Podcasts about impactassets

Devin: What is your superpower?Gene: I've always felt that range is more important than depth. That's where I am.Azure Printed Homes is turning recycled plastic into faster, lower-cost housing while attacking two crises at once: housing scarcity and plastic waste. Gene Eidelman, President of Azure Printed Homes, joined me to explain how the company uses robotics and 3D printing to manufacture housing in a factory.“Azure is a platform that uses robotics and 3D printing to manufacture housing,” Gene said. “30% less expensive, 70% faster, and no waste.”That simple description understates the breadth of the impact. Azure began with backyard studios and ADUs during COVID. The company has since expanded into homes for people experiencing homelessness, affordable housing, wildfire rebuilds and soon, Gene says, multi-story apartment buildings.What I find so compelling is the way Azure's model layers benefits. The company reduces construction waste, reuses plastic that might otherwise end up in landfills or oceans and creates housing more quickly in places where people desperately need it. Gene confirmed that the company has already recycled “millions upon millions” of plastic bottles' worth of material.The work is no longer theoretical. Gene told me the company has delivered more than 150 homes across six states. Its largest project so far is a 62-unit village for people experiencing homelessness in San Luis Obispo, California. By using ground screws rather than traditional foundations, Azure fit nearly twice as many units on the site as conventional construction would have allowed.“We took a very small site, 3/4 of an acre site, and put a lot of units,” Gene said. “If it would be done traditional construction, they couldn't take more than 34 units, but we did 62.”Azure's market is broad. The same platform can support a small safe home for someone leaving homelessness, an ADU in a California backyard or a luxury rebuild in Malibu. “It's really a platform to expand what can be done quicker and less expensive,” Gene said.I'm also excited that Azure is using regulated investment crowdfunding to fuel its growth. Gene explained that the company has completed six campaigns across several platforms, building a community of more than 2,500 investors in 48 states and 20 countries. Azure is currently raising debt capital through a Honeycomb campaign, which you can find at geneeidelmanmedia.com.For impact investors who care about housing, climate and innovation, Azure's progress offers a powerful case study in how purpose-built businesses can scale solutions that matter.tl;dr:This episode explores Azure Printed Homes' mission to turn recycled plastic into faster, lower-cost housing.Gene explains how robotics and 3D printing reduce waste while expanding housing options across markets.Azure has delivered more than 150 homes, including a 62-unit homeless village in California.The company is raising growth capital through a regulated investment crowdfunding debt campaign on Honeycomb.Gene's superpower, range, helps him pivot quickly while staying focused on solving big problems.How to Develop Range As a SuperpowerGene's superpower is range. He told me, “You can acquire deep knowledge. You can hire for deep knowledge. It's the range that is necessary.” For Gene, range means staying focused on the solution while remaining open to the tools, materials, customers and business models that can get you there faster. He said entrepreneurs should “focus on the solution” while also thinking about “how other products that they might be thinking of could be used for this solution.” That perspective helped Azure move from construction to 3D printing, material science, robotics, light-gauge steel and homes on wheels.Gene saw this superpower earlier in his career while building childcare centers. A nearby hospital loved the centers but explained that its nurses could not afford them. Gene quickly reframed the problem. If the hospital funded a center on campus, there would be no rent burden and nurses could access care. That pivot created a corporate childcare business that grew to become the third largest in its niche in the country before being sold to a publicly traded company.Focus on the solution first, not the initial product or business model.Build range by continuously educating yourself across disciplines, markets and technologies.Use new tools yourself before asking your team to adopt them.Hire experts when deep technical knowledge is required.Bring team members with you to meetings so they can observe, learn and generate ideas.Listen actively to customers, partners and industry veterans before prescribing answers.Stay open to unexpected markets when customers reveal new uses for your solution.By following Gene's example and advice, you can make range a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileGene Eidelman (he/him):President, Azure Printed HomesAbout Azure Printed Homes: Azure Printed Homes transforms recycled plastic into 3D-printed houses—built 70% faster and at 39% lower cost than traditional construction—tackling both the housing shortage and the global plastic waste crisis.Website: azureprintedhomes.comCompany Facebook Page: facebook.com/azureprintedhomesOther URL: geneeidelmanmedia.comBiographical Information: Gene Eidelman is the co-founder of Azure Printed Homes, founded in 2022 to create sustainable, affordable housing using recycled polymers. Azure's patented 3D-printing technology builds homes faster and at lower cost than traditional methods, while reducing environmental waste. Gene leads the company's mission to deliver scalable housing solutions for families, communities, and disaster recovery.LinkedIn: linkedin.com/in/geneeidelmanInstagram: @geneeidelmanSupport Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include PurposeBuilt100™ Winners and supercrowd.tv. Learn more about advertising with us here.Max-Impact Members(We're grateful for every one of these community champions who make this work possible.)Brian Christie, Brainsy | Cameron Neil, Lend For Good | Carol Fineagan, Independent Consultant | Eric Coury, Arthia AI | John Berlet, CORE Tax Deeds, LLC. | Justin Starbird, The Aebli Group | Ken Steele, Rotarian | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Mark Grimes, Networked Enterprise Development | Mike Babbit | Coledger Solutions | Mike Green, Envirosult | Nick Degnan, Unlimit Ventures | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Scott Thorpe, Philanthropist | Sharon Samjitsingh, Health Care Originals | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.Join the SuperCrowd Impact League! You can be recognized for making impact investments via Reg CF. See how your activity compares to your peers. It's free. Win valuable prizes. Start now!SuperCrowd Impact Member Networking Session: Impact (and, of course, Max-Impact) Members of the SuperCrowd are invited to a private networking session on August 11th at 8:00 PM ET/5:00 PM PT. Mark your calendar. We'll send private emails to Impact Members with registration details. Upgrade to Impact Membership today!SuperCrowdHour, August 19, 2026, at 12:00 PM Eastern. Devin Thorpe, CEO and Founder of The Super Crowd, Inc., will lead a session on “How to Make Money As an Impact Investor Starting with $10.” Drawing on his experience as a former investment banker, impact investor, and crowdfunding expert, Devin will demonstrate how anyone can begin building wealth while investing in companies that create positive social and environmental impact—even with as little as $10. In this session, he'll explore how impact crowdfunding has opened investment opportunities to everyday investors, explain how to identify promising mission-driven companies, and share practical strategies for building a diversified portfolio over time. Attendees will learn how to get started with limited capital, manage risk, evaluate investment opportunities, and avoid common mistakes new investors make. Whether you're completely new to investing or looking for an affordable way to expand your impact investing portfolio, this SuperCrowdHour will provide actionable insights to help you invest with purpose, build long-term wealth, and make a meaningful difference. Register now!SuperCrowd26 featuring PurposeBuilt100™: This August 25–27, founders, investors, and ecosystem leaders will gather for a three-day, broadcast-quality global experience focused on disciplined capital formation, regulated investment crowdfunding, and purpose-driven growth. We're bringing together leading voices in impact investing, compliance, digital marketing, and circular economy innovation to deliver practical frameworks, real-world case studies, and actionable strategies. The event culminates in the PurposeBuilt100™ Showcase, recognizing 100 of the fastest-growing purpose-driven companies in the U.S. Register now to secure your seat and get all the details. August 25–27, streaming worldwide.Community Event CalendarSuccessful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events.Register Now! Join Investors Circle and DAF Commons on August 19, 2026, from 12:00–1:30 PM ET for an insightful conversation on how Donor Advised Funds (DAFs) can become a powerful engine for impact investing. Hear from leaders at ImpactAssets, Impact Charitable, and RSF – Regenerative Social Finance as they explore ways to put charitable capital to work creating measurable impact today. Learn about emerging opportunities for DAF holders to participate in pooled impact investments and climate-focused funding initiatives.Register Now! October 20th and 21st will be the Crowdfunding Professional Association Regulated Investment Crowdfunding Summit for 2026. This is the event of the year for everyone in the crowdfunding ecosystem.If you would like to submit an event for us to share with the 10,000+ changemakers, investors and entrepreneurs who are members of the SuperCrowd, click here.Manage the volume of emails you receive from us by clicking here.We share educational information—not investment advice. Some links may generate compensation. See our full disclosure.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe

