Elena Mogilevski, Program Manager for the Myer Foundation, presented at our seminar entitled ‘Impact Investing Seminar: Revolutionising capital markets for greater societal gains’ on Thursday 9 October 2014 in Melbourne. Held in partnership with National Australia Bank as part of our Sustainability Leadership Series, the seminar brought together experts from various fields, discussing the challenges and opportunities associated with this innovative way to invest capital for social and/or environmental benefits as well as financial returns. For more information about this seminar and the UNAA Sustainability Leadership Series please visit www.unaavictoria.org.au/education-advocacy/masterclasses/

1. REVOLUTIONISING CAPITAL MARKETS FOR GREATER SOCIETAL GAINS - PHILANTHROPY PERSPECTIVE
Elena Mogilevski

2. Traditional Model of Investment
$100
$10
Corpus
Income

3. Barriers to engagement in social finance
•Not knowing the language
•Limited understanding of how social finance operates
•Perceived and real risks
•Limited number of investment opportunities

4. History – Sidney Myer Fund

5. History – The Myer Foundation

6. TMF/SMF Journey
•Scoping paper and Board engagement
•Understanding self (legal, investment and staff capabilities)
•Understanding the market
•Facilitated workshop with both Boards
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•Aligning us and the market

7. Lessons
•It pays off to learn the language
•Research the market
•Take your colleagues and Board along for the journey
•Find a good fit between your organisation what is available
•Give it time