PFS7. Impact Investing: Understanding the Spectrum and Gaining Additional Insights

Field of Study: 
Specialized Knowledge
CPE Credit: 
Knowledge Level: 
Advanced Preparation: 

Thursday, June 21, 2018

We have again gathered a panel of experts to provide insights on the latest developments. The spectrum of impact investing tools used by private foundations from grants to maximizing return on traditional investments, and everything in between. They will provide examples of interesting investments which qualified as Program Related Investments as well as those that did not. They will share lessons learned, risk factors, dos and don'ts.

Learning Objectives:

  • Gain an understanding of what works well when investing for impact, including exit strategies and what makes a good agreement
  • Understanding the spectrum of impact investing and when you are taking the investment as a qualifying distribution