Join us for our impact investing retreat, designed to explore the alignment of wealth and values.
Join us for a transformative 2 day program designed to explore the alignment of wealth and values.
Guided by Danny Almagor, Co-Founder, Small Giants Academy, and Cindy Ko, Head of Asia-Pacific of Toniic, 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.
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
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, 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.
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, 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.
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.
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.
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Eleanor curates gatherings to bring people together around ideas for a hopeful future. She facilitates our Impact Safaris and was previously the Director of The School of Life Australia and the Head of Programming across Small Giants Academy.
Eleanor is a curatorial advisor to Groundswell Giving and sits on the council of the Art Gallery of New South Wales Atelier program.
Eleanor and her husband Dan also started First Light, a climate-focused investing vehicle supporting ideas and people doing transformational work for our planet.
Eleanor curates gatherings to bring people together around ideas for a hopeful future. She facilitates our Impact Safaris and was previously the Director of The School of Life Australia and the Head of Programming across Small Giants Academy.
Eleanor is a curatorial advisor to Groundswell Giving and sits on the council of the Art Gallery of New South Wales Atelier program.
Eleanor and her husband Dan also started First Light, a climate-focused investing vehicle supporting ideas and people doing transformational work for our planet.
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.
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.
Francie is the CFO and Chief Investment Officer at Small Giants. She is passionate about empowering people for positive impact and systems change. Responsible for leading finance, investments, governance, and operations for the Small Giants family office and the portfolio of Small Giants businesses, she holds several governance positions across the Small Giants portfolio. This includes Board Chair for Small Giants Catalyst Foundation and Small Giants Academy, as well as a Board member for Impact Funds Management (IIG subsidiary) and Sentient Impact Capital.
Francie is also on the Board of Responsible Investment Association Australasia (RIAA), member of RIAA’s People, Nominations and Remuneration Committee and is a Governor at WWF Australia. She has a Bachelor of Arts (Psychology) and a Bachelor of Commerce (Accounting), and is also a Chartered Accountant (CA) and Graduate of the Australian Institute of Company Directors (AICD) Company Directors course and AICD Boardroom Mastery course. Francie is a member of the Australian Psychological Society (APS) and APS College of Organisational Psychologists. She is a Provisional Psychologist currently completing a Master of Psychology (Organisational).
Francie has a big family and loves long walks as well as arts and crafts (you can never have enough sequins and glitter!).
Francie is the CFO and Chief Investment Officer at Small Giants. She is passionate about empowering people for positive impact and systems change. Responsible for leading finance, investments, governance, and operations for the Small Giants family office and the portfolio of Small Giants businesses, she holds several governance positions across the Small Giants portfolio. This includes Board Chair for Small Giants Catalyst Foundation and Small Giants Academy, as well as a Board member for Impact Funds Management (IIG subsidiary) and Sentient Impact Capital.
Francie is also on the Board of Responsible Investment Association Australasia (RIAA), member of RIAA’s People, Nominations and Remuneration Committee and is a Governor at WWF Australia. She has a Bachelor of Arts (Psychology) and a Bachelor of Commerce (Accounting), and is also a Chartered Accountant (CA) and Graduate of the Australian Institute of Company Directors (AICD) Company Directors course and AICD Boardroom Mastery course. Francie is a member of the Australian Psychological Society (APS) and APS College of Organisational Psychologists. She is a Provisional Psychologist currently completing a Master of Psychology (Organisational).
Francie has a big family and loves long walks as well as arts and crafts (you can never have enough sequins and glitter!).
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.
Individuals $1,900 USD
Families $3,700 USD
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.
If you’re interested in joining the Journey to Impact, register your interest in our upcoming program, running June 2025.
And, if you would like to learn more about the program, please get in touch with our friendly team.
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.
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