Devin: What is your superpower?Emily: So I think— I, I don't— it's hard for me to boil it down to just one, but I would simply say my superpower is really rooted in connecting dots. And so seeing things that others may not see because I'm able to put the dots together.Food as medicine can move from a hopeful idea to a scalable health care solution when the people closest to the problem build the system.That is the lesson I heard from Emily Brown, founder of Attane Health and now Chief Healthcare Officer at Sifter Solutions after Attane's acquisition. Emily's work began not with a business plan but with her daughter's diagnosis and a family grocery budget that suddenly could not keep up.“It all started with lived experience, my family's own personal experience with food insecurity and just the need to have specific foods to support my daughter's health,” Emily told me. “We were on WIC, SNAP. I'm actually a former Medicaid recipient.”That experience revealed a gap in health care that millions of families know too well. Doctors can diagnose food-related conditions but families are often left alone to figure out how to pay for and prepare the foods that could help them heal.Emily first responded by founding a nonprofit that helped get special dietary foods into food banks and pantries. Under her leadership, the organization launched one of the first food prescription programs in Kansas, serving clients who had prescription diet orders from physicians.Over time, Emily saw that charity alone could not solve the problem at national scale. Health care needed the tools, data and infrastructure to make food and nutrition care part of routine delivery.“I knew that technology was gonna be really important to scaling our work,” she said. “So I left the nonprofit, started what became Attane, really to develop the technology and the infrastructure to do food and nutrition care at scale.”Attane Health now works as the health care arm of Sifter Solutions, partnering with health plans, pharmacy benefits and health systems to expand access to nutrient-dense foods, education and measurable outcomes. Emily pointed to high-risk maternal health as one powerful example, where better nutrition can support mothers facing gestational diabetes or preeclampsia while helping reduce risks for babies.Her message is practical and hopeful. Food is not a side issue in health care. For millions of people living with chronic conditions, food is part of the standard of care. Emily is helping build the bridge so patients can actually access it.tl;dr:This episode shows how lived experience can spark scalable health care innovation.Emily Brown built Attane Health to make food and nutrition care accessible.Attane Health now grows through Sifter Solutions after a strategic acquisition.Emily explains why storytelling helps turn hidden health challenges into action.This article highlights practical ways to develop the superpower of connecting dots.How to Develop Connecting Dots As a SuperpowerEmily describes her superpower as “connecting dots” and “being able to tell that story.” She sees things others may miss because she can “put the dots together,” then frame the insight in a way that helps others act. She said, “The power of storytelling is really significant because we learn through stories, we connect through story.” That combination has helped her move from being a mother on Medicaid facing food insecurity to becoming a venture-backed founder building solutions for families like hers.Emily's superpower became visible when her daughter received a diagnosis that required a gluten-free diet. Overnight, Emily looked in her pantry and realized many of the foods her family relied on were no longer safe. Her grocery budget quadrupled while her resources shrank. Instead of accepting a system that paid only for clinic care, she began identifying every point of friction. That led her to start a nonprofit, create food prescription programs, advocate before federal agencies and eventually build Attane Health to integrate food and nutrition care into health care at scale.Frame your challenges as opportunities for growth, connection and innovation.Ask what is missing from the data before assuming the data tells the whole story.Look for the friction points hiding in plain sight and treat them as places to build solutions.Bring others with you by using stories from data, patients and partners.Be patient when building disruptive solutions because meaningful change often takes time.By following Emily's example and advice, you can make connecting dots a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileEmily Brown (she/her):Founder of Attane Health, Chief Healthcare Officer at Sifter Solutions, Attane Health, Now a Sifter Solutions CompanyAbout Attane Health: To improve health through food and nutrition care by providing access to health foods, education, and actionable data.Website: attane-health.com, siftersolutions.comCompany Facebook Page: facebook.com/attanehealthBiographical Information: Emily is the Co-founder of Attane Health and Chief Healthcare Officer of Sifter Solutions, a digital health company in the “food is medicine” space. Rooted in lived experience, Emily leads a passionate team dedicated to changing health outcomes through harnessing the healing power of food.After experiencing first-hand, the challenges of managing chronic health conditions with limited resources, Emily founded Food Equality Initiative (FEI). Under her leadership the nonprofit grew to a 7-figure annual budget, supporting patients access to healthy food. Emily is a national patient advocate who has provided both oral and written testimony to the FDA and USDA. A member of the 2025 Child and Adult Core Set Annual Review Workgroup, Emily works to advance health equity in all pursuits.Her research interests include food systems, health disparities, and patient-centered approaches to care. Emily is a published co-author of several peer-reviewed articles with top research institutions in allergic disease. Emily believes in the power of patients and data to achieve greater health outcomes.Personal X/Twitter: @emilybrownspeak Personal Facebook Profile: facebook.com/emily.brown.37853Instagram: @emilybrownspeaksSupport Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include PurposeBuilt100™ Winners and supercrowd.tv. Learn more about advertising with us here.Max-Impact Members(We're grateful for every one of these community champions who make this work possible.)Brian Christie, Brainsy | Cameron Neil, Lend For Good | Carol Fineagan, Independent Consultant | Eric Coury, Arthia AI | John Berlet, CORE Tax Deeds, LLC. | Justin Starbird, The Aebli Group | Ken Steele, Rotarian | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Mark Grimes, Networked Enterprise Development | Mike Babbit | Coledger Solutions | Mike Green, Envirosult | Nick Degnan, Unlimit Ventures | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Scott Thorpe, Philanthropist | Sharon Samjitsingh, Health Care Originals | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.Join the SuperCrowd Impact League! You can be recognized for making impact investments via Reg CF. See how your activity compares to your peers. It's free. Win valuable prizes. Start now!SuperCrowd Impact Member Networking Session: Impact (and, of course, Max-Impact) Members of the SuperCrowd are invited to a private networking session on August 11th at 8:00 PM ET/5:00 PM PT. Mark your calendar. We'll send private emails to Impact Members with registration details. Upgrade to Impact Membership today!SuperCrowdHour, August 19, 2026, at 12:00 PM Eastern. Devin Thorpe, CEO and Founder of The Super Crowd, Inc., will lead a session on “How to Make Money As an Impact Investor Starting with $10.” Drawing on his experience as a former investment banker, impact investor, and crowdfunding expert, Devin will demonstrate how anyone can begin building wealth while investing in companies that create positive social and environmental impact—even with as little as $10. In this session, he'll explore how impact crowdfunding has opened investment opportunities to everyday investors, explain how to identify promising mission-driven companies, and share practical strategies for building a diversified portfolio over time. Attendees will learn how to get started with limited capital, manage risk, evaluate investment opportunities, and avoid common mistakes new investors make. Whether you're completely new to investing or looking for an affordable way to expand your impact investing portfolio, this SuperCrowdHour will provide actionable insights to help you invest with purpose, build long-term wealth, and make a meaningful difference. Register now!SuperCrowd26 featuring PurposeBuilt100™: This August 25–27, founders, investors, and ecosystem leaders will gather for a three-day, broadcast-quality global experience focused on disciplined capital formation, regulated investment crowdfunding, and purpose-driven growth. We're bringing together leading voices in impact investing, compliance, digital marketing, and circular economy innovation to deliver practical frameworks, real-world case studies, and actionable strategies. The event culminates in the PurposeBuilt100™ Showcase, recognizing 100 of the fastest-growing purpose-driven companies in the U.S. Register now to secure your seat and get all the details. August 25–27, streaming worldwide.Community Event CalendarSuccessful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events.Register Now! Join Investors Circle and DAF Commons on August 19, 2026, from 12:00–1:30 PM ET for an insightful conversation on how Donor Advised Funds (DAFs) can become a powerful engine for impact investing. Hear from leaders at ImpactAssets, Impact Charitable, and RSF – Regenerative Social Finance as they explore ways to put charitable capital to work creating measurable impact today. Learn about emerging opportunities for DAF holders to participate in pooled impact investments and climate-focused funding initiatives.Register Now! October 20th and 21st will be the Crowdfunding Professional Association Regulated Investment Crowdfunding Summit for 2026. This is the event of the year for everyone in the crowdfunding ecosystem.If you would like to submit an event for us to share with the 10,000+ changemakers, investors and entrepreneurs who are members of the SuperCrowd, click here.Manage the volume of emails you receive from us by clicking here.We share educational information—not investment advice. Some links may generate compensation. See our full disclosure.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe

