Impact Investing Forum - Virtual

Impact Investing Forum - Virtual:

Jun 5 2019 - 9:00am - Jun 5 2019 - 11:30am

Location: Virtual

Language: English

Agenda

 

Our sessions will include:

Session #1 - 9:10-9:40 AM EST

Pact Ventures: A Case Study in Impact Investing by INGOs

Recognizing that the classic development model alone is insufficient to solve social challenges, Pact created Pact Ventures (PV), a team that approaches development through the lens of creative financing vehicles and market-based incentives. PV brings expertise from a diverse range of backgrounds, ranging from public policy and development to investment banking, business building, and strategy consulting. In the last nine months, PV has completed $11M over six transactions.

From Brian Vo, Pact's VP of Social Investment, hear about how PV is helping Pact intersect multiple disciplines and sectors to solve old social challenges in new ways:

  • PV's approach and principles to focus its impact investing

  • Archetypes of PV's projects with illustrative case examples

  • What's next in PV's pipeline of investments

Speaker:

Brian Vo

Vice President, Social Investment and Innovative Finance

Pact Ventures

Washington, DC

 

Session #2 - 9:40-10:10 AM EST

Impact Investing by INGOs and the Law: Traps, Pitfalls and Opportunities

Impact investing – investments designed to produce both social benefits and financial returns – represents a dynamic way for INGOs to further their mission while opening up funding opportunities from sources never before available. This trend has been fueled by opportunities to channel traditional investment capital into the INGO sector. Facing funding cuts from governments, as well as other challenges to traditional fundraising and sources of financial support, INGOs are increasingly forced to diversify their revenue generation to achieve their goals. Many forward-looking INGOs have recognized that being committed to their mission does not mean having to be wedded to traditional business models, and many have already begun using for-profit practices – and leveraging outside investment capital – for social good. 

From one of the nation's leading nonprofit attorneys and a thought leader in the INGO legal community, learn about:

  • The implications of various types of investments on the taxability of the INGO's investment income

  • How to protect your INGO's federal tax-exempt status in this area

  • The pros, cons and considerations that need to be taken into account in structuring new investment vehicles and separate legal entities, in order to mitigate both legal risk and tax liability

  • Examples of how different INGOs have structured their impact investment activities

Speaker:

Jeffrey S. Tenenbaum, Esq.

Chair of the Nonprofit Organizations Practice

Lewis Baach Kaufmann Middlemiss PLLC

Washington, DC

 

​Session #3 - 10:15-11:15 AM EST

Anti-Corruption Compliance in Impact Investment.

Impact investors invest in firms in some of the world's most challenging geographies, where rampant corruption has a deleterious effect on the SME sector. What are the risks to impact investors and their investees? What can impact investors do to protect their investments and ensure that their portfolio firms are resilient and compliant? Do mission-oriented INGOs in impact investment have a unique responsibility to think about issues of integrity and anti-corruption? This session will offer an initial exploration of these critical issues.

Speakers

Marc Schleifer, Director of Development and Partnerships, Center for International Private Enterprise (CIPE)

Jeanne Cook, Program Officer, Anti-Corruption & Governance Center, Center for International Private Enterprise (CIPE)

Ekaterina Lysova,  Program Officer, Europe & Eurasia, Center for International Private Enterprise (CIPE)
Washington, DC