THE INVESTING ACADEMY
Nordic Impact Investing Academy
Developing competence and confidence to mobilise capital for impact.
The Nordic Impact Investing Academy was created by Katapult Foundation in 2021 leveraging 30+ years of experience working with wealth holders globally.
The Nordic Impact Investing Academy educates and supports private wealth holders – individuals, families and family businesses who wish to learn about impact investing and create an actionable strategic plan to start investing or improve on what they have already started.
The Academy consists of practical content designed by some of the global industry’s most forward-thinking advisors, experts, academics and practitioners. Programs are delivered in a customised, engaged format, tailored to the needs of the audience.
IGNITE PROGRAM
“Your first step”
Group foundational program for asset owners who are ready & able to deploy capital
5 modules delivered virtually or in person
FAMILY CONSULTING
“Your bespoke solution”
Uniquely tailored engagement dependent on your circumstances and what you hope to achieve
Bespoke program designed around your needs
IMPACT INVESTING THEMATICS AND BEST PRACTICE
“Deep dive into specifics”
Thematic investment areas aligned to UN Sustainable Development Goals
Best practice approaches and continuous learning
Our vision is to build a better world where people and the planet thrive.
Our mission is to catalyze people, capital and technology for good.
YOUR FIRST STEP
Ignite Program
Learning Outcomes from Ignite Program
An understanding of globally recognised framework and tools for impact investing and management
How to practically apply frameworks when you are considering individual investments
Come away with a strategy and action plan for your own impact investing activities
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We will begin by focusing first on defining and locating impact investing & identifying the players involved.
What is impact investing
Introduction to Impact Management Project
Spectrum of capital
Resource Inventory
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We will equip participants with an understanding of what we mean by a “portfolio”, and what opportunities are available for impact in different financial instruments
Asset classes
Portfolio approach
How to get started – carve out, portfolio approach from cash or portfolio approach from existing portfolio
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We will support participants with how they can think about impact measurement, management, implementation, and best practice.
An overview of principles, frameworks and standards
Practical applications of how to integrate this into your practice
Hear from peers who have been on the journey
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Reflection on key take-aways and next steps, exploring further opportunities to connect and learn together.
Reflection and discussion on what you have learned so far and
Present your impact investing plan and get feedback
Meet peers and practitioners to hear how they started and overcame obstacles
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We will share Katapult’s expertise in making impact investments, sharing with you how we approach direct and fund investing.
Overview of due diligence best practice with impact embedded
The Ignite Program consists of 5 modules, delivered virtually or in person.
Workshop format, fully interactive and using practical case studies relevant to participants area of interest.
Each module lasts 90-120 mins depending on size of the group
“Prior to taking part in the Ignite Program, our portfolio had a limited share of capital allocated to what we considered impact investments. Over the course of the program, we have realized that impact can be achieved in a multitude of ways that we had not considered before, and it has enabled us to look at our portfolio from a holistic perspective with regards to this. This broadens the scope of what we can achieve in terms of impact considerably, without necessarily making drastic changes to our portfolio. The program will teach you about impact management and measurement, ensuring that you have the right tools to confirm that you are achieving the impact you are targeting with specific investments.”
Anders Utkilen
Ignite Program Participant, Norway
YOUR BESPOKE SOLUTION
Family Consulting
Uniquely tailored engagement to be most relevant to the objectives, investment expertise, and group dynamics of the audience.
STEP 1. ASSESSMENT
In-depth needs assessment leads to a delivery of the Academy that suits the specific needs of the family office.
STEP 2. IDEATION
The format could for example be modules spread out over a period of months, half or full day (virtual or in person) workshops, with partners, or in 1:1 sessions.
STEP 3. DELIVERY
Participants receive custom-designed content that can be deepened in a number of ways, including exercises, best practices, case studies, independent reading and an implementation checklist. Subject matter experts and/or impact investing peers contribute depth and best practices that work in real-life.
“The Nordic Impact Investing Academy has been an amazing partner and support in setting up Longrun Capital and defining our impact strategy focusing on climate with a gender lens.”
Cristina Ljungberg
Family Consulting Participant, Sweden
IN DEVELOPMENT
Impact investing thematics and best practices
Deep dives into specifics
Dive into the world of impact investing and explore the latest thematics and best practices with the Impact Investing Academy’s thematic deep dives.
In this enlightening course, participants will delve into speific thematic areas of impact investing, gaining a profound understanding of key sectors and their potential for creating change.
INVESTING IN OCEAN OR CLIMATE CHANGE
IMPACT: HOW IT’S CREATED AND WHY IT MATTERS TO START-UPS?
INVESTING IN ETHICAL AI
Academy workshop instructors
ALISON FORT
CEO & BOARD MEMBER, KATAPULT FOUNDATION
Alison is Impact Partner in Katapult Group and CEO at Katapult Foundation.
She is part of the senior leadership team in Katapult where she supports the group companies with their impact investment strategies and developed the impact management framework for the group.
Alison has been actively supporting impact investors and helping scale impact investing globally for over 10 years.
She is a Board member at Toniic, the global network of impact investors, and Advisory Group member, Multi-Generational Leadership Programme, University of Cambridge Institute for Sustainability Leadership.
EVITA CHIANG ZANUSO
HEAD OF STRATEGIC PARTNERSHIPS & NIIA
Evita is Head of Strategic Partnerships at Katapult Foundation and Lead at the Nordic Impact Investing Academy. She develops and delivers the academy for wealth holders and advisors who wish to learn about allocating capital to impact investing to create change and contribute to solutions in the world.
She has a deep understanding of private market impact investments and is passionate about bringing more wealth holders into impact. She is Vice Chair of the CFA UK’s Impact and Investing Panel, developing its Impact Investing qualification, a Member of the Steering Committee for Women in Social Finance, and a Member of the Community Grants Committee (Impact-first investments) at Dunhill Medical Trust.
Past Speakers Include:
ALEXANDRA
KORIJN
BOARD TONIIC, AJE, CONSULTANT, IMPACT INVESTING & SYSTEMS CHANGE
BRITTA
GRUENIG
PROFESSIONAL CERTIFIED
COACH
PATRICK
BRIAUD
SR ADVISOR, ROCKEFELLER PHILANTHROPY ADVISORS
JED
EMERSON
CHIEF IMPACT OFFICER TIEDEMAN ADVISORS
CRISTINA LJUNGBERG
CO-FOUNDER THE CASE FOR HER, TAGEHUS
DIMPLE
SAHNI
FAMILY OFFICE EXECUTIVE
KARIM
HARJI
ASSOC. FELLOW, SAID BUSINESS SCHOOL, UNIVERSITY OF OXFORD
CARSTEN
HJELDE
IMPACT INVESTOR,
BOARD MEMBER