Webinar: Making an Impact with Cash

Sustainable and Impact Investing markets are burgeoning. To name a few examples, ESG integration in equity investments is becoming mainstream, and the impact bond space is rapidly developing. Still, cash as a sustainable investment opportunity is less understood. Many consumers are interested in impacting their assets but do not have significant funds to allocate or the risk tolerance for investing in a riskier private market. What is an impactful cash investment?

Join us on Thursday, November 12th at noon as we engage in a conversation that explores these issues and more:  

• The level and characteristics of impact made with cash; trends of increased engagement in impact cash; funded projects that have scaled 

• Ways to communicate impact; measuring and tracking impact; telling stories of impact 

• Barriers and limitations to impact investing; strategies for using cash to democratize impact investing 

• How fund managers think about the impact of cash equivalents, inclusion criteria and risk considerations; challenges for integrating impact into cash positions 

• Impact in today’s context; how this work fits within the converging crises of racism and COVID, challenges faced and solutions to contribute to

Speakers include:

• Catherine Berman is the CEO and Co-founder of CNote, an impact investment platform delivering competitive returns by investing in women, minorities, and low-income communities across America. She’s a three-time entrepreneur with experience building scalable businesses. Her last startup grew into a multi-million dollar firm in less than four years.

• Cathi Kim is the Director of Inclusiv Capital at Inclusiv. Cathi's work at Inclusiv is focused on connecting CDCUs to capital to strengthen their double bottom line of financial growth and community impact. Her role includes leading underwriting, market analysis and strategy development, advising on credit union regulations, business planning, and impact design to help credit unions strengthen their double bottom line of financial growth and community impact. Prior to her work at Inclusiv, Cathi worked on housing and immigrant rights campaigns and complex civil litigations.

• Ebony Perkins is the Investor & Community Relations Manager at Self Help Credit Union. Ebony manages a  team that helps groups and individuals invest funds in a socially responsible financial institution that supports communities of all kinds, especially those underserved by conventional lenders. She is a dedicated, solution-oriented social entrepreneur whose heartbeat is community

• Leah Wood is the Director of Client Service & Business Development at Impax Asset Management. Leah joined Impax’s East Coast office in 2016, focusing on business development and client service.  Having started her career in 2008, Leah brings experience in both equity research and institutional asset management, most recently working with Russell Investments’ Multi-Asset portfolio management team based in New York. 

• Moderator: Emma Jenkins is an analyst at JSA Sustainable Wealth Management and a Bard MBA in Sustainability candidate. Emma spent her early career working in education for sustainability, which ultimately inspired her to dedicate her career to propelling a low-carbon economy. Before joining JSA, She worked at CDP North America supporting financial services companies through their sustainability reporting process. She used ESG analysis to advise clients on how to take ambitious action on climate change. 

Login instructions for this Zoom videoconference will be emailed after your registration is completed.

There also will be a networking breakout session on Zoom just after the main session, in which webinar attendees are invited to interact in small groups with speakers and each other.