The Program

Participants during the 2021 - 2022 training

Dates for the 10th Cohort

Initiated in 2015 at the Initiative for Responsible Investment at the Harvard Kennedy School, the 9th iteration of the Impact Investing for the Next Generation Program is scheduled as follows:

Module 1: October 15th-18th, 2024 in Zurich
Center for Sustainable Finance & Private Wealth (CSP)
University of Zurich, Zurich, Switzerland

Module 2: April 29th-May 1st, 2025 in Boston
MIT Sloan School of Management
Massachusetts Institute of Technology (MIT),
Cambridge, Massachusetts, USA

Each cohort provides a protected environment for max. 30 participants, principals-only, opening up to a community of 250+ alumni.

Program Goals

BUILD YOUR CAPACITY

DEVELOP YOUR STRATEGIC
COMMUNICATION SKILLS

JOIN A COMMUNITY

Curriculum 2024-2025

October 1st 2024

‎PRE-MODULE‎‏‏‎ 1

October 14th 2024, in Zurich (optional)

INTRODUCTION TO FINANCE

October 15th - 18th, 2024, in Zurich

MODULE 1

October 2024 - April 2025, online

IN-BETWEEN MODULES

April 29th - May 1st, 2025, in Boston

MODULE 2

May 2nd - 4th, 2025, in Boston (optional)

ALUMNI WEEKEND
PRE-MODULE 1

October 1st 2024

INTRODUCTION TO FINANCE

October 14th 2024, in Zurich (optional)

MODULE 1

October 15th - 18th, 2024, in Zurich

IN-BETWEEN MODULES

October 2024 - April 2025, online

MODULE 2

April 29th - May 1st, 2025, in Boston

ALUMNI WEEKEND (optional)

May 2nd - 4th, 2025, in Boston (optional)

Registration, Info & Fees

Download the brochure for more information

  • Applications are reviewed on a rolling basis following individual interviews.
  • Price: CHF 20,100 per participant.
  • Program fee includes: In-person and online training sessions, high-quality meals and networking drinks. Program fee excludes: Accommodation and transportation costs for Module 1 and Module 2.
  • Registration deadline: August 15th, 2024.
Download Brochure

Program Founders & Team

Dr. Falko Paetzold

Program Co-Founder & Managing Director of CSP at the University of Zurich

More +

Dr. James Gifford

Program Co-Founder & Founder of the UN Principles for Responsible Investment

More +

Temple Fennell

Program Co-Founder & Family Member of Keller Enterprises – Single Family Office

More +

Dr. David Wood

Program Co-Founder & Senior Research Associate at the Social Innovation and Change Initiative at the Harvard Kennedy School

More +

Dr. Falko Paetzold

Program Co-Founder & Managing Director of CSP at the University of Zurich

More +

Dr. James Gifford

Program Co-Founder & Founder of the UN Principles for Responsible Investing

More +

Temple Fennell

Program Co-Founder & Family Member of Keller Enterprises – Single Family Office

More +

Dr. Jason Jay

Senior Lecturer at the MIT Sloan School of Management and Director of the Sustainability Initiative at MIT Sloan

More +

Marietta Chatzinota

Next Gen Program Lead at the Center for Sustainable Finance and Private Wealth at the University of Zurich

More +

Shannon Wolff

Event Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich

More +

Dr. David Wood

Program Co-Founder & Director of the Initiative for Responsible Investment at Harvard Kennedy School

More +

Dr. Jason Jay

Senior Lecturer at the MIT Sloan School of Management and Director of the Sustainability Initiative at MIT Sloan

More +

Marietta Chatzinota

Next Gen Program Lead at the Center for Sustainable Finance and Private Wealth at the University of Zurich

More +

Shannon Wolff

Event Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich

More +

Program Brochure 2024-25

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Copyright 2023 University of Zurich © Developed by Cactus 

• Understand key approaches in sustainable investing, how to have impact as an investor, the building blocks of a sustainable investment portfolio, and how to scan the market.
• Conduct hands-on due diligence on real impact funds in groups, with the support of global experts and the actual fund managers.
• Use a framework to develop your Investment Policy Statement (IPS), including your values, financial and impact objectives.
• Learn how to evaluate the capabilities of your wealth managers and how to ask challenging questions.

BUILD YOUR CAPACITY

• Understand how to use your Investment Policy Statement (IPS) as a communication tool with your family and wealth managers.
• Map your family and wider ecosystem, identify allies and outline a plan to engage them.
• Learn different arguments when making the case for impact investing and understand which one to use with whom.

DEVELOP YOUR STRATEGIC COMMUNICATION SKILLS

• Become deeply embedded in our global network of impact investors including our 200+ alumni.
• Join our alumni-only weekends and regular social and educational events organized exclusively for our international community of impact-focused wealth holders.
• Connect with global experts in the field of sustainable and impact investing.

JOIN A COMMUNITY

• Understand how to use your Investment Policy Statement (IPS) as a communication tool with your family and wealth managers.
• Map your family and wider ecosystem, identify allies and outline a plan to engage them.
• Learn different arguments when making the case for impact investing and understand which one to use with whom.

DEVELOP YOUR STRATEGIC COMMUNICATION SKILLS

• Become deeply embedded in our global network of impact investors including our 200+ alumni.
• Join our alumni-only weekends and regular social and educational events organized exclusively for our international community of impact-focused wealth holders.
• Connect with global experts in the field of sustainable and impact investing.

