finance

Cat Berman: Investing in Economic Inclusion [Ep. 161]

If you only have two minutes, click here for a highlight from the interview.


Catherine is a three-time entrepreneur with experience launching and building scalable businesses. Before launching CNote, Catherine served as Managing Director of Charles Schwab where she led a strategy division focused on the future of finance incorporating behavioral economics and predictive analytics. Her previous company, Global Brigades, is now the world’s largest student development firm operating in 5 countries. Over the last two decades, Catherine has held senior roles in both management consulting and venture capital.

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Interview Highlights:

  • Cat’s story of how she originally got into the work she is doing today

  • What CNote is, why it is important, and how folks can use the platform

  • The Wisdom Fund, and how it was designed to bring new thinking, experimentation, and sustainable solutions to drive wealth creation for women, specifically low-income and women of color in the United States.

  • How individuals, institutions, and wealth advisors can participate in the movement to invest in economic inclusion

  • Next steps for Cat and the CNote team

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LIFT Economy is an impact consulting firm whose mission is to create, model, and share a locally self-reliant economy that works for the benefit of all life.

 

Andrew Baskin, Partner & Executive Producer at LIFT Economy, specializes in regenerative ag-related enterprise and impact investing that advances the health of our soil, food-system, and climate.  You can email Andrew at andrew@lifteconomy.com.

 

Ryan Honeyman is a Partner at LIFT Economy and author of The B Corp Handbook: How to Use Business as a Force for Good (Berrett-Koehler Publishers). You can follow Ryan on Twitter @honeymanconsult or email him ryan@lifteconomy.com.

Nia Evans & Lucas Turner-Owens: The Boston Ujima Project [Ep. 158]

If you only have two minutes, click here for a highlight from the interview.


Nia K. Evans is the Director of the Boston Ujima Project. Her educational background is in the areas of labor relations, education leadership, and policy. Her advocacy includes a focus on eliminating barriers between analysts and people with lived experiences as well as increasing acknowledgement of the value of diverse types of expertise in policy.

She is a co-creator of Frames Debate Project, a multimedia policy debate project that explores the intersection between drug policy, mental health services and incarceration in the state of Massachusetts.

Ms. Evans has a B.S. in Industrial and Labor Relations from Cornell University and a Master of Arts in Education Leadership, with a course of study in Leadership, Policy, and Politics from Teachers College at Columbia University. She also studied abroad at the University of New South Wales in Sydney, Australia, where she focused on International Labor Relations.


Lucas Turner-Owens serves as the Fund Manager for the Boston Ujima Project. As the Fund Manager, he is responsible for loan packaging, underwriting, and managing Ujima's portfolio of investments. In addition, Lucas also provides technical Assistance to entrepreneurs, connects them with business support organizations, and gives financial education to Ujima's investor base.

Prior to joining the Project, Lucas worked as an economic policy analyst for Operation HOPE, a nonprofit focused on consumer financial education. In this role, Lucas acted as an advisor to the CEO on government affairs and public policy with a focus on strategies designed to benefit underserved communities. After this time spent working in the economic policy space, Lucas worked as a loan officer for Cooperation DC, providing technical assistance and expansion loans from a network of impact investors to grow social enterprises and worker-owned co-operatives in Washington D.C. Following this Lucas joined Next Street Financial as a senior analyst in their Boston office. In this role, he applied his background in small business development and public policy to support clients making impact investments and strategic growth decisions.

Lucas was a founding member of Youth Against Mass Incarceration and has been active in local grassroots movements in Boston in partnership with groups such as Alternatives for Community and Environment and Reclaim Roxbury. Lucas holds a BA from Wesleyan University.

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Interview Highlights:

  • How Lucas and Nia first got into the type of work they are doing today

  • How the Boston Ujima Project is organizing neighbors, workers, business owners, and investors to create a new community controlled economy in Greater Boston.

  • The importance of centering working-class communities of color in the Boston Ujima Project’s work

  • Why the Ujima Project demonstrates new ways to invest, work, buy, own, and advocate.

  • Advice for other groups looking to start similar ecosystems in their own region

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LIFT Economy is an impact consulting firm whose mission is to create, model, and share a locally self-reliant economy that works for the benefit of all life.

