COHORT 12
Materials
Your hub for pre-reads, program documents, your workbook, and everything faculty and mentors share during sessions. All content is also uploaded to a shared Google Drive as it becomes available.
Documents & Pre-Reads
Course Materials
Program documents, pre-reads, and your workbook, all together.
Pre-Reads
Two short reads and three short videos (~1h45), each tied to a specific day of Module 1 — plus optional resources and a reference library.
Preparatory Material for Module 1
What to prepare before you arrive, what’s used during the module, and a reference library for later. Email Marietta if any link inside doesn’t open.
Program Documents
Program Timeline
Key milestones, activities, and deadlines from September 2026 through April 2027.
Module 1 Itinerary
Detailed, hour-by-hour schedule for Zürich.
Module 2 Itinerary
Detailed, hour-by-hour schedule for Cambridge/Boston.
Coursework Guideline Documents
Fund Due Diligence
Instructions, the DD framework, and templates for the Fund Due Diligence coursework.
Investment Policy Statement
Instructions and templates for your IPS, including Listening Tour guidance.
Program Brochure
Overview of the program for reference and sharing.
Program Workbook
Participant Workbook
Your workbook for notes across Module 1 and Module 2. A hardcopy will be provided on-site; if using the digital version, save a local copy before taking notes. Link coming soon.
By Day & Session
Session Materials
Slides and materials shared by faculty and mentors, in chronological order.
Before Module 1
Welcome Call
Sep 30, 2026
Open →
Module 1 — Zürich Oct 19–23, 2026
Day 0 — Intro to Finance (optional)
Au Premier, Zürich HB.
Open →
Day 1 — Core Concepts, Purpose & Intent
Welcome & introductions, evolution of sustainable investing, the investing toolbox, impact & additionality.
Open →
Day 2 — Foundations in Sustainable Investing
Climate change & En-ROADS simulator, multicapital & IKIGAI framework, active ownership, alumni spotlight.
Open →
Day 3 — Fund Due Diligence
Why Fund DD matters, the Fund DD framework, hands-on session, coursework kickoff.
Temple Fennell & Philip Walker
Open →
Day 4 — Impactful Portfolios & IPS
Building impactful portfolios, IPS workshop, setting intentions.
IPS session led by James Gifford, Falko Paetzold, Nan Reid & Sam Bonsey
Open →
Before Module 2
Dates and topics subject to change.
1. Alumni Story
Nov 11, 2026
Open →
2. Engaging Your Family System
Nov 25, 2026
Jason Jay & Falko Paetzold
Open →
3. Philanthropy
Dec 9, 2026
Open →
4. IPS Workshop
Jan 20, 2027
Open →
5. Innovative Financing
Feb 17, 2027
Aunnie Patton Power & Julie Engelhorn
Open →
Module 2 — Cambridge / Boston Apr 14–16, 2027
Materials to follow closer to Module 2.
Day 1 — Welcome to Module 2 & Fund DD
Catching up, Fund DD investment recommendation presentations, discussion & wrap-up.
Temple Fennell & Philip Walker
Open →
Day 2 — Investment Policy Statement & Going Deeper
IPS discussion & wrap-up, impact measurement & management, IKIGAI deep dive, sustainable portfolio.
James Gifford, Falko Paetzold, Nan Reid & Sam Bonsey
Open →
Day 3 — Building Your Capabilities & Next Steps
Engagement strategy workshop, alumni stories, investor networks, program completion.
Open →