JOIN A COMMUNITY

• Understand key approaches in sustainable investing, how to have impact as an investor, the building blocks of a sustainable investment portfolio, and how to scan the market.
• Conduct hands-on due diligence on real impact funds in groups, with the support of global experts and the actual fund managers.
• Use a framework to develop your Investment Policy Statement (IPS), including your values, financial and impact objectives.
• Learn how to evaluate the capabilities of your wealth managers and how to ask challenging questions.

BUILD YOUR CAPACITY

•  Become deeply embedded in our global network of impact investors including our 250+ alumni.
• Join our alumni-only weekends and regular social and educational events organized exclusively for our international community of impact-focused wealth holders.
• Connect with global experts in the field of sustainable and impact investing.

JOIN A COMMUNITY

• Understand key approaches in sustainable investing, how to have impact as an investor, the building blocks of a sustainable investment portfolio, and how to scan the market. 
• Conduct hands-on due diligence on real impact funds in groups, with the support of global experts and the actual fund managers.
• Use a framework to develop your Investment Policy Statement (IPS), including your values, financial and impact objectives.
• Learn how to evaluate the capabilities of your wealth managers and how to ask challenging questions.

BUILD YOUR CAPACITY

• Understand how to use your Investment Policy Statement (IPS) as a communication tool with your family and wealth managers.
• Map your family and wider ecosystem, identify allies and outline a plan to engage them.
• Learn different arguments when making the case for impact investing and understand which one to use with whom.

DEVELOP YOUR STRATEGIC COMMUNICATION SKILLS

• Attend the welcome call with your cohort and meet your peers.
• Read the preparatory material ahead of Module 1.

PRE-MODULE 1

September 2024

• Learn about the fundamentals of finance and investing, including asset classes, risk return, and liquidity.

INTRODUCTION TO FINANCE

October 14th 2024, in Zurich (optional)

• Learn to differentiate the key approaches in sustainable and impact investing.
• Familiarize yourself with the concepts of impact and additionality.
• Understand what an Investment Policy Statement (IPS) is, how investors use them, and why it is important.
• Hear alumni share how they engaged their families and developed their IPS.
• Dive deep into the framework for Fund Due Diligence, which you will use to carry out the group coursework.
• Get introduced to the ‘Listening Tour’ exercise and understand how to approach your wealth managers and evaluate their offering.

MODULE 1

October 15th-18th, 2024, in Zurich

• Work individually on the Listening Tour and the Investment Policy Statement (IPS) assignments. Discuss your progress with your peers and core faculty.
• Work in a group of 3-4 people to carry out Due Diligence on a real-world fund.
• Attend monthly ‘Cohort Calls’ on topics such as alumni sharing learnings and their journeys, workshops on the investment policy statement coursework, ESG ratings, philanthropy, impact management and measurement, innovative financing, family dynamics.
• Understand what you own and how decisions are made by talking with your wealth managers.

IN-BETWEEN MODULES

October 2024 - April 2025, online

• Present the outcome of your Fund Due Diligence to your peers and discuss your findings.
• Reflect on your progress in the IPS exercise and discuss next steps.
• Hear from alumni on how they developed their capabilities, strategy and portfolios after completing the program.
• Dive deeper into topics such as how to have impact in public equities, how to understand the investment landscape and scan for deals, what networks and resources are available to support you.
• Module 2 closes with a celebratory dinner, which is open to alumni from previous cohorts.

MODULE 2

April 29th- May 1st, 2025, in Boston

• Celebrate the completion of the program over a weekend full of educational and social activities, open only to CSP wealth-owner alumni.
• Make meaningful connections, expand your impact network, share learnings, and accelerate your impact-investing journey.

ALUMNI WEEKEND

May 2nd-4th, 2025, in Boston (optional)

• Learn about the fundamentals of finance and investing, including asset classes, risk return, and liquidity.

INTRODUCTION TO FINANCE

October 14th 2024, in Zurich (optional)

• Learn to differentiate the key approaches in sustainable and impact investing.
• Familiarize yourself with the concepts of impact and additionality.
• Understand what an Investment Policy Statement (IPS) is, how investors use them, and why it is important.
• Hear alumni share how they engaged their families and developed their IPS.
• Dive deep into the framework for Fund Due Diligence, which you will use to carry out the group coursework.
• Get introduced to the ‘Listening Tour’ exercise and understand how to approach your wealth managers and evaluate their offering.

MODULE 1

October 15th-18th, 2024, in Zurich

• Work individually on the Listening Tour and the Investment Policy Statement (IPS) assignments. Discuss your progress with your peers and core faculty.
• Work in a group of 3-4 people to carry out Due Diligence on a real-world fund.
• Attend monthly ‘Cohort Calls’ on topics such as alumni sharing learnings and their journeys, workshops on the investment policy statement coursework, ESG ratings, philanthropy, impact management and measurement, innovative financing, family dynamics.
• Understand what you own and how decisions are made by talking with your wealth managers.

IN-BETWEEN MODULES

October 2024 - April 2025, online

• Present the outcome of your Fund Due Diligence to your peers and discuss your findings.
• Reflect on your progress in the IPS exercise and discuss next steps.
• Hear from alumni on how they developed their capabilities, strategy and portfolios after completing the program.
• Dive deeper into topics such as how to have impact in public equities, how to understand the investment landscape and scan for deals, what networks and resources are available to support you.
• Module 2 closes with a celebratory dinner, which is open to alumni from previous cohorts.

MODULE 2

April 29th- May 1st, 2025, in Boston

• Celebrate the completion of the program over a weekend full of educational and social activities, open only to CSP wealth-owner alumni.
• Make meaningful connections, expand your impact network, share learnings, and accelerate your impact-investing journey.

