IIP 009 - Will Morgan: The Impact of Defining, Evaluating and Measuring Impact Investment Portfolios
Release Date: 11/12/2015
Rehana Nathoo on Social Finance, Next Gen Leaders, and the Impact Investing Network Map
The Impact Investing Podcast
Rehana and I have a wide ranging conversation, but dig in deep on the Case Foundations newest project, the Impact Investing Network Map. Fueled with publically available data, it's the first attempt to put all of the data around impact deals into one visual tool.
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John Kohler on Impact Capital, Micro VC Firms and Launching the Demand Dividend
The Impact Investing Podcast
For the past several years, John has been Director of Impact Capital at Santa Clara’s Miller Center for Social Entrepreneurship and has also been a mentor to social entrepreneurs at the Global Social Benefit Accelerator. In 2011 he authored a report on impact investing entitled Coordinating Impact Capital: a New Approach to Investing in Small and Growing Businesses and recently co-authored a chapter on equity investing in New Frontiers of Philanthropy (Oxford Press-2014). He is now pioneering a new investment vehicle – the Demand Dividend - that presents investors with a...
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Matthew Weatherley-White: The Philosopher King of Impact Investing
The Impact Investing Podcast
"The capacity for truly independent thought is first of all rare, and second of all lonely. And so to pursue that as an investor is critically important, yet really, really difficult." Matthew Weatherly-White is the co-founder and Managing Director of the CAPROCK Group. A multi-family office based in Boise,ID with over 2 Billion dollars under management. Matthew has accomplished a ton, but maybe most interesting about him is his philosophical approach to investing, and the numerous mental models he applies to the endeavor. If you’re interested in exploring philosophical questions within...
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Kusi Hornberger on Development Economics and Global Partnerships
The Impact Investing Podcast
Kusi joined Global Partnerships June 2015. He is responsible for identifying and researching social impact and financial return potential of new investment initiatives, refining existing investment initiatives as well defining GP’s overall investment strategy. He also GP’s lead for agriculture and health sectors. Prior to joining GP, Kusi worked three years as a management consultant for Bain & Company in South America and five years as an Investment Officer for the International Finance Corporation (IFC) in Sub-Saharan Africa, Latin America and the Caribbean. In both roles he has...
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Mark Horoszowski on MovingWorlds, Volunteering and the Impact of your Skillset
The Impact Investing Podcast
Mark Horoszowski is co-founder and CEO of , a global platform that helps people volunteer their expertise with social impact organizations around the world, on their own or through corporate-sponsored programs. Since its launch in 2011, MovingWorlds.org has already helped unleash over 5 million dollars worth of professional skills to social enterprises around the world and is the originator of the term, . Mark holds a Master's in Accounting and a BA in Business from the University of Washington, serves as a volunteer co-chairing the American Cancer Society's National Volunteer Leadership Team,...
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Jean Case on the Impact of Inclusive Entrepreneurship and Solving Grand Challenges
The Impact Investing Podcast
Jean Case is the CEO of the Case Foundation and Chair of The National Geographic Society Board of Trustees. Currently an actively engaged philanthropist, investor and pioneer in the world of interactive technologies, her career in the private sector spanned nearly two decades before she and her husband, Steve Case, created the in 1997. A passionate believer in all things digital and the amazing potential of technology to change the world for the better, the Case Foundation is recognized for its innovative efforts to address significant social challenges, harnessing the best impulses of...
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Songbae Lee on SME Lending, Career Advice, and the Impact of the Calvert Foundation
The Impact Investing Podcast
Songbae Lee is a Senior Investment Officer at the Calvert Foundation, which is a Community Development Financial Institution (CDFI), connecting individual investors with organizations working around the globe, developing affordable housing, creating jobs, protecting the environment, and working in numerous other ways for the social good. Maybe the coolest part of Calvert Foundation is their community investment note run through Vested.org - an investment vehicle open to anyone in the world with just $20. The investment is applied to Community Development Partners working with Calvert to lend...
