Journey to Impact - Australia

Join us for our impact investing retreat, designed to explore the alignment of wealth and values.

Secure your spot
Start Date:
October 9, 2024
Duration:
2.5 days
Format:
In-person retreat near Melbourne
Cost:
$3895 + GST
Pillars
Business & Economics

In partnership with

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How can we use money to change the world? 

Join us for a transformative three-day retreat in Melbourne, designed to explore the alignment of wealth and values.

Guided by Danny Almagor, Founder, Small Giants Academy, Journey to Impact will give you practical skills in investment and portfolio creation, foundational underpinnings around purpose, and a multigenerational approach to wealth as an energy source toward great impact.

This program has been tailor made to for wealth holders, including family offices, next gens and HNWIs, and those responsible for investing capital on behalf of an organisation or foundation.

Money is flowing to outcomes for people and planet, Australia's investments into sustainability themes increased substantially in 2022, reaching $235 billion (up from $161 billion in 2021).

If you are committed to making a positive difference through your investments, this course is designed to support and empower you on your journey.

Why impact investing?

The GIIN estimates the size of the worldwide impact investing market to be USD 1.164 trillion, the first time the organisation’s report has topped the USD 1 trillion mark.

Similarly in RIAA’s 2023 Responsible Investment Benchmark Report, the total impact investment sector in Australia nearly doubled, from $30 billion in 2021 to $59 billion in 2022. More and more people are going ‘all in’, and committing their resources to creating a new, purpose-driven economy where the triple bottom line of people, planet and profit can be achieved and thrive.

Journey to Impact will guide you in designing your impact investing strategy, transitioning your portfolio, and provide you with a network of like-minded peers to explore how to use private capital to manifest and implement personal and family values – for current and future generations.

Who is the program for?

Journey to Impact has been specifically designed to support families and individuals on their alignment of capital and impact.

Attendees include:

  • Next Gens who are recipients of a family wealth legacy
  • Individuals and families who have created wealth in their generation
  • Exited entrepreneurs who are looking to invest their capital in good
  • Foundation endowment staff looking to align their endowment with impact goals
  • Family office principals involved in wealth management.
  • Wealth advisors offering financial guidance.
  • Foundation endowment staff responsible for fund management.

Since its inception, over 100 individuals and families have joined us on Journey to Impact to delve deep into the impact investing ecosystem.

This program is strictly limited in capacity to ensure intimacy & connection.

Hearing from the guests was an amazing insight that showed me that people have been working hard on impact from far earlier on. This course has given me the confidence to feel I can add my perspective to the larger family conversations. What I enjoyed — being a sponge! It has been really cool to learn from everyone and hear their stories.

Amy

JTI 2023 Participant

We were taken on a journey where finance and investment are reframed as part of a much broader and more meaningful paradigm. The facilitators were able to share not just inspiring ideas and practical advice but a wealth of extraordinary experience, which provided an incredible example of what is possible.

Craig

JTI Participant

A big thank you for the epic weeks that were JTI. I was blown away by how incredible the facilitation and course material was. I think you reached new levels of excellence for this work, and it was a pleasure to witness — seamlessly facilitated, open and inviting, informative and practical, fun, inspiring, all of the things. I reckon I could convince the greatest of cynics to do it!

Nathan

JTI Participant

The main and most impactful outcome for all of us was that the JTI acted as a catalyst for our family to have the discussions we had been avoiding, neglecting and postponing for many years. Specifically around wealth management, succession and estate planning and legacy. Not comfortable territory for our family. The JTI also formed the foundation for us to begin building our structure for family investment discussions in general (not just restricted to impact).

Damien

JTI 2022 Participant

The Curriculum

Journey to Impact will give you practical skills in investment and portfolio creation, foundational underpinnings around your purpose, and a multigenerational approach to wealth as an energy source toward great impact.