ALUMNI WEEKEND

May 2nd-4th, 2025, in Boston (optional)

  • Attend the welcome call with your cohort and meet your peers.
  • Read the preparatory material ahead of Module 1.

PRE-MODULE 1

October 1st 2024

• Learn to differentiate the key approaches in sustainable and impact investing.
• Familiarize yourself with the concepts of impact and additionality.
• Understand what an Investment Policy Statement (IPS) is, how investors use them, and why it is important.
• Hear alumni share how they engaged their families and developed their IPS.
• Dive deep into the framework for Fund Due Diligence, which you will use to carry out the group coursework.
• Get introduced to the ‘Listening Tour’ exercise and understand how to approach your wealth managers and evaluate their offering.

MODULE 1

October 15th-18th, 2024, in Zurich

• Work individually on the Listening Tour and the Investment Policy Statement (IPS) assignments. Discuss your progress with your peers and core faculty.
• Work in a group of 3-4 people to carry out Due Diligence on a real-world fund.
• Attend monthly ‘Cohort Calls’ on topics such as alumni sharing learnings and their journeys, workshops on the investment policy statement coursework, ESG ratings, philanthropy, impact management and measurement, innovative financing, family dynamics.
• Understand what you own and how decisions are made by talking with your wealth managers.

IN-BETWEEN MODULES

October 2024 - April 2025, online

• Present the outcome of your Fund Due Diligence to your peers and discuss your findings.
• Reflect on your progress in the IPS exercise and discuss next steps.
• Hear from alumni on how they developed their capabilities, strategy and portfolios after completing the program.
• Dive deeper into topics such as how to have impact in public equities, how to understand the investment landscape and scan for deals, what networks and resources are available to support you.
• Module 2 closes with a celebratory dinner, which is open to alumni from previous cohorts.

MODULE 2

April 29th- May 1st, 2025, in Boston

• Celebrate the completion of the program over a weekend full of educational and social activities, open only to CSP wealth-owner alumni.
• Make meaningful connections, expand your impact network, share learnings, and accelerate your impact-investing journey.

ALUMNI WEEKEND

May 2nd-4th, 2025, in Boston (optional)

  • Attend the welcome call with your cohort and meet your peers.
  • Read the preparatory material ahead of Module 1.

PRE-MODULE 1

October 1st 2024

• Learn about the fundamentals of finance and investing, including asset classes, risk return, and liquidity.

INTRODUCTION TO FINANCE

October 14th 2024, in Zurich (optional)

• Work individually on the Listening Tour and the Investment Policy Statement (IPS) assignments. Discuss your progress with your peers and core faculty.
• Work in a group of 3-4 people to carry out Due Diligence on a real-world fund.
• Attend monthly ‘Cohort Calls’ on topics such as ESG ratings, philanthropy, IPS, and alumni stories.
• Understand what you own and how decisions are made by talking with your wealth managers.

IN-BETWEEN MODULES

October 2024 - April 2025, online

• Present the outcome of your Fund Due Diligence to your peers and discuss your findings.
• Reflect on your progress in the Listening Tour and the IPS exercises and discuss next steps.
• Hear from alumni on how they developed their capabilities, strategy and portfolios after completing the program.
• Dive deeper into topics such as how to have impact in public equities, how to understand the investment landscape and scan for deals, what networks and resources are available to support you.
• Module 2 closes with a celebratory dinner, which is open to alumni from previous cohorts.

MODULE 2

April 29th- May 1st, 2025, in Boston

• Celebrate the completion of the program over a weekend full of educational and social activities, open only to CSP wealth-owner alumni.
• Make meaningful connections, expand your impact network, share learnings, and accelerate your impact-investing journey.

ALUMNI WEEKEND

May 2nd-4th, 2025, in Boston (optional)

• Attend the welcome call with your Cohort and meet your peers.
• Read the preparatory material ahead of Module 1.
• Attend Optional Module on Finance.

PRE-MODULE 1

September 2024

• Learn about the fundamentals of finance and investing, including asset classes, risk return, and liquidity.

INTRODUCTION TO FINANCE

October 14th 2024, in Zurich (optional)

• Learn to differentiate the key approaches in sustainable and impact investing.
• Familiarize yourself with the concepts of impact and additionality.
• Understand what an Investment Policy Statement (IPS) is, how investors use them, and why it is important.
• Hear alumni share how they engaged their families and developed their IPS.
• Dive deep into the framework for Fund Due Diligence, which you will use to carry out the group coursework.
• Get introduced to the ‘Listening Tour’ exercise and understand how to approach your wealth managers and evaluate their offering.

MODULE 1

October 15th-18th, 2024, in Zurich

• Present the outcome of your Fund Due Diligence to your peers and discuss your findings.
• Reflect on your progress in the Listening Tour and the IPS exercises and discuss next steps.
• Hear from alumni on how they developed their capabilities, strategy and portfolios after completing the program.
• Dive deeper into topics such as how to have impact in public equities, how to understand the investment landscape and scan for deals, what networks and resources are available to support you.
• Module 2 closes with a celebratory dinner, which is open to alumni from previous cohorts.

MODULE 2

April 29th- May 1st, 2025, in Boston

• Celebrate the completion of the program over a weekend full of educational and social activities, open only to CSP wealth-owner alumni.
• Make meaningful connections, expand your impact network, share learnings, and accelerate your impact-investing journey.

ALUMNI WEEKEND

May 2nd-4th, 2025, in Boston (optional)

• Attend the welcome call with your Cohort and meet your peers.
• Read the preparatory material ahead of Module 1.
• Attend Optional Module on Finance.

