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Philadelphia Chapter Meeting

Investors Circlehas catalyzed the deployment over $275M into impactful early stage businesses since its inception in 1987. Each year IC members invest in dozens of innovative entrepreneurs who are working to solve major social and environmental problems.

Join the Philadelphia chapter as we review two presentations from innovative and impactful entrepreneurs. We will announce the companies to pitch a week prior to the meeting, with GUST links to review. If you have an investment opportunity that you would like considered for the meeting, please have the entrepreneur submit an application. We encourage you to bring potential members as our guests. Please let us know in advance so that we can welcome your guest at the meeting.

Meets the 2nd Wednesdayof every month at 1:30-4:30PM ET. Does not meet during Summer Break for July and August.

This is a hybrid virtual/in-person meeting. Contact [] jillian[] @asbnetwork.orgto join and receive the invitation, names of the companies pitching, and address/zoom link.

Investors Circle is open to ASBN Core-level and higher Members only.You must be an SEC-Accredited investor to participate in IC.​Sign up to be a member [RELINK LOCAL] to participate.

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Virtual Event

Climate Fingerprints: How Corporate Cash is Fueling the Climate Crisis, and What Businesses Can Do About It

Recognizing that traditional CSR reporting is incomplete, out of date and does not fully account for business decisions that have significant impact on the climate crisis, Seventh Generation launched its Climate Fingerprints report, outlining a new framework to comprehensively measure climate impact. The Climate Fingerprints framework factors in the impact of all areas where the company invests resources – including banking, marketing, insurance and more – acknowledging the impact that corporate cash has on supporting the fossil fuel industry. Join Seventh Generation, as well as representatives from the movement-leading advocacy organizations Seventh Generation partnered with in the creation of this new approach.

Panelists include:

  • Mary Cerulli, Founder, Climate Finance Action
  • Duncan Meisel, Executive Director, Clean Creatives
  • Kate Ogden, Head of Advocacy and Movement Building, Seventh Generation
  • Jeffrey Hollender, CEO & Co-Founder, American Sustainable Business Network

[] REGISTER TODAY!

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Member Event Informal Follow On Conversation with Faith-Based Institutions

Following the last session of the 2022 initial series, we invite you to join us in conversation. We will discuss what we have learned about the various Community Development Financial Institutions (CDFIs) investment options and what we will be able to accomplish in the future. In addition to compiling resources, we also intend to explore how faith-based community investing can be expanded by adopting the principles of Beloved Community and developing a strategy to mobilize our assets in order to dismantle racism and oppression during this time.

Please join us to share your experiences, challenges, questions and ideas as to how we can shape this work together in 2023.

[] REGISTER TODAY!

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Member Event Dismantling Racism & Inequality Faith Based Community Investing Series Part 2

Join us as we deepen our conversation around building Beloved Community to dismantle racism and inequality through Community Investing in Community Development Financial Institutions (CDFIs). In this session of our series, we will discuss the different CDFI investment options available and how to implement and integrate these community-based investments into your investment portfolio to better align your investments with your institution’s faith and mission. Please also join us on November 14th to share your experiences, challenges, questions and ideas as to how we can shape this work together in 2023. [] Registration Link

Resources for Due Diligence and Investable CDFIs

CDFI Overview

[] Pam Porter will provide an overview of the different types of Community Development Financial Institutions, (CDFIs) and investment vehicles. She will also describe tools and processes to support due diligence to ensure your endowment and personal funds are meeting your values and being protected.

A Unitarian Perspective

Emily Beckman will share how First Universalist in Denver, Colorado has begun moving to align more fully with their mission, principles, and faith through community investing. She will share steps along the ongoing journey, including the process of the Endowment Fund Committee, their inspiring investments, and the move forward plan.

A Quaker Perspective

Diane Keefe, CFA, is a member of the New York Quarterly Meeting, (NYQM) Investment Committee which represents NYC metro area Quaker Meeting consolidated endowments. With total assets of $30 million, the assets have been gradually transitioned into significant allocations to CDFIs and stock and bond allocations that reflect Quaker concerns for the climate crisis. The majority of assets are managed through Friends Fiduciary Corporation which represents over $400 million in Quaker assets. Diane will discuss the process of selecting the community development investments and how the investment committee exerted influence at Friends Fiduciary to tilt the largest funds they run toward more climate focused investment strategies.

[] REGISTER TODAY!

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Partner Event FOOD FUNDED 2022 Regenerate

Presented by Slow Money, J.E.D.I Collaborative, Project Potluck, and Investors Circle (American Sustainable Business Network).

FOOD FUNDED 2022 Regenerate, Food entrepreneurs and investors convene for a day of educational workshops and live investment presentations to catalyze the funding flow for a just food & ag system.