Guided by co-founder of Small Giants Danny Almagor in an intimate group, we will explore:

  • The Good Society, Money & Meaning, The Good Life
  • Creating a Wealth Mission Statement
  • Spectrum of Impact: Impacy Landscape from Philanthropy to Impact Investing
  • Strategic Portfolio Design, Asset Classes, Sectors and Impact
  • Manager & Asset Search, Due Diligence and Selection
  • Tactical Portfolio Allocation
  • Impact Measurement
  • Storytelling, Barriers, Family & Legacy
  • Getting Started: Creating a Plan and Next Steps

Course Objectives:

  • Have confidence to start or grow their impact investing journey
  • Opportunity to learn directly from global industry experts
  • Access to a network of like-minded peers
  • A tested process to help you integrate you or your client's personal and family values into their investment portfolio
  • Measurement, analysis, tripple bottom line reporting
  • Leave with an impact investing strategy to use as a roadmap to investment decisions

On completion of the program, participants will become part of our incredible Small Giants Academy fellowship program.

Mon
 
24 Jun
 
2024
London, United Kingdom

Journey to Impact UK

Join us for a two-day in-person Journey to Impact in London.

“The fact is that no species has ever had such wholesale control over everything on Earth, living or dead, as we now have. That lays upon us, whether we like it or not, an awesome responsibility. In our hands now lies not only our own future, but that of all other living creatures with whom we share the Earth.”

- David Attenborough

Your facilitators

The Journey to Impact Guides

The Journey to Impact is delivered by a team of experienced facilitators led by Small Giant’s Academy co-founder and Chair Danny Almagor.

Danny Almagor OAM

Co-Founder and Executive Chair of Small Giants

Danny Almagor is co-founder (with his wife Berry) and the Executive Chair of Small Giants. Danny was the inaugural Social Entrepreneur in Residence at RMIT, the founder and former CEO of Engineers Without Borders Australia and is the co-founder and Chair of the Impact Investment Group, and more recently created Sentient Impact Group. He has founded over a dozen for profit and non profit organisations including The Sociable Weaver, The Impact Club, Beyond Family Office and Beyond Creative. He has served on numerous boards, including many of the Small Giants family of businesses such as Tom Organic, The School of Life, The Cape ecovillage and Pacific Biotechnologies, as well as non-profit boards and advisories boards including the Jewish Museum of Australia, Stand Up, Smiling Mind, The Gross National Happiness Centre in Bhutan and Toniic. Danny has been recognised through many awards including a Churchill Fellowship, RMIT Alumnus of the Year, EY Social Entrepreneur of the Year, UN PRI Social Investment Pioneer and the Medal of the Order of Australia.

He has studied Aerospace Engineering, Business Administration and outdoor education. He loves to cook, read, rock climb, talk about philosophy, garden, travel and jump on the trampoline with his three kids. He doesn’t like to run marathons, watch horror films, drink beer, spend time on social media, or invest in anything that isn’t impact.

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Eleanor Gammell

Eleanor curates gatherings to bring people together around ideas for a hopeful future. She facilitates our Impact Safaris and was previously the Director of The School of Life Australia and the Head of Programming across Small Giants Academy.

Eleanor is a curatorial advisor to Groundswell Giving and sits on the council of the Art Gallery of New South Wales Atelier program.

Eleanor and her husband Dan also started First Light, a climate-focused investing vehicle supporting ideas and people doing transformational work for our planet.

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Mele-Ane Havea

A passionate and experienced governance professional, Mele-Ane’s work explores the intersection of cultural wisdom, purpose-led business, and the “next economy,” and believes in the immense power of storytelling for change. Mele-Ane holds an MBA from Oxford, where she was a fellow of the Skoll Centre for Social Entrepreneurship. She also has an LLB/BA from Monash University.

Mele has over 20 years of experience reporting to Boards and Board sub-committees with over 13 years of experience as a non-executive Director of Boards. Her experience spans ASX-listed companies, not-for-profits and for-purpose organisations across a wide range of sectors.

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Francie Doolan

CFO and Chief Investment Officer

Francie is the CFO and Chief Investment Officer at Small Giants and sits on the Board of Small Giants Academy. Francie is passionate about using finance and business as a force for good through leadership and governance. She is responsible for leading finance, investments, governance and operations for the Small Giants family office and the portfolio of Small Giants businesses. Francie is also on the Board of Responsible Investment Association Australasia (RIAA).

