MASTERCLASS

Integrating Diversity and Inclusion in your Funding Strategy

Learn how to embed Diversity and Inclusion best practices in your investment work on three core dimensions: leadership, investment process and culture.

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  • Three interactive live sessions- starting November 9th 2022

  • Extensive experience sharing with participants

  • Network with seasoned impact asset managers and investors

  • Tap into practical resources like tools and case studies

Learning Goals

What you will learn

  • Recognise the role you can play as an investor, philanthropist or asset manager in progressing diversity, equity and inclusion (DEI)
  • Define concrete actions to embed DEI in your investment process
  • Identify the best-practises and typical barriers for growing DEI leadership in your organisation
  • Explore how to embed DEI into your mission, strategy and culture.
professional woman audience for online masterclass
  • fund managers
  • investment managers and associates
  • investment committee members
  • impact measurement specialists
  • advisors and consultants to ESG & impact funds
Target audience

This course is designed for

Investment professionals working for/with a family office, fund or foundation, such as:

professional woman audience for online masterclass
  • Investors and asset owners
  • Fund and investment managers​
  • Impact and DEI managers
  • Grant or investment analysts

Are you a venture founder or coach? Check out this DEI training opportunity.

Team of Trainers

Get to know your trainers

Bonnie Chiu

Managing Director at 

The Social Investment Consultancy

Yu-Shan Chiu

Consultant at 

The Social Investment Consultancy

In her current role, Bonnie advises foundations and impact investors on diversity, equity and inclusion and impact strategies. She has delivered DEI training to over 80 impact investors around the world and co-founded the Diversity Forum for Inclusive Social Investment. She is a Senior Contributor on Forbes Women and an Investment Committee member of Access - Foundation for Social Investment.
Yu-Shan is an experienced impact consultant and trainer and has worked with a range of foundations and impact funds with a focus on impact measurement, impact investing and diversity and inclusion. She has supported the Equality Impact Investing Project to deliver its inaugural training and led the development of digital resources.
testimonials

Hear what clients have to say

 

 
 
"I have known Bonnie over the course of many years through my work in the social investment sector. I thoroughly enjoyed working with Bonnie when our paths crossed at the Diversity Forum Steering Group. I found her to be an extremely passionate advocate for DEI within the social investment sector, someone with real knowledge of the topic and able to work with multiple stakeholders while providing simple solutions to sometimes complex discussions. I would recommend working with Bonnie on the topic of DEI given her track record and knowledge on the topic and see her as one of the leading voices for this work in the UK."
Amir RizwanInvestor Relationships Director, Big Society Capital
Amir Rizwan
"Collaborating with Bonnie and Yu-Shan was a pleasure, with both of them bringing a refreshing mix of practical expertise and focus combined with open and creative minds."
Ceri GoddardDirector of Equality Impact Investing Project
Ceri Goddard
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agenda masterclass diversity and inclusion

Masterclass Sessions

Wednesday 9th November 2:30pm-4pm GMT

What are the dimensions that impact investors can consider in order to advance DEI outcomes? In this first session, we cover the definitions of Diversity, Equity and Inclusion (DEI), introduce the DEI maturity model and its three main dimensions: leadership/power, mission, and investments. We will  dive deeper into the leadership dimension and learn from each other’s experience in a group discussion. This session will also offer an opportunity to meet the other participants.

Wednesday 16th November 2:30pm-4pm GMT

In this second session, we focus on the investment activity and discover how DEI can be embedded in the pre-investment phase, from deal sourcing to investment decision. Next, we will discuss how DEI can be accounted for post-investment. The session provides many opportunities to share experiences and best practices with the group.

Wednesday 23rd November 2:30pm-4pm GMT

What does it mean to truly commit to DEI across the whole organisation? In this third session, we will introduce and discuss practices to act upon an organisation’s mission, from HR practices to internal monitoring. We will discuss how to address the common barriers and implement good practices for embedding DEI into your organisation.

Discover the packages
Join Now!

Applications are considered on a first come first served basis.

What's in it for you

This masterclass provides you and a select group of industry peers an opportunity to:

Connect & meet with fellow investment professionals and renowned experts

Gain inspiration and practical insights to progress on DEI

Share and exchange experiences with the group

Benchmark your level of practise by comparing with your peers

Delivery mode

Discover our packages

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Masterclass live sessions

Join the next edition of this Masterclass on
November 9th, 16th, 23rd from 2:30pm to 4pm GMT.


Enroll as Early Bird
at 229€
Valid until Monday, Oct 10th

Secure my Early Bird Ticket
€ 299 (VAT excl.)
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Company Package

Get in touch with us to book this Masterclass exclusively for your team or network.



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In-house training
agenda masterclass diversity and inclusion applied to investing

Dates for your diary

Cohort May 2022

Fully booked!

  • Wednesday 25th May 
  • Wednesday 8th June
  • Monday 20th June

From 1pm – 2:30pm GMT

Cohort November 2022

Registrations open!

  • Wednesday 9th November
  • Wednesday 16th November
  • Wednesday 23rd November

From 2:30pm-4pm GMT

Partner

More about The Social Investment Consultancy

The Social Investment Consultancy (TSIC) is a global social impact consultancy with offices in London, Hong Kong, Ghana and India. They are committed to enabling their clients to better understand their impact, to innovate and scale; and influencing systemic social change. 

 
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Supporting organisations

Referral partners

our solution

Why diversity and equity matters to you.

From a business perspective, it makes perfect sense to focus on diversity and inclusion:

 
 

Any questions?

Contact Timothy
CO-FOUNDER

support@efiko.academy

Did you know that 92% of our course takers are satisfied? That’s why we boldly guarantee that our courses will not let you down. Contact me in case you have any questions about our courses.

Co-founder of Efiko Academy, Timothy
Any questions?

Contact Timothy

CO-FOUNDER

support@efiko.academy

Did you know that 92% of our course takers are satisfied? That’s why we boldly guarantee that our courses will not let you down. Didn’t get what you expected from the course? Let us know and get a full reimbursement up to 15 days as an Autonomous Learner, or up to 5 days as a Social Learner.

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