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
Our esteemed panelists are:
Seal Cove Financial and Bay Area Impact Investing Initiative
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.
For over 15 years Lauryn served as a trustee and was twice Board Chair for the San Mateo County Employees’ Retirement Association, a defined benefit plan with $3.5 billion in assets. She continues to serve the Girl Scouts of Northern California and the United Way of the Bay Area on their investment committees. She has been a long-time member of the CFA Society of San Francisco and the Financial Women's Association of San Francisco. She works at Seal Cove Financial.
Capital Raising Coach and Securities Attorney
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.
Jenny earned her J.D. from Yale Law School and a masters degree in City and Regional Planning from the University of California at Berkeley. She serves on the Securities and Exchange Commission Advisory Committee on Small and Emerging Companies.
Jenny is the President of Community Ventures, a nonprofit organization dedicated to promoting the economic and social development of communities. She also co-founded the Sustainable Economies Law Center, a nonprofit that provides legal information to support sustainable economies.
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.
HIP Investor rates 29,000 global issuers of stocks and bonds and also enable ratings of thousands of mutual funds and 401(k) plan fund choices. Herman is an alumni of Wharton, McKinsey, CSC Index, Ashoka and Omidyar Network. Herman is an advisor to SASB, Net Impact and Sustainable Brands.