Past Event: Stanford GSB Chapter of Hong Kong (External Invite)

Cocktail, Thursday Evening 28 May 2015

Panel Discussion:
Due to unexpected circumstances, Jonathan Greenblatt, Special Advisor to President Obama, is no longer coming to Hong Kong.  In his place, the Wharton Club has organized a panel discussion with Eric Berkowitz (CIO, Bamboo Finance), Francis Ngai (CEO, Social Ventures Hong Kong) and Jacob Gray (Senior Director, Wharton Social Impact Initiatives).

Social Impact Investing (modified topic)

18:15   Registration
20:30   Close

The Banker’s Club, 27th Floor, 16 Ice House Street, Central

HKD 210, Pre-Pay Only Through GSB PayPal System (see below).  Open bar and canapés included.

To register, please go online and CLICK HERE. Registration is requested by no later than midnight, Wednesday 27 May 2015. Problems registering or questions? Please contact Beatrice Wong, Chapter VP at

Please note, for pre-registered individuals prior to the 22nd, If you decide to attend the event with the new speakers, there will be no need to register again (otherwise, please respond directly to the email already sent to your personal address).


Spouses and significant others welcome.

Event Details:
The Wharton Club of Hong Kong is pleased to invite Stanford GSB/JD alumni to join a panel discussion on Social Impact Investing.

This rapidly growing sector provides individuals, corporations, and institutions with more tools and opportunities to expand the positive impact of their investment and philanthropic dollars while still seeking appropriate financial returns. These “impact investments” are financing diverse efforts – from education technology, sustainable agriculture and financial services to innovations in healthcare and affordable housing. In this exclusive event, speakers will delve in to industry- and sector-specific innovations and investments, and how individuals and organizations can implement and assess impact investing strategies in their own work.

Panelist Biographies:
Eric Berkowitz is CIO, Bamboo Finance (, a commercial private equity firm specializing in investing in business models that benefit low-income communities in emerging markets, using a market-oriented approach to deliver social and environmental value, creating more than 20,000 jobs and servicing 16 million individuals with such services todate. He holds a BS from Princeton and an MBA from Wharton.

Francis Ngai is Founder & CEO of Social Ventures Hong Kong (, a non-profit venture philanthropy dedicated to support social innovation in Hong Kong since 2007. He obtained a bachelor degree from City University of Hong Kong and was awarded as Honorary Fellow in 2013. He was selected as Ten Outstanding Young Persons Hong Kong 2011 and Young Global Leader of World Economic Forum 2012 and is a board member of Asia Venture Philanthropy Network.

Jacob Gray is the Senior Director for the Wharton Social Impact Initiative. Gray is the lead staff and member of the Investment Advisory Committee for the Wharton Social Venture Fund, a student-led impact investment organization. He is also a co-founder and General Partner of Murex Investments, an impact VC fund managing funds for financial institutions and high net-worth individuals. Jacob has more than 12 years of experience in impacting investing and has earned his B.A. from Brown University.