Journey to Impact – UK

Join us for a transformative two day impact investing program, designed to explore the alignment of your wealth and values.

Secure your place
Start Date:
June 24, 2024
Duration:
2 days
Format:
In person retreat in London
Cost:
1650 + GBP
Pillars
Business & Economics

In partnership with

How can we use money to change the world?

In collaboration with Be The Earth Foundation, join us for a transformative two day retreat in the heart of London, designed to explore the alignment of your wealth and values.

Guided by Danny Almagor, Founder, Small Giants Academy, and Seth Tabatznik, Founder Be The Earth Foundation and 42 Acres, Journey to Impact will give you practical skills in investment and portfolio creation, foundational underpinnings around purpose, and a multigenerational approach to wealth as a force towards greater impact.

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

If you're 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 to explore the alignment of capital and impact.

Attendees include:

  • Individuals and families who have created wealth in their generation
  • Next Gens who are recipients of a family wealth legacy
  • 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

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

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 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.

During our 2-days together, our program will cover: 

  • The Good Society, Money & Meaning, The Good Life
  • Creating a Wealth Mission Statement
  • Spectrum of Impact: Impact 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

You'll walk away from this program with

  • The confidence to start or grow their impact investing journey
  • Learning 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, triple bottom line reporting for impact investing
  • 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.

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“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

Co-founder and the Executive Chair of Small Giants

Danny Almagor is co-founder (with his wife Berry) and the Executive Chair of Small Giants, the founder and former CEO of Engineers Without Borders Australia and is the co-founder and Chair of the Beyond Family Office as well as the Impact Investment Group, and more recently created Sentient Impact Group. He has mentored dozens of individuals and families through their impact investing journey and through his leadership of various impact funds and advisories, overseen over $5 billion towards impact directly, and supported well over $20b to move into the sector through his support of other’s journeys, particularly through the Journey to Impact Program. Danny has been passionate about building the impact ecosystem by creating (with the Small Giants team) over a dozen for profit and non-profit organisations including Giant Leap Venture Fund, B Labs Australia and New Zealand, The Sociable Weaver, The Impact Club, The Community Well, The School of Life Australia and Beyond Creative. He has also served on the boards or advisories of numerous other organisations such as The Cape ecovillage, Pacific Biotechnologies, the Jewish Museum of Australia, Stand Up, Smiling Mind, The Gross National Happiness Centre in Bhutan and Toniic.

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Seth Tabatznik

Seth is the founder of Be The Earth Foundation and co-founder of 42 Acres, bringing his commitment and passion for the environment into the initiative. Since 2011, he's managed Berti Investments, which supports young, environmentally focused businesses in the UK.

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Your investment

Program pricing

This all-inclusive two-day in-person retreat costs:

1650 GBP per individual

3100 GBP for families (up to 3 members)

950 GBP for foundations

FAQs and Details

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Connect with us

Take the next step in your investment journey.

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

Contact our Producer, Alicia Cole alicia@smallgiants.com.au

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Danny Almagor is co-founder (with his wife Berry) and the Executive Chair of Small Giants, the founder and former CEO of Engineers Without Borders Australia and is the co-founder and Chair of the Beyond Family Office as well as the Impact Investment Group, and more recently created Sentient Impact Group. He has mentored dozens of individuals and families through their impact investing journey and through his leadership of various impact funds and advisories, overseen over $5 billion towards impact directly, and supported well over $20b to move into the sector through his support of other’s journeys, particularly through the Journey to Impact Program. Danny has been passionate about building the impact ecosystem by creating (with the Small Giants team) over a dozen for profit and non-profit organisations including Giant Leap Venture Fund, B Labs Australia and New Zealand, The Sociable Weaver, The Impact Club, The Community Well, The School of Life Australia and Beyond Creative. He has also served on the boards or advisories of numerous other organisations such as The Cape ecovillage, Pacific Biotechnologies, the Jewish Museum of Australia, Stand Up, Smiling Mind, The Gross National Happiness Centre in Bhutan and Toniic.

Seth is the founder of Be The Earth Foundation and co-founder of 42 Acres, bringing his commitment and passion for the environment into the initiative. Since 2011, he's managed Berti Investments, which supports young, environmentally focused businesses in the UK.

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Business & Economics