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IMPACT LOS ANGELES

Advisors in Philanthropy, Los Angeles Chapter (AiP LA)

Thursday, February 7, 2013 from 11:30 AM to 2:00 PM (PST)

Los Angeles, CA

IMPACT LOS ANGELES

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AIP Member Ended $50.00 $2.24
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Ended $80.00 $2.99

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Event Details

 Advisors in Philanthropy

The Los Angeles Chapter of Advisors in Philanthropy Presents
 

IMPACT LOS ANGELES

Building an Impact Investing Sector in Los Angeles:
Applying lessons learned from Global Impact Investing

Impact Investing
THURSDAY, FEBRUARY 7, 2013
11:30am-2:00pm
 Luxe Sunset Hotel, Los Angeles
, CA 
(see map at right)

Lunch will be served

 

A forum for thought leaders and stakeholders in our community to come together, learn and outline next steps for building a thriving impact investing sector in LA.

  - What is impact investing?
  - Why should traditional investment advisors care about impact
investing?
  - Strategy for deploying impact investments
  - Large scale impact investing in Los Angeles

Event format:  Panel presentation followed by roundtable breakout sessions, facilitated conversation, and summary report back to the group by table leaders.  Following the event, we will publish a report based on the findings and recommendations from this forum.

>> REGISTRATION:  Please register above by selecting either a member or non-member ticket, as appropriate. You will be given the option to select your top three choices for breakout sessions during the registration process and we will make every effort to give you your top choice as space allows, but groups will be assigned on a first-come first-served basis. Additional speakers may be added. You will receive a confirmation of your breakout session table assignment the week of the event and again at check-in.


Panelists:

FRAN SEEGULL
Managing Director, Investments
ImpactAssets

ANDY LOWER
Executive Director, The Eleos Foundation &
CEO of Eleos Investment Management LLC

TINA CASTRO
Director of Impact Investing
The California Endowment

KIRK SCOTT
Vice President
Magic Johnson Foundation (MJF)

Keynote Speaker:

RON BOEHM
Principal
Boma Investments, LLC

Opening Remarks:

LAURA FERRETTI
Founder, Impact Philanthropy
Co-President, AIP LA Chapter

Moderator:

DARYA ALLEN-ATTAR
Co-President, AIP LA Chapter
Financial Advisor


 
Breakout Sessions & Discussion Leaders

>> Click here to download bio sheet

 CAPITAL PLUS
Can we collaborate to create the capital groundwork for sustaining an impact sector
focused on Los Angeles?
  Table 1: Funders Forum--by invitation only--limited to foundations 
   Tara Roth McConaghy, President, Goldhirsh Foundation
   Foundations collaborating to build a local impact sector
  Table 2: Corporate philanthropists and the Entertainment Industry focused on LA Impact
   Rafael Gonzalez, Director of Community Relations, LA Dodgers
   René Jones, Director, United Talent Agency Foundation
 
 SOCIAL ENTREPRENEURSHIP
   Table 3: Supporting the ecosystem that leads to profit plus business success
   Elizabeth Stewart, Co-founder and CEO, The Hub LA
   Betsy Densmore, Founder and President of Academies for Social Entrepreneurship
 
 LEGAL ISSUES

   Table 4:  Ofer Lion, Counsel, Hunton and Williams, LLP

   Program-related investments:  With new regulations and a new generation of philanthropists ready
   to be social entrepreneurs, business incubators and venture capitalists, program-related investing
   is poised to enter expansion mode. Whether you are a private foundation interested in making
   PRIs or you have a nonprofit or for-profit project or business that could be a good candidate for
   PRI, Ofer will discuss the tools, knowledge and practical solutions you’ll need to make it happen.

 
 INVESTMENT VEHICLES

   Table 5:  Regional and Local Impact Investing Vehicles

   Fran Seegull, Managing Director of Investments, ImpactAssets
  
Tina Castro, Director of Impact Investing, The California Endowment

     •  What types of impact investing vehicles have been developed or are in development?
     •  Which ones are best suited to regional impact outcomes?
     •  How might we partner to co-develop impact investing vehicles for Los Angeles?

   Table 6:  International Impact Investing

   Andy Lower, Executive Director, The Eleos Foundation
   Andy will share experiences from investing in early stage social entrepreneurs, featuring lessons
   learned from the Eleos Funds - Liberia, Kenya and India, and have a broader discussion on
   pioneering high impact, market-based solutions.

