Make money matter
It used to be simpler. You invested for gain and to avoid risk. But as the planet warms, the population grows, and scarcity stimulates migration, inequality, poverty, hunger, the real return on an investment and the true meaning of risk are being re-examined.
The goal of Make Money Matter Training is to develop interest in, and knowledge about, social investing tools and strategies to help high net worth individuals, family offices, and wealth managers make a difference. In doing so, Make Money Matter will generate new capital to support market-driven solutions that advance equitable and sustainable livelihoods.
September in Chicago: Community Wealth Building in a Climate Crisis
An in-depth look at how Action Investing can make a positive impact on the environment, economic development, affordable housing, and social equity.
Make Money Matter Training works on two levels
Level One: Education
Make Money Matter’s educational content goes beyond abstract concepts and theoretical frameworks by diving into the real-world impact of investment strategies. Central to this approach is learning by reviewing and analyzing original content exclusively crafted for this program, including in-depth case studies that document current industry practices. These cases and additional materials will be expertly facilitated by seasoned practitioners who bring their firsthand experience in advising, managing, and assessing over US$15 billion in social investments.
Our intensive learning program will utilize a diverse range of online and in-person tools to ensure that program participants can maximize their learning experience. The program kicks off with full-day events in Chicago focused on real estate and the natural environment. Complementary pre-and post-event resources will also be readily available to attendees, serving as valuable guides for implementation.
Level Two: Converting knowledge to strategic action
Structural and organizational barriers often make it difficult to implement novel social investment ideas. The Make Money Matter Training offers a solution, granting program participants access to resources and networks to amplify their ability to do good while making money. These resources include:
Grant and impact investing portfolios, backed by partner foundations and family offices that have vetted projects, seeking to leverage their influence and drive change. This includes guidance on seamlessly integrating ESG factors into the due diligence process.
Tools and best practices for the impact measurement and management lifecycle, from entry to exit.
One-on-one advisory services to help investors develop action plans.
Who should consider enrolling in this program?
Individual investors – Novices and Experts Alike
Attain a thorough understanding of the theories and application of impact investing and social finance – how to do good.
Develop an impact investing and/or social finance strategy for your investments that can be shared and applied immediately.
Gain entry into a global network of private and public sector organizations, philanthropists, social entrepreneurs, and institutions..
Identify and execute deals that yield social, environmental, and financial returns by learning from innovative models worldwide and engaging with their practitioners.
Family Offices and Financial Advisors
Cultivate organizational knowledge and influence within the field, to mobilize diverse stakeholders to break away from the status quo and tackle complex issues.
Build an organizational culture and infrastructure to assess and manage high-performing social impact projects.
Situate your organization at the forefront of advancements in social innovations and impact financing.
Foundations
Acquire a profound understanding of impact investing and social finance, harnessing their potential to accelerate your organization’s mission.
Engage in hands-on learning from real-world applications of impact investing by other foundations.
Unlock a new source of capital to address the social and environmental issues your organization is dedicated to resolving.
The content development for Make Money Matter is led by Gayle Peterson, Programme Director of both the successful Impact Investing and Social Finance Programmes at Oxford’s Saïd Business School.