Impact Capitalism Summit - Chicago, IL - April 25-26, 2017
Big Path Capital is hosting it's 8th annual summit that brings together investors focused on maximizing impact and return across asset classes. This year's Summit will look at how capital markets can create an economy where opportunity and prosperity are widely shared, and delve into shared value between stakeholders and investors.
NYU Wagner's Symposium on Equity, Diversity, and Inclusion in Social Finance - New York, NY - April 21, 2017
Andrea Armeni will be speaking at NYU Wagner's Social Innovation and Investment Initiative, supported by the Ford Foundation. The event will be a symposium that will explore racial and gender equity, diversity, and inclusion in New York City’s impact investing community, and determine what additional research, education, and advocacy is needed to enable more equity in social finance policy and practices. Andrea's panel will focus on the need for local and national policy to assure diversity, equity, and inclusion by finance practitioners and explore any opportunities for the social and traditional finance sectors to develop best practices in an uncertain policy and regulatory environment.
Skoll World Forum - Oxford, England, April 4-7
Global Summit for Social Innovation - Bogotá, Colombia, March 13-15, 2017
The Global Innovation Summit is a joint effort between The Rockefeller Foundation and the Multilateral Investment Fund to further link the growing community of social innovation organizations from around the world. The event is an opportunity for practitioners to learn from each other and continue to innovate as we try to drive systemic social change and transformation. Transform Finance's Andrea Armeni will be participating in two sessions:
March 15th - 10:00-10:45 am - ALTERNATIVE FINANCING MECHANISMS FOR SOCIAL ENTERPRISES
March 15th - 11:00-12:30 - EXERCISE III: SOCIAL INNOVATION ORGANIZATIONS WILL DISCUSS TOOLS AND METHODS FOR TAKING SMART RISKS.
See the full agenda HERE.
Confluence Philanthropy's Annual Practitioners Gathering - New Orleans, LA, March 14-16, 2017
Confluence Philanthropy’s Annual Practitioners Gathering brings together practitioners of mission aligned investing and philanthropy. This year, Confluence has invited us to organize a working group and we will explore how the Transform Finance community is analyzing the intersection of broader trends in social change and capital allocation decisions. As impact investing moves to the mainstream of finance, a new pressing question arises for foundations and other asset owners: besides specific interventions, are we pursuing an investment strategy that helps re-define who wins or loses in our economy? Join us to learn more from Aner Ben Ami and Morgan Simon who will share how they are seeking 100% portfolio alignment for transformative social change.
Our session will take place on Thursday, March 16th, from 3:00 to 5:00 PM. Room capacity is limited to 25 so please RSVP to email@example.com and we'll make sure to keep you a spot!
The Latin American Impact Investing Forum (FLII) - Merida, Mexico, February 14-16 2017
The Latin American Impact Investing Forum is one of the largest impact investing events that gathers actors from multiple sectors and aims to strengthen the impact investment ecosystem in Latin America. Andrea Armeni will be speaking at the 2017 edition of the FLII covering two panels exploring The Future of Impact Investing and Structured Exits.
3rd Annual Haiti Funders Conference - The Haiti Development Institute in New York, NY, November 9-10, 2016
Andrea Armeni and Haiti partner, Isabelle Clérié, will be attending the Haiti Funders' Conference to explore new opportunities for development in Haiti. The conference's goal is to use the UN's Sustainable Development Goals to foster more meaningful collaboration in Haiti.
Institute for Social Justice Leaders, Oakland, California, November 4-6, 2016
Transform Finance will bring together diverse practitioners to explore how investment capital affects our communities - and how to leverage it for transformative social change. Now in its third edition, the Institute provides community leaders and organizations with the knowledge and skills to hold finance accountable and incorporate transformative finance projects into their work.
Click here for more information.
SoCap Conference, September 13-16, 2016
Will you be at SoCap this year? Come see us! We will have a pretty busy schedule of panels, including being featured on the Opening Plenary! We are always happy to see our friends and partners there. Consider joining Andrea, who will be on the following panels:
8:30 AM - 10:30 AM, September 14, 2016 - Festival Mainstage
1:15 PM - 2:15 PM, September 14, 2016 - BATS! Annex
12:15 PM - 1:15 PM, September 15, 2016 - Southside Theater
2:45 PM - 3:45 PM, September 15, 2016 - Southside Theater
4:00 PM - 5:00 PM, September 15, 2016 - C210
Brazil Social Finance Forum, Sao Paulo, Brazil, August 2-4, 2016
Transform Finance spoke at the Brazil Social Finance Forum on how to bring a transformative approach to capital to the Brazil impact ecosystem, at the invitation of ICE and Vox Capital.
