San Diego Impact Investors Network

On Oct. 18, 2016, San Diego Grantmakers and San Diego Impact Investors Network (SDIIN) welcomed 48 investors and philanthropists to Deal Flow: Health & Wellness, where they heard about five impact investment opportunities that ranged from assistive technology for the blind to workforce training to sustainable agriculture

San Diego Impact Investors Network (SDIIN) is a cross-sector collaboration facilitated by SDG that's committed to building a regional market for "impact investing," defined as investments made into companies, organizations, and funds that generate financial returns alongside positive social and environmental impact.

SDIIN's goal is to activate $100 million in new impact investments in the San Diego region by 2025.

To achieve this goal, SDIIN focuses on three primary objectives:

  • Developing an ecosystem of key impact investing stakeholders that supports the practice of, and opportunities for, impact investing
  • Organizing "Deal Flow" events that highlight potential impact investment opportunities
  • Hosting educational workshops that provide information about the many types and components of impact investing

For additional information, visit

Download the membership application.

San Diego Impact Investors Network Members


Traditional public and philanthropic funding is not enough to remedy our complex community and environmental problems. By providing the possibility for financial returns in addition to positive social or environmental outcomes, impact investing has the potential to exponentially increase the number of people  using their capital for good.

In 2014, San Diego Grantmakers hosted several programs focused on various elements of impact investing. From these initial conversations, a group of SDG members and others interested in this practice formed the then-called San Diego Impact Investors, an entirely volunteer group. In 2016, SDG became the formal facilitator of this collaborative group, which renamed itself San Diego Impact Investors Network.


Members of this collaboration may email one another at impactinvesting[at]


Neither San Diego Impact Investors Network or San Diego Grantmakers are Registered Investment Advisors, Brokers/Dealers, Financial Analysts, Financial Banks, Securities Brokers or Financial Planners. Related events and communications are for informational purposes only and do not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, nor do they constitute an offer to provide investment advisory or other services. None of the information provided by SDIIN and/or SDG is intended as investment advice, an offer or solicitation of an offer to buy or sell or as a recommendation, endorsement or sponsorship of any security, company, organization or fund. SDIIN/SDG is not responsible for any investment decisions made by you.


Meetings & Materials

SDIIN members may click here to access past meeting materials.

SDIIN's educational workshops and ecosystem meetings are open to anyone interested in building the market for impact investing in the San Diego region that is also eligible for either full SDG membership or restricted membership through SDIIN; SDIIN's Deal Flow events are open to the public. All event registrations are reviewed to determine eligibility. We respectfully request that attendees refrain from engaging in fundraising and other development activities at all SDG events.

5:00pm - 7:00pm
Description Please join impact investor enthusiasts from the foundation and finanial management sectors at this no host event to connect about the latest developments in the San Diego region. Whether this is your first introduction to San Diego...
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Collective Impact Center
10:00am - 12:30pm
JOIN US TO You’ve got the right idea and the right team; now you need the finances. When you are ready to pitch investors, whether it's for a loan or equity, with a bank or long-time donor, the language you'll use and the information you'll share is...



Program Materials

Program Materials from Sustainable and Impact Investing

In late July we explored impact measurement in traded securities, when Bruno Bertocci described how he is developing protocols in this area. On September 19, Stephen will broaden this discussion by sharing his insights into private market impact investing, current debates in the field, the role of the Wealth Management industry in mobilizing such investments and reaching greater scale, and the application of impact thinking in listed markets.
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Program Materials from Impact Reporting for Impact Investing: State of the Art Portfolio Analysis

Hear from Bruno Bertocci, UBS Asset Management, about the $2 billion mandate handed to him and his team by PGGM (the giant Dutch Pension fund) to develop a portfolio overlay that, on an individual security basis, provides an impact report that then rolls up into an aggregate portfolio impact report. Bruno's team at UBS has teamed up with CUNY and Harvard School of Public Health to work on this groundbreaking project. He will bring the tools he has developed to an interactive discussion about how you can bring this thinking to your impact measurement and reporting, whether you are at the...
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Program Materials from PRI: Program Related Investments

Program-related investments (PRIs) are an exciting tool foundations can use to make that possible -- and still have it count towards their charitable distribution requirement. They're the perfect tool for sparking and scaling new ideas, and are surprisingly easy to make. This event will walk you through an educational primer on PRIs, including adding color to the tool's history and intent, current landscape and trends among other foundations, legal specifics, and simple ways to start making them.
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Megan Thomas 
[email protected]
Direct: 858-875-3332