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

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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


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