Transform Finance Institute in Haiti, Port-au-Prince, Haiti, July 26-29, 2016
Morgan Simon and Andrea Armeni led an Institute for Social Justice Leaders and Social Entrepreneurs in Haiti, in collaboration with Root Capital, which will include workshops, site visits, and one-on-one with local entrepreneurs. We are excited to be able to contribute to the growing social economy movement in Haiti.
Economist Intelligence Unit and Morgan Stanley Expert Panel, New York, NY, June 22, 2016
Andrea Armeni took part in an Expert Panel on Sustainable Investing and Social Inclusion convened by the Economist Intelligence Unit and Morgan Stanley.
Accountability Lab, Wasan Island, Canada, July 15-17, 2016
Andrea Armeni participated in an Accountability Lab with fellow BMW World Responsible Leaders at the Wasan Island retreat, where they will explore ways to hold people in power to account as a way of unleashing social and economic change.
Roundtable on Business Structures that Prioritize Human Rights, New York, NY, May 24, 2016
Andrea Armeni presented at a roundtable organized by Oxfam and Columbia University on novel structures that advance a human rights and social justice agenda. The lively conversation that followed outlined a few specific paths and initiatives that can be taken to influence deal structures that are better aligned with a social justice mission.
Mission Investors Exchange, Baltimore, MD, May 12-14, 2016
Andrea Armeni joined a panel organized by Pacific Community Ventures on Job Quality Standards, together with the Hitachi Foundation, HCAP, and the Annie E. Casey Foundation. Be sure to check out PCV's recent report on investments in job quality [link here: https://www.pacificcommunityventures.org/2016/04/14/defining-and-measuring-the-creation-of-quality-jobs/ ]
Job Quality Roundtable at the Ford Foundation, New York, NY, May 4, 2016
Transform Finance participated in a strategy session on quality jobs with Secretary of Labor Tom Perez, organized by JUST Capital and the Ford Foundation. The meeting focused on developing and scaling good business standards and ways to incorporate worker perspectives. Transform Finance is excited about the role that DOL has been playing in the current administration to advance a quality jobs agenda.
Kresge Foundation Convening of Climate Resilience Grantees, Chicago, IL, May 3, 2016
Aner Ben Ami will lead a training on the intersection of finance and social justice in the context of climate resilience for Kresge grantees. Please contact us if you are interested in learning more or sharing your experiences in this space!
Grantmakers for Effective Organizations, Minneapolis, MN, May 3, 2016
Andrea Armeni will join TFIN members from the Gary Community Foundation Harlan Mandel of the Media Development Investment Fund on a panel on "Adventures in Mixing For-Profit Investments and Philanthropy". See this link for more details:
Sustainatopia, San Francisco, CA, May 2, 2016
Andrea Armeni will join TFIN member Harlan Mandel of the Media Development Investment Fund on a panel on innovative financial structures for impact. See this link for more details:
EDGE Funders, Berkeley, CA, April 18-20, 2016
Transform Finance was part of a very successful action lab at the EDGE Funders annual event, where a group of thought leaders explored how the philanthropic space can contribute to advancing a Just Transition through the appropriate use of their capital. Other members of the group included TFIN members Pi Investments, The Working World, and the Libra Foundation.
Skoll World Forum, Oxford, UK, April 12-15, 2016
Andrea Armeni and other members of the Transform Finance Investor Network participated in the Skoll World Forum, where they had the opportunity to advance the conversation on transformative approaches to finance with a broad group of stakeholders.
