Live Webinars & Workshops
Help shape your individualized learning plan, determining the focus of the thematic webinars and workshops, delivered in a small peer group or individually. These sessions will not only build your knowledge and core traditional and impact investment skills but will also provide insight into peer strategies and implementation approaches, as well as deep dives into areas of particular interest. Many sessions will integrate exciting guest speakers. Families of wealth will share their journeys and open up their investment portfolios, and experienced institutional impact investors will lead you through case studies of live investment opportunities, share their investment methodologies and practical tips.
Curated Strategy Development
Apply the knowledge gained through the program to crafting your investment approach. Start by workshopping your strategy outline in a curated process and work individually with the Program Director during coaching sessions to further define your impact and financial goals, thematic focus, key investment criteria and initiatives, and ways to implement your strategy and manage the impact program.
Come to Zurich, Switzerland, to boost your learnings and expand your network. Connect with other Fellows and more experienced peers, and forge valuable industry connections. Share your goals, strategies, and challenges in a safe environment, learning from each other and building a strong peer support group. Boost your knowledge and leadership skills through a combination of practice-oriented sessions and workshops; site visits; and fun group activities.
Coaching & Peer Mentoring
Start with an extensive onboarding, in which you will discuss your background, goals, and aspirations. Then, benefit from monthly coaching sessions with the Program Director, receiving support on any issue you may be struggling with on your impact investment journey. Upon completion of the program, review its results, brainstorm on your next steps, and address any remaining issues. Further, get access to more experienced peers who can help you navigate impact investing, offering advice and encouragement along the way.
Facilitated Internship (optional)
Gain confidence and credibility, and advance your career through work experience at an impact investment organization. Together, we will create a shortlist based on your objectives. We will also make introductions and prepare you for interviews.