Happening Now! Impact Investment strategies and stories from San Diego

If you’ve decided to seek social and/or environment gains alongside a financial return, impact investing is a strategy that can meet your needs. In this session, we’ll dive into conversation with three people leading different approaches here in San Diego.

We are pleased to bring you this panel and reception in partnership with The CAPROCK Group and in conjunction with the 2017 SRI Conference.

RSVP is required, but SDIIN extends its thanks to each of the speakers' organizations for their generous sponsorship, making it possible to offer this event free of charge.

Agenda

  1. Opening remarks from Matthew Weatherley-White, Managing Director, The CAPROCK Group
  2. Impact investment approaches, with local applicability & varying structures
    • HCAP: Mezzanine debt & equity provider with an emphasis on job creation & economic opportunity
    • CIM: Marketplace lender providing responsible & transparent financing to small businesses throughout the U.S.
    • PRIME: Charitable investment in early-stage companies with potential for vast reduction in greenhouse gas emissions
    • Moderated by Nick Flores, Director, Impact Investing, The CAPROCK Group 

Speakers

 

CAPROCK: Matthew Weatherley-White

Shaping The CAPROCK Group’s initiative in Impact Investing, a market-leading platform with over $1bb in impact assets deployed, Matthew is a sought-after speaker and thought leader in the discipline. In addition to keynoting the 2013 European Commission's Annual Award for Social Innovation, Matthew has guest-lectured on sustainable business management and non-financial value creation at Harvard, Tuck, Yale, Oxford, Kellogg, Booth and the American University in Paris business schools, has presented at conferences throughout the US and Europe, serves as a strategic advisor to several Impact Investing funds, and has appeared in Barron's, Yahoo Finance TV, International Business Daily, Bloomberg Business Week, Journal of Philanthropy, Forbes, Conscious Company, The New York Times and many more.  More recently, he successfully shepherded two pieces of legislation through the Idaho Statehouse, the first authorizing Pay For Success Contracting and the second awarding legal status to businesses structured as Benefit Corporations. 

Prior to co-founding The CAPROCK Group, Matthew was a partner in The Owyhee Group, a boutique advisory team within Smith Barney. During his fourteen years with the company, he was a member of Citigroup’s elite Leadership Development Program and helped craft the firm’s Private Wealth Management platform. Matthew graduated from Dartmouth College, has competed internationally in five different sports and continues to serve as a Director for the Lee Pesky Learning Center, an organization he helped launch 20 years ago. When not working, Matthew can usually be found outside; running, skiing, mountaineering, cycling... and generally encouraging his daughter to enjoy wilderness with the same irrational exuberance as her father.

CAPROCK: Nick Flores

Nick has a diversity of financial and business development experience, with particular expertise in impact investing and real assets.  In his previous position with Emcor Securities, he designed investment strategies for the firm’s impact-oriented clients, and crafted business plans for the firm’s sustainable forestry initiatives within the timberland space.  Prior to that, Nick served as a Director at Investors’ Circle, where he managed deal sourcing and due diligence on behalf of the angel investor network.  He also worked at Green For All, which was focused on launching a social investment fund, as well as providing technical assistance to entrepreneurs, all in an effort to stimulate job creation and environmental sustainability in urban communities.  Before committing his career to impact, Nick worked in commercial real estate and sports for nearly a decade.  He holds an MBA and BA (with Honors), both from Stanford University, an institution for which his fondness is surpassed only by that for his wife, daughter, son, and dog.

 

 

HCAP Partners:  Hope Mago, Principal

Hope joined HCAP Partners in May 2009. Hope participates in the origination and analysis of new investment opportunities, investment due diligence, deal underwriting, and investment monitoring.

Prior to joining HCAP Partners, Hope worked as an Analyst at the Reserve Bank of Zimbabwe where he was involved in economic policy formulation, lending due diligence for export ventures receiving funding through the Export Support Facility under the Exchange Control Division. Before that he spent a year interning at First Mutual Limited, the second-largest life insurance and money manager in Zimbabwe.

Hope earned an International MBA from the University of San Diego and holds a bachelor’s degree in finance and banking from the University of Zimbabwe.

Hope is currently a board observer or actively involved in Reno Assisted Living, Cubex, Noribachi, and Burke Williams.

Community Investment Management LLC: Jacob Haar, Managing Partner

Jacob Haar is the Co-Founder and Managing Partner of Community Investment Management (CIM), an institutional impact investment manager. CIM provides debt funding for responsible innovation in lending to U.S. small businesses and underserved borrowers in which the long-term interests of borrowers and investors are aligned. Jacob heads Community Investment Management’s investment and operations activities. Previously, he was Co-Founder and Managing Director of Minlam Asset Management, an investment advisor which financed specialty lending to micro, small, and medium enterprise lenders in emerging markets. Prior to co-founding Minlam in 2005, Jacob worked in an operating role for a specialty finance lender in Azerbaijan.

Jacob is a Fulbright Scholar, received a M.A. from the University of Chicago’s Center for Middle Eastern Studies and graduated Phi Beta Kappa with a B.A. from the University of Chicago.

 

PRIME Coalition: Nicole Systrom is Director of Philanthropic Partnerships

Nicole Systrom is Director of Philanthropic Partnerships at the PRIME Coalition, where she works with foundations, family offices, and seed investors to support ventures that mitigate climate change. She is passionate about facilitating investments for climate impact and growing support for early stage clean technology innovators, which she has done through various roles with Cyclotron Road, Sutro Energy Group, and the Stanford Steyer-Taylor Center for Energy Policy and Finance. Ms. Systrom has extensive project management experience in the clean energy and carbon offset sectors, in both for-profit and non-profit contexts. She has published work on facets of clean energy ranging from new sources of investment capital for the clean tech sector to state energy policy. She holds an MBA/MS in Environment and Resources from the Stanford Graduate School of Business and a B.S. in Earth Systems from Stanford University, and is a board member of the Energy Foundation.

 

Appetizers and cocktails will be provided

 

**We respectfully request that attendees refrain from engaging in fundraising and other development activities at all SDG events.**

Photographs and/or video may be taken at this event for use by SDG in marketing materials, on our website, social media outlets or other communications activities.  If you prefer that your image not be used, please notify us at the event.

WHEN
November 01, 2017 at 4:30pm - 7pm
WHERE
The Point
1010 Santa Clara Pl
San Diego, CA 92019
United States
Google map and directions
CONTACT
Zenia Torres · · (858) 247-2022
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