Annual SV2 Portfolio Review

Ever wanted to learn more about SV2 Grantees’ progress in the second and third years of their relationship with SV2? Curious about lessons learned from our first two years of Impact Investing? Interested in better understanding SV2’s overall portfolio of grants and impact investments?

Each spring, the SV2 Board’s Grant and Impact Investment Review Committee engages with questions like these through its annual review and evaluation of SV2’s full grant and impact investment portfolio. All current SV2 Partners are invited to participate in this unique learning opportunity.

On Wednesday, June 7 from 10:00 am – 2:30pm, all Partners are welcome to join the annual Portfolio Review meeting. Here is a rough agenda of the day:

  • 10:00am – 12:00pm: Lead Partners will share reports on our seven current “classic” (3 year) Grantees
  • 12:00pm – 12:30pm: Lunch and Impact Investing Overview
  • 12:30pm – 1:15pm: Lead Partners will share reports on our three Impact Investees from 2015-2016 program year
  • 1:15pm – 2:15pm: Portfolio Insights and Learning discussion
  • 2:15pm – 2:30pm: Board Grantmaking and Review Committee Executive Session

In the interest of time, we ask that Partners who are not on the Board Grantmaking and Review Committee take an “observer only” role during the Lead Partner reporting sessions. All attendees are welcome to fully participate through questions and discussion during the Impact Investing overview and Portfolio Insights and Learning session.

Please RSVP to Jody – this will enable you to receive the written reports for advance review before the meeting. We look forward to learning together in a day of discussion and insight!