investor/lender/philanthropist

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.

CNote_headshot_Cat Berman_031519.jpg

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

Help these ideas reach more eyes & ears:

  1. SHARE this post on social media!

  2. RATE Next Economy Now on I-Tunes!

  3. SUBSCRIBE to Next Economy Now: iTunes | Overcast | Stitcher | Etc.

 

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.

Dana Kawaoka-Chen: Justice Funders' Framework for Philanthropic Transformation [Ep. 159]

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


As the Executive Director for Justice Funders, Dana Kawaoka-Chen partners and guides philanthropy in reimagining practices that advance a thriving and just world.  She is a co-author of “The Choir Book: A Framework for Social Justice Philanthropy,” and frequently serves as a trainer and facilitator for values-aligned practice in philanthropy.  Dana’s leadership has been recognized by her peers–in 2014, she was awarded a Distinguished Alumni Award by Oakes College of the University of California at Santa Cruz, and in 2015, Asian Americans/Pacific Islanders in Philanthropy recognized Dana as one of twenty-five national “Leaders in Action.”

Dana has previously served in executive functions for two other non-profit organizations.  She has a Masters of Science degree in Organization Development from the University of San Francisco, Bachelor of Arts degrees in American Studies and Visual Art from the University of California at Santa Cruz, and Non-Profit Management Certification from San Jose State University.

Dana-Layered.jpg

Interview Highlights:

Help these ideas reach more eyes & ears:

  1. SHARE this post on social media!

  2. RATE Next Economy Now on I-Tunes!

  3. SUBSCRIBE to Next Economy Now: iTunes | Overcast | Stitcher | Etc.

 

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.

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.

Untitled drawing.jpg

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

Help these ideas reach more eyes & ears:

  1. SHARE this post on social media!

  2. RATE Next Economy Now on I-Tunes!

  3. SUBSCRIBE to Next Economy Now: iTunes | Overcast | Stitcher | Etc.

 

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.

Profile_GlobalFellow_2016_Aaron_Tanaka.jpg

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

Help these ideas reach more eyes & ears:

  1. SHARE this post on social media!

  2. RATE Next Economy Now on I-Tunes!

  3. SUBSCRIBE to Next Economy Now: iTunes | Overcast | Stitcher | Etc.

 

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.

Emerson Pic.jpg

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

Help these ideas reach more eyes & ears:

  1. SHARE this post on social media!

  2. RATE Next Economy Now on I-Tunes!

  3. SUBSCRIBE to Next Economy Now: iTunes | Overcast | Stitcher | Etc.

 

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.

Edgar_VillanuevaSummer_2018_Full_800.jpg

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

Help these ideas reach more eyes & ears:

  1. SHARE this post on social media!

  2. RATE Next Economy Now on I-Tunes!

  3. SUBSCRIBE to Next Economy Now: iTunes | Overcast | Stitcher | Etc.

 

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.

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.

 

Help these ideas reach more eyes & ears:

  1. SHARE this post on social media!

  2. RATE Next Economy Now on I-Tunes!

SUBSCRIBE to Next Economy Now: iTunes | Overcast | Stitcher | Etc.


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.

berry.jpg

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.

 

Help these ideas reach more eyes & ears:

  1. SHARE this post on social media!

  2. RATE Next Economy Now on I-Tunes!

  3. SUBSCRIBE to Next Economy Now: iTunes | Overcast | Stitcher | Etc.


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.

JMF (1).JPG

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.

