Three-day executive program

Impact Investment & Blended Finance forDevelopment Agencies & Foundations

How to use public funds to attract privateinvestment for high-impact enterprisesaddressing the SDGs

2018

To use public funds more effectively and mobilize private investment toachieve the Sustainable Development Goals (SDGs) has become a keyconcern of many development agencies and donor organizations. Whilethe idea to create blended finance models is compelling, one specificapproach holds particular promise: empowering high-impactenterprises with market-based solutions to scale and deliver positiveimpact in a sustainable way – a bottom-up approach.

This actionable, practice-driven program is specifically designed forproviders of public or philanthropic funding, who strive to maximize theimpact of their grants or investments and want to be on top of the mostinnovative solutions and trends. It includes outstanding lecturers, hasbeen tested in multiple workshops for the Swiss Agency forDevelopment and Cooperation (SDC) and received exceptionalfeedback.

The three-day program will provide valuable insights on strategies andinstruments to "leverage" own resources by blending it with privateinvestment for small and growing businesses in developing andemerging countries. It will also shed light on the whole spectrum offinance for impact and international development. A specific focus willbe on catalytic financing tools that are able to attract additional capitalfor high-impact enterprises.

The program is organized by the University of Zurich Center forSustainable Finance and Private Wealth (CSP), Convergence and theSocial Finance Academy (by Roots of Impact), with support from theSDC.

Executive Program

Theme:How to use public funds toattract private investment forhigh-impact enterprisesaddressing the SDGs

Impact Investment:Investments intoorganizations, projects andfunds that intentionallygenerate a positive socialand/or environmental impactalongside a financial return

Blended Finance:The strategic use ofdevelopment finance andphilanthropic funds tomobilize private capital flowsto emerging and frontiermarkets

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Content OutlineThis hands-on learning experience will deliver practical, actionable andrelevant knowledge on how to mobilize private investment forsustainable development and use catalytic financing solutions forcreating impact at scale:

The role of the private sector for achieving the SDGs - casestudies and best practices

Introduction to impact investing and blended finance Different approaches to attracting private capital Choosing the right instrument to catalyze private investment Pay-for-success instruments The role of impact management Mis-conceptions and mis-directions Case studies: impact investments, blended and innovative

finance solutions from the field

Participants will:

Understand the huge potential of the private sector - inparticular of small and growing businesses - to contribute tointernational development

See impact investment and private sector resources as apromising source of capital to be integrated into public andphilanthropic strategies

Identify new ways of capacity building, catalytic capital andfunding mechanisms to scale high-impact enterprises

Overcome market failures and structural challenges by blendingdifferent types of capital more effectively

Gain a deeper understanding of impact, alignment of interestand additionality to design the right incentives and the optimalmix of capital sources

Inspire colleagues and peers with state-of-the art tools and bestpractices.

Ready to use the resources for maximum impact?

Register now to raise the bar and become more effective!

Participants:Project- and programmanagers in developmentagencies, public or multi-lateral organizations andfoundations with a focus oninternational development

Format & Venue:3-day on-site program at theUniversity of Zurich CSP

Dates:August 29 to 31, 2018(Wednesday morning toFriday afternoon)

Contribution:Regular fee CHF 3,950.- perparticipantEarly bird discount(registration until April 30,2018): CHF 2,950.- perparticipant

Information andRegistration:The program has limitedspace to ensure a personal,intensive and practice-drivenlearning experience. For moreinformation please contactcmoehrle@roots-of-impact.orgor register directly at:http://www.finance-weiterbildung.uzh.ch/static/csp-registration/csp-registration.php

University of ZurichCenter for Sustainable Financeand Private WealthPlattenstrasse 32, 8032 Zurich,Switzerland

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TestimonialFeedback from blended finance trainings @ SDC performed by the

Tailored OnboardingBefore you join our Executive Program, you are invited to have a structured discussion withour program team in an individual onboarding call before the training takes place.

This includes exploring your personal objectives, circumstances and background, as well asinvestigating any specific issues that you would like us to cover during the 3-day learningexperience in Zurich.

This will allow us to elaborate the program objectives, and to tailor the program to the needsof the participants.

"The results from the in-house trainings wereexceptional as nearly 100% of participants

would recommend this workshop to their peersand 80 % would likely incorporate what they

have learned in their work."

