Wharton-Rockfeller: Impact Investing Panel and Cocktails


Date and Time
Thursday, May 28, 2015
6:30pm— 8:30pm
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Location
The Banker’s Club, 43rd Floor Gloucester Tower, The Landmark, Central

The Wharton Social Impact Initiative, presents Impact Investing trends, innovations and strategies. The event is supported by The Rockfeller foundation

Join the Wharton Social Impact Initiative and the Wharton Club of Hong Kong for a discussion on impact investing trends, innovations and strategies on May 28, 2015. 

Please join us for a panel discussion with Eric Berkowitz, CIO of Bamboo Finance, Francis Ngai, CEO of Social Ventures HK & Jacab Gray, Senior Director of Wharton Social Impact Initiatives for a conversation on Social Impact Investing.  
 
 
This part of the Capital for Social Impact Series with support from the Rockefeller Foundation.  Previously, similar Social Impact events have taken place in London and New York.  For more details on Wharton's leadership in Social Impact Investing please click: http://socialimpact.wharton.upenn.edu/
 
 
Thank you very much!
 
 
Wharton Club of HK 
  
 Note: Please accept our apologies that Jonanthan Greenblatt is no longer able to join us due to last-minute changes.  
 
 

  

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Wharton Cocktail on Impact Investing - May 28  

     

Join the Wharton Social Impact Initiative and the Wharton Club of Hong Kong for a discussion on impact investing trends, innovations and strategies on May 28, 2015.

 

The Wharton Club of Hong Kong is delighted to have Eric Berkowitz, CIO Bamboo Finance, a leading impact investing firm, Francis Ngai, CEO of Social Ventures HK, and Jacob Gray, Senior Director for the Wharton Social Impact Initiative to speak on the latest trends in social impact investing. 

 

This rapidly growing sector provides individuals, corporations, and institutions with more tools and opportunities to expand the positive impact of their investment and philanthropic dollars while still seeking appropriate financial returns. These “impact investments” are financing diverse efforts – from education technology, sustainable agriculture and financial services to innovations in healthcare and affordable housing.

 

In this exclusive event, speakers will delve in to industry- and sector-specific innovations and investments, and how individuals and organizations can implement and assess impact investing strategies in their own work.

 

This event is supported by the Rockefeller Foundation.  Seats are limited.  Please RSVP soon to register your interests. Please accept our apologies that Jonanthan Greenblatt is no longer 

 

 

Event Details

 

Date: 28 May 2015 (Thursday)

 

Time: 6.30pm – 8.30pm.

 

Cost:  $200 per person (inclusive of open bar & canapés)

 

Venue:  The Banker’s Club, 43rd Floor Gloucester Tower, The Landmark, Central

Guests:  participants are welcome to bring guests

 

Registration

 

Please fill out your details by clicking this link: http://goo.gl/forms/EbWw0g2fKn.  Payment should be made to the Club’s account at HSBC (#502-411531-001), with receipt of payment emailed to Yi Shi at whartonclubhk@gmail.com. Please note that registration is only considered complete after payment (non-refundable) has been made.  

 

Biography

 

Eric Berkowitz - Eric Berkowitz is the Chief Investment Officer of Impact Investing with Bamboo Finance. He is responsible for portfolio management of the Oasis Fund and strategy for Bamboo Finance's clients. Eric has over fifteen years of international business and impact investing experience in twelve countries. Eric holds a BS from Princeton and an MBA from Wharton.

Francis Ngai – Founder & CEO, Social Ventures Hong Kong. Francis Ngai is the founder and CEO of Social Ventures Hong Kong the first non-profit venture philanthropy organization dedicated to support and nature social innovation in Hong Kong since 2007. Portfolio social enterprises include Diamond Cab, Green Monday, LightBe affordable housing, RunOurCity, CookConnect and Playtao Education etc.. 

Jacob Gray is the Senior Director for the Wharton Social Impact Initiative. Gray is the lead staff and member of the Investment Advisory Committee for the Wharton Social Venture Fund, a student-led impact investment organization. He is also a co-founder and General Partner of Murex Investments, an impact VC fund managing funds for financial institutions and high net-worth individuals. Jacob has more than 12 years of experience in impacting investing and has earned his B.A. from Brown University.

To learn more about Wharton’s social impact initiatives, please click http://socialimpact.wharton.upenn.edu/.


Map & Directions

The Banker’s Club, 43rd Floor Gloucester Tower, The Landmark, Central

by public transit by car by bike Walking