   Eva Helene Yazhari, Co-Founder and CEO, Beyond Capital Fund
   Eva holds regular roundtables in Zürich for banks, foundations and individuals, in addition to
   being a panelist at SOCAP Europe and the Skoll World Forum.

   Table 7:  Omar Brownson, Executive Director, LA River Revitalization Corporation
   Daniel Tellalian, Founding Board Member and Board Chair, LA River Revitalization Corp

  
The LA River and Park-oriented Development: the greening of Los Angeles
  
  •  A discussion of how impact investors can realize the LA River Masterplan, including a full
        pipeline of projects and infrastructure investments with community and environmental benefit.
  
  •  Participants with interest in real estate development & investment, public-private partnerships,
        infrastructure projects, public finance, environmentalists and conservationists, along with civic
        and cultural opportunities should find this conversation engaging.

   Table 8:  Can nonprofits joint venture with corporations to build a profit-plus business model
   focused on Los Angeles?

   Kirk Scott, Vice President, Magic Johnson Foundation
  
Exploring and cultivating corporate, foundation and individual funding opportunities

   Table 9:  Just getting started: What you need to know about impact investing

   Lisa Richter, Principal, GPS Capital Partners, LLC
   Lisa Richter brings over 20 years of experience leading initiatives to increase the practice of
   social, environmental and foundation impact investing.

 

There is absolutely no solicitation permitted at our events.  We encourage all who seek further education in philanthropy to attend.

 


Panelists:

Fran SeegullFRAN SEEGULL
Managing Director, Investments
ImpactAssets

Fran Seegull is Managing Director of Investments at ImpactAssets—a non-profit investment services firm that provides an impact investment asset management platform for investors and donor advisors seeking a blend of positive social and environmental outcomes, financial return and risk management. She leads the Investments team at ImpactAssets, oversees product development and manages the Investment Strategies suite of products, including the Global Sustainable Agriculture and Microfinance Plus notes. Seegull also heads investment management for The Giving Fund—a $85 million impact investing donor advised fund—including investment selection, monitoring and reporting.

Previously, Seegull was Managing Director and COO of Funk Ventures, an early-stage venture capital and acceleration firm investing in clean technology, sustainable living, health & wellness and medical technologies.

Seegull has consulted to a range of purpose-driven companies including National Geographic, NPR West and many family foundations.  She also served as VP of Business Development at Novica United, a venture-backed social enterprise that retails and wholesales products made by artisans in Asia, Africa and Latin America.

Seegull has a BS in economics from Barnard/Columbia and an MBA from Harvard.  Seegull is Adjunct Professor at the Lloyd Greif Center for Entrepreneurial Studies and Senior Fellow at the Society & Business Lab, both at USC’s Marshall School of Business.  She serves on the board of the Barbara Lee Family Foundation and on the Investment Committee of the Goldhirsh Foundation.

 

Andy LowerANDY LOWER
Executive Director, The Eleos Foundation &
CEO of Eleos Investment Management LLC

Andy Lower, Executive Director of The Eleos Foundation & CEO of Eleos Investment Management LLC, will share experiences from investing in early stage social entrepreneurs. The event will feature lessons learned from the Eleos Funds - Liberia, Kenya and India and have a broader discussion on pioneering high impact, market-based solutions.

Andy Lower, Executive Director: Andy joined Eleos as Executive Director in December 2008. He moved to Eleos from the international philanthropic advisory firm Geneva Global Inc., where he served as North American Advisory Manager. While at Geneva Global Inc., Andy provided philanthropic investment advice to the firm’s key U.S. and Middle East-based clients and spearheaded a number of multi-million dollar international partnership initiatives. He has worked in a variety of different sectors in the developing world throughout his career, and maintains special interest in working with community based organizations.

Prior to Geneva Global, Andy worked with a number of U.K. and internationally based non-governmental organizations. He has worked with national partners throughout Africa, Asia, and Latin America. Andy is a British national, holding a Masters Degree in International Development from London-based Middlesex University, and a Degree in Law from University of Southampton, UK.

The Eleos Foundation and Eleos Investment Management LLC, invest in and partner with social entrepreneurs who effectively implement high impact, early stage, pioneering market based solutions in the fight to eradicate extreme poverty. 


