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Program for Wealth Holders

Impact Investing for the Next Generation

For wealth holders looking to align their portfolio with their values. Build the knowledge, skills, and network to invest with confidence and an impact lens.

When
Module 1: October 20-23, 2026 / Module 2: April 14-16, 2027
Where
Module 1: Zürich, Switzerland / Module 2: Boston, MIT Sloan School of Management, USA

Your wealth is already shaping the world. The question is how.

Capital is never neutral. Whether you steer it deliberately or leave it on autopilot, it's already at work, backing the status quo or helping build what comes next.

You know what you value and the kind of world you want your capital to contribute to. Your challenge is translating that intention into an investment strategy. That’s the gap where most next-gen wealth holders we talk to get stuck.

You don't need to be a professional investor to close the gap between who you are and how your wealth operates. You need a clear, independent place to start.

 

→ Read the Investor's Guide to Impact     

Where to start? Who to trust? How to have these conversations with family? You're not the only one asking these questions. 

Maybe you've raised it with your advisors and gotten polite reassurance that values-aligned investing means giving up returns. Maybe you've sat through a summit that lit you up, then come home to a family office that runs exactly as it always has.

  • New to this? The jargon and the gap between your values and your family's portfolio feel overwhelming.
  • Already engaged, but stuck? You don't know how to evaluate a fund, question a wealth manager, or bring the rest of your family with you.
  • Doing this alongside a sibling, cousin, or partner? You're looking for a shared language to steer things together. We encourage family members to apply as a group.

Wherever you're starting from, this is where the path gets clearer.

Sustainable investing is a noisy space. Impact Investing for the Next Generation provides a structured way through it.

Your operational blueprint, not another lecture series.

Founded in 2015 at Harvard Kennedy School and now co-hosted with MIT Sloan, Impact Investing for the Next Generation has guided over 300 wealth holders across 11 cohorts from good intentions to real action.

Over seven months, you'll build the financial literacy and family governance skills to walk into your next wealth conversation with genuine clarity. Not because you memorized a framework, but because you've done the work: evaluated real funds, built your own investment policy, and pressure-tested it with peers living similar amily dynamics you are.

It's a protected space, governed by the Chatham House Rule. No funds to sell. No advisory services to pitch. Just the room, the work, and people who get it.

 

→See the full program brochure

What you will walk away with

The people you learn with matter as much as what you learn.

Your cohort is curated: wealth holders who share your generation, your family dynamics, and often the exact same unspoken pressure to have this all figured out already.

12 nationalities · 300+ alumni worldwide · 33 average age (range 23–48)

Bring a sibling, cousin, or partner and you'll each get 15% off tuition. This works best as a shared journey.

Meet the experts

Led by researchers and practitioners who've spent decades at the forefront of impact investing. Hosted by the Center for Sustainable Finance and Private Wealth and MIT Sloan, both university-based and not-for-profit. No funds to sell. No advisory services

Dr. Jason Jay

Senior Lecturer and Director

Sustainability Initiative, MIT Sloan

jason jay

Temple Fennel

IING Program Co-Founder and Family Member of Keller Enterprises - Single Family Office

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Dr. James Gifford

IING Program Co-Founder and Founder of the UN Principles for Responsible Investment

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Britta Gruenig

CSP Personal Development Program Lead and Founder & Managing Director

Gruenig & Partners GmbH

britta gruenig

Sarah Edwards

IING Fund DD Mentor and Senior Investment Director for the Sustainable and Impact Investing team

Cambridge Associates

Sarah Edwards

Alice Blackorby

IING Fund DD Mentor and Senior Investment Associate, Sustainable and Impact Investing

Cambridge Associates

Alice Blackorby

The program in numbers

An independent measurement of program alumni found

Impact Investing for Next Generation training session in Boston Cohort 9-3

The most valued components?

Fund Due Diligence, the Impact Policy Statement process and Portfolio Development. Alumni consistently point to the practical, hands-on nature of the learning as what sets this program apart.

→See the full program brochure

Practical information

This seven-month program combines intensive in-person learning with flexible online engagement, designed to fit the schedules of working professionals.

Dates & Locations
  • Module 1: October 20–23, 2026 · Zürich, Switzerland 

  • Module 2: April 14–16, 2027 · Boston, MIT Sloan School of Management

Program Fee

Program fee: CHF 23,100 per participant. Covers onboarding, all training sessions, meals and drinks during in-person modules, coursework, staff support, and lifetime access to the alumni network. Travel and accommodation not included.

Optional add-ons
  • Introduction to Finance day (CHF 1,000)
  • Personal Development Module with four one-to-one coaching sessions with CSP Senior Fellow Britta Gruenig (CHF 2,280 + VAT)
  • Internship placements at impact funds facilitated by CSP.
Application Deadline

Applications close September 15, 2026. Reviewed on a rolling basis following a short interview. Space in each cohort is limited by design, the value is in the room staying small.

 

"MIT is proud to co-host this program because it's simply unique. There is no other mechanism for building a trusted learning community among prospective impact investors with this level of instruction, accumulated wisdom, and robust alumni community."

— Dr. Jason Jay, MIT Sloan

Interested in the program?

Fill in your details and we'll be in touch to walk you through the program.

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