Join Us for These Informational and Actionable Events

 

Please join us on Thursday, October 25, 2018 from 3:00-5:00 p.m. for the

 SUSTAINABLE CHANGE ALLIANCE IMPACT INVESTOR GROUP MEETING

 at Impact Hub Santa Barbara--Chapala Center, 1221 Chapala St.

with a focus on

IMPACT INVESTING AND DISABILITES.

Come hear speakers present their current projects

using impact investing to address disabilities:

Sharon Basham, M.D., Cottage Health

Andreas Forsland, CEO of Cognixion

Thomas Kaufmann, Founder & CEO of Otojoy

 

FREE to the public.  If you plan to attend, please RSVP to info@SustainableChangeAlliance.org. 

 

Members-only reception immediately following the meeting.

 

We hope to see you there!   And share with a friend!

 

*   *   *   *   *   *   *

PAST EVENTS . . .

Impact Investor Group Meeting

Tuesday, June 12, 2018   *   3:00 p.m. – 5:00 p.m.

Impact Hub Santa Barbara—Chapala Center, 1221 Chapala Street

IMPACT INVESTING IN REAL ESTATE

Gino Borges of Open Path Investments

Joe Halsell of Halsell Building

Diana Pereira of Impact Hub Santa Barbara

 

Impact Investor Group Members’ Meeting

Tuesday, April 24, 2018   *   3:00 p.m. – 5:00 p.m.

Wells Fargo Advisors—3660 State Street

OUR VALUES AND JOURNEY TO IMPACT INVESTING

Peter Brill, Sustainable Change Alliance

Toby Bateson, Wells Fargo Advisors

Jonathan Gartner, Sustainable Change Alliance

 

Impact Investor Group Meeting

Tuesday, March 27, 2018   *   3:00 p.m. – 5:00 p.m.

Impact Hub Santa Barbara—Chapala Center, 1221 Chapala Street

PROTECTING OURSELVES. PROTECTING COMMUNITY. PROTECTING THE WORLD:

Energy and the Environment

Sigrid Wright of Community Environmental Council

James GP Dehlsen of Ecomerit Technologies

Catherine Von Burg of SimpliPhi Power

 

Impact Investor Group Members’ Meeting

Thursday, January 18, 2018   *   3:00 p.m. – 5:00 p.m.

Santa Barbara Club—1105 Chapala St.

CONSTRUCTING AN IMPACT INVESTMENT PORTFOLIO

Toby Bateson, Wells Fargo Advisors

Kiah Jordan, Impact First Financial

Adam Bendell, CEO of Toniic

 

Impact Investor Group Meeting

Thursday, November 16, 2017   *   3:00 p.m. – 5:00 p.m.

Impact Hub Santa Barbara--Funk Zone, 10 E. Yanonali St., Santa Barbara

BREAKING THE CYCLE OF POVERTY

Rolf Geyling, President, Santa Barbara Rescue Mission

Ravinder Karwal of HonestFi

Ian Bentley of Parker Clay,

Elizabeth Scharpf of SHE: Sustainable Health Enterprises

 

Special event presented by Sustainable Change Alliance and The Chamber of the Santa Barbara Region

Thursday, October 5, 2017   *   3:00 p.m. – 5:00 p.m.

Orfalea Foundation Downtown Center, 1221 Chapala St.

STATE STREET 4.0: Conversations on the Future of Our City Center

Come hear about what we can learn from the major transformation that has occurred in Fresno.  From rethinking Fulton Mall to the rapidly growing tech sector to the success of impact investing, Fresno has seen a renaissance in its downtown core.  Find out how Santa Barbara can benefit from their approach and achievements.

Presenters:

The Honorable Ashley Swearengin, President and CEO of the Central Valley Community Foundation and former mayor of Fresno

Irma Olguin Jr., Co-Founder of Bitwise Industries

 

Impact Investor Group Meeting

Tuesday, September 19, 2017   *   3:00 p.m. – 5:00 p.m.

