Workshop: How to attract investors? How to deal with them?
Thursday, 16 Jan, 1-5.30pm: Training Workshop
For representatives of (Christian) Development Agencies
Workshop presentation is available here
The Workshop is led by two leading academics and practitioners:
Christoph Stückelberger, Professor of Ethics, expert on ethical investments, Director of Geneva Agape Foundation
Jean-Pierre Sweerts: CEO Water Finance Facility and Board Chairman DOB Equity, Amsterdam and Nairobi, Member of the International Board of Geneva Agape Foundation.
A) Theory and Concepts (presentations by the two experts)
- Mapping: What types of Investors exist? How do different objectives determine the categories of investors and the types of investments they seek? How many are where to find?
- Terminology: What do investors mean when they say ..,? What are the investment strategies? What are the differences of a project proposal and an investment term sheet (will be compared)?
- Objectives: What are the concepts behind risk and return, performance, yield, duration, volatility, liquidity, leverage?
- Legal Affairs: Legal regulations in the investment industry in different markets
Overview of suitable groups of potential investors and how to approach them.
B) Experiences and Questions: Discussion in groups and plenary of successful and failing cases of experience and questions from the presentations
C) Praxis (Exercises)
- Reading: understanding the investors’ documents and their paperwork
- Presenting: the (non-for-profit) development organisation/yourself
- Pitching: identifying/approaching potential investors, church-based/ non-church-based
Negotiating: how to negotiate with potential investors?
D) Conclusions and next steps, tools of support and services