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Impact investing sounds amazing! But, how do you start? Dig into developing your strategy and finding, evaluating, and making investments.About this Event
Join NCF - Chicago for a workshop on how to start and grow your impact investing. We'll look at crafting your strategy, creative sources of capital, sourcing deals, evaluating for impact and returns, and adding value to your portfolio.
Date: Wednesday, April 30, 2025
Time: 3:00 - 6:00 p.m.
Location: TechNexus - 12th Fl of Lyric Opera Bldg at Madison and Wacker
Agenda
🕑: 02:30 AM
Doors Open - Network and Meet the Speakers
Host: Mark Whitsitt, CFA, CPA - SVP Investments, NCF
🕑: 03:00 PM
Welcome
Host: Jeff Wallace - President NCF Chicago
🕑: 03:10 PM
What impact investments make sense for me and what capital should I use?
Host: Mark King, CFA - V.P. NCF Chicago
🕑: 03:30 PM
How do I talk with my financial advisor?
Host: Keith Kreb, MBA/CWS - Sr Partner & Mng Dir. Blue Trust
🕑: 04:00 PM
How do I find deals to invest in?
Host: Tom Lernihan - Chief Investment Officer His Fund
🕑: 04:30 PM
Break / Networking with amazing people
Host: You & Your New Best Friends
🕑: 04:45 PM
How do I evaluate deals for impact and financial return?
Host: Mark Whitsitt, CFA/CPA - Sr. V.P. Investments NCF
🕑: 05:15 PM
How do I add value to my investments over the long haul?
Host: Kristina Chapple - General Partner 11 Tribes
🕑: 05:45 PM
Wrap-up & Next Steps
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Event Venue & Nearby Stays
TechNexus - 12th Flr of Lyric Opera (Madison & Wacker), 20 North Wacker Drive, Chicago, United States
Tickets
USD 0.00