 

Andrew Baskin, Partner & Executive Producer at LIFT Economy, specializes in regenerative ag-related enterprise and impact investing that advances the health of our soil, food-system, and climate.  You can email Andrew at andrew@lifteconomy.com.

 

Ryan Honeyman is a Partner at LIFT Economy and author of The B Corp Handbook: How to Use Business as a Force for Good (Berrett-Koehler Publishers). You can follow Ryan on Twitter @honeymanconsult or email him ryan@lifteconomy.com.

Aaron Tanaka: Creating a Just, Regenerative, and Democratic Economy [Ep. 150]

If you only have two minutes, click here for a highlight from the interview.


Aaron Tanaka is founder and Director of the Boston-based Center for Economic Democracy. Aaron is also a community organizer, grant-maker, impact investor, and a founding organizer of the Boston Ujima Project, which brings together neighbors, workers, business owners and investors to create a new community-controlled regional economy. He is an Echoing Green and BALLE Fellow, and co-chair of the national New Economy Coalition and the Asian American Resource Workshop.

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Some highlights from Ryan Honeyman’s Conversation with Aaron Tanaka include:

  • How Aaron got into the work he is doing today

  • Aaron’s thoughts on democratizing capital and the launch of the Boston Ujima Project

  • How social entrepreneurs can get more involved in grassroots activism and movement building

  • The balance between creating examples of Next Economy solutions and organizing for policy change at the government level

  • Aaron’s thoughts on how folks can help create the Next Economy

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LIFT Economy is an impact consulting firm whose mission is to create, model, and share a locally self-reliant economy that works for the benefit of all life.

 

Andrew Baskin, Partner & Executive Producer at LIFT Economy, specializes in regenerative ag-related enterprise and impact investing that advances the health of our soil, food-system, and climate.  You can email Andrew at andrew@lifteconomy.com.

 

Ryan Honeyman is a Partner at LIFT Economy and author of The B Corp Handbook: How to Use Business as a Force for Good (Berrett-Koehler Publishers). You can follow Ryan on Twitter @honeymanconsult or email him ryan@lifteconomy.com.

Jed Emerson: The Purpose of Capital [Ep. 142]

If you only have two minutes, click here for a highlight from the interview.


Originator of the concepts of Blended Value and Total Portfolio Management, Jed Emerson has extensive experience leading, staffing and advising funds, firms, social ventures and foundations pursuing financial performance with social/environmental impact. In addition to his writing, Jed currently focuses on working with families exploring how to ensure a long term legacy by managing their full net worth for impact. He also advises investment firms on the implications of an impact investing framework for their practice. He is an internationally recognized Thought Leader in impact investing, social entrepreneurship and strategic philanthropy. Emerson has played founder roles with some of the nation’s leading venture philanthropy, community venture capital and social enterprises.

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Some highlights from Ryan Honeyman’s Conversation with Jed Emerson include:

  • Jed’s experience working in the non-profit sector before getting into philanthropy and impact investing

  • Why we often get sidetracked into the “how” of impact investing, instead of deeply exploring “why” we are doing this in the first place

  • Jed’s thoughts on reparations and whether wealthy individuals should give their money back to society

  • Comparisons between the books Winners Take All, Decolonizing Wealth, and Jed’s own book, The Purpose of Capital

  • Jed’s request for listeners, as they think about how to actualize his thoughts / advice in their daily lives

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LIFT Economy is an impact consulting firm whose mission is to create, model, and share a locally self-reliant economy that works for the benefit of all life.

 

Andrew Baskin, Partner & Executive Producer at LIFT Economy, specializes in regenerative ag-related enterprise and impact investing that advances the health of our soil, food-system, and climate.  You can email Andrew at andrew@lifteconomy.com.

 

Ryan Honeyman is a Partner at LIFT Economy and author of The B Corp Handbook: How to Use Business as a Force for Good (Berrett-Koehler Publishers). You can follow Ryan on Twitter @honeymanconsult or email him ryan@lifteconomy.com.

Edgar Villanueva: Decolonizing Wealth [Ep. 135]

If you only have two minutes, click here for a highlight from the interview.


Edgar Villanueva is a nationally-recognized expert on social justice philanthropy. Edgar currently serves as Chair of the Board of Directors of Native Americans in Philanthropy and is a Board Member of the Andrus Family Fund, a national foundation that works to improve outcomes for vulnerable youth.

