Nicole Campa

Impact Investing Institute Fellowship

Fellowship Notes

Fellowship Objective(s)

Assignments:

• January 22, 2021 Assignment #3

  • Connect with Wendi Burkhardt 

  • Watch California Capitalism 

• December 18, 2020 Assignment #2

  • CA Capitalism I and II link: https://ifc.impinvinstitute.org/library/innovation-and-impact-webinar-series/register/134667/  use code: FellowshipDiscount

  • How much money do you need for retirement?

  • Group House App invite-only from Nicole Campa. 

  • Call with Farhana on Monday. Data NC collecting. Goal is to be public company. Data sets for Nike are the same that she needs to start collecting for her company. Deep dive report with Farhana on Monday. Should I start thinking about the buckets and forming the buckets? Is it a questionnaire. Just be very honest and ask questions to Farhana as she is 10 minutes ahead of NC. Analyzing is down the road, but ask Farhana all your structure questions and let her know where you are at.

• November 20 2020 Assignment #1

  • Steph to follow up carbon disclosure project track down.

• Pre-Assignment #1: Please review the 15 minute course before the first meeting.

  1. COVID-19 Financial Innovation and Impact Investing This is a free course and included with your Fellowship. You will just need to create an account. Please use the code: FellowshipDiscount

  2. You may also review our four hour (draft) course: Community Foundation 101, code: CoimpactdaysMar122019

• Case Studies:

  • Case Studies Direct Investing

    • International Women’s Forum of Colorado invests to create CO Women’s Main Street Loan Program with Colorado Lending Source

    • Nicole Bagley invests in Silvernest

    • Kenneth King Foundation invests in Colorado Lending Source

    • The AJL Charitable Foundation investment CASA Foster Care Case Study

    • Alliance Center

    • The Denver Foundation invests in Prodigy Ventures

    • Closed Loop Ventures invests in Rebound Technologies

  • Case Studies Evaluating Private Foundations and Donor Advised Fund Investment Advisors

    • Evaluating AJL Charitable Foundation

    • Evaluating International Women’s Forum of Colorado’s Donor Advised Fund

  Background Reading:

  • Gripne, S. L., Kelley, J., & Merchant, K. 2016. Laying the Groundwork for a National Impact Investing Marketplace. The Foundation Review, 8(5). https://doi.org/10.9707/1944-5660.1341

  • Thorpe, D. 2016. Is this Wildlife Conservation PhD, the Next Steve Jobs of Impact Investing? Forbes. https://www.forbes.com/sites/devinthorpe/2016/06/22/is-this-wildlife-conservation-phd-the-steve-jobs-of-impact-investing/#27795eaf1924

  Blogs:

  • CO Impact Days: Unicorns, Zebras, Ponies, and Donkeys, by Brad Feld

  • Main Street 2.0 draft blog

  Podcast:

  • Using Full Spectrum Capital in Sustainable Fisheries: Episode 28 of SOCAP’s Money + Meaning Podcast

  Courses, Training and Presentations: 

  • NEW Impact Investing Institute site: https://ifc.impinvinstitute.org/library/ follow the link and sign up for an account. If you need free access to any course listed with a price, you can use the
    code: institute2DBEL

     (https://www.impactfinancecenter.org/iii)

  • course: Impact Investing 101, code: IFCIMPINV101

  • course: Fundraising and Impact Investing, code: IFCFundraising19

  • course: If Angels Invest in Unicorns, Do Heroes Invest in Racehorses, and What About the Champions and Catalysts?, code: IFCZebra19

  • course: Women Impact Investing Giving Circle Webinar Info Session, code: IFCWIIGC19

  • course: Main Street 2.0 Course, code:ifcmainstreet2019

  • course: Community Foundation 101, code: CoimpactdaysMar12201 (long course)

  • Full Spectrum Calculator https://impactfinctr.co/covid611recovery

  Due Diligence Checklists:

  • Rockefeller Foundation PRI Due Diligence Checklist

  • Northwest Area Foundation PRI Due Diligence Checklist

  Example Contracts:

  • Sagamore Investments – Promissory Note Example

  Due Diligence Examples:

  • Silvernest

  • Sagamore Investments – Marlin Jackson

  • Due Diligence Glossary

  Impact Investing Giving Circles:

  • Women’s Impact Investing Giving Circle Overview Document

  • Sustainable Forestry Flyer Summary

  • Women’s Impact Investing Giving Circle: Supporting Social Ventures Led By and Benefiting Women (WFCO website)

  • Impact Finance Center Website

  • Impact Finance Center Internal Website (password: wiigc)

  Investor Clubs:

  • Sustainable Forestry Flyer Summary

  • Impact Finance Center Investor Club Website

  • Impact Finance Sustainable Social Venture Catalog

  • Sustainable Forestry Sustainable Project Rollout Details – draft

  Environmental Social Governance Ratings report:

  • Pfizer: Environmental, Social, Governance Ratings

  • Starbucks: Environmental, Social, Governance Ratings

  Other Resources:

  • Impact Management Project

  • RISE Investor Actions

  • Responsible Investing: Guide to ESG Data Providers and Relevant Trends, Douglas et al. page 92