AVPN and the University of Zurich’s Center for Sustainable Finance and Private Wealth (CSP) have partnered to deliver a bespoke 2.5 day course on Impact Investing for the Next Generation to help next generation family members (NextGens) understand the evolving landscape of impact investing, meet peers from across Asia, and develop their unique impact strategy.
The program is based on the Harvard IRI/Zurich CSP Impact Investing for the Next Generation course and has been tailor-made to bring together a selected group of NextGens in Asia.
An important goal of the program is to build and foster strong cohorts of wealth owners committed to impact investing within a family context.
Faculty
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Dr James Gifford  Senior Fellow, University of Zurich CSP Founder and former Executive Director of the UN Principles for Responsible Investment |
Dr Falko Paetzold Initiator and Managing Director, University of Zurich CSP |
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Kevin Teo COO, AVPN Leads product and service development at AVPN |
Janjarang Kijtikhun Program Manager of Wealth Owner Programs, University of Zurich CSP |
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Allison Ford Founder & Managing Director, Kind Ventures Program Advisor, University of Zurich CSP |
Kyungsun Chung CEO, Holistic Growth Initiative (HGI) Board Member, Rockefeller Philanthropy Advisors |
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Kristin Siegel Director T100 Project and 100% Network, TONIIC |
Course Highlights
Day 1 (15 Feb 2020, 12:00 pm – 08:00 pm)
- Welcome lunch
- Introduction, sharing by NextGen impact investors
- How sustainability reshapes our society and economy
- Defining sustainable investing approaches
- Networking dinner and evening talk with experts
Day 2 (16 Feb 2020, 9:00 am – 05:00 pm)
- Impact enterprise due diligence exercise with Proximity Design (Phyu Hninn) and Ecosoftt (Stanley Samuel)
- Due diligence on impact funds, Bamboo Capital (Arun Asok) and Insitor Partners (Micaela Ratini and Nick Lazos)
- Planning for 100% impact portfolios, by TONIIC (Kristin Siegel)
Day 3 (17 Feb 2020, 9:00 am – 05:30 pm)
- Impact investing in Asia deep dive
- Family dynamics and building an impact strategy
- Having productive conversations with your advisor
- Global trends in impact management and what this means for investors
- Graduation ceremony & group photo, networking apero & farewell
Who can apply?
- Each cohort convenes up to 30 next generation stewards of family wealth, typically 20-40 years of age
- Participants need to be committed to shifting – over time – significant capital into impact investing
- Applications are reviewed on a rolling basis following individual interviews
Terms and Conditions
- Payment in full is required upon successful acceptance into the course
- There will be no refunds for withdrawals from course after 1 Feb 2020