Dr. Peter Beez, Head of Focal Point Employmentand Income, Swiss Agency for Development and

Cooperation (SDC)

Interested in scheduling your individual onboarding session?

Please contact Christina Moehrle, Roots of Impact & Social Finance Academy, cmoehrle@roots-of-impact.org

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Our Lecturers & Guest Speakers

Dr. James GiffordHead of Impact Investing, UBS Wealth Management

Since 2017, James Gifford is CIO Head of ImpactInvesting at UBS Wealth Management. In addition,he is a Senior Fellow at the University of ZurichCenter for Sustainable Finance and Private Wealthand Adjunct Professor at Griffith University.Previously, he was Director of Impact at TauInvestment Management and Founding ExecutiveDirector of UN-backed Principles for ResponsibleInvestment.

Jeremy NichollsCEO of Social Value UK & International

Jeremy Nicholls is the CEO of Social Value UK andSocial Value International (until June 2018), which aremembership organisations for individuals andorganisations supporting principles and standardsin accounting for social and environmental value.He chairs the British Standards Institute’s socialvalue subcommittee and is a member of the IRISadvisory committee, the Social Value Taskforceand the Social Stock Exchange admissions panel.

Joan M. LarreaCEO of Convergence

Joan M. Larrea is the CEO of Convergence, theglobal network for blended finance. Prior toConvergence, she led the U.S. Overseas PrivateInvestment Corporation's (OPIC) efforts to partnerwith philanthropic and private investors toincrease capital flows to OPIC's target markets.While at OPIC, she also directed a pilot program tofinance smaller, high impact, and innovative funds,many of which drew on blended finance structures.

Karen E. WilsonFinance for Sustainable Development, DCD, OECD

Karen E. Wilson has been working at the OECDsince 2009 with a focus on impact investment andprivate finance for sustainable development. She isalso an Associate Fellow at Said Business School atOxford University and a Visiting Lecturer at theStockholm School of Economics in Riga. Karen isthe Founder of GV Partners, a research andconsulting firm focused on entrepreneurship andfinance.

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Our Lecturers & Guest Speakers (cont.)

Bjoern StruewerFounder and CEO, Roots of Impact

Bjoern Struewer is Founder and CEO of Roots ofImpact, an impact finance advisory firm workingwith public funders, philanthropists and impactinvestors globally. After leaving the traditionalfinance sector, Bjoern dedicated his work todesigning and implementing effective solutions forfinancing social impact at scale. He is Senior Fellowat the Center for Sustainable Finance and PrivateWealth at University of Zurich.

Dr. Annette KraussCenter for Sustainable Finance and Private Wealth

Annette Krauss is Director of Teaching of theCenter for Sustainable Finance and Private Wealthat the University of Zurich. She is responsible fordeveloping the for-credit consecutive andexecutive teaching on sustainable finance at theDepartment. Her research interests includemicrofinance market development and investmentchannels as well as sustainable and impactinvestment strategies.

Dr. Falko PaetzoldCenter for Sustainable Finance and Private Wealth

Falko Paetzold initiated and leads the Center forSustainable Finance and Private Wealth (CSP) atthe University of Zurich, a spin-off from the NextGen Impact Investing program he co-initiated atthe Initiative for Responsible Investment atHarvard University. He also developed sustainableinvesting funds at Bank Vontobel AG, and advisedbanks and family offices as a partner with theContrast Capital consultancy.

Dr. David WoodInitiative for Responsible Investment at Harvard KS

David Wood is an Adjunct Lecturer in Public Policyand the Director of the Initiative for ResponsibleInvestment (IRI) at the Hauser Institute for CivilSociety, John F. Kennedy School of Government atHarvard University. Current projects include hiswork with pension fund trustees on responsibleinvestment policies and a global survey of therelationship between public policy and impactinvestment.

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Our Lecturers & Guest Speakers (cont.)

Guest speakers and live case studies include:

Dr. Rory TewsProgramme manager at Roots of Impact

Rory Tews is Programme Manager at Roots ofImpact and manages a multi-year blended financeproject in Latin America in partnership with theSDC, the IDB/MIF and New Ventures. He has co-developed a new impact optimization approach.His academic work focuses on socio-culturalanalysis of the emergence of socialentrepreneurship in the broader institutionalframework.

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