Interactive Workshop (*Up to 40 Participants)

Scaling Impact through Collaboration: Case Study in Post-Secondary Education

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Dialogue with leading investors in creating more equitable post-secondary education in the US.  Understand the essential role of investor collaboration in maximizing impact, mitigating risks, adding value for portfolio companies and lowering transaction costs.  Participate in an interactive early stage edtech venture investment diligence case study to better understand both how to evaluate these types of investments as well as how collaboration among co-investors happens in practice.

Confirmed Panelists

Tina Castro is a Managing Partner and co-founder of Avivar Capital, bringing over 15 years of experience in the fields of finance and investment management. Tina co-leads the firm’s overall business activities and serves as an impact investment advisor to Avivar’s clients providing guidance on the development and execution of impact investing portfolios and funds. Prior to founding Avivar, Tina spent more than five years as the Director of Impact Investing for The California Endowment (TCE) and prior to that, six years in the Investment Management Division at Goldman, Sachs & Co. At TCE, a health-focused private foundation with over $3 billion in assets, Tina developed financing vehicles and strategies that delivered solid financial returns, leveraged significant additional investment capital and supported TCE’s Building Healthy Communities goals. This included the California FreshWorks Fund, a $272 million public-private partnership loan fund to finance supermarkets and other forms of healthy food retail in underserved communities throughout the state as well as TCE’s $101 million Program-Related Investment portfolio focused on healthy food retail, community health centers, affordable housing and community lending. Tina has designed and built impact investing portfolios and funds on behalf of clients ranging from large national and regional private foundations to local community foundations including authoring Impact Investing Policy Statements, Impact Investing Procedures Manuals and designing social and financial tracking systems using customized dashboards as well as conventional portfolio management systems. Tina is a CFA Charterholder, has an MBA in Finance from the UCLA Anderson School of Management and an MA in International Affairs with a focus in International Business from the University of Miami. She earned a BA Cum Laude in International Relations with a focus in Latin America from the University of Colorado at Boulder. Tina currently sits on the board of Aeris Insight and is an Adjunct Instructor co-teaching a graduate course on impact investing at USC.


Brad Kelsheimer is vice president for finance and investments, and chief financial officer at Lumina Foundation, an independent, private foundation in Indianapolis that is committed to making opportunities for learning beyond high school available to all. Kelsheimer oversees the foundation’s investment portfolio and all other financial operations. Before joining Lumina in June 2017, Kelsheimer spent more than 20 years in executive financial roles in both for-profit and nonprofit organizations, most recently as senior vice president for finance and administration at DePauw University. Kelsheimer started his career in public accounting at the firm now known as PricewaterhouseCoopers (PwC) and later served in various finance and operations roles at General Housewares Corp., a multinational, NYSE-listed manufacturer and distributor of consumer products. He also served as vice president for finance and administration at Rose-Hulman Ventures in a technology commercialization and seed stage investment role before transitioning to an administrative role at the Rose-Hulman Institute of Technology. Kelsheimer’s background includes experience in institutional investment oversight, higher education administration, technology commercialization, private equity venture investing, merger and acquisition support, financial reporting, corporate treasury responsibilities, and board governance. He also has served on for-profit and nonprofit boards with emphasis on technology commercialization, economic development, investment oversight, and community building. He serves on the Investment Committee of the Independent Colleges of Indiana and on the boards of the Indy Chamber and Edovo Inc. Kelsheimer holds a bachelor’s degree in accounting from the University of Illinois, a master’s in strategic management from Indiana University, is a Certified Public Accountant, and holds a certification in Investment Foundations from the CFA Institute.

Unconfirmed Panelists

Jessica Hinkle: As Strada Education Network senior vice president, Strategic Investments, Jessica Hinkle evaluates potential mission-aligned investments and manages Strada’s portfolio of direct minority investments and early-stage fund investments. Previously, Jessica led Product Strategy and Innovation, advising and supporting Strada’s mission-aligned affiliates to identify and create new product opportunities, and to align on a strong product strategy for Strada’s Commercial and Products division. A product strategy and innovation leader in higher education, Hinkle joined Strada in March 2018. Previously she was a principal with Silverstrand Strategy + Innovation, providing strategic advisory services. She also has held a variety of roles with Laureate International Universities, most recently as chief product officer for Walden University, where she led the team of product managers at Laureate’s flagship online university. She also co-led an innovation team that incubated a new model for competency-based education. Hinkle began at Laureate in 2002 as senior market analyst, research and analysis department, and progressed to her other most recent roles: vice president, product management; and co-head, emerging strategies and products group. She started her career in investment banking, at Morgan Stanley and WR Hambrecht + Co.Hinkle holds a bachelor’s degree from Brown University and an MBA from Harvard Business School.

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