AVPN Webinar: Integrating Impact and Financial Returns Across Your Portfolio
Friday, 2 October 2020
9:00 am – 10:30 am SGT
This event is a part of the family office offerings provided by AVPN and is restricted to family offices only. Please email firstname.lastname@example.org for more information.
Financial and impact management methodologies are not designed to be interoperable. Integrating them enables investors to consider the financial, social, and environmental dimensions of their investments in a comprehensive way, enabling them to optimize investment performance across those dimensions, and to communicate this clearly and transparently. Asset managers and owners, from those who seek market rates of financial return to those who are comfortable with less, can use integrated impact and financial data to allocate capital to address urgent social and environmental challenges while achieving their financial goals.
Join this invitation-only session to hear from Mike McCreless, Head of Investor Collaboration at the Impact Management Project (IMP), on the work that the IMP has been doing to bridge these two worlds through developing the Impact Frontiers Collaboration and recently publishing the impact-financial integration Investor Handbook. Katya Levitan-Reiner from Propel Capital, one of the collaborators in developing the framework and a pioneer in this work, will share the value the fund has seen in implementing this methodology.
Head of Investor Collaboration
Impact Management Project
Mike provides support to investors as they adopt the IMP norms, and leads the Impact Frontiers initiative – a forum for supporting investors in pioneering new ways to quantitatively and holistically integrate impact alongside financial risk and return in investment practices.
He was previously Head of Impact at Root Capital, where his article “Toward the Efficient Impact Frontier” was featured in the Winter 2017 issue of the Stanford Social Innovation Review. He previously consulted for Monitor Company and conducted research for Harvard Business School professor Michael Porter.
Mike holds an MBA with Distinction and an MPA in International Development from Harvard University, as well as a BA from Yale University.
Katya Levitan-Reiner is COO at Propel Capital, which invests in early-stage ventures and visionary leaders challenging the status quo and driving transformational change. Prior to joining Propel, Katya led her own consulting practice working with foundations, non-profit organizations, and school systems to improve teacher effectiveness and student outcomes. Previously, Katya provided strategy and implementation support to Fortune 500 companies as part of the Human Capital practice at Deloitte. She began their career as a high school mathematics teacher in Oakland, CA.
Katya holds an M.B.A. from the Yale School of Management and a B.A. in mathematics from Smith College. She was a Coro Fellow in Public Affairs and a Broad Resident in Urban Education.