40 min

Impact & Profit - Misconceptions & Opportunities Sustainable Grace

    • Investing

In this podcast, Tim Connors, Founder of PivotNorth Capital, leads a panel discussion on how to define impact investing with focus on additionality and intentionality, while offering guidance on identifying companies and management teams with strong mission & alignment, the use of impact measurement tools, and concessionary vs. market rate returns.

Highlights
Defining impact investing, highlighting intentionality, additionality, and alignment as key factors when it comes to impact investments Does caring for stakeholders instead of just shareholders compromise returns? Panelists agree that it is possible to achieve both impact and returns without compromising one for the other Balancing risk-adjusted return with impact and how this can vary depending on the social or environmental goals Allocating foundation capital between nonprofit granting and tech-enabled impact investments Investing in mission-related investments (MRI) and program-related investments (PRI), and the importance of finding the right balance between them Getting started with impact investing, including starting small, exploring liquidity options, and collaborating with others in the community The importance of defining the focus and values of an organization and finding the right resources and partners for the journey into impact investing The impact investing journey causes organizations to reflect on their values and the importance of aligning investments with philanthropy Emphasizing the importance of finding and supporting good people in the industry The excitement in helping private market companies grow, succeed, create jobs, and contribute to economic development and opportunities


Episode Resources Connect with Catholic Investment Services
https://catholicinvest.org/about-us/ https://catholicinvest.org/about-us/#board-of-trustees https://catholicinvest.org/contact-us/ Connect with Tim Connors https://pivotnorth.com/ https://www.forbes.com/profile/tim-connors/?sh=35d4b4c35252 https://www.bloomberg.com/profile/person/5854167 https://twitter.com/timc 

In this podcast, Tim Connors, Founder of PivotNorth Capital, leads a panel discussion on how to define impact investing with focus on additionality and intentionality, while offering guidance on identifying companies and management teams with strong mission & alignment, the use of impact measurement tools, and concessionary vs. market rate returns.

Highlights
Defining impact investing, highlighting intentionality, additionality, and alignment as key factors when it comes to impact investments Does caring for stakeholders instead of just shareholders compromise returns? Panelists agree that it is possible to achieve both impact and returns without compromising one for the other Balancing risk-adjusted return with impact and how this can vary depending on the social or environmental goals Allocating foundation capital between nonprofit granting and tech-enabled impact investments Investing in mission-related investments (MRI) and program-related investments (PRI), and the importance of finding the right balance between them Getting started with impact investing, including starting small, exploring liquidity options, and collaborating with others in the community The importance of defining the focus and values of an organization and finding the right resources and partners for the journey into impact investing The impact investing journey causes organizations to reflect on their values and the importance of aligning investments with philanthropy Emphasizing the importance of finding and supporting good people in the industry The excitement in helping private market companies grow, succeed, create jobs, and contribute to economic development and opportunities


Episode Resources Connect with Catholic Investment Services
https://catholicinvest.org/about-us/ https://catholicinvest.org/about-us/#board-of-trustees https://catholicinvest.org/contact-us/ Connect with Tim Connors https://pivotnorth.com/ https://www.forbes.com/profile/tim-connors/?sh=35d4b4c35252 https://www.bloomberg.com/profile/person/5854167 https://twitter.com/timc 

40 min