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If you submitted, thank you for sending us your ideas for SOCAP Open! If you missed the deadline this year, you’ll have your chance again in 2017!

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Values Determination: The First Step of Impact Investing

Julie Hammerman, Lens Investments & JLens Network

Often the first step in impact investing is to define your values, but this is easier said than done and not a skill that most investment professionals learn. In this interactive workshop, impact investors and their advisors are invited to discuss values, how they influence behavior, and how to identify the values that are most relevant for the act of impact investing. Various tools, models and exercises will be explored. The leaders of this workshop are advisors for institutional and individual impact investors, family foundations, and philanthropists, and have brought their very different professional backgrounds together to collaborate on the values determination process specific to impact investing.
Impact Investing, meaning, process, values determination
Interactive Workshop
Rebecca Trobe, Impact Coaching and Consulting
values determination tools, models, and exercises

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2018 Important Dates

  • May 1 - June 15
    Period for submitting ideas.
  • June 16 - 29
    Commenting and voting period. All sessions open for voting.
  • June 30 - July 13
    Judging panel and final selection by SOCAP18 Content Team.
  • July 16
    Winning sessions announced to session organizers.