Orfalea Foundation Downtown Center, 1221 Chapala Street

HEALTHCARE INDUSTRY AND IMPACT INVESTING OPPORTUNITIES

Ron Werft, President & CEO, Cottage Health

Peter Burks, Ph.D., CEO, Active Life Scientific, Inc.

Evan Strenk, CEO & Founder, Milo Sensors

 

Impact Investor Group Meeting

Wednesday, May 24, 2017   *   3:00 p.m. – 5:00 p.m.

Louise Lowry Davis Center, Larry Crandall Room, 1232 De La Vina Street

IMPACT INVESTING IN SUSTAINABLE AQUACULTURE AND FOOD

Steve Gaines, Dean, Bren School of Environmental Science & Management, UCSB

Teresa Goines, Founder & CEO, Old Skool Café

Norah Eddy, Co-Founder & CMO, Salty Girl Seafood

 

Impact Investor Group Meeting

Wednesday, March 15, 2017   *   3:00 p.m. – 5:00 p.m.

Orfalea Foundation Downtown Center, 1221 Chapala Street

IMPACT INVESTING IN ENERGY                     

David Auston, Institute for Energy Efficiency, UCSB

Francesca Cava, Vice President of Operations & Board member, ARES

Heather Hochrein, CEO & Shannon Walker, COO, EV Match

 

Impact Investor Group Meeting

Thursday, January 19, 2017   *   2:30 p.m. – 4:30 p.m.

Orfalea Foundation Downtown Center, 1221 Chapala Street

Michael Smith, Interim Chair of Shared Mission

John Schindler, CEO of GoBeyond Foods

Jeanne David, Founder and CEO of Outer Aisle Gourmet

 

 

Impact Investor Group Meeting

Friday, October 14, 2016   *   2:00 p.m. – 4:00 p.m.

Impact Hub Santa Barbara, 1117 State Street

 California FreshWorks Fund: Tina N. Castro, Managing Partner of Avivar Capital

Biodico: Russ Teall, President & Founder of Biodico

 

Impact Investing Initial Investor Group Meeting

Tuesday, June 21, 2016   *   2:00 p.m. – 4:00 p.m.

Westmont Downtown Center, 26 W. Anapamu Street, Santa Barbara

Discussion of Toniic by Richard Muller, COO and Managing Director, North America

 

 

Impact Investing: A 21st Century Tool for Social Good

PRESENTERS                                                                                                                                                                   Peter Brill, Executive Director, Sustainable Change Alliance                                                                                 Impact Investing: A 21st Century Tool for Social Good

Maya Chorengel, Co-Founder, Elevar Equity                                                                                                                   A Practitioner's Perspective: Measurable Impact and the Financial Returns Look Good Too!

Ron Gallo, President and CEO, Santa Barbara Foundation                                                                                   Impact Investing: A View from the Nonprofit Sector

Charly Kleissner, Co-Founder, KL Felicitas Foundation, Toniic & 100% IMPACT Network                            Impact Investing: Past, Present, Future

BREAKOUT SESSIONS                                                                                                                                         Academia's role in impact investing                                                                                                                                Tim Forbess, Vice Chancellor for Institutional Advancement, Antioch University                                                Bill Groves, Acting Chancellor, Antioch University

Philanthropy, Community, Sustainability                                                                                                                      Ron Gallo, President and CEO, Santa Barbara Foundation                                                                                      Tom Parker, President, Hutton Parker Foundation

When debt works to change lives                                                                                                                                  Maya Chorengel, Co-Founder, Elevar Equity

Why investor groups matter                                                                                                                                        Charly Kleissner, Co-Founder, KL Felicitas Foundation, Toniic & 100% IMPACT Network

 

ABOUT THE PRESENTERS

Maya Chorengel’s presentation, A Practitioner’s Perspective: Measurable Impact and the Financial Returns Look Good Too!, will share the success of Elevar Equity in using impact investing to achieve transformative and scalable results of enormous magnitude not possible through traditional philanthropy while providing very high returns to their investors. Elevar Equity manages three private equity funds and has backed 22 companies at various stages of growth, serving over 18 million clients and mobilizing $7 billion in equity and debt capital.

