Impact Leaders

Next Generation

The generation on the rise today is more focused on climate change and social inequality than their parents and grandparents were. They’re questioning their family’s role in creating — and solving — these societal challenges. At the same time, they hold strong loyalty to their families and to preserving the family wealth.

Given that context, the Next-Gens (from Spain and Latin America) are interested in learning the main concepts and approaches of impact investing and trust-building toward investment opportunities.

The Fi Impact Leaders experience will allow Next-Gens to get inspired, learn concepts and tools, and find the partners they need to embark on their impact investing journey.

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.

First Workshop

March 13, 2024

Aims 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 2024

Focused 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

September

Focused on learning to invest with impact across different asset classes, and under various expectations of impact and return.

Online tracking

April-August 2024

Guidance from the Social Nest team and/or partners to assist participants in their journey as impact investors.

"Aligning Capital With Values"

First Workshop

March 13, 2024
Madrid
Time
Type of content
Session
Specific content
Potential speaker
2:00-3:00 pm
Welcome Lunch
3:00-3:30 pm
Training
Panel followed by a round of Q and A
Impact Investing 101
  • What is impact investing?
  • Why impact investing?
  • How is different from sustainable finance’
  • Are both strategies alongside the same spectrum?
Juliane von Boeselager, Investor Relations Manager, FASE; Javier Armentia, Partner, Creas; Monica Vasquez Del Solar, Head of Strategy and Impact, Social Nest Foundation, Moderator
3:30-3:50 pm
Experiential
Meeting an Impact-Driven Company
  • The journey of an impact-driven entrepreneur
    In presence. In Spanish.
Constanza Pinto, COO & Co-Founder, Orygen; Natalia Valle, CEO & Co-founder, Plant on Demand, Iñigo Eguia; Head of Impact Investors Relations, Social Nest Foundation, Moderator
3:50-4:15 pm
Break
4:15-4:45 pm
Training
Panel followed by a round of Q and A
Aligning Capital with Values from a Next-Gen Perspective
  • 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.
Sam Bonsey, Co-Founder & Executive Director, The ImPact; Margarita Albors, Founder and President, Social Nest Foundation
4:45-5:15 pm
Private Banking, Wealth Advisors and Impact Investing
  • How is the industry of wealth management involved in impact investing?
    In presence. In Spanish.
Armando Fandos, Wealth Management Director, Zubi Wealth; Pablo Alonso, Founder & President, Eurocapital Advisors; Juan Vilarrasa, Head of Private Bank, Barclays Private Bank; Monica Vasquez Del Solar, Head of Strategy and Impact, Social Nest Foundation, Moderator
5:15-6:00 pm
Experiential
Sharing Experiences of Next-Gen Impact Investors
  • 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.
Miguel de Ros, Next-Gen Impact Investor; Omar Ynzenga, Next-Gen Impact Investor; Marta del Castillo, CEO, Social Nest Foundation, Moderator
6:00-6:10 pm
Closing

​​”Building My Path As An Impact Investor”

“Investing With Impact Across Different Asset Classes”

Impact Investors & Experts
Impact Investors & Experts
Impact Investors & Experts
Impact Investors & Experts
Juliane von Boeselager
Juliane von Boeselager FASE Linkedin
Sam Bonsey
Sam Bonsey The ImPact Linkedin
Armando Fandos
Armando Fandos Zubi Wealth Linkedin
Pablo Alonso
Pablo Alonso Eurocapital Advisors Group Linkedin
Miguel de Ros
Miguel de Ros Next-Gen Impact Investor Linkedin
Omar Ynzenga
Omar Ynzenga Next-Gen Impact Investor Linkedin
Javier Armentia
Javier Armentia Creas Linkedin
Constanza Pinto
Constanza Pinto Orygen Linkedin
Natalia Valle
Natalia Valle Plant on Demand Linkedin
Juan Vilarrasa
Juan Vilarrasa Barclays Private Bank Linkedin
Methodology
Methodology
Methodology
Methodology
Methodology
Methodology
Training

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.

Experiential

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.

Hands-on

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.

Networking

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.

Price

1,200 € The First Workshop is by invitation only and no participation fee is required. The Second and Third Workshops have a total cost of 1,200 €.
                   
Organizing team
Organizing team
Organizing team
Organizing team
Organizing team
Organizing team
Organizing team
Margarita Albors
Linkedin Margarita Albors Social Nest Foundation
Marta del Castillo
Linkedin Marta del Castillo Social Nest Foundation
Mónica Vásquez Del Solar
Linkedin Mónica Vásquez Del Solar Social Nest Foundation
Iñigo Eguia
Linkedin Iñigo Eguia Social Nest Foundation
Partners
Partners
Partners
Partners
Partners

Fi Impact Experience is a program led by Social Nest Foundation, in partnership with top-tier, international impact investing entities such as:

Join this exciting initiative.
Join this exciting initiative.
Join this exciting initiative.
Join this exciting initiative.
Join this exciting initiative.