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Midwest Chapter Event

Investing in a Mission: Creating Value Through Social Change

When: Monday, June 2, 2014
From 5:00 PM to 7:30 PM
Where: Drinker Biddle & Reath LLP
191 N. Wacker Drive
Suite 3700
Chicago, IL  60606
United States
Contact: Midwest Chapter of FFI
617-482-3045 x27

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* This Event Has Been Rescheduled * 


Investing in a Mission: Creating Value Through Social Change 


While in the past maximizing profitability at any cost was the primary objective, markets and investors are recognizing the impact Environmental, Social, and Governance [ESG] factors have on long-term organizational health. An increasing body of literature is showing companies that exhibit responsible behavior as it relates to ESG factors may actually outperform traditional market benchmarks over time. Who is driving change at the corporate level, how are asset managers implementing these themes, and how are investors incorporating their values into portfolios? Join us for a panel discussion that will shed light on these questions. The panel will present multiple perspectives on current trends in ESG impact measurement and investing.





Featured Speakers:


Jason Saul, Founder and CEO, Mission Measurement;


Jason Saul is one of the nation's leading experts on measuring social impact. As the Founder and CEO of Mission Measurement, Jason helps corporations, nonprofits and public sector clients create value through social change. He has advised some of the world's largest corporations, government agencies and nonprofits, including: Walmart, Starbucks, McDonald's, Kraft, Levi Straus & Co., Easter Seals, American Red Cross, the Smithsonian and the U.S. Agency for International Development (USAID). Prior to founding Mission Measurement, Jason practiced as a public finance attorney at Mayer Brown LLP in Chicago.


In addition to his advisory work helping organizations measure and improve their social impact, Jason serves on the faculty of the Kellogg School of Management at Northwestern University, where he teaches corporate social responsibility and nonprofit management. He also serves on the Board of Directors of Net Impact and on the CMO Council's Academic Liaison Committee, and was appointed by Illinois Governor Pat Quinn to serve as a member of the Budgeting for Results Commission. Jason is the founder of the Center for What Works, a national nonprofit focused on benchmarking and performance measurement.


Jason is the author of numerous books and articles on social strategy and measurement, including: Benchmarking for Nonprofits: How to Manage, Measure and Improve Performance(Fieldstone Press 2006); Social Innovation, Inc.: Five Strategies to Drive Business Value through Social Change (Jossey-Bass, October 2010); and The End of Fundraising: How to Raise More by Selling Your Impact (Jossey-Bass, February 2011).


Jason was awarded the Harry S. Truman Scholarship for leadership and public service and was selected as a Leadership Greater Chicago fellow. In 2008, Jason was recognized as one of Crain's Chicago Business "40 under 40” business leaders, and in 2010, he was named by BusinessWeek as one of the Nation's 25 Most Promising Social Entrepreneurs.


Jason holds a J.D. from the University of Virginia School of Law, an M.P.P. from the John F. Kennedy School of Government at Harvard University, and a B.A. in Government and French Literature from Cornell University.  



John Hoeppner, Co-Founder and Head of Strategy, MM Social Capital


John Hoeppner is the Co-founder and Head of Strategy at MM Social Capital.  He leads the investment process design, equity research and product development. Prior to launching the firm, John held senior product positions at UBS Global Asset Management and Northern Trust Global Investments, where he launched dozens of institutional and retail funds which raised more than $100 billion dollars.  At UBS, John was responsible for all investment related product features for the suite of active equities funds, including a category leading global equity sustainability strategy.  At Northern Trust, John led product development for the equity index business and spear headed the socially responsible investment solutions.  John started his investment career at Cambridge Associates as a Research Associate where he worked in the Capital Markets Group. In the summer of 2007, John was selected be a Startingbloc fellow. The Startingbloc Social Innovation fellowship program educates and networks young leaders interested in corporate social responsibility, social entrepreneurship and sustainable development. John received a Bachelor of Commerce, with Distinction, from McGill University in Montreal, Canada.



Joseph Cortese III, Senior Consultant, DiMeo Schneider & Associates, LLC


Joe joined the firm in 2008. In this role, Joe provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. He services clients by providing advice and expertise on asset allocation and portfolio design, investment policy statements, the manager search process and overall investment management including ESG investing. Joe is a member of the firm’s Real Assets Committee which researches trends and opportunities in real assets investing. Prior to joining the firm, he was a Service Associate with Morgan Stanley’s Private Wealth Management Office where he provided comprehensive service to high net worth clientele. Joe earned his MBA with concentrations in Analytic Finance and Accounting from the University of Chicago’s Booth School of Business and his Bachelor of Business Administration (BBA) from the University of Iowa. Joe is a member of UNICEF’s NextGen Junior Board and The University of Iowa’s J.P.E.C. Alumni Board, as well as Co-Founder of the Hawkeye Business Development Group of Chicago.


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