Financing for Social Impact Online Training

| EVPA Course | Online
Financing for Social Impact Online Training
Overview

The online training on tailored financing for social impact is the perfect match for all those interested in deepening their understanding of the strategies that investors for impact use to design financial instrument(s) and support social purpose organisations (SPOs) in the best way to create more impact.

WHAT IS THIS COURSE ABOUT?

The online training on tailored financing for social impact is the perfect match for all those interested in deepening their understanding of the strategies that investors for impact use to design financial instrument(s) and support social purpose organisations (SPOs) in the best way to create more impact.

WHAT IS THE METHODOLOGY?

This online course is divided in two parts:

PHASE 1: Self-paced learning on demand through our e-learning platform with short readings, videos and other interactive materials/assignments. You will build the necessary knowledge on:

  • ... EVPA’s approach to tailored financing as one of the three core practices (along with impact measurement & management and non-financial support).
  • ... the variety of financial instruments and mechanisms available, incl. hybrid financial instruments combining different financial instruments and hybrid financing mechanisms such as social impact bonds.
  • ... the case studies you will be working on with our experts and your peers during the live sessions to move from theory to practice.

PHASE 2: In four interactive live sessions you will be applying your learnings from phase 1. Through the case studies and interactive working groups, experienced investors for impact will share and discuss their practical experience with participants on how different financial instruments serve different purposes. The EVPA Training and Research Team will provide additional insights on latest developments in the sector and facilitation support with innovative collaboration tools.

The dates of the four live sessions are 12, 14, 19, 21 October 2021 (09:00-12:00 CEST). In order to get to know your peers before the course, we offer a one-hour informal network session on 11 October 2021 (12:00-13:00 CEST).

The course is based on the EVPA "Financing for Social Impact: The key role of Tailored Financing and Hybrid Finance" report, outlining how tailored financing can lead to more sustainable and stronger SPOs.

WHO SHOULD ATTEND?

If you are interested in learning how to choose the most suitable financial instrument(s) to support a social purpose organisation (SPO) in a more efficient way, then this is the perfect course for your needs. In this course you will

  • ... learn how to get a better understanding of the financial instruments - grants, debt, equity, and hybrid instruments - available to fund SPOs.
  • ... learn how to acquire practical knowledge on how to use them to match your goals as an investor for impact with the needs of SPOs.
  • ... learn more about hybrid financing mechanisms such as social impact bonds and the related challenges, opportunities and lessons learnt.
  • ... learn how to tailor the financial support you provide to maximise the social impact generated.
  • ... meet practitioners with plenty of experience who will work with you on real-life case studies in an interactive and participatory way to enhance your learning.

The programme primarily targets investment managers of organisations that invest for impact, social impact & impact investing funds, grant-making foundations, and private investors. The training is also open to other professionals interested in the topic, provided that they have at least a basic knowledge of financial analysis in order to allow them to make the most of the course. Please note that this course will not address the practical technicalities linked to the design of financial instrument(s) in specific countries.

ALL DATES OF THE LIVE SESSIONS AT A GLANCE

  • From 4 October: e-learning phase
  • 11 October 2021, 12:00-13:00 CEST (Informal Network Session)
  • 12 October 2021, 09:00-12:00 CEST
  • 14 October 2021, 09:00-12:00 CEST
  • 19 October 2021, 09:00-12:00 CEST
  • 21 October 2021, 09:00-12:00 CEST

PARTICIPATION FEES

EVPA members have priority access to the courses and pay 50% of regular fees.

  • Regular fee: 800 ‚Ǩ
  • Fee for EVPA members: 400 ‚Ǩ

REGISTRATION AND DEADLINES

  • Registration: deadline 12/09/2021. You can register here. Places are limited, so be sure to book your place as soon as possible.
  • Scholarships: deadline 09/09/2021. Some scholarships are available for EVPA members who cannot afford the course fee. Please find all the information on how to apply here.
Speakers

Anne Holm Rannaleet

Anne Holm Rannaleet

Anne is a Trustee and Executive Director of IKARE Ltd (IK Aid and Relief Enterprise Ltd), whose main donor since inception in 2006 is the private equity firm IK Investment Partners Ltd.

Anne is a board member of Unicus A/S and Unicus Sverige AB, Insamlingsföreningen Kinondo Support and Polaris Management A/S. She also serves on the Steering Group of Filantropiskt Forum, the Advisory Board of Institutet för Sociala Effekter, Fryshuset, the Swedish Securities Council and is part of the Responsible Investment Roundtable of Invest Europe.


