Welcome to the 2025 ImpactAssets Offsite
Wednesday, April 30 - Friday, May 02
Cavallo Point Lodge | Sausalito, California
Who We Are: Mission Vision Values
Our Mission
To be the preeminent partner for impact investing and charitable giving—helping us all achieve our greatest impact.
Our Vision
Change the trajectory of our planet’s future and improve the lives of all people.
Our Commitment to Diversity,
Equity, and Inclusion
We celebrate differences and actively work to increase diversity, equity, and inclusion across every aspect of our work. From embracing unique perspectives to ensuring that our investment practices increase access to financing for historically marginalized communities, we are rooted in the belief that respecting and supporting people from every background is critical to our mission.
Our Values
Our values live and breathe in action. They propel the pursuit of positive change – for people, for the planet, for today and tomorrow. A full description of our values can be found here and are summarized below, as these will guide our Offsite!
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In an era of significant challenges, we embrace the urgency of the moment. We cultivate relationships, scale solutions, and move money as a catalyst for positive change.
In practice:
-We are compelled to action, balancing speed and thoughtfulness in our approach.
-We seek out and partner with organizations and individuals that share our vision of positive change.
-We bring together storytelling and data to communicate impact and outcomes across the ecosystem.
-We are just one part of solving these challenges but accept the responsibility of leadership.
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We are trailblazers in the pursuit of positive change. In the face of complex challenges, we innovate and support solutions that hold the promise of significant impact.
In practice:
-We believe innovation and inspiration can come from anywhere – and we openly share expertise, ideas, and opportunities.
-We aim for simplicity but embrace complexity – always being solution-oriented and looking for creative ways to overcome barriers.
-We listen to understand before making decisions or providing input.
-We execute on what can be accomplished today while improving the outlook for tomorrow.
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We are people-first and rooted in a belief that diversity, inclusion, and equity are critical to every aspect of our work. Our commitment is to support, engage, and inspire trust in one another as we create a better future.
In practice:
-We build and nourish relationships with intention, care, and thoughtfulness. We practice humility, especially when we make mistakes.
-We treat everyone with dignity and respect, fostering an environment of belonging.
-We communicate responsibly, authentically, and with honesty – remembering that we are tough on challenges, not on people.
-We approach every interaction assuming positive intent.
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We aim high and thrive on a growth mindset. We hold ourselves accountable to our mission by focusing on the overall good for our company, clients, and community.
In practice:
-We deliver on our commitments.
-We use our collective experience to create the most optimal solutions.
-We check our egos at the door and set aside personal gain in service of the greater good. We focus on continuous improvement, learning from our successes and failures alike.
-We view feedback as a gift, an opportunity to do an be more.
Offsite Information
Objectives of the Offsite
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1. Building relationships with each other
2. Connecting with the impact of our work
3.Celebrating 15 years!
4. Sharing inspiration
5. Expressing gratitude
High-Level Schedule and Speakers
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We are showcasing PosiGen, an organization that highlights our investment work in Climate Solutions.
About the Venue
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601 Murray Circle, Fort Baker, Sausalito, California 94965
The drive times to Cavallo Point from all three Bay Area airports are as follows: San Francisco International Airport (SFO) is 40-50 minutes; Oakland International Airport (OAK) is 50 minutes; and San Jose International Airport (SJC) is 70 minutes.
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Nestled at the northern end of the Golden Gate Bridge in historic Fort Baker, within the Golden Gate National Recreation Area, Cavallo Point – the Lodge at the Golden Gate welcomes you to a luxurious hotel experience achieved with an underlying green and socially responsible ethos.
Located within 75,000+ acres of national parkland, mere minutes from San Francisco, our award-winning lodge features 142 accommodations in Historic and Contemporary rooms and suites. Enjoy exquisite dining at Sula and Farley, soothing treatments at the Healing Arts Center & Spa, interactive classes at the Cooking School, diverse meeting and event venues, and high-end shopping at the Mercantile.
Beyond complimentary yoga and guided property walks, you can hike, bike, sail, tour, and taste your way around San Francisco Bay. Just a short distance away are the world-class attractions of San Francisco, Marin, Berkeley, and the famed Napa and Sonoma Valleys’ wine country.
Certified LEED Gold and renowned internationally for its sense of place, variety of guest experiences onsite or nearby, and exceptional service, Cavallo Point is close to everything, but away from it all.
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For details on the Inn’s onsite activities, CLICK HERE.
Sign-ups for In-House Activities are strongly recommended.
Please read the following sections in full to understand our protocol and logistics around meant to align us around expectations and what to expect during our time together.
Offsite Logistics
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Click HERE to view shuttle assignments and details.
Wednesday Arrivals -
If you are driving to Cavallo Point on Wednesday, please plan to arrive by 2:00 pm for Team Programming.
SFO Arrivals - IA will provide shuttles to Cavallo Point. Pick-up will be at SFO Courtyard #3.
