Capital for Social Impact Series: New York City

The first event in the Capital for Social Impact Series was held in Palo Alto, California in October 2014.
The first event in the Capital for Social Impact Series was held in Palo Alto, California in October 2014.

Join the Wharton Social Impact Initiative and the Wharton Club of New York for a discussion on impact investing trends, innovations, and strategies on February 26, 2015.

At this latest event in the Capital for Social Impact Series, Wharton Vice Dean Dr. Katherine Klein will lead a conversation with Rockefeller Foundation president Dr. Judith Rodin (CW ’66), Margot Brandenburg, and Dr. Chris Geczy (C ’89), on the latest market trends in impact investing.

This rapidly growing sector provides individuals, corporations, and institutions with more tools and opportunities to expand the positive impact of their investment and philanthropic dollars while still seeking appropriate financial returns. These “impact investments” are financing diverse efforts – from education technology, sustainable agriculture and financial services to innovations in healthcare and affordable housing.

In this exclusive event, speakers will delve in to industry- and sector-specific innovations and investments, and how individuals and organizations can implement and assess impact investing strategies in their own work.

When: Thursday, February 26, 2015, 6:00-8:30 p.m.

Where: Penn Club of New York, 30 West 44th Street, New York, NY 10036

Space is limited. Only those who register can attend. Cocktails, beer, wine and canapés to be served.

Cost: Wharton & Penn alumni: $20, Guests of the University: $40

Click here to register

For any questions about this event, please contact Nick Ashburn at

 About the Speakers

Hi-Res 2011 JR OFFICIAL PHOTO - color (medium size)Dr. Judith Rodin has been president of The Rockefeller Foundation since 2005. During her tenure she has recalibrated its focus to meet the challenges and disruptions of the twenty-first century, to support and shape innovations that strengthen resilience and build more inclusive economies. A research psychologist by training, Dr. Rodin was the first woman to serve as president of an Ivy League institution, the University of Pennsylvania. She was the provost and dean of the graduate school at Yale University. She serves on the boards of corporations and nonprofit institutions, has received nineteen honorary degrees, and is widely recognized as a global leader.

Katherine new photo - cropped for webDr. Katherine Klein is the Vice Dean for the Wharton Social Impact Initiative. In this position, Dr. Klein shapes WSII’s vision and strategy for social impact projects, partnerships, initiatives and faculty engagement at Wharton.  Dr. Klein is the Edward H. Bowman Professor of Management at Wharton. She teaches on leadership, social impact, and research methods.  She is a Fellow of the Academy of Management, the Society for Industrial and Organizational Psychology, the American Psychological Association, and the Association for Psychological Science.  Her research appears in numerous top journals including Administrative Science Quarterly, Journal of Applied Psychology, the Academy of Management Journal, and the Academy of Management Review.  Professor Klein received her B.A. in Psychology from Yale University and her Ph.D. in Community Psychology from the University of Texas at Austin.

GeczyDr. Chris Geczy
has been on the finance faculty at Wharton since 1997. He is also the Academic Director for the Wharton Wealth Management Initiative and Director of the Jacobs Levy Equity Management Center for Quantitative Financial Research. Dr. Geczy has a B.A. in Economics from the University of Pennsylvania and a Ph.D. in Finance and Econometrics from the Graduate School of Business at the University of Chicago. He has served on the Economic Advisory Board of NASDAQ, acts an editor of the Journal of Alternative Investments and has recently joined the Advisory Board of the Journal of Wealth Management. His work has appeared in numerous books and scholarly journals including the Journal of Finance, Journal of Financial Economics, the Society for Industrial and Organizational Psychology, and the Journal of Political Economy.

Margot Brandenburg 2010Margot Brandenburg advises entrereneurs and investors on impact investing, and is working on the start-up of an insurance-based company designed to deliver mitigation retrofits to vulnerable communities. She recently completed a Fellowship at the Nathan Cummings Foundation, and prior to that served as Senior Program Officer at the Rockefeller Foundation, where she led its impact investing work. She is co-author of the recent book The Power of Impact Investing: Putting Markets to Work for Profit and Global Good, is Adjunct Faculty at the Stern School of Business at NYU and serves as Board Chair of Brooklyn Cooperative Community Development Credit Union. Margot received her Masters in Public Affairs from the Woodrow Wilson School at Princeton, and her BA in International Relations from Stanford University.