DALLAS

THE CLIMATE SALON

INVESTING IN CLIMATE

APRIL, 2023

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WHEN /

APRIL
2023

WHERE /

DALLAS, TX

HOSTED BY /

ABOUT THE SALON /

Family offices, foundations, endowments, and donor-advised funds are uniquely positioned to invest in climate across the spectrum of private market opportunities.

We'll feature thought leaders with conversations starting with direct investments to investments allocated with philanthropic capital through PRI, MRI, and donor-advised funds, and showcase opportunities that blend these investments to maximize impact and returns. Peer conversations feature family offices and foundations that are blazing a path for effective climate investment.

THE AGENDA

9:30 - 10:00 AM

REGISTRATION

10:00 - 10:15 AM

OPENING REMARKS

10:15 - 11:00 AM

OPENING KEYNOTE: OUR MOMENT IN CLIMATE

11:00 - 12:00 PM

PRIVATE FAMILY OFFICE SHARES THEIR INTERGENERATIONAL APPROACH TO CLIMATE INVESTMENT

12:00 - 1:00 PM

LUNCH

1:00 - 2:30 PM

THE SWITCH IS ON: APPLYING ENDOWMENT THE ENDOWMENT MODEL TO DAFS FOR CLIMATE INVESTMENT

WHY NOW
LEGAL & TAX
STRUCTURE & MECHANICS

2:30 - 3:15 PM

USE OF DATA & TECHNOLOGY IN THE INVESTMENT PROCESS

3:15 - 3:30 PM

BREAK

3:30- 5:30 PM

FEATURED OPPORTUNITIES

Applying the Fund of Fund model to DAFs to accelerate investment in climate
Why one should use a DAF for early-stage climate venture capital
Financial innovation in DAFs enables LMI communities to decarbonize their homes

5:30 PM - 7:00 PM

COCKTAILS

Climate Salon Terms & Conditions

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