The document announces an Impact Capitalism Train Stop Tour hosted by Big Path Capital to educate family offices, high net worth individuals, and foundations on impact investing. The tour will make stops in major cities across the United States from November 2022 to June 2023. At each stop, there will be a keynote speaker and panels of investors discussing strategies for achieving impact and financial returns. Sponsorship opportunities are available for local partners to promote their organizations and engage with attendees interested in aligning investment capital with social and environmental goals.
Aban: Spotlight on Angel investing in Africa'Tomi Davies
Aban: Spotlight on Angel investing in Africa
- The Changing Narrative
- Development Trends
- An Emerging Middle Class
- A Booming Entrepreneurial Ecosystem
- But…
- Africa’s Pioneer Capital Gap
- Why Angel Investing in Africa is Important!
“African economies are becoming increasingly integral part of the global business world and favourable frontiers for investment. Several regional businesses continues to secure growth financing from global investors, receive recognition for their rapid expansion and securing deals with global corporations. These trends indicate high level of confidence and appetite from expiring entrepreneurs and businesses interested in doing business in the region.”
Crowdfunding for social enterprises - By Retired Not Outgothip
The highlights from the slides we shared last night as we discussed how social enterprises can raise funding, especially via crowdfunding in Hong Kong.
Disclaimer: The views expressed in this document are the authors own and don't claim to be those of anyone else. The document may be open to interpretation. The author is not liable for any actions / mis-actions taken as a result of the content of this document.
Aban: Spotlight on Angel investing in Africa'Tomi Davies
Aban: Spotlight on Angel investing in Africa
- The Changing Narrative
- Development Trends
- An Emerging Middle Class
- A Booming Entrepreneurial Ecosystem
- But…
- Africa’s Pioneer Capital Gap
- Why Angel Investing in Africa is Important!
“African economies are becoming increasingly integral part of the global business world and favourable frontiers for investment. Several regional businesses continues to secure growth financing from global investors, receive recognition for their rapid expansion and securing deals with global corporations. These trends indicate high level of confidence and appetite from expiring entrepreneurs and businesses interested in doing business in the region.”
Crowdfunding for social enterprises - By Retired Not Outgothip
The highlights from the slides we shared last night as we discussed how social enterprises can raise funding, especially via crowdfunding in Hong Kong.
Disclaimer: The views expressed in this document are the authors own and don't claim to be those of anyone else. The document may be open to interpretation. The author is not liable for any actions / mis-actions taken as a result of the content of this document.
innovation and new ideas for financing and investment in UK cohousingAdrian Ashton
slides from session at national UK cohousing conference in November 2015 that suggested innovative and creative ways in which cohousing initiatives might finance their development (sadly the stories that accompany them are all verbal only...)
US Department of State PNB-NAPEO Maghreb Delegation Media KitDriss Temsamani
On October 27 - November 2, Special Representative for Commercial and Business Affairs Lorraine Hariton led a delegation of Maghreb diaspora entrepreneurs, early stage investors from Silicon Valley, university representatives, and NGO leaders, to Morocco, Algeria and Tunisia. This delegation was unique and different from previous ones hosted by the Global Entrepreneurship Program in that it was a coordinated effort with the Partners for a New Beginning U.S.-North Africa Partnership for Economic Opportunity (PNB-NAPEO). Representatives from USAID, OPIC, and the Aspen Institute also joined the delegation.
Angel Investing in Africa; Why it matters now!'Tomi Davies
Africa is the next, new and final frontier of globalization and the race to build the continent has already started with infrastructure.
Technology enabled services hold the key to Africa’s development and African’s MUST participate in the continent's development and resulting prosperity. Angel Investment syndicates and networks have the potential to become significant contributors (and beneficiaries) in the building of Africa. This presentation is my submission to the ABAN Investor Summit in DEMO Africa 2015 at the Eko Hotel in Lagos.
This report provides insight about the Lebanese startup ecosystem, explores its unique challenges and makes recommendations based on international best practices.
FinTech refers to financial technology and applies to a segment of the technology startup scene working to affect change in mobile payments, money transfers, fundraising, loans, asset management and more. Attached to all of this is blockchain technology, itself a sweeping phenomenon as the largest financial institutions in the world, regulators, and government onlookers see advancement or recognize the potential for advancement, in banking and asset exchange.
