COURSE
TITLE: Real world impact investing: The $100,000 Challenge
UNITS
OF CREDIT: 3 units
INSTRUCTOR:
Kim Wright-Violich
E-MAIL
ADDRESS: kim_wrightviolich@haas.berkeley.edu
CLASS
WEB PAGE LOCATION:http://bspace.berkeley.edu
MEETING DAY(S)/TIME: Wednesday, 6:00 – 9:30PM
PREREQUISITE(S): None
CLASS FORMAT: The course will employ a combination of
cases, short lectures, distinguished guest speakers, group discussions and
individual exercises, and teamwork to explore social impact investing and
decision-making.
REQUIRED READINGS: Multiple methods will be used in
teaching this course, including but not limited to readings on research in the
field of education in the developing world, excerpted thought leadership
pieces, business literature on driving change.
BASIS FOR FINAL GRADE: 60% Team deliverables and
presentation on funding recommendations, 25% Class attendance and participation
in discussions and debates, 15% Individual assignments
ABSTRACT OF COURSE'S CONTENT AND OBJECTIVES: This is
a unique course in which Silicon Valley’s Echidna Giving, an LCC devoted to
distributing philanthropic dollars to drive improvement in education in the developing
world. Echidna will provide the class with $100,000 (real dollars) and the
challenge to invest the money to generate significant social impact on
education in the developing world. Echidna, has
already set aside $150,000,000 to contribute and invest in girls’ education in
the developing world. By providing these funds for the class to invest they
believe the class will use student creativity and identify unique opportunities
currently not funded or underfunded. Students are expected to study the issues
and landscape, learn about the theory and practice of impact investing, assess
best practices in investing and education, identify and analyze investment
opportunities, present recommendations, and leverage the investment for maximum
social impact . Working in small teams, the class will
recommend investments to a juried panel.
BIOGRAPHICAL SKETCH:
Kim Wright-Violich is
founder and principal of a consulting practice focused on philanthropic and
social sector consulting. Clients are primarily Silicon Valley executives
focused on international, systemic changes. From 2000-2011 Kim served as
founding CEO/President of Schwab Charitable, a nonprofit corporation founded by
Charles Schwab & Co. to increase philanthropy by providing turnkey
charitable asset management and philanthropic services. Built from start-up by
Kim to the second largest donor advised fund in the US and the largest
nonprofit corporation in California attracting over 13,000 customers, $5
billion in charitable assets and facilitating more than $2 billion in grants to
more than 50,000 charities.
On Capitol Hill and with national media, Kim is a
sought-after thought leader and public speaker in social sector investment,
influencing legislation, published and widely quoted in The Wall Street Journal,
Business Week, CNBC, Bloomberg Television News, Investment News, Stanford
Social Innovation Review, Chronicle of Philanthropy and Trust and Estates
Magazine. Kim has been named one of San Francisco Bay Area’s 100 Most
Influential Women in Business by the San Francisco Business Times (2006-2011),
and 50 most influential women in the US for 2009 in wealth management by Wealth
Manager magazine.
Kim is a graduate of Stanford University, with a BA
in Human Biology and Public Policy; Stanford Graduate School of Business,
Stanford Executive Program.