Smorgasbox: Early registrants can reserve a home delivery of tasting samples by the presenting entrepreneurs. (limited, as long as supply lasts)

Since you are part of our community, you get access todiscountedEarly-bird tickets (40% off – limited quantity). FOOD FUNDED typically sells out in advance).

REGISTER HERE

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Virtual Event

ASBN Live Countdown to the Midterms: A Conversation with Movement Voter Project on Long-term Investments Impact Democracy and Sustainability

Join us for a deep dive on the data and perspectives of the key issues that drive community members, donors and voters to take action and impact democracy and sustainability.

Panelists include:
Heidi Lee, Director Major Donor Advising, Movement Voter Project
Jamila Martin, Michigan State Director, Movement Voter Project
Jim Epstein, Member, ASBN and Co-Founder & Chair, Blue Ridge Produce

[] REGISTER for Countdown to the Midterms

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in_person_event_featured

ASBN Live: Dismantling Racism & Inequality Community Investing for Institutions and Individuals

“Every dollar invested into a CDFI catalyzes another $8 of private sector investmentin the community.”– Secretary of the Treasury Janet Yellen

Moderator: Pam Porter

Panelists:

  • Babbie Jacobs
  • Dorothy Adams
  • Tom Abood

Stories of individuals who have invested in CDFIs

[] This is what individuals who invest in CDFIs want you to know

This session will focus on community investments that individuals and institutions can make to support dismantling racism and inequality.

While the focus is on individuals, institutions will find the investment experiences described are applicable to starting their community investment journey.

In this session, we will hear from individual investors from around the country who have put their dollars to work for community impact through investments in Community Development Financial Institutions (CDFI).

These investments seek to dismantle racism and inequality in Native, Black, and Brown communities across the country. Investors will share the impact they have seen as their investments supported affordable housing, entrepreneurship, childcare, education, and assistive technology.

We will also showcase groundbreaking research titled, “Helping Individuals Find Investment-Ready CDFIs” published in 2022 by ASBN members Pam Porter and Babbie Jacobs. Their research identifies over 70 CDFI loan funds that have programs set up to take investments from investors and institutions, as well as resources to locate FDIC-insured CDFI banks,credit unions,and resources.

[] Register Here

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ASBN Live Beyond Impact Investing and ESG

The truth is the financial system and institutions are not broken, they are designed to oppress and create inequity.The Restorative Economies Fund at the Kataly Foundationis based on its CEO, Nwamaka Agbo’s restorative economics framework and focuses on systems change for the prosperity of all. In this session, we will learn more about what intentional finance for systems change based on restorative economics look like, examine some examples of restorative investing, and also discuss the policy changes needed to make this approach successful.

Speakers

  • Lynne Hoey, Chief Investment Officer@ [] Kataly Fund
  • Laina Greene, Founder and CEO@ Angels of Impact
  • Malia Lazu, CEO & Founder@ The Lazu Group (The Urban Labs)
  • Laurika Harris-Kaye, Change maker, systems enthusiast, and seeker

[] REGISTER TODAY!

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Member Event Dismantling Racism & Inequality Faith Based Community Investing Series Part 1

This series builds on the presentation given by the Unitarian Universalist Community last August in which over 150 registered. The event was the first step to educating and activating faith-based organizations, foundations, and individuals about Community Investing, CDFIs, Community Land Trusts, and other Main Street Lending options to fight racism and oppression.

The first convening of the series, “Introduction to Faith-Based Community Investing,” will feature dynamic speakers, clergy and congregations to introduce the Faith-Based Community Investing movement, including case studies from different faith communities. In addition, we will provide an overview of the opportunities and how best to take advantage of them based on the unique perspectives and values of the attendees.

October 6th Panelists:
  • John Harris / speaking from an Episcopal perspective
  • Andrew Schneiderman / Impact Investing at the San Francisco Jewish Community Federation and Endowment Fund
  • Vanessa Lowe / UUA’s Investment Committee + UUCEF
  • Sarah Smith / Mercy Investment Services

We are organizing this series under the theme of Beloved Community. Beloved Community happens when people of diverse racial, ethnic, educational, class, gender, abilities, sexual orientation backgrounds/identities come together in an interdependent relationship of love, mutual respect, and care that seeks to realize justice within the community and in the broader world. We believe developing relationships with and investing in local economies that serve under resourced communities is an action that can help to dismantle racism accountably and other oppressions in ourselves, institutions and the economy.

