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    Schulich SOCM 6400 - Sept 15, 2021

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    jonathan.hera

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    Schulich SOCM 6400 - Sept 15, 2021

    Uploaded by

    jonathan.hera
    5 views25 pages

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    Schulich SOCM 6400_Sept 15, 2021

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    5 views25 pages

    Schulich SOCM 6400 - Sept 15, 2021

    Uploaded by

    jonathan.hera

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    INVEST IN (Y)OUR FUTURE ODYSSEY. NOW.

    SCHULICH SOCM 6400 – SOCIAL PURPOSE INVESTING AND FINANCE


    CLASS 1 | SEPT15 2021
    AGENDA
    WELCOME!
    IMPACT INVESTING PRIMER
    OUR JOURNEY
    YOU | ME
    COURSE OUTLINE
    MIINT OPPORTUNITY

    2
    THE HEART OF THE MATTER
    YOUR ‘WHY’
    IMPACT INVESTING IS INHERENTLY PERSONAL

    MOTIVATION
    WHAT IS YOUR BIGGEST PERSONAL ACCOMPLISHMENT?
    OR, WHAT IS YOUR BIGGEST PERSONAL FAILURE, TRAGEDY?

    WHY ARE YOU HERE? HOW CAN IMPACT INVESTING HELP YOU SOLVE WHAT YOU ARE LOOKING TO DO?

    WHAT FEARS, DEMONS, LOSSES AND DISAPPOINTMENTS DO YOU HAVE? LEAN INTO THESE, GROW
    THROUGH THE PAIN AND BECOME YOUR GENIUS THROUGH THE PROCESS… THIS IS HOW YOU CAN FIND
    MOTIVATION FOR SELF AND IMPACT INVESTING

    3
    STEPPING OUTSIDE OF SELF…
    LET’S OUTLINE WHAT WE ARE CURRENTLY EXPERIENCING AS A SPECIES

    HEALTH PANDEMIC
    ENVIRONMENTAL DEGRADATION
    SOCIAL UNREST
    FIAT CURRENCY DEVALUATION (INFLATION) WITH VERY HIGH DEBT LEVELS

    POLITICAL TURMOIL
    CENTRALIZED POWER, WEALTH, FINANCIAL CONTROLS

    4
    IMPACT INVESTING AT ITS BEST…
    SAFE AND SECURE

    FRICTIONLESS

    PERSONAL (DECENTRALIZED)

    ACCOUNTABLE, TRACEABLE, TRANSPARENT

    FAIR, EQUITABLE, GENERATIVE, TRANSFORMATIVE

    5
    CAN SOLVE FOR MONEY USED IN
    A PROBLEM, CAUSE, DEAL OR REGION

    A SPECIFIC STRUCTURE

    A FINANCIAL SYSTEM

    … OR, IT CAN FALL FLAT FINANCIALLY, REPLICATE EXISTING SYSTEMS OF PATRONAGE AND STRUCTURES
    OF PRIVILEGE, AND GENERATE NO POSITIVE OUTCOMES OR EVEN DRIVE DEEPER NEGATIVE OUTCOMES

    6
    SDGs

    7
    SIMON SINEK’S GOLDEN CIRCLE

    8
    IMPACT INVESTING: WHY?

    9
    IMPACT INVESTING: WHY?

    10
    IMPACT INVESTING: WHAT & HOW?

    11
    IMPACT INVESTING: WHAT & HOW?

    12
    FUNDER TYPOLOGY
    DONOR PHILANTHROPIST
    RETAIL
    HNWIS
    FAMILY OFFICES
    FOUNDATIONS
    VC & PE FIRMS
    GOVERNMENTS
    ENDOWMENTS
    FINANCIAL INSTITUTIONS
    COMMERCIAL BANKS
    PENSION FUNDS

    13
    RECONSIDERING CAPITAL
    NATURAL (LAND)
    SOCIAL
    HUMAN
    MANUFACTURED
    FINANCIAL

    14
    RECONSIDERING (WHO MAKES) DECISIONS
    WHY, WHO & HOW

    15
    RECONSIDERING PRODUCTS & SERVICES
    DESIGN
    QUALITY
    AFFORDABILITY
    ACCESS

    BENEFIT CERTAIN POPULATIONS


    MADE FOR CERTAIN POPULATIONS
    MADE BY CERTAIN POPULATIONS
    WHO IS LEFT OUT? WHY?

    16
    THEMES
    USE MONEY FOR GOOD (SYSTEMS LEVEL) VS. MAKE GOOD MONEY (DEAL LEVEL)

    RESULTS VS. PROCESS

    PEOPLE VS. PRODUCTS, PROCESSES

    PLAY THE GAME (WELL) VS. CREATE A NEW ONE (AND BE HUMBLE ABOUT THIS)

    THE CONSTANT, EVOLVING DIFFICULTY INHERENT WHEN ATTEMPTING ALL OF THE BELOW:
    • MAKING MONEY
    • SAVING WHAT WE CAN OF THE ENVIRONMENT
    • COLLABORATING WITH ALL PEOPLES
    • SUCCESSFULLY DEMONSTRATING POSITIVE INTENTIONS INTO QUANTIFIABLE IMPACT
    • DECENTRALIZING FINANCE (FOR RETAIL INVESTORS, USING JEDI, USING TRUTH & RECONCIL.)
    THROUGH THE CDN SFF
    17
    BE ON THE RIGHT SIDE OF HISTORY
    THE DEMISE OF IMPACT INVESTING AS A NICHE INVESTMENT APPROACH… MAINSTREAMING IS NOW

    18
    QUESTIONS
    OUR JOURNEY
    TO MAINSTAY
    WHO ARE YOU?

    WHO IS A HERO OF YOURS, AND WHY?

    WHAT HAVE YOU DONE TO IMPROVE RECENTLY?

    19
    COURSE OUTLINE

    20
    SOCIAL ENTERPRISES

    21
    SOCIAL ENTERPRISES

    22
    TURNER MIINT COMPETITION

    23
    (Y)OUR FUTURE ODYSSEY
    DISCIPLINE
    EMPATHY
    TENACITY
    INTEGRITY
    GRIT
    HUMILITY
    KINDNESS
    CURIOSITY
    PLAYFULNESS
    TACT

    24
    NEXT TIME
    MICROFINANCE
    HISTORY
    CONTEXT
    OPPORTUNITIES
    CHALLENGES
    LESSONS LEARNED

    25

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