Podcast appearances and mentions of tim freundlich

In this episode you'll hear about: The scale of gender-based violence and importance of reducing itThe importance of talking about it openlyFour ways that investors can use their dollars to affect changeSpecific examplesHow investments of this type help to change the behavior and attitudes that sustain these violent actsRelated Video:  Investing to eliminate gender-based violenceTeresa and Joy's paper:  Investing to Address Gender-Based ViolenceGuest Bios:Teresa Wells co-leads Tiedemann's Seattle office, and has direct responsibility for managing client relationships. She works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan. She serves as a member of the firm's Internal Investment Committee and is also on the Diversity, Equity and Inclusion Committee.Teresa joined Tiedemann when the firm acquired Threshold Group, where she served as the Managing Director of Investment Strategy. In this role she partnered with the Chief Investment Officer and Managing Director of Impact Investing to contribute to the firm's broad investment strategy. She was a member of both the Portfolio Management and Investment Committee and the Global Asset Allocation Committee. She also led the Wealth Management and Foundations services team in Seattle.Joy Anderson is a prominent national leader at the intersection of business and social change, whose insights and experience have helped shaped hundreds of ventures as well as the movements of impact investing and gender lens investing. She is founder and president of Criterion Institute, the leading think tank on using finance as a tool for social change, which demonstrates new possibilities through its groundbreaking research, innovative trainings, convenings and institutional engagement. In recognition of her leadership, Anderson was listed in Fast Company's 100 Most Creative People in Business.Joy was co-founder of Good Capital with Tim Freundlich and Kevin Jones in 2006. She formerly served as faculty on leading social innovation award programs, including Unreasonable Institute and Echoing Green, advising the next generation of leaders in impact investing. As chair of the board of directors of Village Capital and through involvement in Investor's Circle, she was actively involved in shaping early stage social investments. And through her role in developing and leading Structure Lab© workshops she has helped over 300 organizations think through their legal and financial structures. 

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!

For the final episode of 2019, we bring you highlights from the SOCAP19 mainstage. The theme that ties each of this episode’s featured highlights together is that they all demonstrate the power of cross-sector collaboration. The clips highlight examples of ways that leaders from across the global marketplace have been working together in innovative ways to solve some of the greatest challenges of our time. Featured Voices: Neville Crawley of Kiva with Helen Avery of Euromoney Bonnie Glick of USAID with David Bohigian of OPIC Kat Taylor of Beneficial State Bank with Tim Freundlich of ImpactAssets Susan Taylor Batten of ABFE with Rip Rapson of the Kresge Foundation

In this episode, I interview Sarah Kearney, founder and executive director of Prime Coalition. Sarah founded Prime Coalition in 2014 to build a tribe of courageous philanthropists that believe market-driven technology innovation and deployment is critical to our fight against climate change. Prime's approach is based on her prior experience with the Chesonis Family Foundation, graduate research at MIT, and her personal drive to ensure that our children won't have to confront increased geopolitical conflict over dwindling global resources. She believes the world needs a robust marketplace of catalytic capital investment intermediaries like Prime and that she will spend her whole career trying to help build it. We cover a number of topics, including an overview of PRIME and how the model works, why it matters for philanthropists and for the breakthrough innovation that is needed to help address climate change, and where else this model can apply beyond climate change over time. Sarah was a terrific guest, in that she is quite knowledgable, mission driven, and as high energy as they come. She’s also patient with all of my beginner questions, as “catalytic capital” was not a topic that I was very familiar with. I hope you enjoy the show! You can find me on twitter @jjacobs22 and email at info@myclimatejourney.co, where I encourage you to share your feedback on episodes and provide suggestions for future guests or topics you'd like to see covered on the show. For more information and to sign up for updates on My Climate Journey visit: www.myclimatejourney.co Links discussed in this episode: Prime Coalition: https://primecoalition.org/ The Fink Family Foundation: http://www.thefinkfamilyfoundation.org/about-us.html Program Related Investments: https://www.irs.gov/charities-non-profits/private-foundations/program-related-investments Quidnet Energy: http://fortune.com/2015/06/16/philanthropists-back-energy-startups/ Breakthrough Energy Ventures: http://www.b-t.energy/ventures/ Evok Innovations: https://www.evokinnovations.com/ Donor Advised Funds: https://www.irs.gov/charities-non-profits/charitable-organizations/donor-advised-funds Impact Assets & Tim Freundlich: https://www.impactassets.org/about_us/team/timothy-freundlich

Joy Anderson is a prominent national leader at the intersection of business and social change. She began as a high school teacher in New York City Public Schools. She went to New York to understand how power works in big systems and stayed for eight years because she fell in love with the students. Joy played leadership roles in the teachers union and managed federally funded programs for the school and the district. After leaving New York, Joy transitioned from a school teacher to an entrepreneur, founding Criterion Ventures in 2002, co-founding Good Capital with Tim Freundlich and Kevin Jones in 2006 and leading the development of Rockefeller-funded Healthcare_Uncovered from 2006 until 2009. Literally hundreds of ventures have been shaped by Joy’s insights and experience. As faculty on the leading social innovation award programs, including Unreasonable Institute and Echoing Green, she advises the next generation of leaders. As chair of the board of directors of Village Capital and through involvement in Investor’s Circle, she is actively involved in shaping early stage social investments. And through her role in developing and leading Structure Lab© workshops she has helped over 300 organizations think through their legal and financial structures. A serial entrepreneur and consummate networker, Joy’s leadership and expertise have been at the forefront of the development of the social capital markets over the last 10 years. Her interest in the role of finance in changing the world was sparked during her eight year consulting relationship with the General Board of Pensions of the United Methodist Church. She was instrumental in her board position at Lutheran Community Foundation in their recent $10 million allocation to social investment. As a recognition of her business leadership, in 2011, Joy was ranked 51st in Fast Company’s annual of the 100 Most Creative People in Business. Currently, she leads Criterion Institute which serves as a think tank around shaping markets to create social and environmental good. Joy’s intellectual interests draw on her research for her Ph.D. in American History from New York University. Her dissertation examined prison reform in the 1830’s and how individuals and organizations in democracies claim expertise in order to shape public institutions. Joy lives with her husband and daughter in a Connecticut apple orchard, and can be found in the fall pressing cider and boiling apple syrup. Learn more about Criterion here: https://criterioninstitute.org/

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.

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.