At this conference, we will educate funders: 

FAMILIES will learn how impact investing can help them make a difference in the world while at the same time building their personal assets. We will teach how impact investing can most effectively be done from the family's personal investment accounts, retirement funds, trusts and charitable trusts, foundations and donor advised funds. We'll show how parents can involve children to teach valuable skills in investing, entrepreneurship and causes. We teach parents how to inspire in their children critical values that perpetuate wealth such as gratitude and generosity.
 
PHILANTHROPISTS will learn how impact investing can increase their impact on the causes they support by:

  1. Creating in the impact organizations in which they invest greater accountability, sustainability and scalability.
  2. Revolving their principal to multiple causes and organizations.
  3. Building their endowments through financial returns from their impact investments while also achieving their charitable goals.

 
INVESTORS will learn how impact investing need not reduce an investment's financial return or increase it's risk. They will learn how investments are made in organizations of all stages of development from start-up to organizations with many years of revenue.
 
LARGE CORPORATIONS WITH GIVING PROGRAMS will learn how their giving to meet their company's will learn how their giving programs can engage in impact investing as a replacement to their charitable giving to meet their company's goals in corporate social responsibility while at the same time building their company's balance sheet. Shareholders who resist their company making gifts during difficult earning years will often support an impact investing program because it doesn't reduce the balance sheet.
 
FOR-PROFIT ENTREPRENEURS will learn how becoming a "social enterprise" (or mission-focused company) in the new global "Purpose Economy" will attract:

  1. Impact investors (and why impact investors are often preferable to traditional investors.) 
  2. More productive employees.
  3. More customers. 
  4. More community support.

NONPROFITS will learn how becoming a "social enterprise" (or nonprofit sustained primarily by earnings rather than fundraising) will help them attract more capital since there is more investment money than donation money.

COMMUNITY REINVESTMENT ACT BANKS who make donations rather than investments will learn how they can engage in impact investing to fulfill their CRA requirement through revolving loans and build rather than reduce their CRA assets.