Partnerships & Uncommon Alliances: Are Banks Really Thinking More Like Disruptors?
Harvard Club African Presidents dinner September 15th - 2014Malko Ebers
The African Presidents dinner at the Harvard Club Sept 15th 2014 brings together African heads of state, ministers, ambassadors and int. business executives. It is one of the premier business networking opportunities in the world.
innovation and new ideas for financing and investment in UK cohousingAdrian Ashton
slides from session at national UK cohousing conference in November 2015 that suggested innovative and creative ways in which cohousing initiatives might finance their development (sadly the stories that accompany them are all verbal only...)
US Department of State PNB-NAPEO Maghreb Delegation Media KitDriss Temsamani
On October 27 - November 2, Special Representative for Commercial and Business Affairs Lorraine Hariton led a delegation of Maghreb diaspora entrepreneurs, early stage investors from Silicon Valley, university representatives, and NGO leaders, to Morocco, Algeria and Tunisia. This delegation was unique and different from previous ones hosted by the Global Entrepreneurship Program in that it was a coordinated effort with the Partners for a New Beginning U.S.-North Africa Partnership for Economic Opportunity (PNB-NAPEO). Representatives from USAID, OPIC, and the Aspen Institute also joined the delegation.
Angel Investing in Africa; Why it matters now!'Tomi Davies
Africa is the next, new and final frontier of globalization and the race to build the continent has already started with infrastructure.
Technology enabled services hold the key to Africa’s development and African’s MUST participate in the continent's development and resulting prosperity. Angel Investment syndicates and networks have the potential to become significant contributors (and beneficiaries) in the building of Africa. This presentation is my submission to the ABAN Investor Summit in DEMO Africa 2015 at the Eko Hotel in Lagos.
This report provides insight about the Lebanese startup ecosystem, explores its unique challenges and makes recommendations based on international best practices.
FinTech refers to financial technology and applies to a segment of the technology startup scene working to affect change in mobile payments, money transfers, fundraising, loans, asset management and more. Attached to all of this is blockchain technology, itself a sweeping phenomenon as the largest financial institutions in the world, regulators, and government onlookers see advancement or recognize the potential for advancement, in banking and asset exchange.
Partnerships & Uncommon Alliances: Are Banks Really Thinking More Like Disruptors?
Harvard Club African Presidents dinner September 15th - 2014Malko Ebers
The African Presidents dinner at the Harvard Club Sept 15th 2014 brings together African heads of state, ministers, ambassadors and int. business executives. It is one of the premier business networking opportunities in the world.
Tcn investment & inclusion panel - dei & vc firms- structural barriers to eq...The Capital Network
Recent conversations around DEI in VC firms have centered on diversifying portfolios and hiring. But what happens if the very organizational processes and governance of these firms are actively creating barriers to achieving DEI initiatives? In this conversation, we discuss Pledges, Riders, Board Placements and more to understand what works and doesn’t, and what VC firms can do differently to create structural change.
Mike Green is a pioneer and leading voice in the 21st century frontier of economic inclusion and competitiveness. Through his leadership at ScaleUp Partners, LLC, a consultancy he co-founded with Johnathan Holifield and Dwayne Johnson, Mike has cultivated a national network from the White House to Silicon Valley informing and educating America's leaders across industry sectors in a vision of Inclusive Competitiveness: empowering underrepresented populations to compete in the innovation economy. Mike is a national speaker and writer with 18 years of award-winning journalism experience. He is the go-to expert on issue of STEAM education (science, technology, engineering, arts and math), productivity pipelines, developing inclusive local innovation ecosystems and economic inclusion and competitiveness.
Contact Mike Green today to book him for speaking engagements of all sizes.
This orientation session, and the Impact Foundations workshop is preliminary to the upcoming Impact Academy education programs and Hacking Social Impact Unconference hosted by TenX & Northwest Social Venture Fund.
Come to meet peer founders and impact practitioners, and learn how YOU can get more involved in social change opportunities with Northwest Social Venture Fund or by launching / scaling social ventures in your community.
