Students Engage in Hands-on Case Analysis with Impact Investors

Event: Case Studies in Impact Investing: How to Think Like an Investor
Date: Thursday, January 30, 2014
Location: Haas School of Business, UC Berkeley

This Impact Speaker Series event was co-sponsored with the Haas Impact Investing Network (HIIN), and highlighted a variety of approaches to impact investing. Guest speakers represented impact investors striving to balance both financial and social returns, foundations making program related investments and emerging market investors. Guests immersed themselves in an interactive session and put themselves in the investors’ shoes by reviewing real case studies.

Six guest speakers from the following companies joined us:

New Island Capital Management, Inc. is a San Francisco-based investment advisor. New Island’s mandate and resources place it among a handful of institutional-scale, 100% mission-focused investment advisors.

Unitus was started with the strategy of leveraging business principles and market mechanisms in order to have a long-term, sustainable and widespread impact on reducing global poverty.

David and Lucile Packard Foundation’s approach to business and community participation guides the Packard Foundation’s philanthropy: They invest in leaders and institutions, collaborate with them to identify the most effective solutions, and give them freedom and support to best reach their goals.

Morgan Stanley’s Global Sustainable Finance (GSF) group drives Morgan Stanley’s sustainability strategy. GSF supports investors and clients in the development of long-term sustainable business models and investment products capable of achieving financial, social and environmental returns.

Omidyar Network is a philanthropic investment firm. Omidiyar creates opportunity for people to improve their lives by investing in market-based efforts that catalyze economics and social change.