Getting to 100% Impact in your Portfolio and Beyond

  • 29 Apr 2019
  • 6:00 PM - 8:00 PM
  • Flat World Partners, 386 Park Avenue South, Fl.18, NYC
  • 0


  • Please ask your coordinator or write for the access code.

    This event is sold out.

    Many individual investors and institutions are working actively to deploy 100% of their assets aligned with their values. Though, as Toni Johnson formerly at Heron Foundation, said: "When you get to 100%, that's when the real journey starts." Hundreds of high net worth, family office and foundation asset owners who have committed to deploying 100% of the investments across all asset classes in alignment with their social priorities are also in pursuit of deeper positive net impact and are using the whole spectrum of capital to do so.

    Join us to learn about different approaches to align all investments in a portfolio across all asset classes  (cash, fixed income, public equity, private equity, and real assets) with one's values as well as aligning philanthropic efforts with impact investments. You will also leave with knowledge of practical tools to find impact investments, structure portfolios and start measuring and managing impact.

    Evening's Schedule for Monday, April 29

    • 6:00 - 6:20pm Registration & Networking
    • 6:20 - 7:30 Discussion with Kristin Siegel, Director, Toniic T100 Project and Kate Starr, CIO, Flat World Partners.
    • 7:30 - 8:00pm Further networking with wine, soft drinks and hors d'oeuvres

    About Toniic - Co-organizer of this event with Impact Capital Forum
    Toniic is the global action community for deeper impact investing. Its mission is to catalyze deeper net positive impact across the spectrum of capital. Toniic is a nonprofit supporting a global network of high net worth individual, family office, and foundation asset owners by curating an interactive community, educational resources, and investment opportunities in all asset classes. Toniic also serves the impact investing field at large with the T100 Project, which provides inspiration and evidence from investors committed to total portfolio activation, and with the Impact Terms Project, which provides a curated library of innovations in impact investing terms and structures for all market participants. Toniic's vision is a world in which all investments honor the planet and its inhabitants.

    Attendance Logistics:
    Special thanks to Flat World Partners for hosting this event.
    Flat World Partners is a next generation investment advisory firm, solely focused on impact investments. They will have staff waiting on the ground floor to escort attendees up. The location, 386 Park Ave. South, intersects E.27th St. in Manhattan.

    Impact Capital Forum is a 501(c)(3) nonprofit organization. New York, N.Y.

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