Tina CastroTINA CASTRO
Director of Impact Investing
The California Endowment

Tina Castro is the Director of Impact Investing for The California Endowment (TCE) where she is responsible for making investments that align strong financial return with meaningful innovation and social impact. In that role, she manages TCE’s impact investing portfolio and led The Endowment’s effort to develop the California FreshWorks Fund, a public-private partnership loan fund to finance supermarkets and other forms of healthy food retail in underserved communities throughout CA. 

Prior to joining The Endowment, Tina worked within the Investment Management Division of Goldman Sachs. She currently serves on the board of the Los Angeles Conservation Corp and is a partner in Los Angeles Social Venture Partners.  Tina graduated cum laude from the University of Colorado at Boulder with a Bachelor of Arts in International Affairs and later attended the University of Miami, earning her first Master's Degree in International Relations with a focus in International Business. She subsequently attended UCLA Anderson School of Management, earning her second Master's Degree, an MBA with a focus in Finance. She is also currently a CFA Level III candidate.  Prior to pursuing her graduate studies and joining Goldman Sachs, Tina worked as a freelance photographer. She and her husband, Amir, live in Studio City, CA.


KIRK SCOTTKIRK SCOTT
Vice President
Magic Johnson Foundation


Kirk is responsible for strategic direction, oversight, coordination and implementation of all fundraising initiatives at the Magic Johnson Foundation. To match and exceed goals, Kirk is responsible for exploring, cultivating and solicitation of all funding opportunities, including corporate, foundation, and individual funding, to ensure continued success and growth.

Prior to coming to the Magic Johnson Foundation, Kirk spent five years with the Urban Youth Workers Institute as the Development Director and also launched a national mentoring program for community leaders.  During his tenure he launched and directed Learning Communities in 23 major US cities.  Under his leadership as Director of Development, the Urban Youth Workers Institute was successful in exceeding fundraising goals.

Kirk also has a 10 year background in public education at the secondary level as an administrator, teacher and coach.  After graduation, Kirk worked in Oregon as a teacher and coach for five years.  Moving to Los Angeles in 1996, he spent the next five as a teacher and administrator at a Title One school in South Gate. 

Kirk has a Bachelor of Science degree from Oregon State University and Master of Arts in Cross Cultural Studies with a Leadership and Urbanization emphasis from Fuller Theological Seminary.  He is married with two sons, ages seven and nine.

Keynote Speaker:

Ron BoehmRON BOEHM
Principal
Boma Investments, LLC

Ron and Marlys Boehm, the principals of Boma Investments, LLC, are social investors and social entrepreneurs.  They take a direct role in starting and funding their own projects.  These include two for-profit social businesses, one is a fiberglass manufacturing facility in Haiti (www.bomahaiti.com) and one is a distribution/education company in India, which sells income producing and cost saving products and services in rural villages.

Ron has been CEO of ABC-CLIO, an educational publisher started by his father 59 years ago, for over thirty years.  Marlys is the founder and principal of the Gladen Group, a design firm she started in Dallas 30 years ago.  They have lived in Santa Barbara for 27 years, and have three children ages 20, 22, and 24.  The family travels extensively, with Africa and South America the most recent favorites.  The children especially have learned many life lessons from visiting and working for social entrepreneurs in Kenya, Uganda, and Rwanda.
 
Through Boma Investments , the Boehms prefer to invest in for-profit social businesses which create local jobs, can become self sustaining, and can support debt and/or return equity investments.   The Boehms like to support and/or invest in early stage, growing, or proof-of-concept projects in Africa, India, and the United States.  These include RISE, which establishes virtual global collaborations to solve global challenges (www.risebeyond.org), an international education company, a stove company in Africa, the Boehm Media Fellows at poverty alleviation conference Opportunity Collaboration, and the Knowledge Center for Social Solutions. 

Both Boehms participate on the Social Enterprise Networks (SEN) Executive Council of Young Presidents Organization/ World Presidents Organization, and are involved in the Ashoka Support Network which advises, mentors, and funds Ashoka Fellows.  They have also been advisors to other social and green businesses.

Opening Remarks:

Laura FerrettiLAURA FERRETTI
Founder, Impact Philanthropy
Co-President, AIP LA Chapter

Laura Ferretti has over 20 years of experience in the nonprofit field as a fundraiser, strategist and change-maker.