Book Announcement! Real Impact: How Money Will Change or Destroy the World by Morgan Simon
We are excited to announce some very big news from our co-founder and chair, Morgan! The Nation Books/Perseus Book Group, the nation's largest independent book distributor, has committed to publishing Morgan's book, tentatively titled Real Impact: How Money Will Change or Destroy the World. Morgan is joining their authors list alongside George Soros, Muhammad Yunus, Van Jones, and the one and only Sasha Abramsky. From Publisher's Marketplace: "Morgan Simon’s REAL IMPACT, based on 15 years of impact investment experience across 11 countries, argues that impact investment, while rectifying some of philanthropy and development aid's mistakes, needs a significant course correction in order to make real, systemic impact, and delivers a clarion call for more effective, transformative investing." We are thrilled to share our philosophy and practice of transformative finance principles with this broader audience.
IHRFG: Session on Impact Investing, Mining, and Community Agreements, San Francisco, Jan 20, 2016, 11:15 am
Andrea Armeni moderated a panel at the International Human Rights Funders Conference on the intersection of extractive industry and community agreements, organized by Chet Tchozewski of the RTC Impact Fund and featuring Cecilia Dalupan and Chris Anderson. The session considered critically the opportunities for local, and especially indigenous, communities to leverage their natural resources in accordance with their own community plans and aspirations. Given the difference in outlooks within the environmental and the impact movement on whether investments in extractive industry should ever be pursued, this promises to be a stimulating discussion.
Democratizing Capital East Bay - Community Capital Fund Training, Oakland, Jan 21-22, 2016
Andrea Armeni and Suzanne Vyborney will collaborate with the Democratizing Capital East Bay Project, convened by the Solidago Foundation with Nwamaka Agbo, working with a group of community stakeholder organizations seeking to establish a Community Capital Fund for the implementation of a just transition to a new economy. Stay tuned for more news on this exciting project.
The Latin American Impact Investors Forum, Mérida, Mexico, February 17, 2016
Transform Finance will be participating for the third year in the FLII - the Latin American Impact Investor Forum. If you are in attendance, come hear Andrea Armeni deliver a TEDx talk on the promise and perils of impact investing - see this link for more details: FLII 2016.
External Financing for Worker Coops: TFIN Webinar, Jan 14, 2016, 1pm-2:30pm EDT
The lack of available financing structures is one of the factors that has held back the growth and proliferation of worker ownership. We are fortunate to have Dan Fireside, Equal Exchange's Capital Coordinator and a veteran of the industry, guide us through models of outside financing for coops that include outside non-voting shares, worker voting shares, and a combination of debt and retained earnings. With that context, Blake Jones, the celebrated founder of Namaste Solar, will then guide us through their current private placement of preferred stock to grow this tremendously successful worker-owned coop. This will be the live case study of what Dan shares with us. And yes, it's a live deal that may be of interest to many of you.
A Stronger Model for Affordable Housing: TFIN Webinar, Dec. 9, 2015, 1pm-2:30pm EDT
How can we reconceive affordable housing to ensure we actually create affordable habitats and affordable communities? We want to explore with you the DINCS model pioneered by the Fundación Mario Santo Domingo in Colombia. It's an integrated model for sustainable communities that goes way beyond housing to include health, education, income generation, and community self-determination. It's a fascinating, holistic model - and it seems to work, having been implemented successfully in Barranquilla and Cartagena. We want to understand how it may be adapted for U.S. communities. Join us for an inspiring presentation by Juan Carlos Franco, General Director of the Mario Santo Domingo Foundation, which has developed and implemented the model.
Democratizing Capital East Bay, November 30, 2015, Oakland
We are honored to be part of the mission criteria stakeholders for Democratizing Capital East Bay. Along with core community and funding partners, we recently convened to continue the plan to establish a Community Capital Fund in order to see the implementation of a just transition to a new economy. This meeting was the third in a series of meetings design to align the Fund's mission criteria, core values and key priorities.
Will you be at Socap this year? Come see us! We will have a pretty busy schedule of panels and are always happy to see our friends and partners there. Consider joining Andrea and Morgan, who will be on the following panels:
12:15 PM - 1:15 PM, October 8, 2015 - Southside Theater
4:00 PM - 5:00 PM, October 8, 2015 - Southside Theater
4:00 PM - 5:00 PM, October 8, 2015 - Festival Meeting Room 2
9:45 AM - 10:45 AM, October 9, 2015 - room 205C
11:00 AM - 12:00 PM, October 9, 2015 - Firehouse
Opportunity Collaboration is a powerful convening of actors working to solve some big challenges. It brings together investors, NGO practitioners and social entrepreneurs. We will be running a workshop on what it takes for a social entrepreneur to run a "transformative enterprise". Stay tuned for the learnings we'll bring back!
