Systems Change Investing: What, Why, and How?

About

How can institutions and individuals go beyond conventional investing and rethink how investment decisions can better address complex problems such as income inequality and climate change on a deep, systemic level? Join us to hear from leading thinkers and authors at the frontier of investing and impact who will introduce the concept of system-level investing, and share context, tools, and approaches for the California philanthropic and financial community.

Lisa Kleissner has spent time thinking deeply about systems in this current moment. Over the course of her laudable career, she has had in co-creating or leading the KL Felicitas Foundation, Hawaiʻi Investment Ready, Toniic Institute, The Philanthropy Workshop, and Social-Impact International.

Bill Burckart and Jon Lukomnik will share what system change investing means for investors, asset managers, asset owners, and others in the financial ecosystem.

Bill and Jon will be joined in conversation with Lisa, who will help illuminate the ways foundations and other kinds of investors can put theory into action.