#1: Our next BAIII conference will be on March 16, 2015 at the SF Fed
The Federal Reserve Bank of San Francisco hosts the Bay Area Impact Investing Invitational:
Monday, March 16, 2015 from 1:00 p.m. to 6:00 p.m.
Since the Bay Area Impact Investing Initiative (BAIII) was introduced at the San Francisco Federal Reserve Bank in May 2013, a working group of representatives from local financial institutions, fund managers, community development organizations and social enterprises have worked on this mission: To develop a blueprint for increasing the effectiveness and quantity of impact investing in the San Francisco Bay Area.
We sought to develop a plan that could channel some of the enormous wealth in the Bay Area’s investment pools, which is currently invested globally, back into our local economy. With a blueprint for investing private capital in regional impact investments that can provide strong financial returns and a positive social, economic or environmental impact, we can include the largest pools of assets to work for the benefit of community health and well being. Regional institutional impact investors can partner with and leverage public and philanthropic resources and help develop the best practices for financing healthy, sustainable communities that work.
Please join us for this important conversation about building the regional impact investing infrastructure for the San Francisco Bay Area. A message with registration information will be coming later this month.
#2: The research report is finished:
Regional Impact Investing for Institutional Investors:
The Bay Area Impact Investing Initiative
The research report has been completed: it will be posted on the Federal Reserve Bank of San Francisco website and on the sites of Seal Cove Financial (www.sealcovefinancial.com ) and the BAIII (www.baiii.org) . This blueprint suggests a regional impact investing intermediary that would create five multi-manager asset class portfolios using rigorous due diligence and best practices suitable to institutional investors under fiduciary standards in public equity, fixed income, real estate, infrastructure and private equity. In addition to managing assets for impact and strong (market-like) returns, this regional financial intermediary could act as a clearinghouse and matchmaker between multiple capital providers and capital seekers. It could help develop financial arrangements in other public private partnerships for scaling solutions to our community challenges. Many different structures can be developed to finance programs for the intervention and prevention of costly social and public health issues such as unemployment and job training needs, asthma and diabetes interventions and programs, and social impact/pay-for-success contracts in early childhood education.
#3 Lauryn Agnew to present the BAIII research at University of Oxford
This regional/place-based impact investing research has been selected to be presented and published at the Social and Sustainable Finance and Impact Investing Conference at the Said Business School, University of Oxford, in Oxford, England on April 23-24, 2015, (www.acrn.eu/ssfii/ ). Lauryn Agnew will travel to London and Oxford in April to present this research.
Social and Sustainable Finance and Impact Investing (SSFII)
Academic Conference @Said, Oxford University
23. – 24. April 2015
For more information, to support the Oxford research project, to contribute a comment, or to request a draft copy of the research report, please contact:
Bay Area Impact Investing Initiative www.baiii.org / 415-516-3141