If you're interested in participating as a volunteer, partner, or funder in “Hacking Social Impact” as we work to advance social impact in our communities, please complete our interests registration at http://bit.ly/1cqq3TZ, or contact carolynn@nwsvf.org to discuss
KEYNOTE: The State of Diverse Entrepreneurship and the Funding Landscape
Speaker: Lorine Pendleton
Investment Partner, Portfolia
Member, Pipeline Angels
NY Chair, TIGER 21
Connecting Community Assets with Market Demand for Lasting Livelihoods ruralxchange
A webinar from NARP
Original event date: 06/20/2013 01:00 PM - 02:00 PM Eastern time zone
Speakers:
Presenter is Melissa Levy, Senior Associate, Yellow Wood Associates, Inc. Yellow Wood is the managing grantee of the Ford Foundation's Wealth Creation in Rural Communities initiative; as part of that work, Melissa currently coaches grantees on wealth creation and measurement.
WealthWorks is an innovative approach to meeting the complex challenge of building wealth in areas of persistent poverty. WealthWorks is a bridge between community development and conventional economic development that creates and maintains inclusive non-exploitative demand-driven economic opportunities through investment in the assets of rural places to meet the needs of larger markets. The WealthWorks approach, developed in partnership with the Ford Foundation, intends to improve the livelihoods of poor people by creating wealth that is owned, controlled, and reinvested in their places, so that they become valued partners in resilient regions. This webinar will share the approach and its main concepts, and how it has been used on the ground.
Ahead of the marcus evans Private Wealth Management Summit 2020, John Molina discusses sectors that can provide investors socially valuable assets without compromising their ROI
The FOS aims to be a space for confrontation, learning and knowledge exchange for all FOs and the asset managers of the family business.
A place to orient oneself in the new trends in terms of investment: Impact Investing, Co-Investing, Alternative Investing and Shadow Banking will be at the centre of all discussions.
Scale Up Milwaukee is an action project focused on developing the entrepreneurial capacity in Milwaukee by bringing together the policies, structures, programs and climate that foster entrepreneurship.
Scale Up Milwaukee is based on a model developed by Daniel Isenberg, founding executive director of the Babson Entrepreneurship Ecosystem Projects. Isenberg has worked with entrepreneurship ecosystems abroad, including in Colombia, Brazil and Denmark, fostering policies, structures and cultures that stimulate long-term economic growth, development and prosperity through programs and workshops.
Milwaukee is the first community in the U.S. to develop an entrepreneurship program based on this model. The initiative is also backed by Governor Scott Walker and Mayor Tom Barrett as part of a bipartisan effort to grow the economy by stimulating high-growth ventures and encouraging job creation.
The long-term strategy for Scale Up Milwaukee is to create an integrated effort to simultaneously impact six domains of the entrepreneurial ecosystem in Milwaukee: Culture, Policy and Leadership, Finance, Human Capital, Markets, and Supports.