Edgar is an instructor with The Grantmaking School at the Johnson Center at Grand Valley State University and currently serves as Vice President of Programs and Advocacy at the Schott Foundation for Public Education where he oversees grant investment and capacity building supports for education justice campaigns across the United States. Edgar previously held leadership roles at Kate B. Reynolds Charitable Trust in North Carolina and at the Marguerite Casey Foundation in Seattle.

Edgar is the author of Decolonizing Wealth, which offers hopeful and compelling alternatives to the dynamics of colonization in the philanthropic and social finance sectors. Edgar holds two degrees from the Gillings Global School of Public Health at The University of North Carolina Chapel Hill. Edgar is an enrolled member of the Lumbee Tribe of North Carolina and resides in Brooklyn, NY.

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Some highlights from Ryan Honeyman’s Conversation with Edgar Villanueva include:

  • Edgar’s path, as a Native American, to the largely white space of philanthropy

  • What it means to “Decolonize Wealth”

  • The Seven Steps to Healing that funders can use to better serve the needs of Native/Indigenous people, people of color, and other marginalized communities to close the racial wealth gap

  • How Edgar’s message has been received in the philanthropic and financial services industries

  • The relationship between white supremacy and colonialism

  • What listeners can do to embody the message of decolonizing wealth in their everyday lives

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LIFT Economy is an impact consulting firm whose mission is to create, model, and share a locally self-reliant economy that works for the benefit of all life.

 

Andrew Baskin, Partner & Executive Producer at LIFT Economy, specializes in regenerative ag-related enterprise and impact investing that advances the health of our soil, food-system, and climate.  You can email Andrew at andrew@lifteconomy.com.

 

Ryan Honeyman is a Partner at LIFT Economy and author of The B Corp Handbook: How to Use Business as a Force for Good (Berrett-Koehler Publishers). You can follow Ryan on Twitter @honeymanconsult or email him ryan@lifteconomy.com.

Laurie Lane-Zucker: Expanding the Impact Ecosystem [Ep. 133]

If you only have two minutes, click here for a highlight from the interview.


Laurie Lane-Zucker is Founder and CEO of Impact Entrepreneur, LLC, a for-benefit enterprise that includes the Impact Entrepreneur Center for Social and Environmental Innovation; the Impact Entrepreneur Network, a 19,600 member global network of entrepreneurs, investors and scholars; and a consulting company that works with blended value companies, impact investors and academic institutions.

For nearly 30 years, Laurie has been a “pioneer” (Forbes) and recognized leader in sustainability, social enterprise and impact investing. Laurie was the founding Executive Director of the international environmental organization, Orion, as well as the founder of a global sustainability think-tank, Triad Institute, and a "Founding” B Corporation, Hotfrog, which was the first company to complete a private equity transaction on an impact investing exchange.

Laurie is the bestselling and award-winning publisher and editor of books and magazines on sustainability and social impact, and the author of numerous articles on entrepreneurship and impact investing. He is a member of the Advisory Board for the University of Vermont's Sustainable Innovation MBA program. He did his undergraduate studies at Middlebury College and the University of Edinburgh, and his graduate work at Columbia University and the Bread Loaf School of English.

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Here are some highlights from Ryan Honeyman’s conversation with Laurie Lane-Zucker:

  • Laurie’s background and how he first got interested in social entrepreneurship

  • His varied interests in the impact ecosystem, including: media, environment, arts, social justice, place-based education, intellectual and journalistic freedom, entrepreneurship, social ventures, impact investing, and wisdom.

  • How he met the founders of B Lab and certified his company as a founding B Corporation

  • Why Laurie is focusing on funding, accelerating, and expanding the impact ecosystem

  • His recent report with Rockefeller Philanthropy Advisors entitled “Philanthropy Transforming Finance: Building an Impact Economy.”

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LIFT Economy is an impact consulting firm whose mission is to create, model, and share a locally self-reliant economy that works for the benefit of all life.

 

Andrew Baskin, Partner & Executive Producer at LIFT Economy, specializes in regenerative ag-related enterprise and impact investing that advances the health of our soil, food-system, and climate.  You can email Andrew at andrew@lifteconomy.com.

