Building Portfolios with Impact: A Workshop on Creating and Managing Impact Investment Strategies

All day
Through June 29, 2018
CUHK Shatin Campus and Bank of America Tower, Central
June 27–28
The Chinese University of Hong Kong Business School
Cheng Yu Tung Building
12 Chak Cheung Street
Shatin, New Territories, Hong Kong

June 29
The Chinese University of Hong Kong Business School Town Centre
Unit B, 1/F
Bank of America Tower
12 Harcourt Road
Central, Hong Kong

Begins
Jun. 27

On June 27–29, The Hong Kong Jockey Club Programme on Social Innovation and the Chinese University of Hong Kong (CUHK) Business School will host a special executive education course to engage impact investors, NGO executives, family offices, and other stakeholders. The Hong Kong Jockey Club Programme on Social Innovation is a partnership between The Hong Kong Jockey Club Charities Trust, the University of Chicago, and the University of Chicago Booth School of Business.

After taking the course, the attendees will be able to:

  • Understand in greater depth social businesses, impact investment, and any gaps in Hong Kong’s specific ecosystem;
  • Evaluate and consult with a social venture/project;
  • Write an investment proposal and pitch to investors/funding agencies; and
  • Form an investment circle to realize real deals.

Learn more about the program and express interest in attending » 

About Building Portfolios with Impact
The first part of the course features coursework and case studies covering impact investing, due diligence, deal structuring, portfolio construction, and impact measurement. These skills will be applied to write an investment proposal and to prepare a business pitch with Hong Kong social enterprises. Attendees will then work in groups to conduct analyses and present investment recommendations to a mock investment committee made up of institutional investors.

Fees
Group Fee (up to 4 pax): HKD 12,800 per person
General Fee: HKD 14,800 per person
**Special NGO pricing is available. To inquire, email hkjcpsi@chicagobooth.edu**
**CUHK and University of Chicago alumni discount offer is available. To inquire, email hkjcpsi@chicagobooth.edu**

Course Lecturers 
Course lectures will be delivered by Kevin Au, Associate Professor, Associate Director for the Center for Entrepreneurship, and Director of the Center for Family Business at the CUHK; Robert H. Gertner, Joel F. Gemunder Professor of Strategy and Finance and John Edwardson Faculty Director for the Rustandy Center for Social Sector Innovation at Chicago Booth; and Priya Parrish, Chief Investment Officer of Impact Engine and Impact Investor in Residence for the Rustandy Center for Social Sector Innovation at Chicago Booth.