Journey to Impact: Wealth & Legacy UK

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

Start Date:
June 18, 2026
-
June 19, 2026
Duration:
2 days
Format:
In person
Pillars
Business & Economics
Self & Belonging

How can we use money to change the world? 

Guided by Danny Almagor, Co-Founder of Small Giants Academy, and Sarah Teacher, CEO of Impact Investing Institute, 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.

How can we use capital to change the world?

In a time of interconnected global challenges, your capital is one of the most powerful tools for creating change. Yet many wealth holders lack the framework and community to move from intention to action.

Journey to Impact offers families and wealth holders the rare opportunity to explore both the technical understanding and deeper wisdom of conscious capital allocation. Led by families who have walked this path themselves, this isn't just another investment course - it's a community of peers asking profound questions: What does it mean to be a good ancestor? What is enough?

You'll leave with practical tools to begin an impact investing strategy that you'll have the confidence to take to your advisor, plus a network of like-minded peers who understand this journey.

This isn't just about returns - it's about leadership, capacity building, and using your capital to address our complex world. Join over 200 individuals and families who have completed Journey to Impact and aligned their capital with their values.

Learn from families who've been on this journey

Unlike typical investment courses led by advisors, Journey to Impact is guided by families who have navigated this transformation personally. Danny Almagor and Sarah Teacher bring both the wisdom of experience and the humility of ongoing learners.

You'll join wealth holders, next generation family members, and foundation leaders in a unique setting designed for authentic connection and practical learning.

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 personal and family values – for current and future generations.

Joining Journey to Impact was a pivotal moment in my life journey. This was the seed of what would become the Be The Earth Foundation where we merge philanthropy with our for-profit strategy, creating a unified platform to support regenerative economies. With the invaluable templates and guidance provided by Small Giants and the Journey to Impact, I could go further and articulate a clear vision for my entire family office, advisors, and trustees.

– Seth Tabatznik, Family Office Principal

Previous Guest Speakers

Adam Levin

Founder of Touchstones 100

Jed Emerson

Chief Impact Officer for Tiedemann Advisors/AlTi

Jed Emerson
Chief Impact Officer for Tiedemann Advisors/AlTi

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.

Dan Gammell

Climate Investor and Executive Director at First Light

Dan Gammell
Climate Investor and Executive Director at First Light

Katie McQuaid

Senior Associate Impact Managment at Sentient

Katie McQuaid
Senior Associate Impact Managment at Sentient

Tiffany Jones

Director at Momentum at Advisory Group

Tiffany Jones
Director at Momentum at Advisory Group

Seth Tabatznik

Seth is an avid proponent of regenerative, diversified, and decentralized systems. As co-founder and CEO of 42 Acres, an agri-wilding estate and wellbeing retreat in the  UK, he is devoted to developing living examples of the much-needed transformations of our times, through our connection with nature, self, and others. In 2019, he established the Be the Earth Foundation to merge impact investing and philanthropy through programs and partnerships that focus mainly on regenerative food systems. Seth serves on the boards The DO Group in Germany and Boschendal Farm in South Africa. Seth is also a musician and in early 2025 launched his debut album.

Giorgiana Notarbartolo

Impact Investor

Gio endeavors to lead by example in everything related to value alignment and contributing to solutions to our most pressing social & climate crisis. Since 2015 she has been steering her wealth and Family Office towards value aligned investments. She sits on the board of said Family Office, manages her own portfolio and her Venture Prize 2030 Social Impact which aims to contribute to the development of impact investing in her native country, Italy. Gio has a BA from Bocconi University, an MBA from INSEAD and is passionate about furthering her personal growth.

Hayley Morris

Director, Morris Group

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.

Louisa Mann

Chair of Trustees

Louisa is our Chair of Trustees and go-to aunty in the wealth holder space, known for doing things differently. Louisa is also the Director at Skagen Conscience Capital.

Cindy Ko

Impact Investor & Advisor

Cindy Ko has worked at the crossroads of impact and entrepreneurship throughout her career. She has recently served as the Head of Asia-Pacific for Toniic, a global community of HNIs, family offices and foundation asset owners who seek deeper alignment of their capital with their values. Previously, Cindy served as Venture Partner for Quona Capital, an early-stage VC fund focused on financial inclusion. Prior to Quona, Cindy led international expansion for Endeavor, a not-for-profit organization dedicated to building entrepreneurship ecosystems worldwide. During her 10-year career at Endeavor, Cindy built Endeavor’s presence in Southeast Asia, Middle East and Africa.She has been involved in the full spectrum of finance, starting her career as an investment banking analyst at Goldman Sachs and going on to do micro-lending in post-war Kosovo.Cindy is passionate about environmental and social impact. She currently sits on the advisory board of Imagine H20, a not-for-profit accelerator advancing technologies in the water space. She is a graduate of Wellesley College and the Harvard Business School.

