SAVE THE DATES! Two-Part Investment Series More Information to Follow)

Date and Time
Thursday, November 9, 2017
5:30pm— 7:30pm
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University of Pennsylvania Campus-Huntsman Hall
3730 Walnut St
Room F55
Philadelphia, PA 19131
United States
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Investment Series

Social Impact Investing Versus Non-Profits

November 9, 2017

Gender Lens Investing

November 20, 2017

Presented by The Wharton Social Impact Initiative, The Wharton Club of Philadelphia, The Wharton Social Impact Initiative Affinity Group, and Beacon (formerly the Greater Philadelphia Senior Executive Group)

We invite You to participate in one or both programs!

At Huntsman Hall
3730 Walnut Street
Room F55
Philadelphia, PA

5:30 p.m. – 8:30 p.m.
Fajita Bar with Beverages


November 9th: 5:30 p.m. – 8:30 p.m. Social Impact Investing Versus Non-Profit

This session will provide insight into the differences between social impact investing and non-profits. These terms/philosophies aren’t interchangeable and greatly affect the focus/definition of goals, sustainability, processes and success metrics. This evening will consist of a mixture of “Ted Talk” style presentations, followed by an interactive panel discussion.

E.Heisman.jpg.jpgEileen Heisman: President and CEO National Philanthropic Trust (NPT). Founded in 1996, NPT has raised over $8 billion in charitable contributions and currently manages $4.3 billion in charitable assets through 178,000 grants. She was among the first fundraising professionals to earn the distinguished ACFRE certification. She has been named three times by NonProfit Times as one of their Power and Influence Top 50, an annual listing of the 50 most influential executives in the philanthropic sector, most recently in 2016. Although much in demand, across the globe, we are most fortunate that Ms Heisman finds time in her busy schedule to lead many programs here at Wharton and Penn.


Jay Coen Gilbert: Founder & Managing Partner B Lab. B Lab is a nonprofit organization that serves a global movement of people using business as a force for goodTM. Its vision is that one day all companies compete not only to be the best in the world, but the Best for the World® and as a result society will enjoy a more shared and durable prosperity. Over two thousand companies have already taken the pledge. He is also connected with Investors' Circle Network, a national network of angel investors, venture capital funds, foundations, and others that has facilitated the flow of over $111 million into 182 companies and venture funds addressing social and environmental challenges. He is also involved with children’s education.


Kristina “Tina” Wahl: President The Barra Foundation. Barra has been supporting innovation since 1963. The late Robert L. McNeil, Jr., the former Chairman of McNeil Laboratories, created the Foundation to support nonprofit organizations dedicated to improving the quality of life in the Greater Philadelphia region. Ms Wahl continues the commitment to philanthropy, perennially encouraging innovative ideas and concepts, the primary focus of the Foundation today. A homegrown Philadelphian, Ms Wahl has been a major contributor through many charitable organizations in the Philadelphia area.


November 20th: 5:30 p.m. – 8:30 p.m. Gender Lens Investing

Gender lens investing is the practice of investing for financial return while also considering the benefits to women. The term was coined around 2009 and became an increasingly popular practice in the mid-2010s. There is a realization that women now have considerable funds to invest, have significant leadership roles in successful companies, play a vital role in our economic future, and that gender equality needs to be more than just a mission. Come learn how you can become a player in this pursuit. One vital realization, it’s not just for women!!


S.Beigel.jpgSuzanne Beigel: Catalyst At Large Consulting. For over a decade, Ms Beigel has been advising institutions, investors and philanthropists in the areas of impact investing, especially with a gender lens. Additionally, she is the Investment Director for SPRING, is a pioneering accelerator that supports businesses whose products and services could transform the lives of adolescent girls. She founded ClearlySo's angel network Clearly Social Angels, focused on businesses and social enterprises with strong social/ environmental impact. Although based in London, Ms Beigel plays a major role in our own Wharton Social Impact Initiative, as a Senior Gender Lens Investing Advisor.


M.McClain.jpgMalcom McClain: Rethink Impact. Rethink Impact is the largest, US-based impact venture capital firm with a gender lens that invests in female leaders using technology to solve the world’s biggest problems. Rethink Impact believes that the next generation of extraordinary companies (in health, environmental sustainability, education, and economic empowerment) will find success through their relentless pursuit of mission, for the benefit of all communities. Mr. McClain provided investment guidance to college endowments, foundations, and ultra-high net worth families with a focus on venture capital and impact investing. In addition, he helped to broaden client investment in women and minority investment managers.



Tickets include Refreshments
Huntsman Hall
3730 Walnut Street
Room F55 




Map & Directions

University of Pennsylvania Campus-Huntsman Hall

3730 Walnut St, Room F55, Philadelphia, PA 19131, United States,
by public transit by car by bike Walking