Good practices and case studies
The two-day workshop is part of the social finance analyst course and closely related to the topics covered in the online sessions which take place before and after the workshop in Munich.
The workshop will have different elements.
Good practices: Investment managers and programme managers from local funds and foundations will share their experiences in this space. They will illustrate the content of the previous modules on practical examples and provide insights into their application of the concepts. Enough space will also be provided to get into a discussion with participants and answer questions.
Case studies and application of key concepts: Participants will be introduced to two case studies which will both illustrate all aspects of the investment process. The first case study will focus on tailored financing and co-investment. The second case study will illustrate an investment example where participants are asked to conduct an impact due diligence and a valuation of the social enterprise.
Peer-to-peer elements: Participants can also exchange good practices and experiences among them. There will be opportunities to exchange ideas with peers and work jointly on exercises. At the evening of the first day, participants can join a dinner at a local restaurant.
The number of participants for this workshop will be limited to a maximum number of 20.
Clémentine Blazy works at the European Center for Social Finance, which delivers EaSI Technical Assistance services on behalf of the European Commission. With a background in consulting and over 15 years in social finance (mostly at France active where she led the investment activity for the national entity), she has experience both as board member of social enterprises and investor within different investment committees. The growing involvement of philanthropy in social finance is of particular interest to her.
Barbara Scheck works at the European Center for Social Finance, which delivers EaSI Technical Assistance services on behalf of the European Commission. Barbara is the Professor for Entrepreneurship at Munich Business School and has been active in the field since 2007. Her work focuses on the financing of social enterprises, impact and mission-related investing and impact assessment.
Olivier de Guerre, President of Phitrust Partenaires, has extensive experience in asset management, notably with Indosuez and Crédit Suisse. He created Phitrust in 2003 in order to offer families, institutions and foundations responsible investment strategies in listed and unlisted shares. He is a member of the Board of FAIR and the Admical in France, and was instrumental in developing social investment in Europe, noticeably through his long-time commitment within EVPA.
Markus Freiburg is Founder & Managing Director of FASE (Financing Agency for Social Entrepreneurship). Over the last years, they have helped to close more than 60 transactions and mobilised more than €30 million. In addition, they have set up the European Social Innovation and Impact Fund (ESIIF) with a guarantee from the EIF.
Wolfgang Spiess-Knafl works at the European Center for Social Finance, which delivers EaSI Technical Assistance services on behalf of the European Commission. He has an engineering background and started his career in investment banking. Wolfgang is active in the field of social finance since 2009. His current main interests are emerging new technologies and their intersection with social and environmental objectives.
Date: May 9 - 10Address: Munich, Germany