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VIRTUAL MEETING

Skepticism and Commitment to Impact Investing at Family Offices

Investors increasingly consider how to provide a social or environmental benefit, alongside a financial return. Some observers note the nomenclature of the Impact space is confusing (ESG, Sustainability, Social Innovation/Responsibility). Moreover, the ability to measure social/environmental benefit is still developing.


Get an overview of the current state of investing for impact. Learn how many investors are adding the third dimension of impact to concerns of risk and return. Prepare to recognize many of the frictions inherent in the space. Hear how some of the most forward-looking families around the world are aligning their values with their capital when constructing their portfolios.


You are encouraged to invite women and men in the financial services industry to attend, learn more about 100WF and become members of the organization. Join 100WF here.


This event is part 2 of the Impact Investing series produced by the Northern California Education Committee.


Produced by the 100WF Northern California Education Committee.

DATE

11 October 2022

TIME

08:00 AM N. America West Coast

11:00 AM N. America East Coast

04:00 PM London - Dublin

05:00 PM CET

11:00 PM Hong Kong - Singapore

The program will begin promptly

PARTICIPANTS

Kristi Kuechler

The ImPact


Mary Jo Willmore

Moderator

Krona, LLC

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BIOGRAPHIES

Kristi Kuechler

Senior Director, The ImPact


Kristi is Senior Director of The ImPact, a global membership community of 75 affluent families from five continents who seek to align their values with their capital. The ImPact, organized as a non-profit, helps member families make more impact investments more effectively. Prior to joining The ImPact, Kristi has served in leadership positions at educational networks of families with complex wealth – as President of the Institute for Private Investors, (IPI) and as Managing Director of the Private Investor Center at Family Office Exchange (FOX). Kristi has worked with hundreds of families and family offices, creating and overseeing more than 1,000 discrete family education and networking sessions around topics of relevance to multi-generational families. During her time at IPI, she created and launched Stanford University’s first Private Wealth Management program, teaching multiple classes and running the program for three years. She has developed industry-leading investment research for family offices. Recognizing the important trend of family office interest in direct investments, she launched the Direct Investment Network at Family Office Exchange, a group of 150 family offices actively making direct investments in private businesses. As an experienced speaker and writer on trends in wealth management, she has been quoted regularly in industry publications, including recent interviews in the New York Times, Bloomberg, and Institutional Investor. Kristi earned an M.A. from Stanford University (Education and Policy) and a B.A. from the University of California, Davis (International Relations).


Mary Jo Willmore

Principal, Krona, LLC


With over 25 years of financial experience in commercial, investment banking and asset management, Mary Jo helps climate-focused firms navigate their financing options to connect with the right capital partners to meet their company's growth needs. Mary Jo has experience in natural resources, carbon markets, clean energy, climate tech and net zero initiatives. In addition, for nearly a decade she lived and worked in South East Asia as a Managing Director for Sarus Capital, a hedge fund focused on deep-value companies in Indochina. Mary Jo is a former Co-Chair of 100WF Northern California, a Climatebase Founding Fellow, a Climate Reality Leader and a graduate of Thunderbird, The American Graduate School of International Management.

ABOUT

100 Women in Finance

100 Women in Finance strengthens the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.

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