PRE-MODULE 1

September 2024

• Learn about the fundamentals of finance and investing, including asset classes, risk return, and liquidity.

INTRODUCTION TO FINANCE

October 14th 2024, in Zurich (optional)

• Learn to differentiate the key approaches in sustainable and impact investing.
• Familiarize yourself with the concepts of impact and additionality.
• Understand what an Investment Policy Statement (IPS) is, how investors use them, and why it is important.
• Hear alumni share how they engaged their families and developed their IPS.
• Dive deep into the framework for Fund Due Diligence, which you will use to carry out the group coursework.
• Get introduced to the ‘Listening Tour’ exercise and understand how to approach your wealth managers and evaluate their offering.

MODULE 1

October 15th-18th, 2024, in Zurich

• Work individually on the Listening Tour and the Investment Policy Statement (IPS) assignments. Discuss your progress with your peers and core faculty.
• Work in a group of 3-4 people to carry out Due Diligence on a real-world fund.
• Attend monthly ‘Cohort Calls’ on topics such as ESG ratings, philanthropy, IPS, and alumni stories.
• Understand what you own and how decisions are made by talking with your wealth managers.

IN-BETWEEN MODULES

October 2024 - April 2025, online

• Celebrate the completion of the program over a weekend full of educational and social activities, open only to CSP wealth-owner alumni.
• Make meaningful connections, expand your impact network, share learnings, and accelerate your impact-investing journey.

ALUMNI WEEKEND

May 2nd-4th, 2025, in Boston (optional)

• Attend the welcome call with your Cohort and meet your peers.
• Read the preparatory material ahead of Module 1.
• Attend Optional Module on Finance.

PRE-MODULE 1

September 2024

• Learn about the fundamentals of finance and investing, including asset classes, risk return, and liquidity.

INTRODUCTION TO FINANCE

October 14th 2024, in Zurich (optional)

• Learn to differentiate the key approaches in sustainable and impact investing.
• Familiarize yourself with the concepts of impact and additionality.
• Understand what an Investment Policy Statement (IPS) is, how investors use them, and why it is important.
• Hear alumni share how they engaged their families and developed their IPS.
• Dive deep into the framework for Fund Due Diligence, which you will use to carry out the group coursework.
• Get introduced to the ‘Listening Tour’ exercise and understand how to approach your wealth managers and evaluate their offering.

MODULE 1

October 15th-18th, 2024, in Zurich

• Work individually on the Listening Tour and the Investment Policy Statement (IPS) assignments. Discuss your progress with your peers and core faculty.
• Work in a group of 3-4 people to carry out Due Diligence on a real-world fund.
• Attend monthly ‘Cohort Calls’ on topics such as ESG ratings, philanthropy, IPS, and alumni stories.
• Understand what you own and how decisions are made by talking with your wealth managers.

IN-BETWEEN MODULES

October 2024 - April 2025, online

• Present the outcome of your Fund Due Diligence to your peers and discuss your findings.
• Reflect on your progress in the Listening Tour and the IPS exercises and discuss next steps.
• Hear from alumni on how they developed their capabilities, strategy and portfolios after completing the program.
• Dive deeper into topics such as how to have impact in public equities, how to understand the investment landscape and scan for deals, what networks and resources are available to support you.
• Module 2 closes with a celebratory dinner, which is open to alumni from previous cohorts.

MODULE 2

April 29th- May 1st, 2025, in Boston

Dr. Falko Paetzold

Program Co-Founder, Managing Director of CSP at the University of Zurich

Falko is the Initiator and Managing Director of CSP. He has been an Assistant Professor of Social Finance at EBS University. Before CSP, Falko was a fellow at IRI, a postdoctoral researcher at MIT Sloan, a Sustainability Analyst and M&A Consultant at Bank Vontobel, and partner at Contrast Capital. Falko is the founder of GreenBuzz, an international network of sustainability intrapreuneurs. He holds an MBA from the University of St. Gallen and a PhD from the University of Zurich.

Dr. James Gifford

Program Co-Founder & Founder of the UN Principles for Responsible Investment

James is the Head of Sustainable and Impact Advisory at UBS. He was the founding Executive Director of the UN Principles for Responsible Investment and led its initiative from inception in 2003 until 2013. Other roles include Head of Impact Investing at UBS. James has a PhD from the University of Sydney on the effect of shareholder engagement on sustainability performance.

Temple Fennell

Program Co-Founder & Family Member of Keller Enterprises - Single Family Office

Temple is the Co-Founder and Managing Director at Clean Energy Ventures, a venture capital fund investing in companies commercializing technologies that address climate change. He has more than 20 years of experience as an entrepreneur and investor for his single-family office, Keller Enterprises. Temple is a member of MIT’s Renewable Finance Roundtable and the CREO Syndicate. He holds an MBA as a Sloan Fellow from MIT and an Engineering BS from the University of Virginia.

Dr. David Wood

Program Co-Founder & Senior Research Associate at the Social Innovation and Change Initiative at the Harvard Kennedy School

David is an Adjunct Professor of Public Policy at Harvard Kennedy School. He was the Director of the Initiative for Responsible Investment at Harvard Kennedy School where he led research and field-building work on responsible investment across asset classes. He has managed projects on responsible investment strategy with pension fund trustees, mission investing by foundations, the changing landscape of community investing in the US, and impact investing and public policy. He holds a Ph.D. in History from Johns Hopkins University.

