AVPN Global Conference 2023 | 20 - 22 June 2023

Days
Hrs
Mins
Secs

Building Portfolios with Impact: A Workshop on Creating and Managing Impact Investment Strategies

Location

The Chinese University of Hong Kong

MARKET

Hong Kong SAR China

Date & time

11 October 2018

-

12 October 2018

About this event

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 executive education course 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 taking the course, 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.

Location
The Chinese University of Hong Kong
Business School Town Centre
Unit B, 1/F
Bank of America Tower
12 Harcourt Road
Central, Hong Kong

Cost
Early Bird Fee (by August 31)
HKD 5,800 per person
Group Fee (up to 4 pax)
HKD 5,800 per person
Alumni Discounted Fee
HKD 4,800 per person
General Fee
HKD 6,800 per person
Special NGO pricing available
email: [email protected]

Learn More About the Program, visit: goo.gl/JY1Lhc
Interested in attending? Fill out this form: goo.gl/XBUqmR

Other Events

You might also be interested in

31 March 2024

Nominations for the 2024 Yidan Prize

Add Your Heading Text Here

Regular

29 February 2024

AVPN Monthly Member Meet-ups in Bangkok

Add Your Heading Text Here

Signature

12 December 2023

AVPN South Asia Summit December 2023

Add Your Heading Text Here