Integrating Impact Investing: Matthew Weatherley-White of Caprock

Join the Center for the Advancement of Social Entrepreneurship (CASE) at Duke University for a fireside chat with Matthew Weatherley-White, Co-Founder and Managing Director of Caprock. Matthew will discuss his experience as an asset manager for family offices and his views on the future of impact investing.

Bio: Matthew Weatherley-White is Co-Founder and Managing Director of Caprock, a multi-family office with over $3 billion in assets under advisement. Shaping Caprock’s initiative in Impact Investing, Matthew is a sought-after speaker and thought leader in the discipline. In addition to keynoting the 2013 European Commission’s Annual Award for Social Innovation, Matthew has guest-lectured on sustainable business management and non-financial value creation at business schools including Harvard, Oxford, Tuck, Yale, University of Chicago, Northwestern and the American University in Paris. He has keynoted conferences throughout the US and Europe, including EuroMoney’s annual asset management conference, SOCAP2016 opening session and SRI’s most recent gathering, where he was honored as an industry pioneer. Matthew serves as a strategic advisor to several Impact Investing funds, and has been quoted in Barron’s, International Business Daily, Bloomberg Business Week, The Journal of Philanthropy, Forbes, MarketWatch, ImpactAlpha and The New York Times and has been a featured guest on multiple podcasts. He recently shepherded two pieces of legislation through the Idaho Statehouse: the first authorizing Pay For Success Contracting and the second awarding legal status to businesses structured as Benefit Corporations. Prior to co-founding Caprock, Matthew was a partner in The Owyhee Group, a boutique advisory team within Smith Barney. During his thirteen years with the company, he was a member of Citigroup’s elite Leadership Development Program and helped craft the firm’s Private Wealth Management platform. Matthew graduated from Dartmouth College, has competed internationally in five different sports, is a high-altitude climber and skier, and continues to serve as a Director for the Lee Pesky Learning Center, an organization he helped launch over 20 years ago. When not working, Matthew can usually be found outside, running, skiing, mountaineering, cycling… and generally encouraging his daughter to enjoy wilderness with the same irrational exuberance as her father.

This event is part of the CASE Executive Speaker Series, a series of conversations with leaders in the social impact space.

Location: Durham, NC

Date: Tuesday, December 5, 2017