English

academy logo white

 

EMPOWERING CHAMPIONS OF IMPACT!

PRACTICAL TOOLS TO IMPLEMENT IMPACT INVESTMENTS INTO AN INSTITUTIONAL PORTFOLIO.

    IMPACT INVESTING ACADEMY FOR INSTITUTIONAL INVESTORS

    Phenix Impact Investing Academy is a series of executive educational courses focusing on the needs of institutional investors.

    ​​The academy offers deep-dive sessions covering the most current topics in impact investing with practical tools, best-in-class case studies with the support of academic institutions and industry experts. ​​

    The Impact Investing Academy is curated by Phenix Capital Group, utilising the broad knowledge in impact investing aggregated since 2012. The Academy offers concrete tools to institutional investors, to tackle their current challenges whether they are beginners or advanced impact allocators. ​​

    The Academy supports investors’ impact journey to define, implement, integrate and innovate their impact approach.​​​
    6 sq

    COURSE III

    IMPACT INNOVATION - FORWARD THINKING ON IMPACT SOLUTIONS

    INVESTING WITH YOUR VALUES TO CREATE POSITIVE CHANGE

    Join us and hear from Impact Measurement and Management (IMM) experts and fiduciary intermediaries on how they have designed the modern Impact portfolio around the values and financial needs of their clients. 

    At the end of this course, you will walk away with a roadmap for discovery, a clear understanding of how to invest with your values for change, and how to achieve your financial and societal goals. 

     

    Learning Outcomes and key takeaways: 

    Understand the principles of blended finance

    Become familiar with various models of innovative finance and use in practice

    Know when different forms of alternative finance are appropriate and applicable

    Understand the roles of various stakeholders and organizations in a deal structure

    Become able to discern between the roles of stakeholders and the flow of capital.

    Understand the rationale behind catalytic capital 

    Be able to consider outcomes (positive and negative) and course correct

    Understand the fundamentals of causation and attributing impact

    Be knowledgeable of different types of incentives for impact success

    Understand when recoverable loans, convertible grants, and other structures are appropriate

    Be able to enhance your own contribution to impact as an investor

     

    ENROLEMENT & FEES



    WHO SHOULD ATTEND:

    This executive-level course is designed for the decision-makers of institutional organisations, with the content focused on C-Suite, Board Members, Portfolio Managers and ESG/Impact Investing officers of organisations such as pension funds, fiduciary managers, insurance companies, family offices, banks, sovereign wealth funds, foundations and endowments, development finance institutions, faith-based organisations.

     

     

    PARTICIPATION:

    This course offers LIMITED SEATS and is reserved ONLY FOR INSTITUTIONAL INVESTORS & ASSET OWNERS.

    The course consists of 3 modules of 3 hours each on-site interactive training, including breakfast.

    Participation: In-person

    The course includes pre-module theory, in-module practical sessions & group work, post-module additional reading materials 

    Certificate of Completion at the end of the course & earn CFA PL credits

     



    PARTICIPATION FEE PER COURSE: €3500,- incl. VAT (Previous students may benefit from a discount)

     

    PARTICIPATION PER MODULE: €1250,- incl. VAT

     

     

    LIMITED SEATS!

    Each participant is required to enrol for this course via an application.

    Module 1

    INNOVATIVE APPROACHES TO FINANCE

     

    In this module, we will explore the world of collaboration, innovative approaches and the challenges of blending of capital to get projects funded and impact charted and achieved. This is a world where the most unlikely partnerships form between families, DFIs, governments, banks, endowments, faith-based organisations, to enable solutions to be funded and take hold. We will carefully consider different approaches, real-world cases, the role of different stakeholders, the risks and the successes.

      Blending

    •   Incentivization ​

    •   Roles & Risks 

     

    Faculty speaker: Carol Tarr, IMM Lead & Academy Programme Director, Phenix Capital Group.

     

    DATE: Thursday 19 September 2024

    TIME: 09:00 - 12:00

    ATTENDANCE: In-person

    WHERE: Amsterdam

    FORMAT: Theory, practical session - workshop (breakfast included)

    Module 2

    EMPOWERING EQUITY

     

    In this module, we will consider the power that we have as investors: to create a positive impact on multiple levels. We will explore where is our ability to create depth, scale and scope within an investment; to address historical injustices, and to factor in recurring issues around power, justice and equity all while holding onto the requirements for financial returns and managing risk appetites. We will look at the use of a “lens” and social metrics in investing, and how we can responsibly manage for impact while avoiding the perpetuation of historic inequalities and causing further harm to vulnerable populations and environments.

      Adding a Lens

    •   The Role of ESG in Impact

    •   Championing Investor Contribution

     
    Faculty speaker: Carol Tarr, IMM Lead & Academy Programme Director, Phenix Capital Group.
     