Espen Daae

Espen Daae

Espen works for Ferd Social Entrepreneurs as Portfolio Manager and Business Developer. He has extensive experience of venture capital and consultancy in the areas of renewable energy and biotechnology, as well as experience in Corporate Finance and business development.

He focuses on the development and commercialisation of ground-breaking technologies, primarily in the fields of alternative energy, life sciences and next generation electronics. He also follows the investments and strategic consulting process at Ferd. Espen graduated in engineering at the University of Surrey and holds an MBA from INSEAD.


Chloe Eddleston

Chloe Eddleston

Chloe Eddleston is an Associate at Social Finance, and works primarily on the International team. Chloe has worked on the scoping, design and performance management of several Development Impact Bonds, as well as feasibility studies for a wider range of innovative financing mechanisms in both the humanitarian and development sector.

Prior to Social Finance, she was an Analytics Associate at Operation Fistula, an NGO that provides performance-based funding for Obstetric Fistula Surgeons. Chloe holds an MPhil in Development Studies from the University of Cambridge.


Marco Gerevini

Marco Gerevini

Mr. Gerevini is currently the Managing Director of Fondazione Housing Sociale, a private and non profit entity working for the purposes of public and social interest.

The foundation was created in 2004 to develop the Social Housing Programme, initially conceived by Fondazione Cariplo. It is now a reference point for the promotion of the sector, the facilitation of projects and the monitoring of their quality.

Mr Gerevini is currently also member of the board of Fondazione Social Venture Giordano Dell'Amore, created by Fondazione Cariplo with the mission to support the diffusion of an impact investing culture and market in Italy.

Until 2012, Mr. Gerevini was in charge of the Corporate Finance activity in Italy for The Royal Bank of Scotland. Previous experiences in ABN AMRO Bank, SBC Warburg and Chase Manhattan Bank.


Alessia Gianoncelli

Alessia Gianoncelli

With almost a decade of experience in the social investment space, Alessia is the Head of Knowledge, Community and Market Development at EVPA. As part of her role, she is responsible for research activities, content development, data collection, community engagement and market building.

Alessia co-authored publications, practical cases, and articles on topics such as venture philanthropy, impact measurement and management, impact strategies, the European impact ecosystem and tailored and hybrid finance. Thanks to her research, she prominently contributed to the EVPA narrative around investing for impact, and she has been invited to speak at international conferences and give guest lectures at European Universities and Business Schools (e.g. Nova School of Business and Economics, Luiss - Libera Università Internazionale degli Studi Sociali Guido Carli, INSEAD Business School in Paris, Solvay Brussels School Economics & Management).

Alessia also started the EVPA initiative "Foundations Along the Spectrum of Capital" in collaboration with Philea, which she now co-leads. She cooperates with EVPA's sister organisations in Latin America, Asia and Africa (IVPC, Latimpacto, AVPN and AVPA) to strengthen the collaboration among actors active in the global impact ecosystem, by sharing learning, facilitating the exchange of experiences and contributing to scale successes across regions. Alessia was a blue book trainee at the European Commission, Directorate-General for Economic and Financial Affairs, specifically working on social enterprises and SMEs market assessment and on funding opportunities to support social investment.


Gianluca Gaggiotti

Gianluca Gaggiotti

Gianluca Gaggiotti is Research Manager at EVPA. He focuses on data analysis and content development of several research-related initiatives.

Gianluca joined EVPA in 2017, and since then has developed an in-depth knowledge on the impact ecosystem and all the actors involved in it. Gianluca has previously worked as a Research Assistant for several project related to development and social network economics at Bocconi University.

He holds a Master degree in Economics and Social Sciences at Bocconi University with a thesis on the effect of terrorism on political outcome in the US.


Sara Seganti

Sara Seganti

Sara is EVPA's Training Manager. She joined EVPA in 2017 to structure and to further develop the Training Academy activities, after more than ten years working as a project and impact manager, and as a trainer in the social impact field.

Before, Sara provided secretariat support to the Italian Advisory Board to the Social Impact Investment Taskforce established under the UK's Presidency of the G8. She is today the Secretary General of Social Impact Agenda per l'Italia, the Italian network for impact investing. She is a graduate in political philosophy and holds a master's degree in management of social enterprises from Bocconi Business School.


Florian Tuder

Florian Tuder

Florian joined EVPA in March 2020 as Training Academy Coordinator. He previously worked as project and training manager in Brussels for a European federation of social and health care service providers, and before that as program manager for a foundation in Vienna in the field of intercultural dialogue.

He holds master's degrees in European Studies (KU Leuven) and Educational Science & Theology (University of Graz, Austria & University of Sibiu, Romania).