Goal
To offer to the Next-Gens from Spain and Latin America a unique experience navigating the diverse strategies of impact investing to align capital with values while preserving family wealth.
Framework
First Workshop
March 13, 2024Aims to inspire and educate Next-Gen investors on impact investment strategies. The program agenda includes exploring cases of entrepreneurs and impact investors who are transforming the world, as well as a guide on aligning capital with values.
Second Workshop
May 2024Focused on sharing the tools you need as a Next-Gen impact investor to integrate impact investment strategies, analyze investment opportunities, and find the right partners to maximize the effectiveness of your investments.
Third Workshop
SeptemberFocused on learning to invest with impact across different asset classes, and under various expectations of impact and return.
Online tracking
April-August 2024Guidance from the Social Nest team and/or partners to assist participants in their journey as impact investors.
"Aligning Capital With Values"
First Workshop
Panel followed by a round of Q and A
- What is impact investing?
- Why impact investing?
- How is different from sustainable finance’
- Are both strategies alongside the same spectrum?
- The journey of an impact-driven entrepreneur
In presence. In Spanish.
Panel followed by a round of Q and A
- What kind of internal question should I ask?
- How can I use our resources most effectively to address the social and environmental issues we care most deeply about?
- Am I prepared for impact investing?
- How can I navigate family dynamics?
Online. In English.
- How is the industry of wealth management involved in impact investing?
In presence. In Spanish.
- Why did you start the path of impact investing?
- What kind of projects are you investing in?
- How do you engage family or financial advisors on impact investing?
- How do you value your experience as impact investor
In presence. In Spanish.
”Building My Path As An Impact Investor”
“Investing With Impact Across Different Asset Classes”
The program will take a comprehensive approach to training, combining expert-led sessions with practical and immersive content delivered by prominent international experts from the impact investing industry. This will ensure participants get valuable insight and knowledge directly from industry professionals, enhancing their understanding of key concepts and best practices.
The goal of the program is to give participants a transformative experience. Through its various interactive sessions and activities, participants will get the unique opportunity to engage with experienced next-generation representatives, financial advisors and family members actively involved in the impact investing industry. Thanks to this first-hand exposure, participants will gain practical insight, learn from real-life examples and better understand the nuances of impact investing.
To foster practical learning and skill development, the program will include on-site exercises specifically designed to equip participants with the tools and techniques needed to align capital with values, to effectively manage family wealth responsibilities and to perform a thorough impact investing analysis. These hands-on exercises will enable participants to apply their learning in a practical context, thus enhancing their ability to make informed investment decisions.
One essential aspect of the program is to facilitate meaningful connections and networking opportunities. Participants will get the chance to interact and collaborate with like-minded peers who share a passion for impact investing. Through structured networking events and ongoing community-building initiatives, participants will be able to establish an active and supportive network of impact leaders, fostering long-term collaborations and knowledge sharing.