Nikishka Iyengar: Bolstering Entrepreneurial Ecosystems with Equitable Real Estate Development [Ep. 106]

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

 

Help these ideas reach more eyes & ears:

  1. SHARE this post on social media!

  2. RATE Next Economy Now on I-Tunes!

  3. SUBSCRIBE to Next Economy Now: iTunes | Overcast | Stitcher | Etc.


Nikishka Iyengar is a entrepreneur and strategist building the next economy. Using a whole systems approach to address social and environmental challenges, Nikishka is Founder and CEO of The Guild – a social enterprise developing co-living spaces to empower changemakers and build resilient communities. An investee of LIFT Economy’s Force For Good Fund, The Guild explores what community-led real estate development could look like, and has raised impact investment dollars to grow its model.  Nikishka is also the owner of Whole Systems Collective, an impact consulting collective helping companies innovate towards systems change. Previously, while earning her dual degree in Finance & Economics  at University of Texas at Austin, Nikishka conducted research on the socioeconomic impact of the e-waste trade in China and India, and on the social impact of microfinance with the Nobel Peace Prize-winning Grameen Bank in Bangladesh.  Originally from Mumbai, India before moving to Singapore and eventually to the US, Nikishka has been recognized by GreenBiz as a "30 under 30" emerging leader in sustainability.

Screen Shot 2018-04-14 at 2.52.26 PM.png

Some highlights from Ryan’s interview with Nikishka include:

  • How witnessing stark economic disparity in India, Singapore, & the United States has informed Nikishka’s journey in economics, finance, and social impact

  • As Nikishka helped start the sustainability & social impact consulting initiative at Deloitte, she often observed “predatory delay” (see terminology section below) and a spectrum of sincerity in the field with some being lulled into complacency thinking that addressing the issue at all was enough, while others demonstrated steadfast commitment to pushing for real systems change in the world of impact

  • How the shifting immigration landscape has shaped Nikishka’s experience and identity

  • How Nikishka’s introduction to cooperative living & decision making in college inspired her ideas to create spaces to support the local social entrepreneur ecosystem through The Guild

  • A reframe on the degree to which communities front tremendous risk with new real estate developments and how developments might be approached more equitably

 

Resources:

Videos/Audio:

Terminology:

People:

Organizations:


 

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.

Morgan Simon: Transformative Principles & Practices Yielding REAL IMPACT Returns [Ep. 104]

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

 

Help these ideas reach more eyes & ears:

  1. SHARE this post on social media!

  2. RATE Next Economy Now on I-Tunes!

  3. SUBSCRIBE to Next Economy Now: iTunes | Overcast | Stitcher | Etc.


Building bridges between finance and social justice, Morgan Simon is a widely-recognized leader in impact investment, influencing over $150 billion in investment capital over the past seventeen years.  Morgan co-leads Candide Group, which supports two clients, including members of the Pritzker family on behalf of the Libra Foundation. She is also co-founder and chair of the non-profit Transform Finance.  Morgan previously served as the founding CEO of Toniic, a global network of impact investors, and as the founding executive director of the Responsible Endowments Coalition. She has worked with the United Nations in Honduras, in corporate reform with ForestEthics, and in domestic microfinance with the Women's Initiative for Self-Employment. She currently serves on the boards of the Restaurant Opportunity Center, The Working World, and CARE Enterprises. A graduate of Swarthmore College, Morgan serves as an adjunct professor at Middlebury College's graduate school program. She lives in the Bay Area and is the author of “REAL IMPACT: The New Economics of Social Change.”

24796300_1439551919475438_4899419145748869961_n.jpg

Some highlights from Ryan’s interview with Morgan include:

  • Morgan’s path to shift economic systems to be more just, moving from activism in immigrant communities in downtown LA to shareholder activism through university endowments to work in impact investing through a constellation of leading finance & social justice organizations

  • A review of the 3 Transformative Finance Principles intended to democratically guide and inform non-extractive impact investments and how they are applied in practice as a tool to center impact in every asset class for systemic transformation

  • How picking out eggs at the grocery store relates to investment decisions

  • Balancing the mindset & practices of financial return with the mindset & practices of impact return

  • The genesis of Morgan’s book, the coupling of ethical principles with impact investment, and asking the right questions as the field rapidly scales

 

Resources:

Videos/Audio:

Terminology:

People:

Organizations:

 

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.