Each shuttle group will have an assigned “captain” for onsite coordination for the pickups. Please contact your captain upon arrival to keep your shuttle on time.
The trip to Cavallo Point from SFO takes about 45 minutes. Please travel with water and snacks.
Friday Departures - please check the link above for more details.
If there are delays with your flight, please get in touch with your captain to let them know. If your transportation needs have changed, contact our Event Planner Kelly Studer at (925) 324-4464.
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Each team member will have a private room and bathroom, and you will receive your room assignment at check-in. A personal credit card will also be required upon check in in the event you have any personal charges that are not covered as part of the Offsite. Items that are NOT covered by ImpactAssets include items at the bar (specialty coffees and all other drinks), ALL mini bar items, and gift shop items. All other expenses, including gratuity , are covered.
All guest rooms feature generous amenities, and details can be found here.
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During the offsite, we will have three meals per day, including a substantial continental breakfast, buffet lunch, and dinner served family style. Meals will offer vegetarian, pescatarian, gluten and dairy free options to ensure all are able to enjoy!
In keeping with our values, we have asked to resort to be very conscientious of waste so you’ll notice that the food will not be “overflowing.” If there is anything you need, the staff will be very accommodating so please ask!
Dinner will include a selection of wines and beers, along with various non-alcoholic beverages. Cocktails and additional drinks will be available at the bar until 10 pm (at your own cost).
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Updated travel and expense guidelines are in the Employee Handbook and the reimbursement forms can be found HERE. Please be sure to review these prior to the offsite, and carefully track your travel expenses so you have the required documentation for reimbursement. Submit your expense report as soon as possible after the offsite but no later than 60 days.
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As we will be together in meetings and small group activities, we kindly ask you to be conscientious of your health. If you are feeling under the weather, please be conservative and wear a mask to contain germs (masks will be available at the front desk). If you need to opt out of activities or meals, we can arrange for room service to your room.
Hospitals and medical care are located within 15 minutes of the resort if care is needed.
Dress Code & Weather
Information about what to wear, and the weather in Sausalito, CA during our time there.
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The offsite dress code will be casual:
• Non-graphic long/short sleeves during meetings (no tank tops unless for group exercises)
• Slacks/Jeans (no rips), dresses and knee-length skirts are acceptable
• Clean and comfortable shoes – does not need to be dress shoes; sneakers are fine.
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Forecasted weather here: Sausalito, CA.
Sausalito in April has an average high of 63°F (17°C) and a low of 49°F (9°C). It generally feels moderately chilly and breezy. With that in mind, we recommend that you dress in something moderately warm and in layers.
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Water bottle and a few personal snacks for traveling.
Bring a change of clothes so that you can participate in some sort of physical activity like a walk. There is also a small pool in the spa!
If you are a new team member and getting a headshot, a professional top is recommended.
Wear IA swag if you have it (t-shirts, sweatshirts, sweatpants, etc.)
Dress in layers to prevent being too cold or too hot – a warm jacket will be needed in the evenings.
Sunglasses/hat/beanie (may wear shorts/sandals before and after daily meetings)
Bay mist is possible, and you may wish to consider a hooded and waterproof jacket or a small umbrella.
Meeting Design Principles & Norms
Our inclusive Offsite design principles include:
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Environmentally friendly
Sustainable, organic, and local meals - no land animals served
The venue, activities, and providers selected are aligned with our mission
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o Team social events are designed with inclusion in mind – all are strictly “opt-in” and have offerings to serve different energy levels, accommodation needs, learning styles, and personalities.
o We will allow for multiple ways and spaces to interact with meeting materials to support different learning styles.
o Plenty of bio breaks and movement to support both physical and mental engagement.
o Name tags will ensure all team members are called by their preferred names and pronouns
o Personal space will be respected as indicated on the name tag lanyard:
Green = touching/hugs are great
Yellow = DEFAULT. handshakes/fist bumps preferred
Red = no touch, please
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Please note that this Offsite is considered a work event (at all times) and the policies and commitment to standards outlined in our Employee Handbook govern all of our interactions. If you have any questions or concerns during the offsite, please contact Cheron Smalls, HR.
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Meeting norms are guidelines to help manage bias and increase inclusion. We often take our own preferences and communication styles for granted and treat them as a default. Therefore, the following guidelines will help support us in our efforts to ensure all are valued:
• Respect everyone’s time by starting and ending on time, coming prepared and ready to engage.
• Be present - put away phones and minimize the use of laptops during the meeting (unless required for meeting content)
• Help us to stay on topic – please speak up if you feel like we’re getting off track.
• Look ahead to positive action, not back on “shoulda, woulda, coulda”
• Balance participation - speak and listen, give space for people to share a different point of view or to disagree.
• Ask questions for clarification to help avoid making assumptions.
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Please acknowledge if you notice we are not doing so!