Francie has a big family and loves long walks as well as arts and crafts (you can never have enough sequins and glitter!).

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Past Guest Speakers

Lital Slavin

CO-Founder and CEO Beyond Family Office

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Charly and Lisa Kleissner

Founders of Toniic, KL Felicitas Foundation

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Bec & Adam Milgrom

Founders of Tripple Ventures

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Adam Levin

Founder of Touchstones 100

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Berry Liberman

Co-Founder, Small Giants Academy

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Jed Emerson

Chief Impact Officer for Tiedemann Advisors/AlTi

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Dan Gammell

Climate Investor and Executive Director at First Light

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Erin Kuo

Chief Sustainability Officer at Yarra Capital Management

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Katie McQuaid

Senior Associate Impact Managment at Sentient

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Tiffany Jones

Director at Momentum at Advisory Group

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James Perry

Founder at Snowball IM - B Lab Board Member

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Orit Walker

Managing Partner and Co-Founder Beyond Family Office

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Price

Individuals $3,985 + GST

All accomadation and food is included in the price.

FAQs and Details

Family discounts

We offer a special rate for multiple family members wanting to experience Journey to Impact together (up to 3 from the same family). Please click on the Family price when purchasing your ticket.

Refund Policy

We do not offer refunds, however if you have purchased a ticket to an event and are no longer able to attend, please email us 2 weeks before the event date and we will be happy to transfer you to another event of equal value.

Accessibility

If you require Auslan Interpretation, please contact us at programs@smallgiants.com.au at least 2 weeks prior to the course. We will be very happy to arrange this for you.

Liability

Small Giants Academy is not a financial advisor and Journey to Impact does not constitute financial advice. You should always seek independent professional advice which takes into account your unique circumstances.

Family discounts

We offer a special rate for multiple family members wanting to experience Journey to Impact together (up to 3 from the same family). Please click on the Family price when purchasing your ticket.

Refund Policy

We do not offer refunds, however if you have purchased a ticket to an event and are no longer able to attend, please email us 2 weeks before the event date and we will be happy to transfer you to another event of equal value.

Accessibility

If you require Auslan Interpretation, please contact us at programs@smallgiants.com.au at least 2 weeks prior to the course. We will be very happy to arrange this for you.

Liability

Small Giants Academy is not a financial advisor and Journey to Impact does not constitute financial advice. You should always seek independent professional advice which takes into account your unique circumstances.

Connect with us

Take the next step in your investment journey.

If you’re interested in joining the Journey to Impact, sign up for our October intake
And, if you would like to learn more about the program, please get in touch with our friendly team.

Are you interested in a bespoke Journey to Impact?


Although we encourage you to attend our group program, some people prefer this Journey to Impact on a one on one basis. If this is you, please contact Jen Djula at jen@smallgiants.com.au

Journey to Impact UK

24 Jun
 
2024
London, United Kingdom
Cost:
GBP
 
1650
Book your place

Our two-day in-person retreat is designed to educate and empower you to explore the alignment of wealth and values. Journey to Impact will give you practical skills in investment and portfolio creation, foundational underpinnings around purpose, and a multigenerational approach to wealth as an energy source toward great impact. Whether you are a financial wealth holder (those who have created wealth in their generation and those who are recipients of a family wealth legacy), or you are responsible for investing the capital of an organisation, fund or foundation, Journey to Impact is for you.  Previous attendees have included family office principals, wealth advisors, foundation endowment staff, and private impact investors.

Danny Almagor is co-founder (with his wife Berry) and the Executive Chair of Small Giants. Danny was the inaugural Social Entrepreneur in Residence at RMIT, the founder and former CEO of Engineers Without Borders Australia and is the co-founder and Chair of the Impact Investment Group, and more recently created Sentient Impact Group. He has founded over a dozen for profit and non profit organisations including The Sociable Weaver, The Impact Club, Beyond Family Office and Beyond Creative. He has served on numerous boards, including many of the Small Giants family of businesses such as Tom Organic, The School of Life, The Cape ecovillage and Pacific Biotechnologies, as well as non-profit boards and advisories boards including the Jewish Museum of Australia, Stand Up, Smiling Mind, The Gross National Happiness Centre in Bhutan and Toniic. Danny has been recognised through many awards including a Churchill Fellowship, RMIT Alumnus of the Year, EY Social Entrepreneur of the Year, UN PRI Social Investment Pioneer and the Medal of the Order of Australia.

