Harvard IRI/Zurich CSP Impact Investing for the Next Generation Program

UNDERSTAND IMPACT INVESTING, MEET PEERS AND DEVELOP YOUR STRATEGY

“It was a great learning experience meeting like-minded next gens from all over the globe, curated and brought together by the program. Furthermore the program helped me get a better understanding of the due diligence process. As a result I now have a better overview of what it takes to succeed and the growing amount of opportunities for impact.” Ditte Lysgaard Vind The Circular Way, Denmark, ’16-’17 cohort
“The program led me to a much deeper understanding that helped me advance my journey to concrete investments. For example, I have invested into a fund that provides debt financing to media organizations in countries where press freedom is under pressure. I also provided a loan to a business that produces a clean cook stove in Lesotho, and I look at several direct impact investments & funds.” Antonis Schwarz Guerrilla Foundation, Greece/Germany, ’15-’16 cohort

OVERVIEW

 

WHY

 

This program is designed to help next gen family members to understand impact investing, meet peers from around the world, and start to develop an investment- and engagement strategy. 

 

The program has been tailor-made to bring together a select group of next gens who wish to explore impact investing for their own and their family’s portfolios. 

 

An important goal of the program is to build and foster strong cohorts of wealth owners committed to impact investing within a family context. 

 

WHO

 

Participants are members of families from around the world, representing the Americas, Europe and Asia. Cohorts are limited to 25 participants.

 

HOW

 

The program includes two in-person sessions of three days each, with three months of self-coordinated and flexible group work and individual work in between. The first session is located at Harvard University. The second session is located at University of Zurich, at the heart of global wealth management.

 

The program was initiated in 2015, is convened once annually, and currently runs for the fourth cohort ('18 - '19). The program is convened in collaboration with the World Economic Forum. 

PROGRAM OUTCOMES

The program will provide you with a strong foundation in impact investing across asset classes and help you develop your impact investing strategy.

toniic organisation structure diagram

PEOPLE

The program is convened by the Initiative for Responsible Investment (IRI) at Harvard Kennedy School and the Centre for Sustainable Finance and Private Wealth (CSP) at University of Zurich in collaboration with the World Economic Forum and is delivered by global impact investing leaders.

DATES

The 5th cohort ('19 - '20) will be convened as follows:
  • October 10-12, 2019 @ Harvard University
  • March 18-20, 2020 @ University of Zurich
The graduation is followed by the Alumni Reunion March 20-22, 2010 in and around Zurich.

INFORMATION AND SIGN-UP

To receive the brochure, find out if the program is for you and sign up, please reach out to andy_chu@hks.harvard.edu or  britta.gruenig@bf.uzh.ch