Knowledge Items

In June 2015, Duke University’s CASE released the Impact Investment Clean Energy and Climate Solutions 2015 Sector Highlights Report to describe progress on commitments to invest in clean energy and climate solutions made at the June 2014 White House Roundtable on Impact Investing. From the $1.5 billion committed to new impact investments last June, more […]

This is a recording of a April 2015 live Fuqua Faculty Conversation, Impact Investing and Tri-Sector Leadership, with Cathy Clark, Adjunct Professor and Faculty Director of CASE and CASE i3.

A collaboration between CASE, IPIHD, Calvert Foundation, and Investors’ Circle, produced as part of the Social Entrepreneurship Accelerator at Duke with funding from USAID,  this project set out to understand the landscape of current sources of debt and equity financing for global health enterprises in India and East Africa. Interviews with investors revealed two main […]

Michael Dorsey, co-founder of Bay Area Equity Fund and Bay Area Growth Fund and former partner of the Westly Group visited campus in 2014 and shared his deep experience on how venture capital can be used to achieve significant financial and environmental returns. A Silicon Valley insider, Dorsey turned from his 20 year tenure as […]

From Hope to Hype to Executive in Impact Investing CASE hosted John Goldstein, Managing Director of Imprint Capital Advisors, in 2014 to talk about how the field of impact investing has progressed (and where it still has to go). John has vast experience as an advisor to foundation, individual and family offices and a leader […]

By Daniel Brett SEAF is an investment management group that provides growth capital and business assistance to small and medium enterprises (SMEs) in emerging and transition markets underserved by traditional sources of capital. Through our network of offices around the world, we invest in entrepreneurs to seek to build successful businesses, hoping to realize both […]

By Cathy Clark, Jed Emerson and Ben Thornley The Impact Investor: Lessons in Leadership and Strategy for Collaborative Capitalism offers precise details on what, exactly, impact investing entails, embodied in the experiences and best and proven practices of some of the world’s most successful impact investors, across asset classes, geographies and areas of impact. The […]

By Lila Cruikshank, Cathy Clark and Richard Bartlett This report identifies common challenges and emerging best practices for fundraising in the global health field, drawing on interviews with investors and global health social enterprises (GHSEs). The mistakes and recommendations identified here are derived principally from the authors’ work with investors and innovators affiliated with the […]

This ebook puts a lens on the underlying practices that bridge impact investing and risk mitigation finance, and outlines the transformations taking place in finance itself, driven by more cross-sector, transparent relationships in the service of creating long-term value for multiple stakeholders, not just shareholders. This ebook is Chapter 1 of the book The Impact […]

By Ben Thornley, Brenna McCallick and Daniel Brett In May 2007, the $8 billion W.K. Kellogg Foundation (WKKF), headquartered in Battle Creek, Michigan, launched a Mission Driven Investments (MDI) initiative that, with a commitment to investing directly in for-profit companies, stands as a successful and especially innovative example of a large institution aligning endowment preservation […]