In a world grappling with urgent social and environmental challenges, the role and responsibility of capital has never been more critical.
Small Giants’ Journey to Impact is an immersive two-day program designed to help families, foundations and individuals align their values with their investments and redefine their purpose in the world of capital.
The two-day workshop will support you in aligning your capital and values for maximum impact.
The program equips participants with practical tools for impact portfolio design, measurement and reporting, and values-based decision-making. It also creates space for deep reflection on the good society, the purpose of wealth, and the legacy it can create. Participants leave with the foundations for an impact investing strategy, and for those already on the journey, the opportunity to recommit.
You’ll leave with practical tools to begin an impact investing strategy that you’ll have the confidence to take to your advisor, plus a network of like-minded peers who understand this journey.
This isn’t just about returns – it’s about leadership, capacity building, and using your capital to address our complex world.
Journey to Impact is guided by Danny Almagor, Co-Founder of Small Giants Family Office, and Hayley Morris, Director of the Morris Group.
Who’s it for?
The program takes a multigenerational approach to wealth and has been designed for:
- Family office principals seeking to integrate impact into their investment strategy
- Next generation wealth holders wanting to influence family investment decisions
- High net worth individuals committed to conscious capital allocation
- Foundation and endowment leaders responsible for investing capital for impact
- Wealth advisors supporting clients on their impact journey
Perfect if you:
- Have significant capital to allocate but feel uncertain about impact investing approaches
- Want to learn from peers who’ve successfully integrated values with investment returns
- Seek a tested framework for family conversations about wealth and legacy
- Feel isolated in your desire to use capital for positive change
- Need confidence to take impact investing proposals to your advisory team
Date: October 20-21, 2025 in Melbourne
Learn more: https://www.smallgiants.com.au/programs/journey-to-impact
Download Program Brochure: https://email.dumbofeather.com/h/y/D795E11CB6C18CB6
If you have any questions reach out to alicia@smallgiants.com.au