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Shishir Malhorta charity consultant headshot

Shishir Malhorta

Consultant

I have worked in impact investment for the last 10 years and care deeply about investing capital purposefully. I joined Treebeard in 2020, and currently support the team and Trustees to make impact investments across a range of sectors, themes, asset classes. Alongside this I continue to work with other investors, social businesses, and charities on a variety of impact-focused projects, including advising Stone Family Foundation, Full Circle foundation, and the Global Schools Forum. Previously at LGT Venture Philanthropy and Bridges Fund Management in Investment Manager roles.
I have an undergraduate degree in Physics from the University of Oxford, and postgraduate qualifications in Development Studies and Philosophy from SOAS and St. Andrews, respectively.

Key Skills/Consultancy Specialisms:

Key projects:

Fair4all, large financial inclusion impact investor

I worked in a team to support the merger for 4 credit unions in the UK. My work was to produce a financial model (3 statements) showing the economics of a merged Credit Union, and to project a range of scenarios, to aid discussions and planning for the merger.  My key deliverable was a financial model.

Right there, medium size housing and education charity

I worked in a team conducting a strategy review for the charity. My specific role was to create a quick forecast model showing how the charity could implement new income streams and the impact of these on future sustainability. My key deliverable was a financial model, but I also supported during strategy workshops and have provided ongoing to support a year on.

Independent age, large advice and support charity for older people

I provided a brief review of impact investment options for the charity, which has a large asset base and is considering social investment options. My key deliverable was to add this review to the overall strategy paper.

 

 

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