Dr. Jason Jay

Senior Lecturer at the MIT Sloan School of Management and Director of the Sustainability Initiative at MIT Sloan

Jason is a Senior Lecturer and Director of the MIT Sloan Sustainability Initiative. He teaches executive and masters-level courses on strategy, innovation, and leadership for sustainable business.  With Gabriel Grant, he is the author of the international bestseller Breaking Through Gridlock: The Power of Conversation in a Polarized World. Jason also works as a facilitator for companies, organizations, and business families, supporting high quality conversation and shared commitment to ambitious sustainability goals. His clients have included EFG Asset Management, Novartis, Bose, Environmental Defense Fund, BP and the World Bank.

Marietta Chatzinota

Next Gen Program Lead at the Center for Sustainable Finance and Private Wealth at the University of Zurich

Marietta is a seasoned project manager with a passion for sustainable development and systemic transformation towards carbon neutrality. She has a background in engineering and sustainable building design, and obtained a master’s from University College London. Before CSP, Marietta worked for Europe’s leading climate innovation initiative, EIT Climate-KIC, managing multi-stakeholder projects and programs. Prior to that, she developed sustainability strategies for building portfolios.

Shannon Wolff

Event Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich

Shannon Wolff is the Event Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich. She has a background in psychology and anthropology, and is passionate about wildlife conservation and maintaining biodiversity. Before joining CSP, Shannon worked for over 10 years in the education, language and cultural exchange sectors, managing programs in community engagement, student affairs, fundraising and recruitment.

Dr. James Gifford

Program Co-Founder & Founder of the UN Principles for Responsible Investment

James is the Head of Sustainable and Impact Advisory at UBS. He was the founding Executive Director of the UN Principles for Responsible Investment and led the initiative from inception in 2003 until 2013. Other roles include Director of Impact at TAU Investment Management. James has a PhD from the University of Sydney on the effectiveness of shareholder engagement in improving corporate sustainability performance.

Temple Fennell

Program Co-Founder & Family Member of Keller Enterprises - Single Family Office

Temple is the Co-Founder and Managing Director at Clean Energy Ventures, a venture capital fund investing in companies commercializing technologies that address climate change. He has more than 20 years of experience as an entrepreneur and investor for his single-family office, Keller Enterprises. Temple is a member of MIT’s Renewable Finance Roundtable and the CREO Syndicate. He holds an MBA as a Sloan Fellow from MIT and an Engineering BS from the University of Virginia.

Dr. David Wood

Program Co-Founder & Senior Research Associate at the Social Innovation and Change Initiative at the Harvard Kennedy School

David is an Adjunct Professor of Public Policy at Harvard Kennedy School. He was the Director of the Initiative for Responsible Investment at Harvard Kennedy School where he led research and field-building work on responsible investment across asset classes. He has managed projects on responsible investment strategy with pension fund trustees, mission investing by foundations, the changing landscape of community investing in the US, and impact investing and public policy. He holds a Ph.D. in History from Johns Hopkins University.

Dr. Jason Jay

Senior Lecturer at the MIT Sloan School of Management and Director of the Sustainability Initiative at MIT Sloan

Jason is a Senior Lecturer and Director of the MIT Sloan Sustainability Initiative. He teaches executive and masters-level courses on strategy, innovation, and leadership for sustainable business. With Gabriel Grant, he is the author of the international bestseller Breaking Through Gridlock: The Power of Conversation in a Polarized World. Jason also works as a facilitator for companies, organizations, and business families, supporting high quality conversation and shared commitment to ambitious sustainability goals. His clients have included EFG Asset Management, Novartis, Bose, Environmental Defense Fund, BP and the World Bank.

Marietta Chatzinota

Next Gen Program Lead at the Center for Sustainable Finance and Private Wealth at the University of Zurich

Marietta is a seasoned project manager with a passion for sustainable development and systemic transformation towards carbon neutrality. She has a background in engineering and sustainable building design, and obtained a master’s from University College London. Before CSP, Marietta worked for Europe’s leading climate innovation initiative, EIT Climate-KIC, managing multi-stakeholder projects and programs. Prior to that, she developed sustainability strategies for building portfolios.

Shannon Wolff

Event Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich

Shannon Wolff is the Event Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich. She has a background in psychology and anthropology, and is passionate about wildlife conservation and maintaining biodiversity. Before joining CSP, Shannon worked for over 10 years in the education, language and cultural exchange sectors, managing programs in community engagement, student affairs, fundraising and recruitment.

Dr. Falko Paetzold

Program Co-Founder, Managing Director of CSP at the University of Zurich

Falko is the Initiator and Managing Director of CSP. He has been an Assistant Professor of Social Finance at EBS University. Before CSP, Falko was a fellow at IRI, a postdoctoral researcher at MIT Sloan, a Sustainability Analyst and M&A Consultant at Bank Vontobel, and partner at Contrast Capital. Falko is the founder of GreenBuzz, an international network of sustainability intrapreuneurs. He holds an MBA from the University of St. Gallen and a PhD from the University of Zurich.

Temple Fennell

Program Co-Founder & Family Member of Keller Enterprises - Single Family Office

Temple is the Co-Founder and Managing Director at Clean Energy Ventures, a venture capital fund investing in companies commercializing technologies that address climate change. He has more than 20 years of experience as an entrepreneur and investor for his single-family office, Keller Enterprises. Temple is a member of MIT’s Renewable Finance Roundtable and the CREO Syndicate. He holds an MBA as a Sloan Fellow from MIT and an Engineering BS from the University of Virginia.

Dr. David Wood

Program Co-Founder & Senior Research Associate at the Social Innovation and Change Initiative at the Harvard Kennedy School

David is an Adjunct Professor of Public Policy at Harvard Kennedy School. He was the Director of the Initiative for Responsible Investment at Harvard Kennedy School where he led research and field-building work on responsible investment across asset classes. He has managed projects on responsible investment strategy with pension fund trustees, mission investing by foundations, the changing landscape of community investing in the US, and impact investing and public policy. He holds a Ph.D. in History from Johns Hopkins University.