In this episode, Melanie Rua of Bloomberg Intelligence sits down with Randall Strickland, a sustainable investment advisor to philanthropic organizations, and Jesse Gerstin, faculty at the Bard MBA in Sustainability and community finance practitioner at the nonprofit Inclusiv.  Together, they untangle the differences between ESG, sustainable finance and impact investing; and discuss how the field is evolving amid political backlash and shifting narratives. Despite the headlines, they argue that the underlying work of aligning finance with environmental and social outcomes continues—often under different names.  The conversation covers public and private markets, the long-term opportunity in clean energy, and the financial fluency today's sustainability leaders need to drive meaningful change across every sector. This episode captures the energy of Bard's 'Inside Sustainability Live' series, where real-world practitioners and academics come together to build community and share strategies for advancing sustainability work in challenging times. Bard's Graduate Programs in Sustainability cultivate leaders who break through existing systems, innovating solutions to critical social, environmental and economic challenges. 2023 marked the 20th anniversary of the first graduating class from M.S. in Environmental Policy degree at Bard CEP and the 10th graduating class from the Bard MBA in Sustainability program. The 2024 graduating MS EP, MS CSP, MEd and MBA classes brought the Bard GPS alumni community to over 500!   MEET THE SPEAKERS Randy Strickland Randy is a Director at Westfuller Advisors and faculty at the Bard MBA in Sustainability, where he focuses on sustainable and impact investing. At Westfuller, he partners with philanthropic organizations and family offices to develop and manage mission-driven investment portfolios, supporting sourcing and due diligence across asset classes to build ESG and impact portfolios. Previously, he held leadership roles at Pathstone Family Office, Cornerstone Capital Group, City National Bank of New Jersey (now Industrial Bank), ImpactAssets, Principal Global Investors, and Commonfund. Randy is a member of the Impact & Sustainable Finance Faculty Consortium, a Fellow of Trinity Church Wall Street's Allocator Collective, and was named to the 2025 Who's Who in Impact Investing by the Impact Finance Center and the Denver Business Journal. Jesse Gerstin Jesse is Vice President of the Center for Resiliency and Clean Power at Inclusiv and faculty at the Bard MBA in Sustainability, working at the intersection of impact investing and renewable energy. He previously led sustainability at SimpliPhi Power, expanding energy storage solutions and improving energy access for underserved communities globally. Earlier in his career, he led the Clinton Climate Initiative's work accelerating utility-scale renewable energy in island nations, strengthening climate resilience, and supporting sustainable economic development for Native American nations. He has also worked with an impact investor in Indonesia and at Echoing Green in New York City supporting social entrepreneurs. Melanie Rua Melanie is a Senior Associate at Bloomberg Intelligence, where she leads ESG research focused on nature-related risks such as water scarcity, biodiversity loss, and deforestation, and how these issues shape corporate performance and capital allocation. Her work uses geospatial data, predictive modeling, and materiality frameworks to analyze environmental risks and opportunities across sectors including energy, chemicals, and packaged food. In addition to her research, Melanie manages a team of associate analysts and regularly shares her insights through industry panels, guest lectures, and Bloomberg Intelligence's ESG Currents podcast. She holds an MBA in Sustainability from Bard College and the CFA Institute Certificate in Sustainable Investing.

In The Enlightened Bottom Line, author Jenna Nicholas explores how businesses can align purpose and profit to create lasting social impact. Drawing on stories from investors, entrepreneurs, and wisdom traditions, the conversation will examine how leaders can integrate spirituality, purpose, ethics, and economic performance to shape a more just and regenerative future. She says participants will come away with an expanded sense of possibility for the intersection of purpose and profit and how each of us can lead from a place of meaning, wholeness and interconnection. Jenna Nicholas is an investor, entrepreneur, advisor, coach, speaker and author of Enlightened Bottom Line: Exploring the Intersection of Spirituality, Business, and Investing. She is president of LightPost Capital, an investment and acquisition firm, and CEO of Impact Experience. An active angel investor, she has backed multiple unicorns. A Forbes 30 Under 30 Social Entrepreneur, Echoing Green, Stanford Social Innovation, and PD Soros Fellow, she holds a BA and MBA from Stanford University. Her work has been profiled in major media, and she speaks globally on regenerative economics and purpose-driven leadership. She is an active member of the Baha'i Faith. Joining us remotely for part of our program will be Wayne Silby, a pioneering social investor and entrepreneur, best known as co-founder and founding chair of Calvert Investments, one of the earliest and largest socially responsible investment firms in the United States, currently $45 billion in assets under management. He also helped launch Calvert Impact Capital, ImpactAssets, Calvert Social Venture Partners, and Social Venture Network, giving money and markets a conscience worldwide. Silby later co-founded SynTao and ZenFlo in China, advancing sustainable finance and mindfulness, and serves on several global boards. He holds degrees from Wharton and Georgetown Law. A Business & Leadership Member-led Forum program. Forums at the Club are organized and run by volunteer programmers who are members of The Commonwealth Club, and they cover a diverse range of topics. Learn more about our Forums. OrganizerElizabeth Carney  Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your charitable donations didn't just support causes—but actually helped build impactful businesses?In this episode of The Angel Next Door, host Marcia Dawood gives a quick 7-minute overview of the growing interest in investing with philanthropic capital and answers some of the most common questions about how it works. Using insights from past conversations with experts like Sally Boulter of Impact Assets and Patrice and Leah Brickman of Inspire Access, Marcia breaks down how Donor-Advised Funds (DAFs) and nonprofit organizations are revolutionizing the way we think about philanthropy and investment. You'll learn about: - How DAFs work – A simple, tax-advantaged way to invest in for-profit impact companies while keeping funds designated for charitable giving. - Inspire Access' unique model – A 501(c)(3) that allows donors to contribute directly, ensuring capital reaches underrepresented founders working on innovative solutions. - Non-accredited investors can participate too – You don't need to have a certain amount of wealth or income to make a donation; now more people than ever can back mission-driven startups. Instead of just ‘making a donation', discover how to create a lasting impact by strategically investing in businesses that align with your values—all while staying within a philanthropic framework. Tune in now to rethink how your giving can fuel innovation and drive meaningful change! Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Have you ever considered how your financial mindset might impact your entrepreneurial journey? In this episode of the Angel Next Door Podcast, Marcia Dawood recaps insightful conversations with guests, exploring the profound connections between money, leadership, and impact investing, and how these factors influence entrepreneurship.Marcia highlights Sally Boulter's discussion on donor advised funds (DAFs) as a means for accessible impact investing. She also revisits her conversation with Wendy Ryan, who shares her Learn Lead Lift framework, promoting leadership through clarity and collaboration and advocating for investment in diverse founders. Lastly, Marcia reflects on her dialogue with Cammie and Sandi from the Money Tales podcast, who emphasize reshaping our money beliefs.In case you missed any of this great content, you can get a recap here and also go back and listen to the full episodes: https://pod.link/1586445642 Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