 

Ryan Honeyman is a Partner at LIFT Economy and author of The B Corp Handbook: How to Use Business as a Force for Good (Berrett-Koehler Publishers). You can follow Ryan on Twitter @honeymanconsult or email him ryan@lifteconomy.com.

Donna Morton: A Chance to Change Finance for Good [Ep. 131]

If you only have two minutes, click here for a highlight from the interview.


Donna Morton is CEO and co-founder of Change Finance, which is working to create 100% clean ETFs for sustainable investments. Donna had decades of experience in sustainability, economics, social innovation, clean energy, and ethical wealth management. She was the CEO of a clean energy company and built a think tank which helped pass the first carbon tax in North America. She is also an Ashoka, Ogunte, and Unreasonable Fellow, and a lifelong serial social entrepreneur with international experience ranging from sustainability and economic policy to social justice and human rights issues.

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Some highlights from Andrew Baskin’s conversation with Donna Morton include: 

  • The four phases of Donna’s career from the power of saying no as an activist in resistance movements to the the power of yes as an activist in the house of finance.

  • The backstory of Change Finance and the innovation of financial products stemming from women & marginalized groups

  • What ETF’s are and how financial activists can leverage them to take back our economy with love, respect, and dignity while boycotting the economy that is killing people and planet

  • How Change Finance has made accessible tools for deep impact investing for climate solutions in public markets for the price of a pizza, while also partnering with social justice community partners to co-design domestic-focused bond products and a globally-focused fund to benefit indigenous peoples

  • Donna’s unapologetic embrace of rendering love and care and empathy in business and finance at a system-wide level

Resources:

Britain’s Forgotten Slave Owners Ep.1 (see clip 1)

Britain’s Forgotten Slave Owners Ep.2 (see clips 1, 2)

Ernesto Sirolli: Want to help someone? Shut up and listen!

Sirolli Institute

Ellevest

World Indigenous Business Forum

Jed Emerson

Joel Solomon

Rosa Walker

Jodi Neuman

Opportunity Collaboration

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LIFT Economy is an impact consulting firm whose mission is to create, model, and share a locally self-reliant economy that works for the benefit of all life.

 

Andrew Baskin, Partner & Executive Producer at LIFT Economy, specializes in regenerative ag-related enterprise and impact investing that advances the health of our soil, food-system, and climate.  You can email Andrew at andrew@lifteconomy.com.

Marilyn Waite: Pursuit of Intergenerational Well-Being Through Climate & Clean Energy Finance [Ep. 119]

If you only have two minutes, click here for a highlight from the interview.

 

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Marilyn Waite is author of Sustainability at Work: Careers That Make a Difference, which has received critical acclaim and has been introduced in higher education curricula in the United States and China. Marilyn leads the climate and clean energy finance portfolio at the Hewlett Foundation and writes a monthly column, The Innovators, as an inaugural 1Hotels Fellow at NRDC’s Environmental Entrepreneurs (E2). She regularly advises cleantech startups and serves on the Board of Directors for The Biomimicry Institute and the Advisory Board for Engineers for a Sustainable World. Previously, Marilyn led energy and cleantech investments at Village Capital, managed nuclear and renewable energy projects at AREVA, and launched the online platform and mobile application SustainableVisit. She served as a Senior Research Fellow at Project Drawdown, where she led a team to model, quantify, and forecast the viability of energy solutions to curb climate change. Marilyn also worked at the intersection of science and policy at the U.S. National Academy of Sciences and in economic development at the United Nations in Madagascar. Marilyn lectured sustainable business at UIBE in Beijing and continues to teach at business schools and management programs. Multilingual in French, Spanish, Mandarin and English, Marilyn is a global citizen who is able to bridge cultural divides and apply systems level thinking to the most local of concerns. Marilyn holds a Master’s Degree with distinction in Engineering for Sustainable Development from the University of Cambridge and a Bachelor’s of Science Degree in Civil and Environmental Engineering, magna cum laude, from Princeton University. Her vision is a world where sustainability values of social cohesion, environmental consciousness, inter-generational equity, and economic health drive decision-making and business practices.

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LIFT Economy is an impact consulting firm whose mission is to create, model, and share a locally self-reliant economy that works for the benefit of all life.