Dr. Jason Jay

Senior Lecturer at the MIT Sloan School of Management and Director of the Sustainability Initiative at MIT Sloan

Jason is a Senior Lecturer and Director of the MIT Sloan Sustainability Initiative. He teaches executive and masters-level courses on strategy, innovation, and leadership for sustainable business. With Gabriel Grant, he is the author of the international bestseller Breaking Through Gridlock: The Power of Conversation in a Polarized World. Jason also works as a facilitator for companies, organizations, and business families, supporting high quality conversation and shared commitment to ambitious sustainability goals. His clients have included EFG Asset Management, Novartis, Bose, Environmental Defense Fund, BP and the World Bank.

Marietta Chatzinota

Next Gen Program Lead at the Center for Sustainable Finance and Private Wealth at the University of Zurich

Marietta is a seasoned project manager with a passion for sustainable development and systemic transformation towards carbon neutrality. She has a background in engineering and sustainable building design, and obtained a master’s from University College London. Before CSP, Marietta worked for Europe’s leading climate innovation initiative, EIT Climate-KIC, managing multi-stakeholder projects and programs. Prior to that, she developed sustainability strategies for building portfolios.

Shannon Wolff

Event Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich

Shannon Wolff is the Event Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich. She has a background in psychology and anthropology, and is passionate about wildlife conservation and maintaining biodiversity. Before joining CSP, Shannon worked for over 10 years in the education, language and cultural exchange sectors, managing programs in community engagement, student affairs, fundraising and recruitment.

Dr. Falko Paetzold

Program Co-Founder, Managing Director of CSP at the University of Zurich

Falko is the Initiator and Managing Director of CSP. He has been an Assistant Professor of Social Finance at EBS University. Before CSP, Falko was a fellow at IRI, a postdoctoral researcher at MIT Sloan, a Sustainability Analyst and M&A Consultant at Bank Vontobel, and partner at Contrast Capital. Falko is the founder of GreenBuzz, an international network of sustainability intrapreuneurs. He holds an MBA from the University of St. Gallen and a PhD from the University of Zurich.

Dr. James Gifford

Program Co-Founder & Founder of the UN Principles for Responsible Investment

James is the Head of Sustainable and Impact Advisory at UBS. He was the founding Executive Director of the UN Principles for Responsible Investment and led its initiative from inception in 2003 until 2013. Other roles include Head of Impact Investing at UBS. James has a PhD from the University of Sydney on the effect of shareholder engagement on sustainability performance.

Dr. David Wood

Program Co-Founder & Senior Research Associate at the Social Innovation and Change Initiative at the Harvard Kennedy School

David is an Adjunct Professor of Public Policy at Harvard Kennedy School. He was the Director of the Initiative for Responsible Investment at Harvard Kennedy School where he led research and field-building work on responsible investment across asset classes. He has managed projects on responsible investment strategy with pension fund trustees, mission investing by foundations, the changing landscape of community investing in the US, and impact investing and public policy. He holds a Ph.D. in History from Johns Hopkins University.

Dr. Jason Jay

Senior Lecturer at the MIT Sloan School of Management and Director of the Sustainability Initiative at MIT Sloan

Jason is a Senior Lecturer and Director of the MIT Sloan Sustainability Initiative. He teaches executive and masters-level courses on strategy, innovation, and leadership for sustainable business. With Gabriel Grant, he is the author of the international bestseller Breaking Through Gridlock: The Power of Conversation in a Polarized World. Jason also works as a facilitator for companies, organizations, and business families, supporting high quality conversation and shared commitment to ambitious sustainability goals. His clients have included EFG Asset Management, Novartis, Bose, Environmental Defense Fund, BP and the World Bank.

Marietta Chatzinota

Next Gen Program Lead at the Center for Sustainable Finance and Private Wealth at the University of Zurich

Marietta is a seasoned project manager with a passion for sustainable development and systemic transformation towards carbon neutrality. She has a background in engineering and sustainable building design, and obtained a master’s from University College London. Before CSP, Marietta worked for Europe’s leading climate innovation initiative, EIT Climate-KIC, managing multi-stakeholder projects and programs. Prior to that, she developed sustainability strategies for building portfolios.

Shannon Wolff

Event Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich

Shannon Wolff is the Event Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich. She has a background in psychology and anthropology, and is passionate about wildlife conservation and maintaining biodiversity. Before joining CSP, Shannon worked for over 10 years in the education, language and cultural exchange sectors, managing programs in community engagement, student affairs, fundraising and recruitment.

Dr. Falko Paetzold

University

Falko is the Initiator and Managing Director of CSP. He has been an Assistant Professor of Social Finance at EBS University. Before CSP, Falko was a fellow at IRI, a postdoctoral researcher at MIT Sloan, a Sustainability Analyst and M&A Consultant at Bank Vontobel, and partner at Contrast Capital. Falko is the founder of GreenBuzz, an international network of sustainability intrapreuneurs. He holds an MBA from the University of St. Gallen and a PhD from the University of Zurich.

Dr. James Gifford

Program Co-Founder & Founder of the UN Principles for Responsible Investing

James is the Head of Sustainable and Impact Advisory at UBS. He was the founding Executive Director of the UN Principles for Responsible Investment and led its initiative from inception in 2003 until 2013. Other roles include Head of Impact Investing at UBS. James has a PhD from the University of Sydney on the effect of shareholder engagement on sustainability performance.

