Impact Investing in the San Joaquin Valley

September 18, 2019 @ 8:00 am – 4:00 pm
Self-Help Enterprises
8445 West Elowin Court
CA 93291
Impact Investing in the San Joaquin Valley

About this Event

Join the San Joaquin Valley Impact Investment Fund and its partners for the fourth annual Impact Investing in the San Joaquin Valley convening. This day-long immersion offers the opportunity to network and learn from impact investors, mission-driven investment funds and community partners focused on building equitable, healthy and sustainable communities in the region, including:

  • Understand the evolving investment needs and opportunities in the San Joaquin Valley’s rural as well as urban communities, including how investments can work together with grants for sustainable change.
  • Hear how impact investing is scaling strong local investment programs and driving innovation to increase opportunity for children, families, workers and entrepreneurs across the region’s low-income communities and communities of color.
  • Understand how tested and new public and private programs can expand resources and technology to support a regional entrepreneurial ecosystem.

The San Joaquin Valley Impact Investing Fund is pleased to co-sponsor Impact Investing in the San Joaquin Valley with the Federal Reserve Bank of San Francisco, Sierra Health Foundation, The Center at Sierra Health Foundation, Dignity Health, the San Joaquin Valley Health Fund, the California Coalition for Rural Housing and the San Joaquin Valley Housing Collaborative. Our thanks to our sponsors. Due to their generous support, the event is free of charge.

The San Joaquin Valley Housing Collaborative will present the 8th Annual San Joaquin Valley Affordable Housing Summit at the Wyndham Visalia in Visalia, California on September 19. Please consider also attending the Housing Summit! We will hold a joint reception on the evening of September 18, 2018. See agenda below.

Who Should Attend Impact Investing in the San Joaquin Valley?

• Bank lenders and investors

• Foundation investors and grantmakers

• Health system investors and community benefit officers

• Insurance company lenders and investors

• University and other corporate investors

• Federal, state and local public agencies

• Leading intermediaries and their development partners that use financing to increase positive social and environmental scale and impact within the San Joaquin Valley

Agenda – The agenda includes panel discussions and interactive dialogue with participants

8:30 – 9:00 Registration – Continental Breakfast

9:00 – 9:30 Welcome & Introductions

9:30 – 10:30 Grants Plus Impact Investments – Envisioning Inclusive and Sustainable Development in the San Joaquin Valley

Grantmakers are increasingly using impact investing to complement, sustain and scale their promising grant initiatives. Understand key impact investing definitions, practices, partnerships and trends, including how impact investing partnerships are working to make a more inclusive, prosperous and sustainable San Joaquin Valley.

10:30 – 10:45 Break

10:45 – 12:00 Investing in Healthy Communities with a Lifecourse Lens

Communities and their impact investing partners are working to coordinate services that foster healthy human development over the life course. Hear how leading regional institutions are working in alignment to promote greater regional prosperity and quality of life, along with reduced health and social systems costs.

Noon – 1:00 Lunch – Anchors as Drivers of Local and Regional Sustainable Development

As regional anchor institutions, health systems leverage their institutional assets to build healthier and more prosperous communities where they operate. Hear health systems describe the range of approaches–from local hiring, to procurement, climate risk mitigation measures and impact investing—that health anchors are using to better promote health and wellbeing for all.

1:00 – 1:15 Break

1:15 – 2:30 Investing in Healthy Businesses and Farms in the San Joaquin Valley

Increasing economic opportunity for all calls for ensuring an inclusive and vibrant small business sector, with enterprises and farm/ag businesses owned and operated by diverse entrepreneurs. Hear how the San Joaquin Valley’s Community Development Financial Institutions (CDFIs) and their impact investing partners are continuing to expand this vital activity in the region.

2:30 – 3:30 Leveraging Federal and State Resources for an Inclusive and Sustainable San Joaquin Valley

Government is a critical partner to impact investing and broader regional efforts to build inclusive economies. Hear how regional communities are harnessing both state and federal resources to enhance their local community development efforts in both urban and rural areas.

3:30 – 4:00 Wrap up and Next Steps

Special Invitation – Joint Reception at the Wyndham Visalia on Wednesday Evening – September 18

Please join a 6:00 Reception cohosted by the San Joaquin Valley Impact Investment Fund and the San Joaquin Valley Housing Collaborative at the Wyndham Visalia Terrace, 9000 West Airport Drive, Visalia, CA 93277

Organizer – San Joaquin Valley Impact Investment Fund

The San Joaquin Valley Impact Investing Fund, a regional impact investing fund whose mission is to make the San Joaquin Valley a healthier place to live, work and prosper by investing in organizations and entrepreneurs whose activities promote community health and wellbeing for all.

Facilitated by Avivar Capital, an SEC-registered investment advisor that specializes in impact investing for healthy, inclusive and environmentally sustainable development in rural and urban communities.

If you have questions or need additional information, please contact Lisa Richter, or Tina Castro, CFA,