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INVESTING COURAGEOUSLY

AN IMPACT INVESTING WORKSHOP THAT COMBINES EDUCATION AND APPLICATION

<BACK

CURRICULUM

Date
Topic
Takeaways
Jan 19
Session 1: Theory of Change
  • Why and when are social enterprises and impact investing good levers?
  • How can impact investors build a solid foundation for their work?
  • Examining effective ways of deal sourcing and pre-screening
Jan 26
Session 2: Assessing Impact
  • Do the outputs of businesses we fund lead to the outcomes we wish to see?
  • How should we think about scalability?
  • Are these businesses contributing to systemic change?
  • How do we manage the tension between impact and financial viability?
Feb 2
Session 3: Assessing Financials
  • ​How do we make good people decisions in assessing management?
  • Where should we start looking in the financial statements?
  • How should we assess competition and profitability?
Feb 9
Session 4: Investment Structuring
  • Comparing debt, equity, and in-betweens
  • How do we use structures to protect our investments?
  • Navigating investment valuation
  • Starting with the end in mind: how do we engineer exits?
Feb 16
Session 5: Investment Management
  • What does a good term sheet look like?
  • How should we think about ongoing monitoring of impact and financials?
  • How do we avoid common mistakes and pitfalls?
  • How should we assess impact fund managers?
Feb 23
Session 6: Review and Presentation
​As we learn by doing, it’s your turn to present the application of your learnings on a suitable lever.
This workshop is brought to you by Beneficial Returns, in collaboration with TBN Asia
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Get in touch with us.


Telephone

(+1) 415-994-6668

Address

​6214 S Hood Avenue, Portland, OR 97239
  • Home
  • About Us
    • Our Fund
    • Our Team
    • Our Partners
    • Other Work >
      • The Reciprocity Fund
      • The Truss Fund
  • Investing
    • How to Invest
    • Our Investors
    • Workshop >
      • Curriculum
      • Enroll
      • FAQs
    • Documents
  • Borrowing
    • Our Borrowers
    • Eligibility
  • News
  • Contact