The Angel Next Door Podcast: 2024 Year in ReviewOn this special, year-end episode, our host Marcia Dawood wraps up the year with a joint episode with Laura Nix Gerson, host of the Venture F podcast.This year marked a significant milestone for The Angel Next Door podcast, hosted by Marcia Dawood. With a full year of weekly episodes, we celebrated key achievements, impactful conversations, and global recognition for our contributions to angel investing and impact-driven funding. Here are some of the year's highlights:Milestones Achieved- �� Winner of Best Financial, Investing, and Money Podcast: We are honored to have receivedthis prestigious award from the Women in Podcasting Awards, recognizing the show'scommitment to educating and inspiring listeners in the world of early-stage investing.- �� 100th Episode Celebration: In December 2024, we celebrated a major milestone with aspecial episode featuring Catherine Gray, Executive Producer of the award-winning documentaryShow Her The Money. This conversation spotlighted the funding disparities women face inventure capital, discussed how education and awareness can drive systemic change, andhighlighted the transformative potential of investing in women-founded funds for both economicand social progress.- �� 20,000+ Downloads: This year, the podcast crossed 20,000 downloads, a testament to thegrowing interest in angel investing, impact-driven funding, and the role listeners can play inshaping the future of startups.- �� A Year of Weekly Episodes: We committed to delivering fresh, insightful content everyweek, ensuring that our community of listeners stayed up-to-date on the latest trends, strategies,and opportunities in the angel investing world.- �� Launch of Marcia Dawood's Book: Do Good While Doing Well: In September 2024, Marciareleased her highly anticipated book, Do Good While Doing Well, which demystifies angelinvesting and empowers individuals to make impactful investments in early-stage companies.The book serves as a "why-to" guide, helping readers understand how angel investing can beaccessible to everyone, not just the wealthy. It offers practical tools to align financialcontributions with personal values while supporting startups that drive innovation and socialchange. The book launch was celebrated with a virtual event attended by listeners, readers, andangel investors from around the world.A Few Episode HighlightsAI and EntrepreneurshipOne of the year's most thought-provoking episodes featured Sharon Zhang, an AI expert, whoprovided a forward-thinking perspective on AI's impact on business, society, andentrepreneurship. Key takeaways included:- The growing AI ecosystem — from chips to infrastructure and foundation models.- How AI is unlocking new business models and entrepreneurial opportunities.- Insights into data privacy, user sovereignty, and the financial hurdles faced by AI startups.Philanthropic InvestingWith Sally Boulter from Impact Assets, we explored a powerful way to merge philanthropy withinvestment. This episode shed light on how to use donor-advised funds (DAFs) to invest in for-profit startups, creating both financial and social returns. Highlights included:- How philanthropic capital can fuel impactful, for-profit startups.- Success stories like Seth Goldman's journey with Honest Tea.- The growing opportunity for individuals to leverage DAFs as a meaningful way to supportentrepreneurship while achieving impact-driven goals.Equity Crowdfunding and the Future of Private MarketsThe conversation with Kendrick Nguyen, founder of Republic.com, spotlighted the evolution ofequity crowdfunding and its potential to democratize access to private market investing. Keyinsights from this episode included:- How regulatory changes enabled everyday investors to participate in private markets, openingup new opportunities beyond traditional tech companies.- Republic's early challenges in competing with established platforms and the importance oftransparency and trust between companies and investors.- The role of blockchain technology in fractionalizing assets, reducing participation costs, andproviding education for new investors.- Kendrick's inspiring journey from a career in law and traditional finance to building Republicinto a trailblazing platform, driving accessibility and opportunity in private market investing.Looking AheadAs we wrap up this incredible year, our mission remains the same: to empower individuals to seethemselves as change-makers, investors, and catalysts for innovation. Whether it's unpacking thecomplexities of AI, exploring new ways to use philanthropic dollars, or shining a light on theimportance of investing in diverse founders, The Angel Next Door continues to driveconversations that matter. We're beyond grateful for our listeners, guests, and supporters whohave made this year so memorable. Thank you for being part of our journey. Here's to moreinsights, inspiration, and impact in 2025! To get the latest from Laura Nix Gerson, you can follow her below!LinkedIn - https://www.linkedin.com/in/lauragerson/https://lauranixgerson.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Have you ever considered the possibilities that arise when philanthropic capital is directed towards funding startup companies? In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with Sally Boulter from Impact Assets to unravel an often overlooked but transformative investment approach—using donor-advised funds to fuel entrepreneurial ventures. If you're an angel investor or contemplating entering the startup ecosystem, this episode will give you a fresh perspective on navigating investments impactfully.Sally Boulter brings a wealth of experience to the table, having a diverse background in nonprofit fundraising and impact investing. Impact Assets, a nonprofit financial services firm, is tailored to investors who wish to make a difference while achieving returns. Sally's journey from traditional fundraising to becoming a pivotal player in impact investing highlights a unique blend of passion for societal betterment and astute financial strategies.Throughout the episode, Marcia and Sally discuss the mechanics of how donor-advised funds can be employed to support for-profit startups, offering both new and seasoned investors a blueprint for high-impact investments. They explore the simplicity and flexibility of setting up a donor-advised fund, the risks and rewards associated with impact investing, and real-life success stories like that of Seth Goldman, who amplified his philanthropic reach after his work with Honest Tea. This episode is a must-listen for anyone eager to understand how to make their investment dollars work harder, not just for financial gains but for genuine societal progress. You'll walk away with actionable insights and a newfound enthusiasm for merging philanthropy with entrepreneurship. To get the latest from Sally Boulter, you can follow her below!LinkedIn - https://www.linkedin.com/in/sallyboulter/https://impactassets.org/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Millennials care much more about how their investments affect the world around them. Since they're set to inherit the largest wealth transfer in history, we're seeing a shift toward impact investing.Today's episode is proof.My guest is Liesel Pritzker Simmons, a millennial who's rewriting the rules of wealth management with her single-family office, Blue Haven Initiative. It's one of the world's first family offices to go all-in with impact investing across all asset classes, transforming their wealth into catalysts for social and environmental impact through strategic investments. We begin the conversation with her transition from Hollywood's silver screens to the forefront of private wealth investing. Born into a lineage renowned for its philanthropic and entrepreneurial ventures, Liesel's journey is not just one of inheriting wealth but of redefining its purpose.Through her acting work and her time at Columbia University, Liesel developed a diverse background that laid the groundwork for co-founding the Blue Haven Initiative with her husband in 2012.At BHI, Liesel oversees a diverse portfolio that spans several asset classes, including traditional equities, private equity, and philanthropic programs, all structured to generate financial returns while addressing social and environmental challenges. Liesel also works closely with organizations that support and advance the field of impact investing, co-founding The ImPact, a network of families committed to the conscientious stewardship of wealth, and serving as a board member of Activate, the IDP Foundation, and ImpactAssets.Blue Haven Initiative demonstrates that a single-family office can do more than just manage wealth; it can wield it as a force for good through strategic placements in sustainable ventures and innovative startups. Our conversation also explores topics of social responsibility, investing in fintech in Sub-Saharan Africa, the power of civic engagement, and catalytic and philanthropic capital.Ready to learn how you can also transform your wealth into a force for positive change? Listen in.—Show notes here.—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes. —Connect with SRI360°: Sign up for the free weekly email update.Visit the SRI360° PODCAST.Visit the SRI360° WEBSITE.Follow SRI360° on X. Follow SRI360° on FACEBOOK.—Key TakeawaysIntro (00:00)Liesel's transition from child actor to impact investor (02:37)A Millennial's POV on investing (22:11)What the Blue Haven Initiative is & their investment approach (25:48)Blue Haven's impact goals and strategies (40:30)A few examples of Blue Haven's investments (56:17)Investing in the youth vote (01:04:28)Thoughts on impact washing, catalytic capital, and philanthropic capital (01:10:39)Rapid fire questions (01:23:14)—Additional Resources Learn more about Liesel's foundation. Learn more about the five dimensions of impact here.Learn more about the Blue Haven Initiative.Connect with Liesel Pritzker Simmons:LinkedIn

Welcome to The Conduit's podcast series on Humanising Investment. Inspired by Gillian Tett's book, Anthrovision, this series will focus on inspiring the next generation of investors to recognise the value of responsible investing. Hosted by Asha Lad, each episode will be talking to a leading responsible investor in the institutional responsible investing space, getting to grips with each of their stories, understanding what led towards a career in the space and how they feel we can begin to humanize the finance industry. In this episode Asha is joined by Liesel Pritzker Simmons. Liesel and her husband Ian co-founded Blue Haven Initiative, a single family office managing a diversified global investment portfolio. Blue Haven Initiative is considered the largest impact-focused family office in the U.S and is likely among the largest investment funds in the world dedicated solely to impact investing.   Liesel oversees an impact investing portfolio structured to generate competitive financial returns and effect positive social and environmental change. The portfolio spans asset classes, from public equities and fixed income holdings to private equity, direct investments and philanthropic programs. Liesel also works closely with organizations that support and advance the field of impact investing. She was a co-founder of The ImPact, a network of families committed to the conscientious stewardship of wealth. She also serves on the board of Toniic, which provides tools for investors to evaluate impact investments, and on the board and the investment committee of ImpactAssets. Liesel is also co-founder of IDP Foundation, focused on achieving universal primary education.

If you want to understand, learn about, or even rationally criticize impact investing, Fran Seegull is the person to know in the United States. Fran is president of the U. S. Impact Investing Alliance. She helped incubate the Alliance at the Ford Foundation in partnership with Darren Walker. In 2023, John Palfrey, President of the MacArthur Foundation succeeded Walker as Alliance Advisory Board Chair.Fran is also executive director of the Tipping Point Fund on Impact Investing, a donor collaborative in the field. She was previously Chief Investment Officer at ImpactAssets. which includes The Giving Fund, now a $3 billion impact investing donor-advised fund. She served on the G7 Working Group on Asset Allocation, worked for PwC, and taught at the USC Business School, where her course was named the best graduate level elective course at the school.Fran has an MBA from Harvard, but somehow she's managed to stay grounded and be a problem solver in the real world. Fran is smart, funny, realistic, high powered, and the person to know if you want to know anything about impact investing.

This week: This week: Are car dealers the devil? And why?Plus, the news:

Impact Investing ist eine nachhaltige Investmentstrategie. Wer sie verfolgt, will in Geldanlagen mit positiver sozialer oder ökologischer Wirkung investieren und gleichzeitig Rendite machen. Der Markt für Impact Assets wächst Jahr für Jahr – doch nicht überall, wo “Impact” draufsteht, ist auch wirklich Impact drin. ➡️ BookBeat 2 Monate kostenlos testen unter folgendem Link https://link.finanzfluss.de/pc/bookbeat * und dem Code "finanzfluss". In dieser Folge haben Mona und Jule diskutiert, was Impact Investing ausmacht, ob es tatsächlich ein guter Weg ist, um nachhaltig und wirkungsvoll zu investieren und welche Möglichkeiten es für Privatanlegerinnen und Privatanleger gibt. ℹ️ Weitere Infos zur Folge: Unsere ETF-Suche: https://www.finanzfluss.de/informer/etf/suche/ Ethisch investieren: Welcher nachhaltige ETF passt zu dir?: https://www.finanzfluss.de/geldanlage/nachhaltige-etfs/ Kostenloses Depot inkl. Prämie: https://www.finanzfluss.de/go/depot * In 4 Wochen zum souveränen Investor: https://www.finanzfluss.de/go/campus YouTube: https://finanzfluss.de/go/abo Discord: https://finanzfluss.de/discord Instagram: https://www.instagram.com/finanzfluss/ Facebook: https://finanzfluss.de/go/facebook

This week: There are a default group of problems that exist in our society because of the basic needs required to be a human.They are: Air Water Food Sleep These, our most primal needs, are more or less biologically inarguable, and the good news is, we understand them very well and have made enormous progress to ensure they are accessible to a greater percentage of humans than ever before. There have been trade-offs along the way, of course, including plundering most of the solar system's single habitable planet's resources. Without fulfilling our most basic requirements, we can't truly move into the future, no matter how much one small but powerful group wants to skip ahead to electric planes or flying cars or extended life spans. I want to get to the future as fast as anyone, but without equal access and enjoyment of these make-or-break requirements, there are simply no bootstraps to pull yourself up by, no ground to stand upon, much less to collectively reach higher. Here's What You Can Do:⚡ Understand the health impacts of what's actually in your food, cosmetics, and cleaning products with the free Yuka app ⚡ Reduce food waste and take care of your grocery shopping with the Misfits Market⚡ Interested in community solar? Plug your zip into Arcadia's tool to find out how you can go clean and reduce your power bill⚡ Want to invest in clean tech but don't know where to start? Check out ImpactAssets and their donor-advised fund and put your cash to work saving the world News RoundupHealth & MedicineIs this why lung cancer doesn't respond to immunotherapy? The first federal gun crime report in 20 years dropped