A cum laude graduate of Smith College, Laura also holds an MBA from The Anderson School at UCLA and began her career working for a Washington DC-based Presidential Commission and national foundation. Laura went on to hold senior fundraising positions at the Fulfillment Fund and United Way of Greater Los Angeles, both nationally known organizations undergoing significant change during her tenure.  Through her consulting firm, Impact Philanthropy, Laura provides guidance to both nonprofits and family foundations in strategic planning and grantmaking, building private revenue streams, as well as strong leadership and boards.

Impact Philanthropy has partnered with over 50 local, national and international nonprofits and foundations with an approach that is results-oriented: making clear the connection between mission and money and the respective roles that staff and board members play in building resilient organizations. Laura has also made feature presentations at UCLA’s Anderson School of Management, USC’s School of Public Policy and Community Partners.

Moderator:

DARYA ALLEN-ATTARDARYA ALLEN-ATTAR
Co-President, AIP LA Chapter
Financial Advisor

Darya Allen-Attar is a Financial Advisor focusing on Strategic Wealth Management for high net worth families, nonprofits, foundations and endowments. Her investment process draws upon her knowledge of asset allocation, investment management, and income and estate tax issues and structures.

Darya works extensively with corporate officers and directors on wealth management, including liquidity and diversification strategies for concentrated equity positions, estate planning, and asset and liability management. Darya frequently consults with executives on their corporate benefit programs as well as with the development and implementation of employee stock option, stock purchase, and restricted share programs. For private companies, Darya has experience advising founders and upper level management on exit strategies and accessing growth capital. Darya brings a wealth of knowledge of the investment markets and 22 years of experience in financial services.


AGENDA:

11:30am-11:45am   Mix & Meet Networking, Ballrooms 2/3 Foyer
11:45am-12:00pm  

Opening Remarks; Keynote Speaker; Introductions

12:00pm-12:45pm   Moderated Panel Discussion
12:45pm-12:55pm   Break - speakers move to roundtables
  1:00pm-1:45pm   Breakout Sessions
  1:45pm-2:00pm   Table Leaders Report to Group and Closing Comments


     

    

    

      

        


QUESTIONS? 

For questions concerning this event, please contact Kim Christensen.


Vision:
Los Angeles Advisors in Philanthropy (LA‐AiP) seeks to increase the scale and quality of philanthropy in Los Angeles through active dialogue, engagement and collaboration among all key stakeholders.
Mission:
The mission of the Los Angeles Advisors in Philanthropy (LA-AiP) is philanthropic education and collaboration. Through our programs and events, LA-AiP provides an opportunity for leaders and advisors in the financial, legal, funding and nonprofit communities to come together to share perspectives, best practices and build productive partnerships. There is absolutely no solicitation permitted at our events.

Visit us online: http://www.advisorsinphilanthropy.org/group/LA 

To join or renew your membership, click here.

• Advisor Members ($300 annual membership fee or dual Chapter membership for $500)
• Nonprofits ($200 annual membership fee)

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When & Where



Luxe Sunset Hotel
11461 Sunset Boulevard
Los Angeles, CA 90049

Thursday, February 7, 2013 from 11:30 AM to 2:00 PM (PST)


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Organizer

Advisors in Philanthropy, Los Angeles Chapter (AiP LA)

Vision
Los Angeles Advisors in Philanthropy (LA‐AiP) seeks to increase the scale and quality of philanthropy in Los Angeles.


Mission
Los Angeles Advisors in Philanthropy (LA-AiP) is leading a new era of local, collaborative, impactful philanthropy. Its mission is to serve as a platform for innovative philanthropic work in Los Angeles, and to make LA a global philanthropy hub by bringing together the  financial, legal, social impact and nonprofit communities. LA-AiP attracts leaders from across the broad spectrum of philanthropy, providing opportunities to share perspectives, build best practices and form productive partnerships.


There is absolutely no solicitation permitted at our events.


To join or renew your membership, CLICK HERE and scroll down to BECOME A MEMBER.
• Advisor/Foundation/Funder Members ($300 membership fee)
• Nonprofits ($200 membership fee)


We are a 501(c)3 nonprofit organization.

  Contact the Organizer

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