     

    DATE: October 2024

    TIME: 09:00 - 12:00

    ATTENDANCE: In-person

    WHERE: Amsterdam

    FORMAT: Theory, practical session - workshop (breakfast included)

    Module 3

    FUTURE PROOFING

     

    In this final module, we look to create a learning organisation with impact at its heart while avoiding harm and obsolescence. Impact is dynamic and constantly changing with new best practices continuously being created. How will you ensure that you do not instantly fall into the trap of becoming outdated? We will consider the role of MEL (Monitoring, Evaluating and Learning) as an organisational best practice. We will also consider how and when to course correct or what can be done if radical action is immediately needed to avoid the harmful unintended outcomes. We will look at case studies to see what other organisations have encountered and how they dealt with the issues and ultimately saved the day.

      M.E.L.

    •   Attributing Impact & Causation

    •   Revisiting the ToC

     

    Faculty speaker: Carol Tarr, IMM Lead & Academy Programme Director, Phenix Capital Group.

    DATE: November 2024

    TIME: 09:00 - 12:00

    ATTENDANCE: In-person

    WHERE: Amsterdam

    FORMAT: Theory, practical session - workshop (breakfast included)

    WHY OUR ACADEMY

    Impact Academy Icon

    LEARN IMPACT INVESTING TOOLS FROM EXPERTS ​

    Learn from experts in IMM with practical knowledge in impact investing & academic background.​

    Impact Academy Icon

    AQUIRE INSIGHTS INTO BEST IMPACT PRACTISES​

    12 years of expertise in impact investing practices and advocacy. ​

    Impact Academy Icon

    EDUCATION FOCUSED ON INSTITUTIONAL ALLOCATORS​

    10 years of experience curating educational events for institutional investors & asset owners.​

    Impact Academy Icon

    CONNECT WITH YOUR PEERS ON THE SAME JOURNEY​

    Learn amongst your peers, exchange best practices and co-create new approaches.​

    Impact Academy Icon

    DEVELOP YOURSELF & YOUR ORGANISATION

    Takeaway a set of actions & more sophisticated approaches to apply within your organisation.​

    Impact Academy Icon

    ACCESS THE LATEST IMPACT DATA PUBLICATIONS

    Receive complimentary impact reports with impact investing market data.​

    Impact Academy Icon

    EARN CREDITS ALONG THE COURSE

    Track your Professional Education credits via CFA Institute portal.​

    Impact Academy Icon

    SHOWCASE YOUR IMPACT LEADERSHIP​

    Receive a Certificate of Completion at the end of each course.​

    CERTIFICATE OF COMPLETION​

    At the end of each course, a certificate of completion is issued to participants upon successfully participating and applying knowledge within the workshop environment. ​

    CFA Institute credits

    CFA Institute members will be able to claim the Professional Learning(PL) credits earned from external sources. Completing a course of 3 modules would account for 12 PL credits.
    Academy Certificate example

    FACULTY & SPEAKERS

    Impact Investing Academy faculty consists of Phenix Capital Group IMM experts & guest speakers from the industry.

    Each module will invite expert speakers and case-study presenters relevant to the topic.

    PROGRAMME DIRECTOR:

    Carol Tarr, IMM Lead at Phenix Capital Group.

    Formerly Lecturer in Sociology and Research Methodology at Nyenrode Business University; founder of Atomic Spices and portfolio manager for a circular economics VC fund. Expert and researcher in values-based portfolio alignment and gender-lens investing. Master’s degree in Theological Studies (Ethics and World Religions) from Harvard University.
    Carol Tarr
    Impact Investing Academy Course I

    Impact Investing Academy Course I

    Impact Investing Academy Course I

    Impact Investing Academy Course I

    Impact Investing Academy Course I

    Impact Investing Academy Course I

    Impact Investing Academy Course I

    Impact Investing Academy Course I

    MORE CONVERSATIONS ON IMPACT INVESTING.

     

    FIND EVENTS NEAR YOU!

    IMPACT EVENTS MAP
    SUSTAINABLE DEVELOPMENT GOALS

    OUR COMMITMENT TO UN SDGs

    The world is facing an abundance of environmental and societal challenges. Recent years have seen a significant momentum surrounding the need of a ‘new normal’ where financial markets are designed to positively contribute to sustainable development. Despite this trend, significantly more private sector capital is needed to help finance the implementation of the 2030 Agenda, which requires investments in the amount of several trillion USD each year. Phenix Capital Group accompanies institutional investors and asset owners throughout their impact journey. We provide tools to facilitate the implementation of a successful impact investing allocation and to navigate current impact investing opportunities.
    LEARN MORE ABOUT IMPACT INVESTING
    SDGs - Sustainable Development Goals