PARTNERS AND CLIENTS
Over the past 15 years, we have advised, lectured at or collaborated with the following institutions.
Private clients and members of the NILA and KATALYST programs are not named.
Advisory and Non-Executive Positions
Kieger, UNDP, IMPACT HUB, PG IMPACT, SIFEM, FORE PARTNERS, CSP at ZURICH UNIVERSITY, UNILEVER, Credit Suisse, JP Morgan, Bank Gutmann, Kaiser Ritter, RVVZ Foundation, IDeA Foundation, Bank of America, Merrill Lynch, US Trust, Susi Partners, SECO, DfID Impact Programme, BlueTech Bridge/DEZA, UNILEVER, EDGE, SKOPOS Fund, Anthos, Porticus, COFRA, Willows Investments, Liechtenstein Dialog for Development, TBLI, PYMWYMIC, toniic, Berta Center for Social Innovation, Vermuth, United Success, TGEP, EnerCIS, SUSI Partners, Entropy, Osmosis Capital.
Lecturing, Public Speaking and Capacity Building Programs (including module hosts)
Wharton, IMD, YALE, St Gallen University, University of Zurich, PG Impact, INSEAD, UNILEVER, FOX, NEXUS, Young Investor Organization, PYMWYMIC, Go Beyond, CEIBS, Triodos, Berta Center for Social Innovation, University of Cape town, Skolkovo, IRI at Harvard University, responsibility, CSP Zurich University, Initiative for sustainable development at MIT Sloan, Berta Center for Social Innovation, TBLI, Campden, FOX, GIIN, Impact CAPITAlism Summit, PRI?, KATAPULT, Liechtenstein Dialog for Development, Impact Park
Partners of Capacity Building Programs/Thought Leadership
ELEA, PG IMPACT, ZURICH UNIVERSITY, GLOBALANCE BANK, US Trust, SECO, PYMWYMIC, Triodos, Berta Center for Social Innovation, DOEN , Rancilio Cube Family office, the HUS. Institute, IMD Center for Social innovation, Climatr KIC.
ABOUT US
MISSION
Catalyze values-driven "smart" capital to address key societal challenges by helping asset owners and their advisers become meaningfully and successfully engaged in impact finance, generating tangible impact, attractive financial returns, and strategic benefits.
VALUES
PROFESSIONALISM
Our advice is based on extensive practical experience in both building and managing impact investment programs. We strive to be a trusted and reliable partner to our clients and to deliver innovative, bespoke solutions of a consistently high quality.
INTEGRITY
We are committed to serving the interests of our clients, while staying true to our own values. We strive to build a relationship of mutual respect and trust. We do not accept placement fees or have proprietary products, offering truly independent advice.
JOY
We take pride in our work and want it to be fun for our clients and ourselves. We value a good laugh that creates a special bond between human beings, and the inspiration and excitement that come from a shared desire to make a difference in the world.
HUMILITY
We don’t claim to know it all, but are ready to bring our experience and ideas to develop optimal solutions in collaboration with our clients and partners. We are committed to lifelong learning and take our work, and not ourselves, seriously.
TEAM
JBJ Consult operates primarily as a trusted adviser, with the clients working directly with the company founder, Julia Balandina Jaquier. Depending on the needs of a project, we can also form a focused team, drawing on a broad network of experienced industry professionals and junior resources.
Impact finance is a powerful tool to make a difference in the world and a smart way of investing. I feel extremely fortunate to have worked for over 20 years at the intersection of money and meaning, and to be part of the impact investment journey of so many great people and organizations.
Julia Balandina Jaquier
ABOUT JULIA
Julia Balandina Jaquier, PhD, CFA is a seasoned investment executive with a strong institutional background and 25 years of investment management and consulting experience in emerging and developed markets. An internationally recognized expert in impact investment and a trusted adviser to major private, institutional, and sovereign investors, she is passionate about supporting innovative, financially sustainable solutions to global challenges and helping asset owners and managers to invest with impact.
Julia lives near Zurich, Switzerland with her husband, two teenage sons and a big lazy dog. She loves traveling with her family, good food, doing sport (to compensate for the good food!), gardening, reading, and sharing a laugh with friends over a glass of good wine.
Domain Expertise and Thought Leadership
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Actively involved in impact finance since 1996, and exclusively focused on it since 2004, both as principal investor and adviser
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Pioneered and led one of the first institutional impact investment funds
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Author of two books on impact investing
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Award-winning educator, lectured on impact investment at leading universities and business schools
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Member of various industry task forces and expert committees. Sought-after speaker/moderator
Investment Track-Record
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Extensive direct and fund investment experience (150+ investments in private equity (PE), debt and project finance) in developed and emerging markets
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Managed European direct PE business for AIG Investments (2001-05; DM capital pool US$1bn+) and an impact investment fund (2004-10, US$150m), led complex energy and infrastructure financing (1995-2001)
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Oversaw other investment vehicles (including Willows Investments (2011-15), SIFEM (2008-present)
Strategic Advisory and Fund Structuring
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Led/facilitated the development of a broad range of impact-generating investment programs (PE and debt, PE Fund-of-Funds, multi-asset class strategies) for institutional, private, and sovereign investors
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7 years of research on 2 books in collaboration with 170+ families of wealth, as well as mandates with various types of impact investor, providing unique insights into the strategies and decision-making criteria of asset owners, as well as best practices among asset managers
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Further management consulting experience gained through McKinsey
Board Experience and Network
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Non-executive roles in 15 companies globally, including sitting on Boards, Investment-, Remuneration- and LP Committees, and chairing the Audit Committee
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Current roles with SIFEM (Swiss Development Finance Institution), Unilever (SSAB), FORE Partnership, and toniic T100
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Extensive active impact investment network, covering a wide range of investors, investees, intermediaries, and service providers