He has studied Aerospace Engineering, Business Administration and outdoor education. He loves to cook, read, rock climb, talk about philosophy, garden, travel and jump on the trampoline with his three kids. He doesn’t like to run marathons, watch horror films, drink beer, spend time on social media, or invest in anything that isn’t impact.

Eleanor curates gatherings to bring people together around ideas for a hopeful future. She facilitates our Impact Safaris and was previously the Director of The School of Life Australia and the Head of Programming across Small Giants Academy.

Eleanor is a curatorial advisor to Groundswell Giving and sits on the council of the Art Gallery of New South Wales Atelier program.

Eleanor and her husband Dan also started First Light, a climate-focused investing vehicle supporting ideas and people doing transformational work for our planet.

A passionate and experienced governance professional, Mele-Ane’s work explores the intersection of cultural wisdom, purpose-led business, and the “next economy,” and believes in the immense power of storytelling for change. Mele-Ane holds an MBA from Oxford, where she was a fellow of the Skoll Centre for Social Entrepreneurship. She also has an LLB/BA from Monash University.

Mele has over 20 years of experience reporting to Boards and Board sub-committees with over 13 years of experience as a non-executive Director of Boards. Her experience spans ASX-listed companies, not-for-profits and for-purpose organisations across a wide range of sectors.

Francie is the CFO and Chief Investment Officer at Small Giants and sits on the Board of Small Giants Academy. Francie is passionate about using finance and business as a force for good through leadership and governance. She is responsible for leading finance, investments, governance and operations for the Small Giants family office and the portfolio of Small Giants businesses. Francie is also on the Board of Responsible Investment Association Australasia (RIAA).

Francie has a big family and loves long walks as well as arts and crafts (you can never have enough sequins and glitter!).

Berry Liberman is a podcaster and writer who focuses on themes of leadership, storytelling, consciousness, money, and human cultural evolutio and connection.

Berry, whose family office Small Giants has a 100% impact portfolio, is a pioneer in the impact investing landscape globally, across media, the built environment, venture capital, regenerative agriculture, financial services, nature-based climate solutions, biodiversity, and energy systems.

Berry is the Creative Director of Small Giants Academy, a not-for-profit accelerator, education and media initiative with a focus on leadership fora hopeful future. Berry was the Publisher and Editor-in-Chief of Dumbo Feather Magazine — now The Wisdom & Action Podcast — with an abundant audience of conscious leaders from all sectors.

As a mother to three beautiful children, her work is in service to them and generations to come.

Jed’s leadership on impact investing has influenced the sector from its very beginning. He has co-authored seven books, including “Impact Investing: Transforming How We Make Money While Making a Difference,” a Nautilus Gold Book Award winner and the first book on impact investing, and authored “The Purpose of Capital: Elements of Impact, Financial Flows and Natural Being.”

He is a frequent speaker at conferences, including appearances at The World Economic Forum and Clinton Global Initiative. Jed is a Senior Fellow with the Center for Social Investment at Heidelberg University (Germany) and the Center for Sustainable Finance and Private Wealth at the University of Zurich and has held faculty appointments at Harvard, Stanford, and Oxford business schools. He has taught social entrepreneurship at Kellogg Business School, Harvard Business School, and NYU-Abu Dhabi.

In addition to his role at AlTi, Jed is Senior Fellow with ImpactAssets, a nonprofit financial services firm. He has founded and co-founded some of the nation’s leading impact investing, venture philanthropy, community venture capital and social enterprises. Jed was strategic advisor to investments for five family offices with over $1.4 billion in total assets, executing 100 percent impact/sustainable investment strategies with their total net worth.

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Business & Economics