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General Session (Online)

PFS2204. Impact Investing: Part I

During this session a foundation will present a comprehesive case study that includes examples of recent types of program-related investments they have funded. The foundation will not only discuss the objectives and outcomes of the investments, but the due diligence process and challenges encountered along the way.


Learning Objectives:

  • Identify different types of program-related investments covered by the case study
  • Discuss important considerations including due diligence and any hurdles encountered during the structuring the transaction
Date/Time
CPE Credits
1.0
NASBA Field of Study
Finance
Level
Intermediate
Prerequisites
3-5 Years in the Profession
Advanced Preparation
None