Evaluating for Impact and ROI with speakers Beth Sirull, Pacific Community Ventures; Brian Trelstad, Acumen Fund; and Kate Starr, F.B. Heron Foundation. Huilan Yang and Tony Berkley, W. K. Kellogg Foundation, moderate the discussion.
Investing with a social mandate has never been easier to do - or more profitable. While the business press plays a lively debate about financial returns, shines a light on the other half of the equation: the social returns. This workshop examines current practices in the field for measuring social returns among a range of leading edge investors.
Topics for discussion will include - indicators for social return, rolling up results across a range of asset classes, analytic tools, and reporting processes. The discussion should be valuable to investors interested in current practice as well as those building - and evaluating - a balanced portfolio- PRI Makers Network
Tony Berkley is the Evaluation Manager, head of Youth & Education for W. K. Kellogg Foundation.
Beth Sirull is a Director at Pacific Community Ventures. She is responsible for developing and managing consulting relationships, providing social return on investment research and analytical services to external institutional investors. Beth also manages PCV's marketing and external communications.
Kate Starr is an Investment Officer at the FB Heron Foundation, and chair of the PRI Conference 2008.
Brian Trelstad runs the global portfolio team at the Acumen Fund, coordinating the investment process and post-investment management support. In addition, he has been driving Acumen Fund's works on measuring social and financial return.
He is a member of the management committee and the extended leadership team. He is also a founding executive committee member of the Aspen Network of Development Entrepreneurs (ANDE) and a co-founder of IRIS (Impact Reporting and Investment Standards), a tool for creating standardization and transparency in impact investing.
Before joining Acumen Fund, he Trelstad spent four years at McKinsey & Company as a consultant in the healthcare and non-profit practices and as an editor of the McKinsey Quarterly. Prior to McKinsey, he worked as a case writer at Stanford University's Center for Entrepreneurial Studies and advised a number of early-stage technology companies. He was the lead environmental staffer for President Clinton's AmeriCorps program, and co-founded and directed the Center for Environmental Citizenship.
He holds an MBA from Stanford University, an MA in City Planning from UC-Berkeley, and a BA from Harvard University.
Huilan Yang is Evaluation Manager/Internal Consultant at the W.K. Kellogg Foundation in Battle Creek, Michigan. In this role, Dr. Yang works with the Foundation's program staff to monitor and measure the results of funded projects and activities.
Prior to joining the Foundation, Dr. Yang was the Director of Evaluation & Research with Starr Commonwealth, where she previously held the positions of Director of Research, Assistant Director of Evaluation & Research, Research Associate, and Program Evaluator. She has also been an adjunct faculty member at Western Michigan University.
Dr. Yang started her career in evaluation approximately 15 years ago at the Evaluation Center, Western Michigan University. The training she received there became instrumental in her leadership role at Starr Commonwealth, where she supervised the evaluation staff in designing and implementing evaluation of the youth residential, home-based and community-based programs.
Dr. Yang received both her Doctoral degree in Evaluation, Research, and Measurement and Master's degree in Educational Leadership, from Western Michigan University in Kalamazoo. She also holds a Bachelor's degree in English and American language and Literature, and another Master's degree in teaching English as a Second Language, from Nankai University in China.