Maya is a co-founder and Managing Director of Elevar Equity, a leading venture investor with a strong track record of financial return and high impact. Elevar backs world-class companies delivering essential services like financial services, housing, education and healthcare to millions in Asia and Latin America. Prior to Elevar, she was Managing Director of the Dignity Fund, which provided local-currency loans and guarantees to high-growth microfinance institutions globally. Previously, Maya was at the private equity firm, Warburg Pincus, working in New York, Hong Kong and Menlo Park on investments spanning venture capital, growth equity and leveraged buyouts. Earlier in her career she was an investment banker at Morgan Stanley and James D. Wolfensohn Incorporated. Maya serves on the boards of GloboKasNet, Kiva and ITT. She is also an advisor to several social enterprises and impact investing funds. Maya holds a B.A. from Harvard University and an M.B.A. from Harvard Business School.

Ron Gallo’s presentation, Impact Investing: A View from the Nonprofit Sector, questions why there have been so few examples of true impact investing among foundations, what paradigm change needs to happen to promote impact investing, and what the landscape looks like for impact investing in Santa Barbara.

Ronald V. Gallo, Ed.D., is president and CEO of the Santa Barbara Foundation. Prior to joining the Santa Barbara Foundation, Ron completed a tenure of 15 years as the president and CEO of The Rhode Island Foundation, one of the nation’s larger community foundations. Earlier in his career, he was the executive director of the Jessie Ball duPont Fund at Jacksonville, Florida and consultant to the Arthur D. Little Foundation at Cambridge, Massachusetts. During his more than three decades in philanthropy and nonprofit leadership, Ron has had a particular interest in sustaining equitable community development, identifying and supporting community-based leadership, improving health outcomes for communities, strengthening the arts, fostering creative partnerships between the private and public sectors, and identifying new models of philanthropy. Ron holds a Bachelor of Arts degree in history and Asian studies from Connecticut College, a Master of Science degree in social work policy from Columbia University, a Master of Education degree in administration and planning from Harvard University, and a Doctor of Education degree in policy studies from Harvard University, where he completed a dissertation on the connection between language preservation and economic development among the indigenous peoples of Oaxaca, Mexico.

Dr. Charly Kleissner’s presentation, Impact Investing: Past, Present, Future, will show how to enter the field of impact investing and why it is such a vital tool for achieving social good.  Hear from a pre-eminent member of the field how to get involved in Santa Barbara.

Dr. Charly Kleissner has been at the forefront of impact investing for over a dozen years. Together with his wife Lisa he co-founded KL Felicitas Foundation, which demonstrated that impact investors can construct a 100% Impact Portfolio and achieve competitive financial returns in all asset classes while making a tremendous impact. He co-founded Toniic, a global network of action-oriented impact investors; and the ‘100% IMPACT Network’, a global network of asset owners who have intentionally committed 100% of their assets toward positive social and/or environmental mpact. Members from all over the world have committed over $4B to positive impact.  Dr. Kleissner believes that the fundamental and deeper meaning of wealth is to make a positive contribution to humanity and the planet. He insists that the best impact investments integrate financial return and social/environmental impact – one is not an add-on to the other. And he argues that Modern Portfolio Theory has to be re-conceptualized and re-envisioned to seamlessly integrate positive impact into a Total Portfolio Theory. He sees impact investing not as an intellectual exercise, but as an expression of who he really is. 

 

Upcoming Speaking Engagements

Impact Investing: A 21st Century Tool of Social Good, a presentation by Dr. Peter Brill.
 
 
If you would like to schedule Dr. Peter Brill to speak to your group, please contact us:

Name *
Name