Join us for our impact investing retreat, designed for individuals, family offices and foundations to explore the alignment of wealth and values.
Guided by Danny Almagor, Co-Founder of Small Giants Academy, and Katy Yung, CEO of Sustainable Finance Initiative, this transformative two-day workshop will support you in aligning your capital and values for maximum impact. Journey to Impact is designed to help you develop practical and strategic investment skills while integrating a comprehensive and systemic understanding of purpose in portfolio creation.
If you are committed to making a positive difference through your investments in these prescient times, this course will empower you on your journey.
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.
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.
This program takes a multigenerational approach to wealth and has been tailor made for wealth holders, including family offices, next gens, HNWIs, and those responsible for investing capital on behalf of an organisation or foundation. Since its inception, over 160+ 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).
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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
Danny Almagor is co-founder (with his wife Berry) and the Executive Chair of Small Giants. Danny was the inaugural zSocial 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.
Katy Yung is the CEO of Sustainable Finance Initiative (SFi), a platform for Impact Investors and Experts “Where Capital Meets Purpose”. She leads the strategic direction of SFi with a vision to mainstream Impact Investing in Asia via the group’s key areas of focus: SFi Circle (memberships), SFi Hub (unlocking capital) and SFi Education (training and upskilling) under New Impact Society
(https://www.newimpactsociety.com/).
Katy has served as Director of Investment at RS Group, a HK-based family office focused on sustainability since 2010. She led the family office’s transition from a traditional investment portfolio to one that is 100% sustainably invested. She remains as consultant to RS Group.
Katy is formerly an investment banker at J.P. Morgan Securities (Asia Pacific) Limited and graduated from Duke University, NC.
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.
Hayley Morris is one of Australia’s leading social and environmental entrepreneurs, as well as a prominent impact investor and philanthropist. As the founder of purpose-driven organisations such as Sustainable Table, Impact Sustainability, and Rewild Agency, and serving as Executive Director of the Morris Family Foundation, she is dedicated to building regenerative economies through her work in non-profit, philanthropic, and impact investment efforts.
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.
Mele-Ane’s professional background spans the areas of corporate law, human rights and community law, leadership development, strategy, operations, investment management and media. She has worked in Australia (predominantly based in Melbourne and the Kimberley) and overseas (the Netherlands, the UK and the UAE).
Prior to taking time to care for her young children, Mele-Ane was the founding CEO of Small Giants Academy for 2 years during its establishment. Prior to that, Mele-Ane held various positions across the Small Giants impact investment family office including co-CEO, strategy and portfolio manager, and general manager of Dumbo Feather. Mele-Ane began her career in law, working at Clayton Utz in Australia in corporate law, including governance advisory work and then for international French firm Gide Loyrette Nouel, supporting their expansion into the United Arab Emirates.
Mele-Ane is currently the co-Chair of B Lab Aotearoa Australia & New Zealand and founding Board member of Regen Melbourne.
Prior to that Mele-Ane was a Director of the Impact Investment Group (impact fund manager), Tolu - Te Pae ki te Rangi, an investment fund using Maori values and principles to invest in communities, where she served as interim Chair. She also sat on the Investment Committee for Small Giants Family Office and The School of Life, a board she also chaired, finally she was also Company Secretary of the UN Principles for Social Investment.
Mele-Ane has a Bachelor of Arts (Indigenous Studies) and a Bachelor of Laws, in addition to a Masters of Business Administration from Said Business School, Oxford University where she was a Skoll Associate Fellow.
Individuals $1,500 USD
Families $3,000 USD
*Accomodation and travel not included
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Through our bespoke offering, we partner with you to design and deliver exclusive workshops tailored to your specific goals—whether a one-day immersive experience or a series that dives deeply into our program’s core principles.
This flexible format allows for content and delivery to be customised around key areas such as barriers to impact investing, family governance, and legacy building, empowering participants with the insights and tools needed to align wealth with values.
If you would like to learn more, contact alicia@smallgiants.com.au
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 programs@smallgiants.com.au 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 programs@smallgiants.com.au 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.
Take the next step in your investment journey.
If you’re interested in beginning your Journey to Impact, register your interest in our upcoming program.
To learn more about this unique offering, download our brochure and get in touch with our friendly team.
Contact our Producer Alicia alicia@smallgiants.com.au
Small Giants is located on the traditional lands of the Boon Wurrung people of the Kulin Nation. We pay our respects to Elders past, present and emerging.
With thanks to our partners