Mele-Ane Havea

Co-Chair of B Lab Australia and Aotearoa New Zealand

Mele-Ane Havea
Co-Chair of B Lab Australia and Aotearoa New Zealand

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.

For wealth holders ready to align capital with values

This program takes a multigenerational approach to wealth and has been designed for:

  • Family office principals seeking to integrate impact into their investment strategy
  • Next generation wealth holders wanting to influence family investment decisions
  • High net worth individuals committed to conscious capital allocation
  • Foundation and endowment leaders responsible for investing capital for impact
  • Wealth advisors supporting clients on their impact journey

Perfect if you:

  • Have significant capital to allocate but feel uncertain about impact investing approaches
  • Want to learn from peers who've successfully integrated values with investment returns
  • Seek a tested framework for family conversations about wealth and legacy
  • Feel isolated in your desire to use capital for positive change
  • Need confidence to take impact investing proposals to your advisory team

Your Facilitators

The Journey to Impact will be delivered by experienced facilitators Danny Almagor & Sarah Teacher.

Designer note: event will appear here on the published site.
Designer note: event will appear here on the published site.
Designer note: event will appear here on the published site.
Designer note: event will appear here on the published site.

Danny Almagor

Co-Founder

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. He has founded over a dozen for profit and non profit organisations including The Sociable Weaver, The Impact Club, and Beyond Creative. He has served on numerous boards, including Tom Organic, The School of Life, The Cape ecovillage, Pacific Biotechnologies, Smiling Mind, The Gross National Happiness Centre in Bhutan.

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.

Sarah Teacher

CEO

Sarah is the Co-CEO of the Impact Investing Institute. She leads relationships with the Institute’s external partners and oversees both the endowments with impact programme and the family offices with impact programme. At the Institute she has previously been involved in key projects on sizing the UK’s impact investing market and encouraging institutional investors to deliver place-based impact investing.

Sarah joined the Institute from Lendlease Europe where she was Social Impact Investment Manager. Prior to her work at Lendlease Sarah worked in roles at the intersection of social impact, sustainability and private capital – be that corporate investment or philanthropic. She was a Consultant at Sancroft International (2013-2017), an international sustainability consultancy focused on the social, environmental and ethical risks faced by major businesses; an Associate at On Purpose, a one-year programme for early-career professionals identified as future leaders in social enterprise (2012-13); and Director for Next Generation Philanthropy at the Institute for Philanthropy (2006-2010), leading workshops for philanthropists interested in increasing the impact of their giving.

Sarah graduated from Lady Margaret Hall College, Oxford, in 2005 with a first-class degree in Modern History, and obtained an MPhil in Development Studies from Clare College, Cambridge in 2011. She serves as a Director of Rockefeller Philanthropy Advisors and its European Chair

Transform Your Approach to Wealth and Impact

This intensive two-day retreat includes expert facilitation, comprehensive materials and ongoing access to our global community of Fellows.

Individual: 1650 GBP
Family Rate (up to 3 members): 3200 GBP

What's Included:

  • Two intensive days with expert facilitators
  • All program materials and resources
  • Comprehensive impact investing toolkit
  • Networking opportunities with like-minded peers
  • Personal impact investing strategy development
  • Lifetime Small Giants Academy fellowship access
  • Follow-up support and community connections

Note: Accommodation and travel not included

“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

Connect with us

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

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, For families seeking a completely customised experience, we offer private Journey to Impact sessions tailored to your specific circumstances and investment goals. Contact Alicia Cole at alicia@smallgiants.com.au to discuss your requirements.

Leave with the confidence and community to use your capital for good

  • Your Personal Impact Investing Strategy - A tested roadmap for investment decisions that align with your values
  • Family Conversation Tools - Frameworks for navigating complex wealth and legacy discussions across generations
  • Network of Like-Minded Peers - Connect with other conscious wealth holders on similar journeys
  • Confidence to Act - Practical skills to engage advisors and implement impact strategies
  • Measurement Framework - Tools for triple bottom line reporting and impact analysis
  • Ongoing Fellowship - Lifetime access to Small Giants Academy's community of conscious leaders

With thanks to our partners

FAQs and Details

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.

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.

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.

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.

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.

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.

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.

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.

Business & Economics
Self & Belonging