3. GET ON THE BIG PATH
WV
PACIFIC NORTHWEST
CALIFORNIA
TEXAS
SOUTH EAST
EAST COAST
Seattle-Portland-Vancouver
Nov 3-5
Silicon Valley-Los Angeles
- San Diego
Jan 26-27
Dallas-Houston-Austin
Feb 16-19
Atlanta-Charlotte-
Raleigh/Durham
March 15-17
Philadelphia-D.C.-
Charlottesville
June 7-9
Dates subject to change
4. Big Path Capital Impact Experience
• 8 years of operating history
• 100 Impact Funds
• 17 Five Fund Forums
• 30 Impact educational events around the world
• 3 Certified Trade Missions with the US Department of Commerce
• 4 Impact Capitalism Summits
• Trade Mission to Nordics, UK, Switzerland, Netherlands
• Summit in The Hague
• SmarterMoney+ semi-annual publication distributed in print
and soft copy
MOST EXPERIENCED IN THE SECTOR
BIG PATH CAPITAL GLOBAL DISTRIBUTION
BIG PATH ADVOCACY
BIG PATH IMPACT ACADEMY
• Training institutional investors around impact investing
GET ON THE BIG PATH
Big Path Capital Impact Experience
• 8 years of operating history
• 100 Impact Funds
• 17 Five Fund Forums
• 30 Impact educational events around the world
• 3 Certified Trade Missions with the US Department of Commerce
• 4 Impact Capitalism Summits
• Trade Mission to Nordics, UK, Switzerland, Netherlands
• Summit in The Hague
• SmarterMoney+ semi-annual publication distributed in print
and soft copy
MOST EXPERIENCED IN THE SECTOR
BIG PATH CAPITAL GLOBAL DISTRIBUTION
BIG PATH ADVOCACY
BIG PATH IMPACT ACADEMY
• Training institutional investors around impact investing
SmarterMoney+TM
5. GET ON THE BIG PATH
OVERVIEW
Big Path Capital is pleased to host the
Impact Capitalism Train Stop Tour
The Impact Capitalism Train Stop Tour is for family offices, high net worth
individuals, and family foundations deploying capital across asset classes
for return and impact
• The Tour is an excellent forum to develop relationships, to gain insight into successful
strategies across industry segments and to learn from leaders who are mainstreaming
impact investing. A new model of value creation is emerging deploying capital in
strategies that leverage the inherent link between natural, social and financial capital.
• Participants will include family offices, high net worth individuals, private banks,
family foundations, and investment advisors who are interested in achieving
impact and return.
7. HIGH LEVEL KEYNOTE
PANEL 4 INVESTORS ONE MODERATOR
PANEL 4 EXAMPLE IMPACT & ACTION
ACROSS ASSET CLASS- PE FUND DIRECT
DEAL LIST EQUITY - & OTHER
GET ON THE BIG PATH
HIGH LEVEL KEYNOTE
PANEL 4 INVESTORS ONE MODERATOR
PANEL 4 EXAMPLE IMPACT & ACTION
ACROSS ASSET CLASS- PE FUND DIRECT
DEAL LIST EQUITY - & OTHER
STRUCTURE
8. GET ON THE BIG PATH
MARKETING
IMPACT CAPITALISM PORTLAND
Maximize Impact + Maximize Return
Impact Capitalism Vancouver is an
interactive gathering of decision-makers
with investable assets interested in
deploying capital across asset classes
for impact and return.
LOCATION: TBD
EVENT AGENDA:
8:30am–9:00am: Networking breakfast
9:00am–10:00am: Keynote: Stephen Viederman,
Thought Leader in Sustainable Investing
10:00am–11:00am: Panel – Making Money Through
Values-based Investing
11:00am–12:00pm: Panel – 4 Case Studies
12:00pm–1:00pm: Networking Lunch
RSVP
Seating is limited. There is no fee to attend this event,
but registration is required. Please register at events.
mcguirewoods.com/soe. For more information, please
contact Amy Norris at anorris@mcguirewoods.com or
704.343.2228.
Sponsors:
A myth exists: In order to achieve environ-
mental and social change one must settle
for lower financial returns. Impact Vancouver
provides a peer venue of education and
opportunities debunking this myth. Impact
Vancouver is designed for family offices,
family principals, and private foundations and
executive staff directly involved in investment
decision-making who are exploring new ways
to align assets and mission.
Fund managers from various asset classes will
present including public equities and debt,
and private equity.
IMPACT CAPITALISM
TRAIN STOP TOUR
IMPACT CAPITALISM VANCOVER
Maximize Impact + Maximize ReturnImpact Capitalism Vancouver is an
interactive gathering of decision-makers
with investable assets interested in
deploying capital across asset classes
for impact and return.
LOCATION: TBDEVENT AGENDA:8:30am–9:00am: Networking breakfast
9:00am–10:00am: Keynote: Stephen Viederman,
Thought Leader in Sustainable Investing
10:00am–11:00am: Panel – Making Money Through
Values-based Investing11:00am–12:00pm: Panel – 4 Case Studies
12:00pm–1:00pm: Networking Lunch
RSVP
Seating is limited. There is no fee to attend this event,
but registration is required. Please register at events.
mcguirewoods.com/soe. For more information, please
contact Amy Norris at anorris@mcguirewoods.com or
704.343.2228.
