The Take Action! Impact Investing Summit facilitates peer conversations among industry leaders and trustees, CFOs and investment staff of foundations, family offices, pension funds and corporations. Impact investing (sometimes known as mission-related investing) is the practice of using financial investments as tools to further an individual or organization’s charitable mission. Current participants represent $2.4 trillion.

The Take Action! Summit focuses on those investments that deliver premium or market-rate returns. The event is carefully structured to maximize learning, exchange of information and building of peer relationships. Participants find value by: seeing how peers are making social and environmental impact through their investments; hearing how others are solving issues of fiduciary responsibility; understanding how impact investing affects financial investments and leverages the impact of grantmaking dollars; and, meeting investors and quality fund managers who may be potential collaborators.

Leaders in the field of philanthropy and impact investing, Rockefeller Philanthropy Advisors will preview their next publication, Maximizing Impact: From Strategy to Implementation - Solutions for Impact Investors.

The Global Impact Investing Network (GIIN) will preview their open access database, which seeks to present a robust set of private impact investment opportunities.

Lisa Richter of GPS Capital Partners, will introduce Equity Advancing Equity, an examination of community foundations using mission investing to unlock opportunity in marginalized communities.

Case studies will be presented by leading practitioners in the following areas:

* Environment/Climate Change
* Community Economic Development
* Education
* Healthcare
* Human Rights
* International Microfinance

Session Topics Include:

* Getting to Yes: Strategies, Tactics and Governance
* Setting Standards: Metrics and Measurements
* Sustainable Investments in Frontier Economies
* Going to Scale: The Investor and Fund Manager Perspective
* Using Stimulus Funds to Create Impact
* Making the Market: Moving Capital to Overlooked Opportunities