 

Andrew Baskin, Partner & Executive Producer at LIFT Economy, specializes in regenerative ag-related enterprise and impact investing that advances the health of our soil, food-system, and climate.  You can email Andrew at andrew@lifteconomy.com.

 

Kevin Bayuk, Co-founder and Partner at LIFT Economy, works at the intersection of ecology and economy where permaculture design meets next economy organizations intent on meeting human needs while enhancing the conditions conducive to all life. He is the Senior Financial Fellow at Project Drawdown and a founding partner of the Urban Permaculture Institute.  You can follow Kevin on Twitter @kevinbayuk or email him kevin@lifteconomy.com.

Berry Liberman: Holding the Grief with the Hopeful Vision for a Resilient Future [Ep. 118]

If you only have two minutes, click here for a highlight from the interview.

 

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Berry Liberman is the co-founder and Creative Director of Small Giants, the Publisher and Editor of Dumbo Feather magazine and a mum to the three cutest kids in the world. Small Giants was founded in 2007 to create, support, nurture and empower businesses that are contributing to the world in a meaningful way. Dumbo Feather is a labour of love. Designed, edited and printed in Melbourne, Australia, it is a quarterly journal highlighting the stories of extraordinary people, living lives of passion and commitment to changing the world we live in.

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Resources:

  • info@smallgiants.com.au

 

LIFT Economy is an impact consulting firm whose mission is to create, model, and share a locally self-reliant economy that works for the benefit of all life.

 

Andrew Baskin, Partner & Executive Producer at LIFT Economy, specializes in regenerative ag-related enterprise and impact investing that advances the health of our soil, food-system, and climate.  You can email Andrew at andrew@lifteconomy.com.


Erin Axelrod is a Partner at LIFT Economy, helping to accelerate the spread of climate-beneficial businesses, specializing in businesses that address critical soil and water regeneration. She is an avid ecologist, grassroots organizer and regularly forages for wild food in her home in rural Sonoma County. You can follow Erin on Twitter @erinaxelrod or email her erin@lifteconomy.com.

Jabir Faqir: Diversifying Faces and Values in Philanthropy and Business [Ep. 117]

If you only have two minutes, click here for a highlight from the interview.

 

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Born and raised in Oakland, Ansar Partners CEO Jabir Faqir has been a successful fundraising professional for a variety of social justice organizations. Over the past sixteen years, he has helped raise over $33 million for organizations active in social justice, civil rights, higher education and peace activism.  Most recently, he was the Development Manager at the Dream Corps, founded by Van Jones. He was hired by the then-interim CEO John Anner, and later joined John in founding Ansar Partners. At the Dream Corps, he designed the individual giving program for major donors. Just prior to the Dream Corps, Jabir was the Senior Development Officer at Muslim Advocates, the leading civil rights organization for Muslims in America. There he managed the annual fundraising campaigns and led the development team.  Jabir played similar roles at Peace Action, the nation’s largest grassroots peace and justice lobbying organization. He also managed annual fund campaigns at the University of California, Berkeley, raising money to benefit student aid, faculty excellence, and research across the campus for the College of Engineering, School of Law (Boalt Hall), Haas School of Business, Cal Athletics and many other departments. Jabir is currently on the boards of the Masjidul Waritheen and The East Oakland Collective, and is a passionate community activist, dedicating his time to social justice organizing, youth mentoring, and work in Muslim communities. He spends his free time cooking, enjoying music, and at the ballpark watching the Oakland A's.

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Resources:

  • http://www.ansarpartners.com/

  • https://www.facebook.com/ansarpartners/

 

LIFT Economy is an impact consulting firm whose mission is to create, model, and share a locally self-reliant economy that works for the benefit of all life.

 

Andrew Baskin, Partner & Executive Producer at LIFT Economy, specializes in regenerative ag-related enterprise and impact investing that advances the health of our soil, food-system, and climate.  You can email Andrew at andrew@lifteconomy.com.

 

Kevin Bayuk, Co-founder and Partner at LIFT Economy, works at the intersection of ecology and economy where permaculture design meets next economy organizations intent on meeting human needs while enhancing the conditions conducive to all life. He is the Senior Financial Fellow at Project Drawdown and a founding partner of the Urban Permaculture Institute.  You can follow Kevin on Twitter @kevinbayuk or email him kevin@lifteconomy.com.