Sponsors:
A myth exists: In order to achieve environ-
mental and social change one must settle
for lower financial returns. Impact Vancouver
provides a peer venue of education and
opportunities debunking this myth. Impact
Vancouver is designed for family offices,
family principals, and private foundations and
executive staff directly involved in investment
decision-making who are exploring new ways
to align assets and mission.
Fund managers from various asset classes will
present including public equities and debt,
and private equity.
IMPACT CAPITALISMTRAIN STOP TOUR
IMPACT CAPITALISM SEATTLE
Maximize Impact + Maximize Return
Impact Capitalism Vancouver is an
interactive gathering of decision-makers
with investable assets interested in
deploying capital across asset classes
for impact and return.
LOCATION: TBD
EVENT AGENDA:
8:30am–9:00am: Networking breakfast
9:00am–10:00am: Keynote: Stephen Viederman,
Thought Leader in Sustainable Investing
10:00am–11:00am: Panel – Making Money Through
Values-based Investing
11:00am–12:00pm: Panel – 4 Case Studies
12:00pm–1:00pm: Networking Lunch
RSVP
Seating is limited. There is no fee to attend this event,
but registration is required. Please register at events.
mcguirewoods.com/soe. For more information, please
contact Amy Norris at anorris@mcguirewoods.com or
704.343.2228.
Sponsors:
A myth exists: In order to achieve environ-
mental and social change one must settle
for lower financial returns. Impact Vancouver
provides a peer venue of education and
opportunities debunking this myth. Impact
Vancouver is designed for family offices,
family principals, and private foundations and
executive staff directly involved in investment
decision-making who are exploring new ways
to align assets and mission.
Fund managers from various asset classes will
present including public equities and debt,
and private equity.
IMPACT CAPITALISM
TRAIN STOP TOUR
Participants will include family offices, high net worth individuals, private banks, family foundations,
and investment advisors who are interested in achieving impact and return. Active local partners will
help drive the local and regional crowds at each stop.
9. GET ON THE BIG PATH
SPONSORSHIP OPTIONS
FOR OUR LOCAL PARTNERS AND MEDIA SPONSORS, THERE
IS A MUTUAL EXCHANGE OF BENEFITS FOR BOTH PARTIES.
THERE IS NO MONETARY COST.
YOUR BENEFITS:
Your logo on the Train Stop Tour page of the
bigpathcapital.com website
Your logo on the Train Stop Tour marketing brochure
Discounted, early bird rate, to members of the
Media Sponsor to register
To select Media Partners, 1 complimentary attendee on a
reciprocity basis
10. GET ON THE BIG PATH
SPONSORS
BENEFITS FOR REGIONAL (3 CITIES) OR
NATIONAL SPONSOR (5 REGIONS)
REGIONAL (3 CITIES) $9,000
NATIONAL SPONSOR $9,000 PER REGION
For additional inquiries, contact Shawn Lesser at shawn@bigpathcapital.com
or Jyoti Aggarwala at jyoti@bigpathcapital.com
Ad in regional program book
Participation on panel
Logo on Train Stop Tour marketing brochure
Promotion in social media and on-line
audience communication
Investing banking services are provided by Intellivest Securities, Inc. a member of FINRA (www.finra.org) and SIPC (www.sipc.org). The presentations given by fund managers at the Summit do not constitute
an offering of securities. Such an offer may only be made in compliance with discl osure and delivery requirements under applicable, securities laws and will be limited to prescribed categories of investors.
Some of the Presenters have paid Big Path Capital a fee to present. If any attendee at the event enters into a relationship with anyone met at this event, including without limitation, any presenter, and
regardless of the nature of the subsequent relationship, including, without limitation, as customer, supplier, lender, investor, employee, independent contractor, the attendee does so at her or his own risk
and must do their own due diligence as Big Path Capital, LLC, Intellivest Securities, Inc. and their employees, affiliates, and agents are in no way responsible for any loss suffered by you if the relationship does
not work out. Our responsibility is limited to providing a comfortable venue for your education and entertainment at the event. Attendance at this event is your acknowledgement of the foregoing. Authors
of the reports in the“The Data Is In”Section have given permission to include the above links.