Journey to Impact: United Kingdom

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

Start Date:
May 12, 2025
May 13, 2025
Duration:
2 days
Format:
In person retreat in London
Cost:
£1650 for individuals and £3200 for families (up to 3 people)
Pillars
Business & Economics

In partnership with

How can we use money to change the world?

In collaboration with Be The Earth Foundation and guided by Danny Almagor, Co-Founder of Small Giants Academy, and Georgiana Notarbartolo, Impact Investor, this transformative two-day workshop in the heart of London 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.

Why Journey to Impact?

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. In the UK alone, the Impact Investing Institute reported in March 2022 that the market stands at £58 billion, with an additional £53 billion in impact-aligned investments.

As we witness the largest generational wealth transfer in history, philosophical discussions around wealth and practical tools for impact investing have never been more critical. Journey to Impact is designed to guide you in shaping your impact investing strategy, transitioning your portfolio, and connecting with a community of like-minded peers. Together, we explore how private capital can be a force for good—aligning personal and family values with investments that create lasting change for generations to come.

"Joining Journey to Impact was a pivotal moment in my life journey. Five years ago, I crossed paths with Danny in Australia. That 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. This framework streamlined our capital management process, saving us precious time and allowing us to focus on opportunities aligned with our vision. Personally, JTI provided immense value by helping me define the purpose of my capital and its role in fostering global regeneration. If you're ready to align your resources with your vision for a better world, Journey to Impact is the perfect next step."

Seth Tabatznik, Be The Earth Foundation

Who is the program for?

Journey to Impact has been designed to support families and individuals with the philosophical and practical skills to align their wealth with values.

Attendees include:

  • NextGens who are recipients of a family wealth legacy
  • Individuals and families who have created wealth in their generation
  • 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 it’s inception, over 150 individuals and families have joined us on a Journey to Impact globally, representing over USD25 billion of investment capital.

This includes participants from the UK, Portugal, Switzerland, Germany, France, Australia, USA, Israel, Brazil, China and Singapore.

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.

Guided by co-founder of Small Giants Danny Almagor in an intimate group, we will explore:

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

Course Objectives:

  • Have confidence to start or grow their impact investing journey
  • Opportunity to learn 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, tripple bottom line reporting
  • Leave with an impact investing strategy to use as a roadmap to investment decisions
  • Legacy planning around impact and values
  • 1:1 guidance session with Family Office Principal upon completion

On completion of the program, participants will become part of our incredible Small Giants Academy fellowship program.

To learn more, download course brochure.

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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 is delivered by a team of experienced facilitators led by Small Giant’s Academy Co-Founder and Chair Danny Almagor and Giorgiana Notarbartolo, PFC Family Office

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.

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.

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.

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.

Previous Guest Speakers

Ingrid Kukuljan

Head of Responsible Investing Federated Hermes

Read more north_east
Ingrid Kukuljan
Head of Responsible Investing Federated Hermes

Ingrid has 25 years’ experience which spans asset management as well as Capital and Private Markets. As Head of Impact and Sustainable Investing, she is responsible for the construction and management of the portfolios within the strategy. She joined from PDM Capital where she was a principal and previously had spent a decade at Jupiter Asset Management as Fund Management Director where she co-managed Global Managed Fund and the flagship EMEA fund. She started her career at Lazard & Co as European equities analyst. Ingrid was included in Citywire’s first ever global compilation of the 1,000 top fund managers in the world. Ingrid is a Non-Executive Director of Fair4All Finance, founded with UK dormant asset money to create positive impact by promoting financial inclusion in UK. Ingrid holds a degree in Italian and Business Studies from University College London and is fluent in four languages.

Seth Tabatznik

Read more north_east

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.

Hayley Morris

Director, Morris Group

Read more north_east

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.

Alexa Firmenich

Read more north_east

Alexa Firmenich is an investor, consultant and facilitator focused on climate and biodiversity. She is the co-director of SEED, a new centre of the Crowther Lab at ETH Zurich. SEED is developing the world's most holistic measure of biodiversity that reflects multiple scales of nature's complexity for any location on the planet, with the goal to steer financial and political decision-makers to crystallise the value of nature into the global economy. Alexa is also the founder of Ground Effect, an animist investment vehicle that supports early stage nature-based solutions, scientific research and new economic models. Parallel to this work, she is trained as a group facilitator in leadership development and ecological pedagogy, designing multi-day learning journeys through her role at Leaders' Quest.  She is also an author, podcast host of Lifeworlds, a founding board member of Terra Habitus – a Mexican environmental fund that operates large-landscape conservation and watershed restoration – and a wilderness guide.

James Perry

Founder at Snowball IM - B Lab Board Member

Read more north_east
James Perry
Founder at Snowball IM - B Lab Board Member
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Your Investment

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

1650 GBP per individual

3200 GBP for families (up to 3 members)

Previous Guest Speakers

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

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.

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 Cole alicia@smallgiants.com.au

Business & Economics