Google, last week, followed Apple, in releasing its version of what's called a passkey, which if widely adopted could take us closer to a passwordless future. Air India is close to placing historic orders for as many as 500 jetliners worth tens of billions of dollars from both Airbus and Boeing, Reuters reported yesterday, citing industry sources. Also in this episode, opposition to Blackrock's ESG investments in the US is spotlighting the travails of climate finance. Notes: Google, last week, joined Apple, in releasing its version of what's called a passkey, which if widely adopted could take us closer to a passwordless future. Passkeys are built on industry standards, can work across different operating systems and browser ecosystems, and can be used with both websites and apps. You can use passkeys to sign into sites and apps that support them, Google said in a blog post last week. Signing in with a passkey will require you to authenticate yourself in the same way that you unlock a device. With the latest version of Chrome, Google supports passkeys on Windows 11, macOS, and Android. Air India is close to placing landmark orders for as many as 500 jetliners worth tens of billions of dollars from both Airbus and Boeing, Reuters reported yesterday, citing industry sources. The orders include as many as 400 narrow-body jets and 100 or more wide-bodies, including dozens of Airbus A350s and Boeing 787s and 777s, according to Reuters, and finishing touches are being put on the mammoth deal in coming days. The recent COP27 talks showed that the fight against climate change boils down to money and that the rich countries didn't want to keep their promises. Now, opposition in the US to ESG investments by Blackrock, the world's biggest money manager, and other investment firms, will likely cause another setback to climate finance. Larry Fink, the CEO of the $8-trillion asset manager, is in the crosshairs of those opposed to the ESG investments, some of which have declined more than the S&P 500 index, Bloomberg reports. The battle over sustainable investing comes as the 10 largest ESG funds by assets have posted double-digit losses this year, Bloomberg notes, some even more than the S&P 500's 17.5 percent decline. BlackRock's $20 billion iShares ESG Aware MSCI USA exchange-traded fund is down about 19 percent and Vanguard Group's $5.8 billion ESG US Stock ETF has dropped 22 percent. Meanwhile, stocks of US oil giants Exxon Mobil and Chevron have soared 69.8 percent and 44.2 percent respectively. Some investors, including US states and pension funds, plan to withdraw their money from Blackrock's management, and some politicians and officials have also called for Fink's removal from his position, according to Bloomberg. Cropin, an agritech venture in Bengaluru, is raising a new round of funding and has garnered $14 million or Rs 113.4 crore from Google, Singapore-based Impact Assets, and existing investors, Entrackr reported on Dec. 9, citing the company's filings with the government's Registrar of Companies. Fintrackr estimates the company has been valued at around Rs 740 crore or $91.3 million after the latest investment. That compares with $67.5 million in April, according to private markets insights provider Tracxn. Cropin has raised $50.5 million in funding so far. Theme music courtesy Free Music & Sounds: https://soundcloud.com/freemusicandsounds

Today's episode is a special one, as we are happy to welcome John Dutton, Head of UpLink at the World Economic Forum, as our co-host. John will tell you all about the Innovative Funds for our Future. And as our guest, we welcome Sandra Osborne Kartt, Managing Director of Investments at ImpactAssets.– A rare peak into how the WEF's Uplink supports the VC ecosystem – How Sandra as an important LP in multiple climate funds thinks about their investments– How the funds were selected for the Innovative Funds Program and what's to come– An opinionated but loving run-through of the selected funds by Andreas, John and Sandra

Jed Emerson co-authored the first book on impact investing and led a “portfolio lifestyle” with academic appointments at Harvard, Stanford and Oxford business schools while helping to start leading organizations like ImpactAssets and Pacific Community Ventures.  He currently serves as Global Lead, Impact Investing for Tiedeman Advisors, a wealth manager with over $25bn of assets under management.  Jed quotes wisdom from Buddhist scriptures to Martin Luther King to lead the impact investing industry back to its roots.

In this episode we dive into: > How Charly's work with Steve Jobs in Silicon Valley informs his path to challenging the status quo and what is needed for true systems change > Defining success from having it all to being who you are meant to beThe essence of consciousness at the beginning and end of life > Intentionality and the choices we make on a daily basis > Practices of mindfulness that contribute to impact > Systems change and the Deep Impact Movement > Why ESG is not Impact Investing (ESG is 'the not contributing to harm (maybe)' in the three bullets above when investing. It considers environmental, social and governance factors in investment decisions vs. Impact Investing which is about contributing to solutions), and > Impact investing as a path to awakening consciousness About Charly Kleissner Charly Kleissner is an impact investor. He believes that the fundamental and real meaning of wealth is to make a positive contribution to humanity and the planet. He is a leader of the deep impact movement which is not only treating the symptoms of our failing economic system, but its root causes – with a level of awareness and consciousness that is non-anthropocentric, acknowledging that humanity is part of the evolutionary process, not outside of it. He sees impact investing not as an intellectual exercise, but as an expression of who he really is. Dr. Kleissner co-founded KL Felicitas Foundation, Social-Impact International, the Central European Investment Ready Program, and Hawai'i Investment Ready, which help social entrepreneurs worldwide accelerate and increase their impact. Dr. Kleissner co-founded Toniic, a global network for impact investors and Toniic's 100% Network, a global group of asset owners dedicated to 100% impact, currently representing over $6 billion in assets that are actively moving into impact. Dr. Kleissner serves as a full member of The Club of Rome, as Chairman of the Board at ImpactAssets, on the Board of the Schwab Foundation for Social Entrepreneurship and Proof of Impact, and on the Advisory Board of Chi Impact Capital, Industree Foundation, Impact Hub Tirol, MCI Business School, Commonland, 4L Capital and Rainfall. Dr. Kleissner has over twenty years of experience as a senior technology executive in Silicon Valley. He held executive and senior engineering management positions at Hewlett-Packard, NeXT, RightPoint, and Ariba. Dr. Kleissner earned his M.S. and Ph.D. in Computer Science from the University of Technology, Vienna. Learn more about Charly: charlykleissner.com LinkedIn Connect with Stephanie: ▶︎ WEBSITE | https://www.stephanietrager.com ▶︎ YOUTUBE | https://www.youtube.com/c/stephanietragercatalysttalks ▶︎ INSTAGRAM | https://www.instagram.com/stephanietrager ▶︎ LINKEDIN | https://www.linkedin.com/stephanietrager ▶︎ TWITTER | https://www.twitter.com/stephanietrager --- Send in a voice message: https://anchor.fm/catalyst-talks/message

The following text, related to this podcast episode, is a sample chapter from my new book Superpowers for Good. Get your copy today.Devin: What is your superpower, Margret?Margret: One of my core values is being modest and humble. So, the way your question is framed is difficult for me. That said, I have been told by colleagues that I am a visionary and strategic leader.But I also really enjoy the execution. My strategies tend to always incorporate what's feasible, and they always extend through execution. I enjoy making the strategy come alive. I've spent times in my career where I was doing only one or only the other. And what surprised me is that when I was the head of strategy for an organization, I missed the execution. Not a lot of people like both. I do.You can watch the full interview with Margret here: margret.s4g.biz.Margret Trilli, the CEO of ImpactAssets, has helped accelerate the growth of the nonprofit impact investment company since she joined in the fall of 2018, tripling the assets. She has also led the dramatic expansion of giving.During the COVID-19 pandemic, grants reached $200 million. At the same time, the organization made impact investments of the same scale, meaning that ImpactAssets deployed a total of $400 million for good during the crisis.One example of an investment made by ImpactAssets was a $12 million fund created for microloans for smallholder farmers and entrepreneurs. The program ultimately made $63 million in loans to almost 1 million individuals by revolving the capital as borrowers repaid their loans. The funds were effectively recycled more than five times.That $12 million fund is a powerful example of the difference made by the $1.5 billion Margret manages at ImpactAssets. It drives change for good and provides investors with a financial return. Margret sees how her ability to develop strategy and execute the implementation successfully helps her drive more good. She can now create strategies that the organization can implement readily, moving quickly from ideation to impact.She started her career on the execution side and loved it. She can see how to make things work considering the constraints, challenges and issues that her colleagues raise and addressing them. You can learn to do the same.How to Develop Strategy Development and Implementation as a SuperpowerMargret joined me for a follow-up interview to discuss how you can learn to emulate her, making strategy development and implementation your superpower. You can watch that second interview here: margret2.s4g.biz. [The podcast associated with this post is the audio from this second interview.]She points out that many books are available to help you learn to think more strategically and execute more effectively. She encourages aspiring leaders to look for opportunities to work on both sides, spending time developing strength in both disciplines.She offers additional insights to help people on each side to develop a greater understanding of the other side.Those working on the strategy side, such as people who do or have done management consulting with a mandate to develop strategic plans, can develop execution chops using skills they already have. If you’re in this group, look at how you can break down a strategy that may start with a big, hairy audacious goal (BHAG from Jim Collins’ Good to Great) into smaller chunks.As you work down into the details, more of what you’ll need to address is operational. The more you think about the operational nuances, the better you’ll execute on implementation when you have that opportunity.She adds that it is vital for folks on the strategic side to respect the role of people doing the implementation. Their functions are critical. You may be tempted to scoff at the part of the corporate attorney, but by considering their concerns early in the process, you can accelerate and improve implementation. This is true across the organization. Consider as many of the functional issues as early in the process as possible.On the other side, folks doing the crucial work of the company day in and day out may feel a desire for more strategic opportunities. Margret notes that everyone has opportunities to build those strategic muscles.First, recognize that you are likely already doing some strategic work. Anytime you are revising a process or planning an event, you are strategic. By looking for ways to achieve something new or improve outcomes, you’re thinking about how inputs lead to results. That’s strategy.Second, she says you can build your capacity to be strategic by intentionally using your growing strategic power to improve further the work you manage. By involving other people in your strategic initiatives, you build on your capacity.Ultimately, whether you are coming from the strategic or operational side of the organization, you can strengthen your other abilities to become effective on both. Not everyone will achieve the mastery that Margret has. But by improving your ability to understand and do work across the strategy-implementation spectrum, you gain more capacity for having impact. Get full access to Superpowers for Good at devinthorpe.substack.com/subscribe

