social Sector Innovation at Chicago Booth.
Key Takeaways
After participating in the workshop, the attendees will be able to:
• Understand in greater depth social businesses, impact investment, and any gaps in Hong Kong's specific ecosystem;
• Evaluate and consult with a social venture/project;
• Write an investment proposal and pitch to investors/funding agencies; and
• Form an investment circle to realize real deals.
Alumni Discounted Fee
HKD 4,800 per person