The Reverend Dr. Martin Luther King, Jr. called for the creation of a “Beloved Community” in his last book, Where Do We Go from Here: Chaos or Community? Written shortly before his assassination in 1968. He wrote: “The goal toward which we must strive is the creation of the beloved community.” This will require a qualitative change in our souls and a quantitative change in our lives. The first stage of the process will be marked by a profound and honest concern for others and opening ourselves to receive them. This requires us to develop a new kind of empathy based on shared commitment which enables us to see the world from the standpoint of the other.

Join us for these critical conversations and interfaith collaboration! It is time to align our money with our faith, values and principles to achieve Beloved Community.

[] REGISTER TODAY!

Speaker Bios

John E. Harris Jr, CFP

My wife Alice and I moved to Virginia Beach in 2004. She from Grand Rapids, The Diocese of Western Michigan and I from Cincinnati the Diocese of Southern Ohio.

For me it was to retire on the beach and for Alice to avoid those cold Michigan winters and to advance her Nursing career. For both of us, to continue our work in the Epicopal Church as members and leadership roles in the Union of Black Episcopalians, General Convention, and other Interim Bodies of the Executive Council.

My favorite activity at All Saints is the Early Sunday participation in the Adult Study Forum.

I consider myself an active Lay Professional in the Church having served as past Treasurer of the Diocese of Southern Ohio and the CREDO Faculty of the Church Pension Group. I currently serve as an Advisor to the Finance and Investment committees and a member of the Oversite Committee of the Episcopal Church Foundation in New York as well as a member of the Finance Committee of the Diocese of Southern Ohio.

John is the Managing Partner of LifePlan Partners an Interdisciplinary Network of Professional Advisors an Aggregators of Resources dedicated to helping people experience a Life of Significance and Wellbeing.

Andrew Schneiderman
Director, Impact Investing at the San FranciscoJewish Community Federation and Endowment Fund

  • Over 10 years of experience in investment management, business development, and public-private partnerships
  • Board Treasurer for Kristin Damrow & Company, a Bay Area modern dance company
  • B.A. from Washington University in St. Louis; M.B.A from University of Southern California
  • “Bringing new tools to our donors’ philanthropic toolkit motivates me every day. My entrepreneurial journey inspires me to create pathways to provide fair and affordable credit to underbanked communities locally and nationally.”

Vanessa Lowe

Vanessa Lowe has been an economic justice advocate and activist for more than 30
years. Ms. Lowe spent 21 years in federal service supporting access to capital for underserved
communities.Ms. Lowe hosts Vanessa’s Money Hour, a weekly talk show on Philadelphia’s G-town
Radio. She has a B.S. in Education from Temple University and an MBA from the
Wharton School of the University of Pennsylvania. She’s a recognized resource and
national speaker on faith-based impact investing, with a focus on reparations and racial
justice. She’s currently pursuing the Chartered Financial Consultant (ChFC©)
certification.

Sarah Smith

Sarah B. Smith is the Director of Mercy Partnership Fund, the global community investing
program of Mercy Investment Services, the socially responsible asset management program for
the Sisters of Mercy and its ministries. Smith oversees a portfolio that includes below-market
rate investments to more than 60 mission-driven organizations working around the globe on
projects that provide high social and environmental impact.
Sarah has spent more than 30 years working in the community development field as a
community organizer, affordable housing developer, program administrator, strategic planner,
and impact fund manager. She holds a bachelor’;s degree in political science from Boston
College, a master’s degree in urban and regional planning from George Washington University,
and a master’s degree in business administration from the University of Missouri – St. Louis.

Current Partners:

ASBN/American Sustainable Business Network [RELINK LOCAL]

Calvert Impact Capital

[] Faith on Mainstreet

First Universalist Church of Denver and Together Colorado.

[] Jewish Community Federation and Endowment Fund

[] JLens

[] Mercy Partnership Fund

[] Neighborhood Economics

Quaker National

Together Colorado

Unitarian Universalist Association | UUA.org

Unitarian Universalist Common Endowment Fund

UUA’s Investment Committee + UUCEF

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Partner Event Climate Disclosure & Net-Zero Ambition

Green Project and Unqork are delighted to host a candid conversation on how financial institutions and enterprises can build comprehensive, efficient, and compliant sustainability disclosure and change management practices. Attendees will listen to a panel from KPMG, leading financial service firms, and other corporate climate leaders on effective portfolio engagement, financed emissions measurement, and audit readiness.
‍
Following the panel discussion, there will be an open happy hour.

[] REGISTER HERE

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Business, Policy and Purpose Conference

24 Sessions

over three days.

Covering topics, including:

Clean Water
Climate
Clean Energy
Indigenous Voices
Partnership
Innovation

Storytelling
Impact
Investing
Regenerative Ag
Equity
Advocacy

Plus daily networking opportunities, both virtual and in-person, across the country.