The following is a conversation between Margaret Trilli, Chief Executive Officer and Chief Investment Officer of ImpactAssets, and Denver Frederick, the Host of The Business of Giving. In 2010, ImpactAssets was spun out of Calvert Impact Capital in recognition of the growing need to increase flows of capital to the world's greatest challenges. And since its inception, it has become the leading facilitator of direct impact investing within donor-advised funds. Here to tell us more about what they do and the changes that are occurring in the field of impact investing is Margret Trilli, Chief Executive Officer and Chief Investment Officer of ImpactAssets.

Alvaro Schocair é CEO da Quebec Impact Assets, holding voltada para área de investimentos e que tem como foco principal causar impacto em três setores, são eles: educação, energia renovável e saúde. ⠀ Além de ser fundador de negócios na área da educação e ser uma figura conhecida na internet através do Instagram, com seu perfil “Além da Facul”, Schocair fundou recentemente a mais nova escola de negócios de SP, a LINK SCHOOL OF BUSINESS, focada em formar empreendedores.

Do Your Good podcast interview with Mike Rea, E8 & DeCarbonate, to discuss opportunities to invest in companies that are doing good in the world through Impact Investing.    For your reference below are links to some of the organizations that Mike refers to in this podcast interview.    E8 and DeCarbonate, https://www.e8angels.com/decarbon8-us-fund Clean Energy Venture Group, https://cevg.com Southwest Angel Network, https://swanimpact.org Rockies Venture Club, https://www.rockiesventureclub.org Prime Coalition, https://primecoalition.org/ Vertue Lab, https://vertuelab.org/impact-fund Clean Energy Trust, https://www.cleanenergytrust.org/ Global Impact Investing Network, https://thegiin.org Social Capital Markets (socapglobal), https://socapglobal.com Impact Assets, http://www.impactassets.org/ Mission Investors Exchange, https://missioninvestors.org

Donor Advised Funds (DAFs) can help you save money in taxes and give more to charity. I spoke with Alex Neckles from ImpactAssets and Lori Choi from Veris Wealth Partners to help explain what these vehicles are and how to use them to activate more dollars to support your impact goals.

Philanthropic investment funds are far less helpful than they would lead us to believe. This means that investing for the good of humanity needs to follow a different model. Today, we explore a concept called impact investing with Dr. Charly Kleissner, a novel approach he has been developing over the last 20 years that prioritizes impact over returns. Over this time, Charly has started KL Felicitas Foundation, Toniic, and ImpactAssets, three groups that try to orchestrate impact investing in different ways. This episode takes place in two parts. The first focuses on Charly’s investment philosophy and why he thinks the system is broken and needs an overhaul. In this section, we use the term Deep Ecology as a springboard to understand Deep Impact investing and how it presents an alternative investment model that is not born from an anthropocentric philosophy. We explore why philanthropy and ESG’s actually have a net harmful impact, how social impact bonds and tokenization of impact present a way forward, and the steps Charly’s different companies have taken to get impact investing off the ground. The second section of the show dives into the other half of the equation, a consciousness revolution Charly believes needs to happen before humanity can take the steps required to live in a way that benefits rather than harms the planet. For many insights into the world of investing and the channels that exist there as well as inside ourselves, be sure to tune in at one of the links below:Listen on SpotifyListen on Google PodcastsListen on Apple PodcastsRead the full summary here!

On this episode, host Alex Kravitz is joined by Margret Trilli, the CEO & Chief Investment Officer of ImpactAssets, a nonprofit impact investing firm with over $1.2B in assets under management. They discuss ImpactAssets’ flagship donor-advised fund and the surge in both charitable giving and impact investments they have seen in 2020. They also discuss the partnership between ImpactAssets and the nonprofit Stop the Spread, which has led to hundreds of millions of dollars in grants and impact investments being deployed into COVID response funds over the past six months.

Today's guest is Tim Freundlich, CEO of ImpactAssets.Tim is a long-time innovator in new financial instruments in the social enterprise sector, which he now applies as the head of ImpactAssets, the $1 billion boutique donor advised fund and investment note offerer for impact investments. While previously at Calvert Foundation for 12 years, he conceived of and launched the donor advised fund. He was also instrumental in building the $250mm Community Investment Note with more than $1 billion invested into 300-plus nonprofits and for profits globally.He co-founded and serves as Managing Partner for Good Capital that, in addition to its flagship Social Enterprise Expansion Fund LP, founded the 2,500-person annual Social Capital Markets (SOCAP) conferences in San Francisco and four Impact Hubs in the US; co-working, meeting and community space serving approximately 2,000 social innovators.Tim is a sought-out industry speaker and regularly featured and quoted in media such as ThinkAdvisor and WealthManagement and has appeared on TheStreet and Forbes. He received a BA from Wesleyan University and an MBA from the University of San Francisco. Tim and his wife, Julie, live in San Francisco with their sons, Milo and Gus.In today’s episode, we cover:Overview of ImpactAssetsOrigin story and how the model worksHow it is different than a typical institutional asset allocationWho the target customers areTraction and progress to dateSome example success storiesLong visionImpact, if successfulWhat comes nextBarriers holding them backWhat could change to help them move fasterAdvice for people looking to allocate their philanthropic capital to maximize its impactLinks to topics discussed in this episode:ImpactAssets: http://impactassets.org/Tim Freundlich: https://www.impactassets.org/about_us/team/timothy-freundlichUN Sustainable Development Goals: https://www.un.org/sustainabledevelopment/sustainable-development-goals/Seth Goldman: https://en.wikipedia.org/wiki/Seth_Goldman_(businessman)Beyond Meat: https://www.beyondmeat.com/MSCI KLD 400 Social Index: https://www.investopedia.com/terms/d/domini_400.aspCalvert Impact Capital: https://www.calvertimpactcapital.org/What is a donor-advised fund? https://www.nptrust.org/what-is-a-donor-advised-fund/Toniic: https://toniic.com/CREO Syndicate: http://creosyndicate.org/You can find me on twitter @jjacobs22 or @mcjpod and email at info@myclimatejourney.co, where I encourage you to share your feedback on episodes and suggestions for future topics or guests.Enjoy the show!

