An Overview of Impact Investing for Foundations

Thursday, September 17, 2020
10:00am - 11:00am PDT
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As grantmakers, we want our organizations to have cutting-edge, impactful investments that align with our mission. But to get there the conversations can be challenging, different sets of risks are put before us, and it takes time to make the case. Join us in a conversation to learn lessons from foundations who have started down this journey. 


Ricardo Flores, Executive Director, Local Initiatives Support Corporation (LISC) San Diego

Ricardo Flores was named Executive Director of LISC San Diego in 2017, following 12 years in leading roles with top San Diego elected officials. Flores oversees LISC’s extensive network of investment-based collaborations that support San Diego’s underserved neighborhoods, including City Heights, Colina Park, and Greater Logan Heights. LISC San Diego supports neighborhood revitalization efforts by assisting community groups through financing, grants, loans and equity capital, in addition to providing technical and management assistance, training opportunities, and additional resources.

Lindsey Masukawa Wright, Community Health Manager, Kaiser Permanente San Diego

Lindsey Wright oversees Kaiser Permanente San Diego's philanthropic programming, non-profit management, strategic planning, social impact development and evaluation, advocacy, and community mobilization. Kaiser Permanente is committed to increasing economic opportunity by providing small businesses with access to capital and technical assistance and by catalyzing investment in commercial districts. They are particularly committed to supporting minority-owned businesses and the growth of businesses that bring quality jobs and services to communities of color. Lindsey also oversees efforts to improve the health of under resourced populations and impact the community-based social disparities of health.

Shawn Escoffery, Executive Director, Roy & Patricia Disney Family Foundation

Shawn Escoffery leads a team committed to social justice and addressing the historical inequities that plague many lower-income communities. Since joining the Foundation 2018, Shawn has led the organization through a strategy revisioning process, created a fellowship for someone who was formerly impacted by the Justice System, and launched an Impact Investing portfolio with a 10% carve-out of the endowment. The Foundation now focuses on Criminal Justice Reform, Environmental Justice, and Affordable Housing Preservation with a trust-based approach that is centered in place and emphasizes lasting partnerships as well as capacity building. 

Prithi Trivedi, Program Officer, Sobrato Family Foundation

Prithi Trivedi is a Program Officer at the Sobrato Family Foundation, where she manages capacity building across the foundation in addition to special projects, including a new oceans initiative and a growing impact investment portfolio. Prior to this, she was a fellow in the William and Flora Hewlett Foundation’s Effective Philanthropy Group, where she worked to strengthen both the foundation’s practices and the philanthropic sector more broadly. Before joining the Hewlett Foundation, she was part of the Organizational Effectiveness team at the David and Lucile Packard Foundation. Prithi also taught first grade with Teach for America in downtown San Jose and has worked with UNICEF India.

Who May Attend

This event is for members of SDG, NCG and SCG. This event is also open to eligible non-members: family offices, private investors, foundations, institutional investors who are interested in learning about investments into enterprises and funds that generate financial returns alongside positive social and environmental impact.

Thank you to RBC Global Asset Management for sponsoring and partnering on this impact investing series.

RBC Global Asset Management

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