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CURRICULUM

Session	Topic	Takeaways
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
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?
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?
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?
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?
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