Join us for our impact investing retreat, designed to explore the alignment of wealth and values.
Join us for a transformative two-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.
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.
Attendees include:
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.
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.
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!
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).
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:
Course Objectives:
On completion of the program, participants will become part of our incredible Small Giants Academy fellowship program.
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.
- David Attenborough
Individuals $3,250 + GST
Families $6,000 + GST
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.
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.
If you require Auslan Interpretation, please contact us at [email protected] at least 2 weeks prior to the course. We will be very happy to arrange this for you.
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.
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.
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.
If you require Auslan Interpretation, please contact us at [email protected] at least 2 weeks prior to the course. We will be very happy to arrange this for you.
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.
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.
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 Alicia Cole at [email protected]