In a series of discussions at the University of California Los Angeles Anderson School of Management, hosted by Originate and BCG Digital Ventures, experts comment on "Tomorrow's Technologies." For one on social good, I was invited to moderate. The panelists were: Margret Trilli: President & Chief Investment Officer of Impact Assets Rebecca Masisak: CEO of TechSoup Gunnar Lovelace: Founder, Thrive Market & Founder & CEO, GoodMoney Peter Felix: Director of Inventory Control, Los Angeles Regional Food Bank About Margret Trilli: Margret's 25-year career includes executive leadership, investment and operating roles for large and small companies including Barclays Global Investors/Blackrock and Charles Schwab. Currently, Margret is the President and Chief Investment Officer of ImpactAssets where she recently led the firm through the $1B AUM milestone. ImpactAssets advises philanthropists on their impact investing across the spectrum of asset classes and impact themes. The firm specializes in helping families and foundations set impact and investment strategies and realize them through their donor-advised fund, which is the only donor-advised fund dedicated to the catalyzation of impact investing. Margret graduated from Stanford Graduate School of Business and holds a degree in Economics from University of California Santa Barbara. About Rebecca Masisak: Rebecca sets the strategic direction for TechSoup and provides executive oversight of all aspects of the organization and its global operations. She joined TechSoup in 2001 to launch its e-commerce donation platform, moving the organization from a local Bay Area focus to a national reach. In 2006, she founded the TechSoup Global Network to scale the program’s impact globally. Ms. Masisak became CEO of the organization in 2012, after having served the prior six years as co-CEO. She previously worked as a strategy consultant with Coopers & Lybrand and in leadership roles at several Internet businesses. She holds an M.B.A. from the Columbia University Business School. Ms. Masisak was named one of the Most Influential Women of the Bay Area 2017 by San Francisco Business Times and co-leads the Bay Area Social Enterprise Leadership Forum. About Gunnar Lovelace: Lovelace is an active impact investor and operator focused on creating scalable examples of business as a force for good. His last company Thrive Market has competed successfully in the massive trillion-dollar US grocery market against the likes of Amazon and many others, has millions of users, 700+ employees, raised over 200m and is the first e-commerce company to go zero waste from distribution center to landfill. His new company Good Money is conscious mobile banking where every customer becomes an owner over time. About Peter Felix: Peter Felix is the Director of Inventory Control for the Los Angeles Regional Food Bank, a leading Southern California Non-Profit. He has championed the use of technology in supply chain management, finance and constituent relationship management (CRM) to effectively manage the over 85 millions pounds of food received and distributed annually to the food insecure in Los Angeles County. About Originate: Originate designs and builds custom software products that solve complex problems for organizations of all sizes and verticals. Originate is the behind-the-scenes innovation partner behind some of the world’s most recognized blue-chip brands and transformative startups. The company works across diverse sectors including real estate, financial services, retail, consumer goods and more to turn disruptive ideas into business opportunities for clients. Headquartered in Los Angeles, Originate has global presence with offices in New York, San Francisco, Los Angeles, Newport Beach and Berlin. Visit us at www.originate.com, and follow us on Twitter, LinkedIn or Instagram. About BCG Digital Ventures: BCG Digital Ventures is a corporate innovation, incubation, and investment firm. They invent, launch, scale, and invest in industry-changing new businesses with the world’s most influential companies. Their diverse, multidisciplinary team of entrepreneurs, operators, and investors work cross-functionally, rapidly moving from paper to product to business in less than 12 months. Founded in 2014 as a subsidiary of Boston Consulting Group, they have Innovation Centers and satellite locations in four continents and continue to expand their footprint across the globe.

The United Nations recently suggested that reversing climate change before global warming reaches 2 degrees Celsius would require annual investment of $2.4 trillion. Impact Assets is one of the players working to close the funding gap. The need likely exceeds $2.4 trillion as that estimate includes only climate-related investment requirements. Other pressing social issues, including extreme poverty and related problems identified in the UN’s Sustainable Development Goals or SDGs will require additional investment. Impact Assets is a nonprofit that funnels philanthropic capital into impact investments that provide social and environmental impacts as well as financial returns. “Our goal is to accelerate the velocity of capital to impact investing,” says Margret Trilli, president and chief investment officer. Read the full Forbes article and watch the interview here: http://bit.ly/2MLfuX8.

The digital revolution has made the world a lot smaller. But, we’ve also seen live events like conferences grow more popular than ever. Lindsay Smalling is CEO of the SOCAP conference, that stands for Social Capital Markets. It’s held every year in San Francisco, and its arguably the biggest event focussed on driving New Global Markets at the Intersection of Money + Meaning. The SOCAP conference is being held on the 22nd to the 25th of October, and Lindsay generously gave us some time today to tell us all about it. She’s worked with the conference in a range of roles since 2014, she’s also worked at Impact Assets helping them develop their ImpactAsset50 list of impact investors. And she talks about her journey from being an arts major to finding her feet in the world of finance. Now, hopefully my conversation with Lindsay gets you excited for the conference, I’ll be heading over, at the end of October, and if you are too please do reach out so we can catch up. And if not, stay tuned because I’ll be bringing back a whole swag of great interviews and there’ll be lots of coverage on Instagram and Twitter. All the details and links are on my website at www.Johntreadgold.com Enjoy!

The post Impact Assets – Donor Advised Fund appeared first on AIO Financial Advisors Fee Only Fiduciary.

The post Impact Assets – Donor Advised Fund appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

The post Impact Assets – Donor Advised Fund appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

The post Impact Assets – Donor Advised Fund appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

Key Links: SoCap ImpactAssets ImpactHub Donor Advised Fund   If you’ve been a social entrepreneur or impact investor for more than two minutes, you’ve probably heard of the SoCap conference. In this podcast, the founder of SoCap and ImpactAssets shares his journey to bring impact investing into mainstream conversation. Tim also covers the new frontier of impact investment: democratized, curated impact investing through the ImpactAssets platform.   2:15 What is ImpactAssets? Tim talks about how impact investing works, and what differentiates it from regular investing and venture capitalism. 9:30 What Was Impact Investing Like Before? Although investors face the same problems in choosing companies to support, the biggest difference is in the mindset. 12:15 The Coolest Social Impact Events in the Country Time talks about the start of the social impact conference movement, and the ten years it’s taken to create social impact hubs all over the world. 25:00 Donor Advised Funds: A Big Pile of Accounts and a Tax Break Time breaks down how to create your own miniature family foundation, and why it’s a good idea. 38:30 Where Should I Invest? Interested in doing good with your investment dollars, but don’t know where to start? Here’s how to have advice and options brought to you. 48:00 The Secret To Investing Like a Millionaire Tim talks about democratizing investing, and how much impact is possible when small funds and personal funds are aggregated on the ImpactAssets platform. Listen to this podcast if you’re curious how impact investing works, or if you’re looking for great options to make a difference with your wealth.

SOCAP18 will convene over 3,000 impact investors, world-class entrepreneurs, and innovative cross-sector practitioners dedicated to increasing the flow of capital toward social good. Our annual flagship event in San Francisco has become the leading gathering of the social capital markets, with more than 20,000 participants since our founding in 2008. SOCAP (Social Capital Markets) is in the vanguard of the emerging global impact economy — convening ideas and capital to catalyze world change. We are a network of investors, entrepreneurs, and social impact leaders addressing the world’s toughest challenges through market-based solutions. For more than ten years, we have achieved our goals through a series of events, initiatives, and partnerships that leverage the power and effectiveness of collaboration. Lindsay curates all content for SOCAP, and also oversees production, marketing, and business development. Over the last six years, Lindsay has worked on the SOCAP Conference as Entrepreneur Coordinator (2012), Program Manager for the Oceans track (2013) Senior Content Associate (2014), and Director of Programming (2015) before becoming Producer and Curator in 2016. Lindsay was previously Strategic Initiatives Officer at ImpactAssets where she was focused on building knowledge resources that advance the field of impact investing, such as Issue Briefs and the annual ImpactAssets 50. Lindsay is a graduate of Columbia Business School and Pomona College and lives in San Francisco with her husband and twin daughters. http://socialcapitalmarkets.net https://twitter.com/SOCAPmarkets https://www.facebook.com/socialcapitalmarkets

Dr. Charly Kleissner is a pioneer in the field of impact investment. He believes that the deeper meaning of wealth is to make a positive contribution to humanity and the planet. Dr. Kleissner co-founded KL Felicitas Foundation (www.klfelicitasfoundation.org), and Social-Impact International (www.social-impact.org), which help social entrepreneurs worldwide to accelerate and increase their impact.  Dr. Kleissner co-founded Toniic and the 100% Impact Network, global networks for impact investors. Dr. Kleissner serves as Chairman of the Advisory Board of the Global Hub Company (www.the-hub.net), and as Board Director and Chairman of the Investment Committee of ImpactAssets. In this extended and wide-ranging interview, Charly paints an exciting picture of the state of impact investment today, talks about the importance of “deep impact investing”-and shares his abiding belief in the potential of changing the financial system to build a better world. Charly talks about his experience at TONIIC and the 100% impact network and highlights the results that have been achieved at the KL Felicitas Foundation (that impact investors can construct a 100% impact portfolio and achieve competitive financial returns in all asset classes while making a big impact). Charly highlights some of the important work the Foundation is doing supporting the impact investment ecosystem. Finally, he discusses how modern portfolio theory should be re-conceptualized to integrate positive impact. (This is edited version of an interview posted on the Financing Social Entrepreneurs podcast.) The post Episode 43: Dr. Charly Kleissner, co-founder KL Felicitas Foundation, discusses the power of “deep impact” investing and the importance of developing a new post-modern portfolio theory that includes impact appeared first on The Sustainability Agenda.

Tim Freundlich is President of ImpactAssets, a boutique donor advised fund that specialises in socially responsible and impact investment options to mobilise human and financial capital towards a sustainable world. Tim is a long-term innovator in new financial instruments in the social enterprise sectors and was instrumental in establishing the precursor to ImpactAssets, the Calvert...

Tim Freundlich is President of ImpactAssets, a boutique donor advised fund that specialises in socially responsible and impact investment options to mobilise human and financial capital towards a sustainable world. Tim is a long-term innovator in new financial instruments in the social enterprise sectors and was instrumental in establishing the precursor to ImpactAssets, the Calvert... The post Episode 21: Interview with Tim Freundlich, President of ImpactAssets appeared first on Financing Social Entrepreneurs Podcast.