Temple Fennell

Program Co-Founder & Family Member of Keller Enterprises - Single Family Office

Temple is the Co-Founder and Managing Director at Clean Energy Ventures, a venture capital fund investing in companies commercializing technologies that address climate change. He has more than 20 years of experience as an entrepreneur and investor for his single-family office, Keller Enterprises. Temple is a member of MIT’s Renewable Finance Roundtable and the CREO Syndicate. He holds an MBA as a Sloan Fellow from MIT and an Engineering BS from the University of Virginia.

Dr. Jason Jay

Senior Lecturer at the MIT Sloan School of Management and Director of the Sustainability Initiative at MIT Sloan

Jason is a Senior Lecturer and Director of the MIT Sloan Sustainability Initiative. He teaches executive and masters-level courses on strategy, innovation, and leadership for sustainable business. With Gabriel Grant, he is the author of the international bestseller Breaking Through Gridlock: The Power of Conversation in a Polarized World. Jason also works as a facilitator for companies, organizations, and business families, supporting high quality conversation and shared commitment to ambitious sustainability goals. His clients have included EFG Asset Management, Novartis, Bose, Environmental Defense Fund, BP and the World Bank.

Marietta Chatzinota

Next Gen Program Lead at the Center for Sustainable Finance and Private Wealth at the University of Zurich

Marietta is a seasoned project manager with a passion for sustainable development and systemic transformation towards carbon neutrality. She has a background in engineering and sustainable building design, and obtained a master’s from University College London. Before CSP, Marietta worked for Europe’s leading climate innovation initiative, EIT Climate-KIC, managing multi-stakeholder projects and programs. Prior to that, she developed sustainability strategies for building portfolios.

Shannon Wolff

Event Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich

Shannon Wolff is the Event Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich. She has a background in psychology and anthropology, and is passionate about wildlife conservation and maintaining biodiversity. Before joining CSP, Shannon worked for over 10 years in the education, language and cultural exchange sectors, managing programs in community engagement, student affairs, fundraising and recruitment.

Dr. Falko Paetzold

Program Co-Founder, Managing Director of CSP at the University of Zurich

Falko is the Initiator and Managing Director of CSP. He has been an Assistant Professor of Social Finance at EBS University. Before CSP, Falko was a fellow at IRI, a postdoctoral researcher at MIT Sloan, a Sustainability Analyst and M&A Consultant at Bank Vontobel, and partner at Contrast Capital. Falko is the founder of GreenBuzz, an international network of sustainability intrapreuneurs. He holds an MBA from the University of St. Gallen and a PhD from the University of Zurich.

Dr. James Gifford

Program Co-Founder & Founder of the UN Principles for Responsible Investment

James is the Head of Sustainable and Impact Advisory at UBS. He was the founding Executive Director of the UN Principles for Responsible Investment and led its initiative from inception in 2003 until 2013. Other roles include Head of Impact Investing at UBS. James has a PhD from the University of Sydney on the effect of shareholder engagement on sustainability performance.

Temple Fennell

Program Co-Founder & Family Member of Keller Enterprises - Single Family Office

Temple is the Co-Founder and Managing Director at Clean Energy Ventures, a venture capital fund investing in companies commercializing technologies that address climate change. He has more than 20 years of experience as an entrepreneur and investor for his single-family office, Keller Enterprises. Temple is a member of MIT’s Renewable Finance Roundtable and the CREO Syndicate. He holds an MBA as a Sloan Fellow from MIT and an Engineering BS from the University of Virginia.

Dr. David Wood

Program Co-Founder & Senior Research Associate at the Social Innovation and Change Initiative at the Harvard Kennedy School

David is an Adjunct Professor of Public Policy at Harvard Kennedy School. He was the Director of the Initiative for Responsible Investment at Harvard Kennedy School where he led research and field-building work on responsible investment across asset classes. He has managed projects on responsible investment strategy with pension fund trustees, mission investing by foundations, the changing landscape of community investing in the US, and impact investing and public policy. He holds a Ph.D. in History from Johns Hopkins University.

Marietta Chatzinota

Next Gen Program Lead at the Center for Sustainable Finance and Private Wealth at the University of Zurich

Marietta is a seasoned project manager with a passion for sustainable development and systemic transformation towards carbon neutrality. She has a background in engineering and sustainable building design, and obtained a master’s from University College London. Before CSP, Marietta worked for Europe’s leading climate innovation initiative, EIT Climate-KIC, managing multi-stakeholder projects and programs. Prior to that, she developed sustainability strategies for building portfolios.

Shannon Wolff

Event Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich

Shannon Wolff is the Event Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich. She has a background in psychology and anthropology, and is passionate about wildlife conservation and maintaining biodiversity. Before joining CSP, Shannon worked for over 10 years in the education, language and cultural exchange sectors, managing programs in community engagement, student affairs, fundraising and recruitment.

Dr. Falko Paetzold

Program Co-Founder, Managing Director of CSP at the University of Zurich

Falko is the Initiator and Managing Director of CSP. He has been an Assistant Professor of Social Finance at EBS University. Before CSP, Falko was a fellow at IRI, a postdoctoral researcher at MIT Sloan, a Sustainability Analyst and M&A Consultant at Bank Vontobel, and partner at Contrast Capital. Falko is the founder of GreenBuzz, an international network of sustainability intrapreuneurs. He holds an MBA from the University of St. Gallen and a PhD from the University of Zurich.

