Impact Investing Workshop

Local Economic Development:
enabling student learning by doing

December 5, 2025: 9:30am – 4:00pm
Vanderbilt University, Chelsea campus
440 W. 21st St, New York City, NY 10011

 

Agenda

9.30-10.00 – Registration and coffee.

10.00 – Welcome and Introductions
Eric Johnson, Vanderbilt Owen School

10:15 – Economics of Mutuality 
Jay Jakub, Executive Director, Economics of Mutuality Foundation

11:00 – Making a Local Impact
Tom Quinn, CEO, Western New York Impact Investment Fund

11.45 – Harvard Experience
Archie Jones, Harvard Business School
Brian Trelstad, Harvard Business School

12.30 – Lunch

Investor motivation and partnership: a conversation (12:45-1.30)
Moderator: Maria Catoline, Senior Partnerships and Engagement Officer, Impact Assets
Sallie Bailey, Investor
Claire Raffel, Collective Climate Justice Fund

1.30 – Best Practices – Café Breakout
           (moderators)

  1. Deal flow and partnering
    Megan Morrice, Berkeley Haas
  2. Capital development
    Hallie Mittleman, Stanford GSB
  3. Curriculum development
    William Towns, Northwestern Kellogg
  4. Follow up – clinics & consulting
    Caroline Grossman, Chicago Booth

2:45-3.15 – Morehouse Experience
Archie Jones, Harvard Business School and Morehouse College

3:15-3.30 – Partnering with Other Funds
Andrea Armeni, NYU Wagner School

3:30 -4:00 – Discussion and next steps.