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An Overview of Impact Investing for Foundations

Thursday, September 17, 2020
10:00am - 11:00am PDT
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As grantmakers, we want our organizations to have cutting-edge, impactful investments that align with our mission. But to get there the conversations can be challenging, different sets of risks are put before us, and it takes time to make the case. Join Philanthropy CA in a conversation to learn lessons from foundations who have started down this journey. 



Ricardo Flores

Executive Director, Local Initiatives Support Corporation (LISC) San Diego

Ricardo Flores was named Executive Director of LISC San Diego in 2017, following 12 years in leading roles with top San Diego elected officials. Flores oversees LISC’s extensive network of investment-based collaborations that support San Diego’s underserved neighborhoods, including City Heights, Colina Park, and Greater Logan Heights. LISC San Diego supports neighborhood revitalization efforts by assisting community groups through financing, grants, loans and equity capital, in addition to providing technical and management assistance, training opportunities, and additional resources.

Lindsey Wright

Community Health Manager, Kaiser Permanente San Diego

With an extensive knowledge of state and local affairs, Lindsey Wright has an understanding of policy and programs related to public health, behavioral health, access to care, social services, and identifying health determinants in our community. Prior to joining Kaiser Permanente, Lindsey worked at the County of San Diego as a Health and Human Services Policy Advisor, and previously, in the district office for two California State Assembly Members. She also served as Committee Consultant for the Select Committee on Homelessness for two years.

Shawn Escoffery 

Executive Director, Roy & Patricia Disney Family Foundation

Shawn Escoffery leads a team committed to social justice and addressing the historical inequities that plague many lower-income communities. Since joining the Foundation 2018, Shawn has led the organization through a strategy revisioning process, created a fellowship for someone who was formerly impacted by the Justice System, and launched an Impact Investing portfolio with a 10% carve-out of the endowment. The Foundation now focuses on Criminal Justice Reform, Environmental Justice, and Affordable Housing Preservation with a trust-based approach that is centered in place and emphasizes lasting partnerships as well as capacity building. 

Prithi Trivedi

Program Officer, Sobrato Family Foundation

Prithi Trivedi is a Program Officer at the Sobrato Family Foundation, where she manages capacity building across the foundation in addition to special projects, including a new oceans initiative and a growing impact investment portfolio. Prior to this, she was a fellow in the William and Flora Hewlett Foundation’s Effective Philanthropy Group, where she worked to strengthen both the foundation’s practices and the philanthropic sector more broadly. Before joining the Hewlett Foundation, she was part of the Organizational Effectiveness team at the David and Lucile Packard Foundation. Prithi also taught first grade with Teach for America in downtown San Jose and has worked with UNICEF India.


Sponsored by:

Thank you to RBC Global Asset Management for sponsoring and partnering on this impact investing series.


RBC Global Asset Management 


No cost to participate

Who May Attend
Current SCG, NCG, and SDG members and eligible non-members: family offices, private investors, foundations, institutional investors who are interested in learning about investments into enterprises and funds that generate financial returns alongside the positive social and environmental impact.

SCG members: Register online
NCG & SDG members: Register online
Non-members: Register online
If you have additional questions regarding these sessions, please contact us at [email protected]

Accommodations for People with Disabilities
If you have a disability and require accommodation in order to fully participate in this activity, please contact our programs team at [email protected] or (213) 680-8866. You will be contacted by someone from our staff to discuss your specific needs.

Funding Issue Area & Geographic Regions