Never miss another interview! Join Devin here: http://bit.ly/joindevin. Read the full Forbes article and watch the interview here: http://bit.ly/2xGMU2L. Three impact investment players provide an interesting view of the broader impact investing ecosystem and how all the parts work together. Their approach helps to make capital more available to social entrepreneurs and investment opportunities open to more investors, including some ordinary investors. The three include Impact Assets, New Media Ventures and Better Ventures. Impact Assets, a nonprofit asset manager holding exclusively philanthropic capital, serves as a hub in this part of the impact investing world. New Media Ventures and Better Ventures use Impact Assets in strategic but almost opposite ways. Read the full Forbes article and watch the interview here: http://bit.ly/2xGMU2L. Need a corporate social responsibility speaker? Learn more about Devin Thorpe at http://corporatesocialresponsibilityspeaker.com.

Even the Pope is talking about it, but what exactly is impact investing? Meet Fran Seegull, Executive Director of the U.S Impact Investing Alliance, a project of the Ford Foundation and Omidyar Network. Fran is also an Adjunct Professor at the Lloyd Greif Center for Entrepreneurial Studies and Senior Fellow at the Brittingham Social Enterprise Lab, both at USC’s Marshall School of Business. Kelly Hoey and Fran chat about impact investing, the drivers behind this growing market, and how social entrepreneurs can find investors. Show Notes The Impact Economy: An Open Letter to the 2016 Presidential Candidates by Fran Seegull Beyond Tradeoffs: The Rise of the Impact Unicorns by Fran Seegull Darren Walker, President, Ford Foundation Two Years After White House Commitments: $1 Billion Deployed for Impact by US Investors In 2014 29 Orgs Committed $1.5 Billion to Impact Investing. Where’s the Money after 18 Months? socialimpactinvestment.org "Impact Investing: What Will It Take to Get to Scale?" Conscious Company Magazine, January/February 2016 "Impact Investing for the Rest of Us," Conscious Company Magazine, Spring 2015 Online video interview, “Is Impact Investing A Solution To Global Problems?” Forbes, July 13, 2016 Online video interview, “An Eventful Year in Impact Investing – An Interview with ImpactAssets’ Fran Seegull,” Next Billion, January 14, 2016 Online video interview, “Impact Investing No Longer Reserved for Country Club Crowd,” The Street, April 2015 Impact Investing With Fran Seegull of ImpactAssets by Charley Wright, DailyAlts The Landscape of Social Impact Investment Research: Trends and Opportunities University of Oxford Introducing the Impact Investing Benchmark Cambridge Associates The Diana Project F.B. Heron Foundation Is Going 'All In' by Anne Fields, Forbes How Etsy's IPO Could Spark Investor Interest in B Corps by Dennis Price, Entrepreneur Toms Shoes Is Investing In Companies That Actually Care About The World by Alexander Kaufman, Huffington Post Honest Tea: It Ain’t Easy Being Mission-Based by Leon Kaye, Triple Pundit Ben & Jerry’s CEO: How to Get Your Social Impact Game On by Renee Faris, Triple Pundit Guest bios & transcripts are available on www.broadmic.com.

Never miss another interview! Join Devin here: http://bit.ly/joindevin. Read the full Forbes article and watch the interview here: http://bit.ly/2a0iqhv. Subscribe to this podcast on iTunes by clicking here: http://bit.ly/ymotwitunes or on Stitcher by clicking here: http://bit.ly/ymotwstitcher. -------------- “Some of the world’s most intractable social and environmental problems are in need of new solutions. From climate change to resource scarcity to exploding global population growth, the traditional levers of change, including philanthropy and government aid, are insufficient to address the critical issues of our time,” says Fran Seegull. Seegull, Chief Investment Officer and Managing Director for ImpactAssets, says impact investing may be the key to solving global problems. Impact investing is the practice of investing funds for both a financial return and social impact. ImpactAssets is a nonprofit financial services firm that earns fees from managing donor advised funds and other investment products. It also receives grant support, largely to help with its advocacy work for the field of impact investing. The nonprofit has $292 million under management and has 17 employees. It was originally founded under the wings of the Calvert Foundation. -------------- Read the full Your Mark on the World article and watch the interview here: http://bit.ly/2a0iqhv. Need a speaker for an event, learn more about Devin Thorpe at devinthorpe.com.

In this episode of Strategic Investor Radio, host Charley Wright interviews Fran Seegull, chief investment officer for ImpactAssets. Impact is a nonprofit dedicated to increasing the flow of capital and democratizing access to impact investments, which are investments that seek to maximize social, environmental, and financial impact. [read more]

This Podcast is sponsored by Maine Startup and Create Week. This years conference is June 20th to 26th in Portland, ME and is going to be amazing! This year's conference is focused on design and innovation. They're bringing in some of the best minds to discuss and teach how entrepreneurs can use the skills that accompany great design and design thinking to help build better companies, products and solutions to the world's most pressing problems? Panels will cover topics ranging from a mixture of Biotech, Agricultural tech and innovation and environmental technology to health-care, disruption of the insurance industry, industrial 3D design and lessons from failed startups. Keynote speakers so far for this year include Mike Perlis (president and CEO of Forbes Media), Heather Stephenson (Head of Brand Strategy at Super) and Peter Roper (Head of Mobile Brand Strategy at Google). Last years conference drew over 4000 attendees and had 215 volunteers contributing over 10,000 hours.  Check out Mainestartupandcreateweek.com for more information. If you want to volunteer, attend or think you know a good speaker for the topics at this years conference, let them know.   Enter Benjamin Stone: Ben started his career in 2004 as a corporate litigator at a big international law firm in NYC, until 2008 when he and his college buddy (also an attorney) decided to start and scale Indego Africa, a social enterprise and lifestyle brand now partnering with more than 1000 women entrepreneurs in Rwanda and Ghana. Ben then spent some time at American Express leading programs to help small business owners in the U.S. prosper. He now serves as Managing Director & general counsel of the impact investing firm MCE Social Capital, which was just honored as an ImpactAssets top 50 firm for the fourth year in a row. In his free time, Ben serves as vice chairman of Indego Africa and is a term member on the Council on Foreign Relations, where he often guest writes for the Development Channel, their blog on international economic development. Last year he co-founded Dollar a Day, a web platform that makes it easy for people to discover and support amazing nonprofits. Ben is also a regular speaker on a social innovation, careers, leadership, law, and entrepreneurship. MCE Social Capital  is powered by its innovative Guarantor model, and with a special commitment to empowering women, MCE Social Capital (MCE) makes loans to organizations helping people living in poverty improve their lives. MCE is a nonprofit impact investing firm that recruits trail-blazing individuals, foundations, and other entities to back loans to MCE from institutional lenders. MCE uses its Guarantor Model to fund loans to qualified Microfinance Institutions (MFIs) and other financial providers that serve a high percentage of women, operate in rural communities, and offer health, education, or business training programs in the developing world. Since MCE commenced operations in 2006, it has issued over USD $100 million in loans to more than 50 organizations reaching hundreds of thousands of people in over 30 countries across four continents.   Twitter @ImpInvPodcast Facebook: Impact Investing Podcast   MCE Social Capital http://www.mcesocap.org/ MCE Social Capital Guarantor Model http://www.mcesocap.org/take-action/become-a-guarantor/ Indego Africa HBS Case Study https://hbr.org/product/The-Indego-Africa-Project/an/911011-PDF-ENG Ben Stone https://www.linkedin.com/in/benjaminstone1 Indego Africa https://indegoafrica.org/   Ben's talks https://www.youtube.com/watch?v=W-vwwoZ1V3M Dollar a Day https://dollaraday.co/

Hear Tim Freundlich, President of ImpactAssets and Carol Sanford talk about the idea of externalized cost.   The post TRE – Responsible Capitalist – Tim Freundlich appeared first on Carol Sanford.

Fran Seegull is fixing a broken philanthropy system with impact investing. She is Chief Investment Officer of the $100 million Giving Fund at Impact Assets—a non-profit investment firm that invests companies making positive social and environmental impact. We cover the basics of impact investing. Continue Reading→

Leo interviews Jed Emerson of ImpactAssets. They cover Jed's background in social impact investing and then take calls. Jed oversees ImpactAssets intellectual property development and field building efforts as an impact investment advisor, author and public speaker. He participates in the firm's strategic development and works with the distribution and investing teams to create and introduce impact investing platforms and products. He is chair of the ImpactAssets 50, a field-building strategy that promotes leading impact investing firms. Jed is a widely recognized, international thought leader on impact investing, performance metrics and sustainable finance. As originator of the term "blended value," he has spent over two decades exploring how capital investment strategies may be executed to create multiple returns. He has held appointments at Harvard, Stanford and Oxford business schools and has written extensively on impact investing, social return on investment, and related areas. He is co-author of the book, Impact Investing: Transforming How We Make Money While Making A Difference the first book published on the topic of impact investing.