Impact Investing Panel’s Advocacy Message

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Terrific and informative slides,  video and 4-page impact investing primer by Katharine Bierce on a January 18th #SFTechForGood meetup in San Francisco.  Lauryn Agnew of the Bay Area Impact Investing Initiative, Jenny Kassan of Community Ventures and R. Paul Herman of HIP Investor were the esteemed panelists.  The meetup’s agenda below:

Main Takeaway

Get educated and start being an advocate in your company, non-profit, social enterprise or community.

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Do you care about social/environmental impact? If so, are your investments are aligned with your values? If not – or if you’re not sure – come learn more from 3 experts in impact investing in the SF bay area and globally.

Join us and learn:

• What impact investing means and why it matters

• How to invest money for impact – even when you’re not a millionaire or accredited investor

• About the Bay Area Impact Investing Initiative

• How you can advocate for impact investing at your company/401(k) plan

• About raising impact capital as a nonprofit or social enterprise.

Panelists:

Lauryn Agnew

Lauryn Agnew leads the Bay Area Impact Investing Initiative in developing customized model portfolios across all asset classes for mission alignment under fiduciary standards of due diligence and performance expectations. Her research about impact investing has been published on place-based endowments, urban regions, and sustainable cities.

Her second in-depth research paper into regional impact investing model portfolios was released in the summer of 2016 by Oxford University. Most recently, she collaborated on a Scan and Toolkit for the Urban Sustainability Directors Network to publish its “Financing Sustainable Cities” report. She is a frequent participant on institutional investment panels and educational seminars on impact investing and presented her research at the Social and Sustainable Finance and Impact Investing Conference in Oxford, England in April 2015 …

Jenny Kassan

Jenny has over 20 years experience as an attorney and advisor for mission-driven enterprises. She has helped her clients raise millions of dollars and advises clients on forming startups and co-ops, structuring legal entities to preserve social/environmental mission, enterprise finance, securities regulation, investment crowdfunding, and nonprofit law. Jenny has helped her clients raise millions of dollars …

R. Paul Herman

R. Paul Herman is a globally recognized leader in impact investing, impact ratings and impact-themed portfolios. Herman founded HIP 10 years ago to show that solving human, social and environmental​ problems can be more profitable and less risky than being extractive of people, natural resources and trust …