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Connecting Your Impact to Investments

For your convenience, you can download the webinar slides here.

Cyrus Kharas from Arabella Advisors discusses the basics of impact investing. He then leads a conversation around a case study of the Richard W. Goldman Family Foundation. Cyrus and his team have worked with them for several years and, in 2016, began discussing the opportunity to use impact investments. The foundation had two primary goals: to maximize social impact and their endowment’s reach. This webinar goes through their journey from idea to impact.

You'll hear about:

  • Impact investing—what is it, and what’s possible?
  • Extended Case Study: The Goldman Family Foundation
    • Understanding capacity and leveraging expertise
    • Streamlining decision-making
    • Expanding investments over time
    • Leveraging impact investing to respond to needs
    • Sourcing, due diligence, and monitoring

SPEAKER

Cyrus Kharas | Director, Arabella Advisors

About the Author

Jacob Sharp is Foundant Technologies’ Support Delivery Manager – spending his days coaching and enabling our Client Services Support team so they can more effectively make our clients successful. With a knack for solving complicated problems for funders at various levels, it’s his goal to ensure powerful solutions for those using our grants management software. Often known as the “reporting guru” around the office, supporting members of the philanthropic community through technology has developed into a passion during his time at Foundant. Jacob spends his free time writing, reading, and escaping into the mountains around Bozeman, MT.

Profile Photo of Jacob Sharp