Dr. James Gifford

Program Co-Founder & Founder of the UN Principles for Responsible Investment

James is the Head of Sustainable and Impact Advisory at UBS. He was the founding Executive Director of the UN Principles for Responsible Investment and led its initiative from inception in 2003 until 2013. Other roles include Head of Impact Investing at UBS. James has a PhD from the University of Sydney on the effect of shareholder engagement on sustainability performance.

Temple Fennell

Program Co-Founder & Family Member of Keller Enterprises - Single Family Office

Temple is the Co-Founder and Managing Director at Clean Energy Ventures, a venture capital fund investing in companies commercializing technologies that address climate change. He has more than 20 years of experience as an entrepreneur and investor for his single-family office, Keller Enterprises. Temple is a member of MIT’s Renewable Finance Roundtable and the CREO Syndicate. He holds an MBA as a Sloan Fellow from MIT and an Engineering BS from the University of Virginia.

Dr. David Wood

Program Co-Founder & Senior Research Associate at the Social Innovation and Change Initiative at the Harvard Kennedy School

David is an Adjunct Professor of Public Policy at Harvard Kennedy School. He was the Director of the Initiative for Responsible Investment at Harvard Kennedy School where he led research and field-building work on responsible investment across asset classes. He has managed projects on responsible investment strategy with pension fund trustees, mission investing by foundations, the changing landscape of community investing in the US, and impact investing and public policy. He holds a Ph.D. in History from Johns Hopkins University.

Dr. Jason Jay

Senior Lecturer at the MIT Sloan School of Management and Director of the Sustainability Initiative at MIT Sloan

Jason is a Senior Lecturer and Director of the MIT Sloan Sustainability Initiative. He teaches executive and masters-level courses on strategy, innovation, and leadership for sustainable business. With Gabriel Grant, he is the author of the international bestseller Breaking Through Gridlock: The Power of Conversation in a Polarized World. Jason also works as a facilitator for companies, organizations, and business families, supporting high quality conversation and shared commitment to ambitious sustainability goals. His clients have included EFG Asset Management, Novartis, Bose, Environmental Defense Fund, BP and the World Bank.

Shannon Wolff

Event Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich

Shannon Wolff is a Training Program Lead at CSP, currently overseeing the 2022-23 Impact Investing for the Next Generation program. She has a background in psychology and anthropology, and is passionate about wildlife conservation and maintaining biodiversity. Before joining CSP, Shannon worked for over 10 years in the education, language and cultural exchange sectors, managing programs in community engagement, student affairs, fundraising and recruitment.

Dr. Falko Paetzold

Program Co-Founder, Managing Director of CSP at the University of Zurich

Falko is the Initiator and Managing Director of CSP. He has been an Assistant Professor of Social Finance at EBS University. Before CSP, Falko was a fellow at IRI, a postdoctoral researcher at MIT Sloan, a Sustainability Analyst and M&A Consultant at Bank Vontobel, and partner at Contrast Capital. Falko is the founder of GreenBuzz, an international network of sustainability intrapreuneurs. He holds an MBA from the University of St. Gallen and a PhD from the University of Zurich.

Dr. James Gifford

Program Co-Founder & Founder of the UN Principles for Responsible Investment

James is the Head of Sustainable and Impact Advisory at UBS. He was the founding Executive Director of the UN Principles for Responsible Investment and led its initiative from inception in 2003 until 2013. Other roles include Head of Impact Investing at UBS. James has a PhD from the University of Sydney on the effect of shareholder engagement on sustainability performance.

Temple Fennell

Program Co-Founder & Family Member of Keller Enterprises - Single Family Office

Temple is the Co-Founder and Managing Director at Clean Energy Ventures, a venture capital fund investing in companies commercializing technologies that address climate change. He has more than 20 years of experience as an entrepreneur and investor for his single-family office, Keller Enterprises. Temple is a member of MIT’s Renewable Finance Roundtable and the CREO Syndicate. He holds an MBA as a Sloan Fellow from MIT and an Engineering BS from the University of Virginia.

Dr. David Wood

Program Co-Founder & Senior Research Associate at the Social Innovation and Change Initiative at the Harvard Kennedy School

David is an Adjunct Professor of Public Policy at Harvard Kennedy School. He was the Director of the Initiative for Responsible Investment at Harvard Kennedy School where he led research and field-building work on responsible investment across asset classes. He has managed projects on responsible investment strategy with pension fund trustees, mission investing by foundations, the changing landscape of community investing in the US, and impact investing and public policy. He holds a Ph.D. in History from Johns Hopkins University.

Dr. Jason Jay

Senior Lecturer at the MIT Sloan School of Management and Director of the Sustainability Initiative at MIT Sloan

Jason is a Senior Lecturer and Director of the MIT Sloan Sustainability Initiative. He teaches executive and masters-level courses on strategy, innovation, and leadership for sustainable business. With Gabriel Grant, he is the author of the international bestseller Breaking Through Gridlock: The Power of Conversation in a Polarized World. Jason also works as a facilitator for companies, organizations, and business families, supporting high quality conversation and shared commitment to ambitious sustainability goals. His clients have included EFG Asset Management, Novartis, Bose, Environmental Defense Fund, BP and the World Bank.

Marietta Chatzinota

Next Gen Program Lead at the Center for Sustainable Finance and Private Wealth at the University of Zurich

Marietta is a seasoned project manager with a passion for sustainable development and systemic transformation towards carbon neutrality. She has a background in engineering and sustainable building design, and obtained a master’s from University College London. Before CSP, Marietta worked for Europe’s leading climate innovation initiative, EIT Climate-KIC, managing multi-stakeholder projects and programs. Prior to that, she developed sustainability strategies for building portfolios.