This conversation will focus on MRI that generate “market-rate” and premium returns. This conference is designed to facilitate peer conversations among leading practitioners and trustees, CFOs and investment staff exploring MRI so that they are empowered to make decisions, take action, and explore collaborations. Day One addresses the “ins and outs” of MRI. Day Two focuses on cutting edge practices and provides a space to candidly discuss unexplored, unresolved and debated territory.

This conference is the only two-day event on the West Coast to focus on MRI. It provides a forum for over 100 decision-makers to learn and collaborate. Discover one of the latest trends in philanthropy, understand the true risks and rewards, and take action.

MRI is defined as investments generating “market-rate” returns and positive social and environmental impacts that are aligned with an investor’s mission and/or values. These impacts may include those that affect the environment and climate change, bottom of the pyramid (e.g., those living on less than $2/day around the globe), domestic emerging markets, and health.

While MRI does not yet generate market-rate returns across all asset classes and issue areas, continued satisfaction with MRI providing either competitive returns with limited social value, or scalable social value and below-market rate returns may limit investors from demanding both market-rate returns and scalable social value. Some argue that MRI should generate premium returns because the investments are in inefficient and immature investment spaces, which seem to involve more risk.

The conference addresses these questions:
• Where are the markets in this evolution?
• What types of risk-adjusted investment returns are practicably achievable?
• Where are top investors and leading practitioners finding investments and creating value?
• What elements are needed to bring together attractive investment returns with scalable social value?
• What changes are needed to propel the space forward?
• Given current options, what are appropriate strategies for your and your foundation’s investments?

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