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OCAIP - Orange County Advisors in Philanthropy

Don't miss the Social Enterprise Showcase the afternoon of April 10th to hear best practices from industry experts, view examples of local ventures and see the finalists pitch for $20,000 in prizes. The Academies for Social Entrepreneurship is partnering with the Delhi Center of Santa Ana to produce this program, thanks to funding from the Annenberg Foundation. The program is supported by other Strategic Partners who believe in social sector capacity building-- Advisors in Philanthropy, Bank of America, CAMEO, Executive Coaches of Orange County, First Foundation Advisors, OC Community Foundation, Social Enterprise Alliance,Tech Coast Venture Network and more...

Get Tickets and/or Exhibit Table by visiting /www.academies-se.org.


April 2014 Leading Advisor's Roundtable Series

Topic: When clients want investments that achieve both
positive global impact and market returns

Discussion Leader: Gloria Nelund

Impact investments are investments made into companies, organizations, and funds with the intention to generate a measurable, beneficial social, economic and/or environmental impact alongside a financial return. We will have a guided discussion framed around impact investing that will take a deeper look at how programs of this nature can benefit the client in several capacities - such as allowing for durable income, created to provide a stream of giving to philanthropies regardless of market conditions. Increasingly, clients are asking about impact investing and the goal of our discussion will be to increase your comfort level with the topic.

SC Distributors is a premier distribution platform for select alternative investment products. Our mission is to connect investors and financial advisors with a focused group of prominent alternative investment managers. Through a demonstrated financial services wholesale distrubution model, we deliver these products to financial advisors (and their clients) throughout the United States.

Gloria Nelund, Chairman and CEO - TriLinc Global, LLC

Gloria spent 30 years on Wall Street as one of the most successful and visible executives in the international investment management industry. After retiring from Deutsche Bank as CEO of their $50 billion North America Private Wealth Management division, she co-founded TriLinc Global; an investment firm dedicated to launching and managing innovative impact investment funds that will exponentially increase private capital participation to help solve some of the world’s most pressing challenges.

She is also a life-long supporter of development-oriented philanthropic causes. Gloria currently sits on the board of multiple not-for-profit organizations and actively supports entrepreneurship research and education.

Tuesday, April 22, 2014
11:30 am - 1:15 pm

Lunch is Complimentary

SC Distributors, LLC
610 Newport Center Drive, Suite 350
Newport Beach, CA 92660
map & directions


AiP Conference

Register Now

AiP's Conference on Philanthropy offers a wide variety of valuable educational content, inspirational speakers and plenty of time to network in a relaxed social setting. Don't miss this opportunity to catch up with your friends and colleagues from around the world and make new business contacts with professionals who share your passion for philanthropy.

Conference Highlights Include:

• Keynote speakers including Bill Pollard. During his service as Chief Executive Officer and Chairman of the Board, The ServiceMaster Company was recognized by Fortune as the #1 service company among the Fortune 500.

• Strong line up of valuable breakout sessions designed to motivate and educate.

• Presentation of the Fithian Leadership Award. Nominations are now open.

• New this year is a special price for spouses that includes a tour of Chicago of places you won't find in your typical travel guide.

• A special post conference tour designed especially for AiP highlighting the strong link between Chicago's roots and philanthropy.

Featured Session | Friday, April 25 at 11 am
View all session descriptions

The Journey to Purposeful Mastery:
Secrets of Highly Successful Philanthropic Advisors & Consultants

Presenter: John A. Warnick, Esq.
Founder of the Purposeful Planning Institute

John A. Warnick has been interviewing some of the most successful philanthropic advisors and consultants who have been pioneering service models and practice offerings for legacy families and families in business. Almost all of these pioneers have built a practice from scratch. What obstacles did they face in their respective journeys to purposeful mastery? What have been the keys to their success? What was their formula for creating a flourishing and sustainable practice in this field?

In this session John A will share valuable lessons he learned from the Philanthropic Advisors and Consultants he has interviewed to date.


OCAIP Program Themes for 2014

February 11, 2014 - Changing Lives – Advisors That Champion Education
February 25, 2014 -
Advisor's Roundtable Series: Getting it done – helping clients take action on their giving. Hosted by R.S. Crum

April 22, 2014 - Advisor's Roundtable Series

June 17, 2014 - Speaker Series Event
July 1, 2014 - Related Advisor's Roundtable Series

August 26, 2014 - Advisor's Roundtable Series

October 14, 2014 - Speaker Series Event
October 28, 2014 - Related Advisor's Roundtable Series

December 9, 2014 -Advisor's Roundtable Series

Upcoming Events

Speaker Series
June 17, 2014

Roundtable Discussion
April 22, 2014 - Register Now

Local Events
April 10, 2014 - Social Enterprise Showcase, Santa Ana, CA

National Events
April 23-25, 2014 - Conference on Philanthropy, Chicago, IL

Letter from
the President

Ralph G. Adamo
January 2014 - Read Now >>

Sponsors & Partners


Brown & Strezza

Fidelity Charitable

First Foundation

One OC


RS Crum