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Introduction to Mission-Related Investing & Program-Related Investments

Session Date: 
Jun 23, 2017 - 9:00am–10:15am

Session Tracks:

  • Accounting & Auditing

The popularity of impact investing programs broadly, and the tools used to drive those strategies executed by private foundations more specifically, have grown significantly in recent years. Despite this growth, a general lack of understanding remains regarding exactly what the concept of impact investing encompasses and how to structure them. Please join our panel of speakers as they shed light on the broad concept of impact investing and discuss some of the more specific issues related to program-related investments including the following:

  • PRI Program – Design, Execution and Monitoring
  • Internal Revenue Code Requirements and Legal Considerations
  • Financial Reporting Implications
  • Provide insight into some of the key design, execution and monitoring elements of a PRI program
  • Provide important background information so that attendees leave with enhanced knowledge regarding tax and legal considerations related to program related investments
  • Provide background information on the accounting and financial reporting requirements related to program related investments.

Field of Study:

  • Accounting
  • Auditing

Session Type:

  • Concurrent

Speakers

Title Speaker Details Session ID
Brian Zygmunt CPA, Crowe Horwath LLP, Partner 56, UP16, 66
Holly McKiernan Lumina Foundation, COO, Executive VP and General Counsel UP13, 56, UP16
John Duong Lumina Foundation, Director, Lumina Impact Ventures 56, UP16