Masterclass lecturer: Dr. Julia Balandina Jaquier, CFA

Julia is a leading impact investment expert, who has advised major families of wealth, international banks, corporates, and the Swiss and UK Governments. She is the founder of JBJ Consult and KATALYST, and a member of (Advisory) Boards of SIFEM (Swiss Development Finance Institution), Unilever, FORE, and toniic 100. Julia is the author of one of the first books on the topic (2011) and her latest book, “Catalyzing Wealth for Change: Guide to Impact Investing” is widely considered an industry bible. Julia has guest-lectured on impact investing at Yale, IMD, Wharton and CEIBS.

Masterclass content:

Impact investing has been gaining ground globally, as the world recognizes the need to transition towards a more inclusive, and sustainable economic and financial systems. The success of business and investment activities is being redefined to include not only financial returns but also positive societal impact.

This Masterclass is designed to provide an overview of the latest developments, and key trends in the field of impact investing. Covering innovative investment structures, emerging industry frameworks, evolving investor preferences, etc., the class will deepen your grasp of this investment approach, and enhance your ability to use this knowledge in your current or prospective professional activity, further developing your business leadership skills. This masterclass will be hands-on and interactive, drawing on the in-depth practical experience of the lecturer and guest speakers and expecting an active involvement of participants in the discussions.

KEY DATA

Masterclass Code: MC_IMPINV_22

Dates/Location: 14th May 2022 / Zürich, Face-to-Face

Total Class Length: 1 day, 9:30 to 17:00, min 6 hours contact time

Participants: min. 15 to max. 35

Other Notes: coffee breaks, lunch, and Apèro included

Grading: no grading, no assessment, no ECTS

Certificates: certificate of course attendance will be issued

Fee: CHF 150