This Event is Co-Hosted by ImpactPHL and CFA Society of Philadelphia
The CFA Society of Philadelphia, ImpactPHL, CCS Fundraising, and the Philanthropy Network Greater Philadelphia invite you to join other investment professionals, endowment/foundation leaders, and impact investors gathering to discuss the use of blended finance and how it can be used to move dollars from the balance sheets of endowments/foundations to affordable housing projects and Black, Brown, and women-owned businesses. Our speakers will lead a discussion on mission-related investments (MRIs) / program-related investments (PRIs) and the three buckets (grants, concessionary capital, and market risk-return investments) endowments/foundations can pull from to help fund and encourage the funding of meaningful and impactful projects in our region.
The pricing, including lunch, is just $25 for CFAP Members, $25 for Non-Profit Professionals & Board Members, and $40 for Non-CFAP Members. Please register early because this event is limited to one hundred (100) attendees and has sold out in the past.
Moderator
Greg Hagin the Principal & Managing Director of CCS, provides fundraising counsel and philanthropic advice to the nonprofit sector and social impact space. Greg leads CCS’s market presence in Philadelphia, Sydney, and Toronto and manages a portfolio of regional, national and international partnerships. Throughout his career, Greg has designed, advised, and directed more than 100 resource development initiatives that have raised collectively over $10 billion. Greg earned his MBA from The Wharton School of the University of Pennsylvania and BA from Boston College.
Speakers
Allison Clark the Associate Director of Impact Investments for the MacArthur Foundation, has worked in affordable housing, economic development, and commercial real estate for over 25 years. Prior to joining the Foundation, in 2006, she was a member of the Community Lending Group at Fannie Mae and also spent eight years with Bank One (now JP Morgan Chase) as a commercial real estate lender. Allison graduated from Harvard-Radcliffe College and earned a Master of Management degree from the Kellogg Graduate School of Management at Northwestern University.
Amy Houston is the Executive Director of the Thompson Family Foundation, which funds historic preservation, arts and culture, medical research, and social services in New York City. Prior to joining the Foundation, she ran the administrative operations at the Robin Hood Foundation, New York’s largest poverty-fighting organization. Amy earned a bachelor’s degree from Georgetown University and an MBA from the Tuck School of Business at Dartmouth College.
Akobe Sandy joined the Robert Wood Johnson Foundation (RWJF) in 2021, bringing his extensive experience in investment management and socially responsible investment to his role as an Impact Investments Officer. His work bridges capital gaps for under-invested people and communities. Previously, Akobe was an Impact Investments Senior Associate for the MacArthur Foundation and spent several years as an investment banker with KPMG Corporate Finance and Madison Street Capital. Akobe received a BA in Political Science from Yale University and is a Chartered Financial Analyst (CFA).
Who should attend?
High net worth individuals, family offices, endowment/foundation leadership, investment professionals, pension fund trustees, nonprofit leaders, and anyone interested in broadening their investment horizons.