General Information
Instructor(s)
- Rod Lohin
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- Social Impact and Sustainability (c)
Instructor Bio
Rod Lohin is the Executive Director of the Michael Lee-Chin Family Institute for Corporate Citizenship and a Sessional Lecturer at Rotman. He is an expert on corporate sustainability strategy and sustainable finance, publishing widely and consulting with companies like RBC, Ericsson, and SunLife. He is a co-founder of OpenImpact.ca, a public inventory of impact investing products in Canada.
Target Audience
Students with an interest in early-stage investing, private equity, entrepreneurship, social enterprise, social innovation, and social and environmental issues in management.
Format
This is formally a Spring Term class, but to keep pace with the MIINT program, it is taught across both Fall and Spring Terms in 6-8 classes (2 hours long), which will include online readings, quizzes, deliverables, and group work.
Course Mission
You will learn about early-stage impact investing, including what impact investing is and how fast it is growing, how to develop an impact investing thesis, source early-stage impact investments, conduct due diligence, and prepare an investment memo and recommendation to an investment committee.
Course Scope
Through classes and online materials, you will be exposed to cutting-edge readings, industry resources, and guest speakers on impact investing. You will also participate in intensive, self-organized team-based group work to source, assess, and pitch a real early-stage impact company to an investment committee. This course is taught in conjunction with the Turner MBA Impact Investing Network and Training (MIINT) program, a joint initiative of the Wharton School of Management and Bridges Impact Foundation. Students who successfully complete all requirements of the course will also receive a certificate from Turner MIINT.
Evaluation and Grade Distribution
| Component | Due Date | Weight |
|---|---|---|
| Online Deliverables | Ongoing | 20% |
| Participation | Ongoing | 20% |
| Student Assessment by Team Members | End of Term | 10% |
| Initial Investment Thesis, Sourcing Strategy, and Sourcing List | Early December 2021 | 15% |
| Impact Analysis, Due Diligence, Investment Memo | Late February/Early March 2022 | 20% |
| Investment Committee Presentation Deck and Delivery | Early March 2022 | 15% |
Required Resources
Online materials will be available through Wharton with additional readings and guest speakers organized by the instructor.
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