Direct Investing by Philanthropic Investors: How to Responsibly Invest and Exit?

About

Philanthropic asset owners are increasingly engaging in direct investing instead of using intermediaries such as a community development financial institution or venture fund. Even so, direct investing is still often avoided due to the difficulties of sourcing, diligence, monitoring, and responsibly exiting from a for-profit or nonprofit corporation.

Mission Investors Exchange is pleased to present, “Direct investing by philanthropic investors: How to responsibly invest and exit?” This Virtual Learning Opportunity (VLO) explores the intricacies of direct investing and responsible exits in impact investing. Our experts will share their stories around deal sourcing, mission considerations, investment underwriting, legacy preservation, and ethical transitions. Join us as we uncover for you actionable knowledge to achieve investment and social return through direct investments but also uphold your organization's values as you exit.

MIE members, log in to register for this VLO. If you have questions or challenges accessing registration, please contact Sophia Brown at sbrown@missioninvestors.org. If you are not a member of MIE and would like to attend this VLO, please reach out to sbrown@missioninvestors.org.

Session Goals and Outcomes

• Define elements of direct investing and responsible exits
• Explore ethical considerations and community engagement for responsible exits
• Equip participants to confidently address unique challenges in direct investing

Speakers

• Joe Evans, Portfolio Director and Social Investment Officer, The Kresge Foundation
• Miljana Vugosevic, Partner and Head of Custom Strategies, Maycomb Capital
• James Wahls, SVP, Programs & Initiatives, Mission Investors Exchange (Moderator)