Do you truly believe that your capital has influence? Channeling your capital to the right enterprises can be a powerful way of ushering in the future that you envision.
Growing businesses are the most effective vehicle to systemically connect communities to value chains, create jobs and lift people out of poverty. These enterprises can also protect and restore our fragile planet.
If we understand in theory the influence that our capital can have, how do we make it a reality, funding quality businesses that pursue worthwhile causes? How do we bridge the gap between where we are as investors and where we want to be?
Growing businesses are the most effective vehicle to systemically connect communities to value chains, create jobs and lift people out of poverty. These enterprises can also protect and restore our fragile planet.
If we understand in theory the influence that our capital can have, how do we make it a reality, funding quality businesses that pursue worthwhile causes? How do we bridge the gap between where we are as investors and where we want to be?
what WE DO
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Administered through live case studies, this impact investing workshop seeks to equip you with the necessary knowhow in the journey towards becoming a confident, inspirational impact investor |
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Provide an opportunity to invest alongside Beneficial Returns, putting to immediate action learning points in a relatively low-risk, communal manner |
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Walk away with a checklist, various calculators, and other resources that are common tools of an impact investor |
WHO WILL BENEFIT
This workshop welcomes investors and learners who are:
- Curious about opportunities that seek financial, social, and environmental returns from investments
- Open to explore ways capital can be deployed to quality and growing businesses solving systemic problems in emerging countries
PROGRAM STRUCTURE
The full workshop is to consist of six 2-hour sessions, 8:30 AM SGT on the following dates:
Jan 19 |
Jan 26 |
Feb 2 |
Feb 9 |
Feb 16 |
Feb 23 |
The workshop will be conducted live and online, with extensive interaction, tackling the life cycle of an impact investment in the context of case studies.
CASE 1A southeast Asian enterprise providing biodigesters for smallholder farmers. Biodigesters are able to convert organic waste into cooking fuel and fertilizer - an upcycling process that improves the environment and the quality of life of farming households. |
CASE 2A southeast Asian enterprise financing higher education to those from low-income families, credit scoring using artificial intelligence and supplementing student loans with employment coaching and financial literacy to set borrowers up for success. |
CASE 3This southeast Asian social enterprise uses technology to connect fishermen with commercial seafood buyers. By cutting out middlemen, this startup doubles the income for poor fishermen. |
CURRICULUM
• Crafting your own personal investment thesis
• Deal sourcing
• Conducting due diligence: assessing financials and impact
• Distinguishing between equity and debt investing
• Evaluating management and competition
• Structures that protect and govern
• Exit strategies
• Common mistakes and pitfalls
• Deal sourcing
• Conducting due diligence: assessing financials and impact
• Distinguishing between equity and debt investing
• Evaluating management and competition
• Structures that protect and govern
• Exit strategies
• Common mistakes and pitfalls
ABOUT THE MODERATOR
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Ted Levinson, Founder & CEO, Beneficial Returns
Ted Levinson is an experienced impact investment professional specializing in debt . With more than 20 years in finance , Ted has been deeply involved in the growth of the social finance industry, providing a role model for other impact investors rooted in rigor and a willingness to provide risk capital to promising social enterprises. |
Theory isn't enough. Ted brings his firsthand experience working with social enterprises from various sectors to to explain what impact investing really looks like---and what it ought to look like." |
Ted's spent over a decade working on the front lines as an impact investor. As a former borrower and current collaborator, I can vouch for his no nonsense approach." |
South East Asia Connection
In 2017, Ted founded Beneficial Returns, an impact debt fund providing capital asset financing to leading social enterprises that eliminate poverty and protect the natural environment. While originally focusing in Latin America, Beneficial Returns expanded its geographic reach to South East Asia a little over a year after its founding. To date, the debt fund has extended loans of around USD 0.5 million to promising social enterprises in South East Asia, with three of its last four borrowers hailing from the region.
COST
Cost per participant is SGD 2,000*
There will be 2 scholarships offered to selected next-generation aspiring investment managers who cannot afford the tuition.
There will be 2 scholarships offered to selected next-generation aspiring investment managers who cannot afford the tuition.
*Course fee will be refunded if you participate in a BR-led investment within 6 months of the completion of the workshop. Learn more