PolicyLink Equity Summit 2015, October 27-29, 2015, Los Angeles
We are honored to be part of PolicyLink's amazing Equity Summit. Find us on a panel on Oct 27 at 10:45 AM where we'll discuss how to harness impact investing for equity, moderated by Anthony Jewett.
The FLII comes to Central America! Join Andrea Armeni there for sessions on how to mobilize impact investing in Central America and turn it into a force for real, transformative social change.
Lina Srivastava of Intellectual Acid is hosting another splendid salon in which Andrea Armeni will discuss value creation and extraction, accountability, and the real potential for closing the chasm between finance and social change.
Transformative Opportunities and the Future of Microfinance: TFIN Webinar, Sept. 30, 2015, 1pm-2:30pm EDT
As the debate rages on around the ultimate transformative impact of microfinance, we are noticing an increased thoughtfulness in the field, with admirable attempts to improve the practices of a much maligned industry. Join us for an inspiring presentation by Luca Torre, CEO of Gawa Capital, a veteran of the industry who is both a thoughtful critic and a seeker of practical solutions. We will review some perils of microfinance and the opportunities to get it right, with an emphasis on transformative social outcomes.
Clinton Global Initiative Annual Meeting, New York, NY, September 26-29, 2015
Transform Finance is an NGO member of CGI and we're delighted to participate in the upcoming annual meeting. Write us in advance if you're interested in meeting up there, as it'll be a pretty packed agenda.
Transform Finance is a proud media sponsor of the Impact Capitalism, dubbed the "Davos of Impact Investing". The Impact Capitalism Summit is for family offices, hight net worth individuals, and family foundations deploying capital across asset classes for return and impact. Hear Andrea Armeni speak on managing impact in a private equity portfolio and meet other members of the Transform Finance Investor Network.
Transform Finance is a big fan of the work of the Mentor Capital Network and excited to participate in their annual event at the United Nations. Andrea Armeni will be be a part of the panel on "Best and Worst Ways to Support Entrepreneurs (Besides Funding)".
Andrea Armeni led a discussion on innovations in impact investing and shared how his direct experience with the impact of outsider-led projects on Amazon communities led him to rethink the priorities of investments and social entrepreneurship through a community-focused lens.
Job Quality Standards for Impact Investors, The Ford Foundation, New York, NY, June 4, 2015
Transform Finance recently launched a groundbreaking initiative to create job quality standards for investors with a job creation mission in the United States. On June 4, Transform Finance will convene leading fund managers, asset owners, and foundations to workshop a plan of action to ensure that the impact investing community contributes to great jobs for lower income American workers. For more information on this project, please contact Andrea Armeni (firstname.lastname@example.org).
How Fair Is Fair Trade: TFIN Webinar, June 3, 2015, 1pm-2:30pm EDT
An exciting webinar on fair trade with Jonathan Rosenthal, one of the pioneering figures in this movement. We explored whether fair trade means "inherently fair" or "less unfair" and looked at a couple of financing models for fair trade (both at production and distribution/brokerage level) that are non-extractive and bring value to producers.
Transforming Family Philanthropy - Islandwood Retreat Center, Bainbridge Island, WA, May 29-31, 2015
Andrea Armeni and Morgan Simon participated in Transforming Family Philanthropy, a Resource Generation event to equip young people involved in their families' foundations or philanthropy with the relationships, skills, and vision to transform philanthropy for social change. Andrea and Morgan gave a workshop on impact investing with a transformative approach as well as one-on-one sessions.
An engaging lunch conversation about impact investments, community engagement and social justice with Andrea Armeni, cofounder and executive director of Transform Finance.
Andrea Armeni participated in the Clinton Global Initiative Middle East & Africa meeting on May 5-7, 2015. Stay tuned for a report back on the proceedings around utility scale versus community-owned renewable energy projects.
Andrea Armeni, Transform Finance Executive Director, spoke about new investment structures for financing cooperatives, presenting a model for private equity investments by family offices for coop conversions.
The Transform Finance Institute for Social Justice Leaders brings together progressive Bay Area practitioners to learn about how capital is affecting communities – and how it can be turned into a tool for real, transformative social change.