KATALYST

 capacity-building 
for new leaders within families of wealth

Investing with Impact

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Do you want your family assets to drive positive change while generating returns?

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Are you keen to develop and refine your investment skills and impact strategy?

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Are you ready to step up and lead  your wealth toward impact? 

The Future of Wealth

TAKING FAMILY LEADERSHIP FOR IMPACT INVESTING 

Whether or not to address societal challenges is no longer a personal choice for wealth-holders; rather, it is a critical factor in generating and preserving wealth across generations.

To drive positive impact, families of wealth are increasingly moving away from the traditional route of separating philanthropic and business activities, towards using investment capital to generate positive, scalable, and sustainable change. 

It is not always straightforward for wealth owners to move into impact finance. Divergent views within the family, resistance from advisers, and a lack of knowledge or competent guidance are just some of common barriers.

Family members driving the shift towards impact investing may be younger or less experienced. They can find it challenging to navigate the complexities of investing for impact and difficult to win broader family and organizational support. 

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About Katalyst

WHAT IS THE PROGRAM ABOUT?

• Individualized, by-invitation-only Fellowship aimed to help families of wealth accelerate their involvement in impact finance, align assets with values, and drive positive change

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• Practice-oriented capacity-building program specifically designed for asset owners from non-financial backgrounds

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• Flexible, modular set-up with content, length, and intensity tailored to Fellows’  needs and available time

• Delivered individually or in small-groups of 3-6 peers in a secure and confidential setting 

•  Combines investment training with curated strategy development, coaching, access to networks, and internship

• KATALYST is developed by JBJ Consult with active support from its Fellows and the Advisory Panel comprised  of experienced peers and academics

• The program is in its third year, with 22 Fellows from 13 countries in Europe, the Americas, and Asia across 4 cohorts and 2 custom programs. 95% of Fellows come from non-financial backgrounds and 73% are female

• ​The program builds on the learnings from the NextGen Impact Leadership Accelerator (NILA) piloted in 2018 by JBJ Consult and the Center for Sustainable Finance and Private Wealth at the University of Zurich with the support from Climate-KIC, Wietlisbach Foundation, and Monique Bär​​

KATALYST provides a holistic training and support, covering the core knowledge of finance and impact investment, development of a bespoke impact strategy, and personal discovery and growth. The program is organised across five streams, with the final content, focus areas, and level of depth being driven by the Fellows' objectives, needs, and the level of prior knowledge. 

The program uses a variety of formats to deliver a unique experiential learning environment in  which to advance your impact journey, specifically adapted to your schedule and available time.

Target Audience

WHO IS THE PROGRAM FOR? 

• Does not require finance or investment experience

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• Also suitable for Alumni of IRI/CSP and Oxford University impact investment programs ​  

• Female candidates are particularly encouraged to apply

• Designed for wealth owners looking to deepen their engagement in impact finance  

• Suitable for adults of various ages 

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• Compatible with full-time employment

 Faculty & Advisers 

WHO WILL DELIVER THE PROGRAM? 

KATALYST is a practice-oriented Fellowship, designed and delivered by leading impact investment and sustainability practitioners, academics and more experienced peers. 

The program is led by Julia Balandina Jaquier, PhD, CFA, an impact investment expert, advisor to families and educator. She is supported by the experienced Advisory Panel. 

Practical Information

WHAT ARE MY OPTIONS AND HOW DO I APPLY?