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Jack Knellinger on Capria and Building the First Accelerator for Impact Fund Managers
The Impact Investing Podcast
Jack Knellinger is the Principal and co-founder of Capria, the world's first VC accelerator focused on training the emerging wave of new impact investing fund managers. Capria focuses on bringing in teams from developing nations, and teaches them how to operate fundraise and launch their impact focused VC firms in countries that traditionally don’t have experienced investors or a breadth of investors looking to invest in companies that are focused on social or environmental good. Capria also has a really intriguing model which does things such as allowing these emerging investors to put...
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Clara Miller on Building a Foundation for the 21st Century
The Impact Investing Podcast
Clara Miller is President of the Heron Foundation, which helps people and communities help themselves out of poverty. Prior to assuming the foundation’s presidency, Miller was President and CEO of Nonprofit Finance Fund which she founded and ran from 1984 through 2010. In addition to serving on Heron's board, Miller is on the boards of the Sustainability Accounting Standards Board (SASB) and she is a member of the U.S. Advisory Committee to the G8 on Impact investing, named in 2014. From 2010-2014 Miller was a member of the first Nonprofit Advisory Committee of the Financial Accounting...
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Michael "Luni" Libes and his Blueprints for Building Accelerators and Funds for Social Good
The Impact Investing Podcast
This Podcast is sponsored by Maine Startup and Create Week. This years conference is June 20th to 26th in Portand, ME and is going to be amazing! This year’s conference is focused on design and innovation. They’re bringing in some of the best minds to discuss and teach how entrepreneurs can use the skills that accompany great design and design thinking to help build better companies, products and solutions to the world's most pressing problems? Panels will cover topics ranging from a mixture of Biotech, Agricultural tech and innovation and environmental technology to health-care,...
info_outlineI've had the great pleasure of speaking with many incredible people since I started this Podcast, and this month is no different. I'm calling it the Sonen series – and both episodes this month will be with leaders from Sonen Capital – an impact investing firm based out of San Francisco that I have great respect for.
Sonen Capital is a specialized investment management firm dedicated to investors seeking financial returns with lasting social and environmental impact. They offer multi-manager, multi-themed investment solutions via pooled vehicles, portfolio strategies and customized mandates. Sonen is also a certified B Corp and GIIRS certified.
Furthermore, they share an incredible amount of information and in my opinion, are top thought leaders in the public impact investing field. With quarterly market reports, white papers and investing strategy frameworks being published on their website – Sonen Capital aims to share their knowledge with all who want to learn.
Our first episode this month is with Will Morgan - the Senior Impact Analyst at Sonen Capital who leads the effort to define, evaluate and report impact across Sonen’s public and private market investment strategies, and for some of Sonen’s most highly targeted and customized impact investment portfolios. Will provides top-down impact frameworks that inform the investment underwriting process, focusing on identifying thematic social and environmental outcomes and how those outcomes can be achieved through specific investment activities.
As part of communicating the results of Sonen’s investments, Will works with underlying investments and managers to improve impact evaluation and measurement systems and processes to enhance the quality and depth of impact data reported to clients. Under Will’s leadership, Sonen integrates third-party ESG data into public markets investment impact evaluation, as well as other emerging industry standards such as GIIRS and the Impact Reporting and Investment Standards (IRIS).
He was also one of the earliest practitioners of IRIS, and has helped some of the largest US and European-based foundations integrate IRIS into internal impact evaluation systems for both grant-based and corpus-based impact portfolios.
In this episode we dive into wills background and how he go to where he I now, how it influenced his investment frameworks and decision processes, and how he is leading the way In defining and integrating impact investing into mainstream finance and much more.
If you want to learn more about how to conduct impact investing through public markets – or are looking for some rock solid advice on being involved in the impact field, this interview is a must listen.
Sonen Capital
- www.sonencapital.com
- Twitter: @SonenCapital
- LinkedIn: https://www.linkedin.com/in/will-morgan-95ab371
Impact Investing Podcast
- www.impactinvestingpodcast.com
- Twitter: @impinvpodcast & @jwebking
- Facebook: Impact Investing Podcast