By Invitation Only
Measuring the impact of the philanthropic investments and grants is critical to the improvement of operations and strategy. However given the complexity of social and environmental causes, most nonprofit organizations are only capable of reporting immediate outputs rather than contributions to a long-term outcome. While there are nonprofit monitoring websites to access generalized impact data, it is complex and therefore it requires a degree of effort to be able to measure specific outcomes for an initiative that may occur gradually and contribute to larger-scale system changes. The panelists, who represent a diverse spectrum of stakeholders, will discuss current approaches to measuring the impact, its limitations, emerging models, developments in technology, case studies and the role of measuring impact in the intergenerational communication of values within a family.
CEO & Chairman, PDC Capital
Salvador Paiz is President of FunSEPA, a foundation which is improving the quality of education in Guatemala by leveraging technology. FunSEPA has installed over 26,313 computers in over 1,624 public schools, and has trained and certified over 86,000 public school teachers (over 55% of the total teacher population) on the usage of technology as a teaching tool. FunSEPA is in the process of rolling out Na'at, a revolutionary teacher training platform which does not require connectivity. Paiz is also Director of the Foundation for the Development of Guatemala (FUNDESA) and works on the Mejoremos Guate initiative, a holistic development agenda for the country with short-term actionable projects. Key projects and initiatives include: Roadway Infrastructure Legislative Proposal, Crime Stoppers Guatemala, Guatemala Visible, Criminal Justice Flowchart, among others. On the business side, Paiz is the Co-Chairman of Grupo PDC, a holding company with interests in distribution and real estate finance throughout Central America. Paiz obtained a Bachelor's degree with honours from the Wharton School at the University of Pennsylvania and received an MBA from the MIT Sloan School of Business as a Martin Trust Merit Scholar. His econometric work on the topic of contagion has been published.
David Friedman is the cofounder of WealthQuotient a referral management platform for the ultra-affluent. David also serves as the Chief Ethics Officer at Respada, David Friedman brings his unique expertise in the UHNW world and his background in philosophical theology to the benefit of Respada's collaborative community. David is a co-founder of WealthQuotient, a leading provider of data services to ultra luxury brands and foundations around the world. David was most recently the co-founder and former president of Wealth-X, the world’s first and only global wealth data and intelligence platform serving the top global brands in luxury, financial services and non-profit organizations. David and his co-founder Mykolas Rambus successfully sold a majority share of Wealth-X to Insight Venture Partners, an $8B private equity fund based in New York City.
As the Co-Founder of Wealth-X, Mr. Friedman has emerged as one of the world’s leading experts on the global ultra affluent market and his opinions on a broad range of topics involving the ultra-wealthy have been featured in the Wall Street Journal, New York Times, Financial Times, The Guardian, Investment News, CNBC and The Telegraph and he has had frequent appearances on various news programs including the BBC, FOX, CNN and Bloomberg.
Prior to co-founding Wealth-X, Mr. Friedman spent several years as Managing Director at CB Richard Ellis advising global Fortune 500 companies on their location strategies as well as sovereign wealth funds in the Middle East, Asia and Latin America on real estate development projects related to economic growth strategies. His client portfolio included the Saudi Royal Family, Kuwait Finance House, the Government of Puerto Rico as well as the Malaysian Sovereign Wealth Fund.
Mr. Friedman started his career at Oxford Analytica, the world’s leading geopolitical analysis firm founded by Dr. David Young, former special assistant to Kissinger in the Nixon White House. Mr. Friedman also currently serves on their Advisory Board.
Mr. Friedman has a Masters Degree in Philosophical Theology and Ethics from Yale Divinity School where he did his thesis on the role of religious arguments in public debate and did his undergraduate work in political philosophy with a Political Science degree from Wheaton College where he graduated Magna Cum Laude.
Founder & CEO, SaltExchange
Johanna is the Founder and Chief Executive Officer of SaltExchange, a private community of philanthropists, including family offices, foundations, and individuals, who strive towards greater impact through connections and collaboration. Prior to launching SaltExchange, Johanna served as President of The Grace & Mercy Foundation in New York City where she stewarded philanthropic investments around the world.
Johanna began her professional career as a Certified Public Accountant, working with firms such as Deloitte and Morgan Stanley. She has more than twenty years of experience as a results-oriented strategic consultant, manager, and entrepreneur. Furthermore, she has a proven ability to create and deliver on vision and cultivate significant relationships across socioeconomic backgrounds leading to growth.
Johanna received an Executive MBA from the Saïd Business School at the University of Oxford, and a BA in Accounting from Brooklyn College. She serves on the global advisory boards of Trustbridge Global Foundation and Young Life Global Cities.
Alan McCormick is a Partner of Legatum. He has been with the firm since its inception in 2006 serving in various capacities with a wide range of management responsibilities across the group. He was formerly part of Legatum’s predecessor, Sovereign Asset Management, and a member of its special situations team.
Alan, along with his Partners, has driven the incubation of much of Legatum’s social investment portfolio where he also plays a governance role for organisations including the END Fund, Freedom Fund, Luminos Fund, the Legatum Center for Entrepreneurship at MIT and the Legatum Institute Foundation which is based in London.
CEO, Malaria No More
Martin Edlund is a founding member and Chief Executive Officer of Malaria No More, a globally recognized non-profit organization with the visionary mission to end the world’s oldest, deadliest disease in our lifetimes. During his tenure at Malaria No More, he has built a world-class board of directors and teams in the US, Africa, and India with affiliates in the UK and Japan. He has led strategies to mobilize political will, global influencers, and executives of leading media, mobile, and medical companies to deliver the resources and innovations to end malaria. Edlund has been instrumental in shaping the narrative of the complex and evolving issue of malaria for leadership audiences across the globe, beginning with his work around the White House Summit on Malaria.
Edlund also lived and worked in West Africa as Malaria No More’s Director of New Programs, where he helped launch innovative net distribution, testing and education campaigns with country leadership and local partners in Senegal, Cameroon, and Chad. Prior to joining MNM, Martin was a journalist for The Wall Street Journal, The New York Times, and The New Republic, among other publications, and a political consultant in Washington, D.C., specializing in online campaign strategies. He is a graduate of Harvard University.