BALLE Shift Capital Summit – Pacific Grove, CA - November 14-16, 2018
Transform Finance will be attending this year’s Shift Capital Summit, hosted by BALLE. Transform Finance has worked with BALLE on several occasions through our Place-Based Impact Investing work, which has supported locations around the US in structuring and preparing for the launch of community capital funds. At the Shift Capital Summit, we’ll be discussing with fellow participants several of our ongoing projects and trainings.
SPARCC’s Investment Without Displacement - Los Angeles, CA - December 4, 2018
This interactive event, hosted by SPARCC, will lift up national trends in the crisis of housing, commercial, and cultural displacement happening across the U.S. with a focus on strategies that bridge the gap between capital investments and community needs, ownership, and benefits. Attendees will explore how both gentrification and disinvestment are drivers for displacement and the new strategies and collaborations required to ensure that capital investments benefit all residents.
GIIN Investor Forum - Paris, France - October 30-31, 2018
Transform Finance is participating in the GIIN’s Investor Forum this year, speaking on the panel “Is carbon enough of a measure of environmental impact?” Building off of our work on impact measurement, Andrea Armeni will join Delilah Rothenberg of Pegasus Capital Advisors to discuss approaches to maximizing impact beyond carbon metrics. Specifically, we will discuss the impact implications of using carbon as a driving metric, why investors should use theories of change to guide impact goals and approaches, and how social and environmental issues intersect (particularly with respect to renewable energy projects and human rights issues).
SOCAP18 - San Francisco, CA - October 23-26, 2018
At this year’s SOCAP Conference, Transform Finance will be hosting a theme on Alternative Ownership. Building on existing work on engaging various stakeholders in using capital to promote employee ownership, as well as other explorations in fields such as steward ownership, platform cooperatives, and business structure as a means of mission preservation, this session will feature some of the most innovative actors engaging with employee ownership. See more on the track, as well as other Transform Finance panels, here.
The Business Case for Building Resilience and Pursuing Peace - Warrenton, VA - October 17-19, 2018
Transform Finance is participating in this conference, hosted by the Stanley Foundation, which will bring together diverse stakeholders from across the private and public sectors for a targeted and recommendation-driven dialogue on the role of business—in particular SMEs—in promoting resilience against violent conflict. As a means of exploring the role of capital in peace-building and post-conflict financing, many make a business case for bringing investors into the fray in hopes of attracting more capital towards peace-building efforts. While well-intentioned, Transform Finance believes that many strategies are misguided - more capital for the sake of more capital is not always the most transformative approach. Rather, we seek to build frameworks that place capital at the service of afflicted communities. At this conference we hope to distill findings from our joint project with Acumen Colombia in promoting transformative strategies in distressed geographies.
Financing the Preservation of Legacy Business - New York, NY - October 16-17, 2018
Transform Finance is joining this event on using capital strategies for employee ownership, in particular around our project developing a fund for employee ownership conversions. This event will convene national community development finance leaders including community development financial institutions (CDFIs), credit unions, and regional banks to explore how these stakeholders can help unlock the potential of employee ownership.
Croatan Forum - Durham, NC - October 2-4, 2018
Transform Finance is serving as an advisor to this year's Croatan Forum. This event is a multi-day conversation to discuss cross-cutting issues that are central to the Croatan Institute's mission, such as place-based investing in regenerative agriculture and resilient, regional food systems; total portfolio approaches to impact investing in climate solutions, business and human rights, and socially inclusive business; investor engagement on environmental and social challenges; and financial sustainability and systemic risk. Register for the event here.
Site Visit: Investing to Empower Local Communities in Post-Conflict Colombia - October 1-5, 2018
This site visit is kicking off our joint project with Acumen Colombia, where we are visiting Bogotá, Tumaco, and Montes de María. We will be meeting with investors, entrepreneurs, and community members developing strategies around leveraging the interest in private capital’s role in helping mitigate inequality and exclusion in post-conflict Colombia. Critically, we will be looking for models that incorporate deep community engagement and place beneficiary voice at the center of investment decisions. This visit will contribute to our set of recommendations for aligned investors in moving capital into Colombia in other post-conflict regions in ways that avoid the pitfalls of aid relief and extractive outside-in capital flows.
Transform Finance Institute for Social Justice Leaders - New York City, NY - September 21 - 22, 2018
The Transform Finance Institute for Social Justice Leaders is a two-day, introductory training for those interested in the intersection of social justice and finance. Now in its fifth year, the Institute came out of a realization that social justice and finance are often at odds, even though we believe there is tremendous potential for capital to be a tool for real, transformative social change.
The Institute exists to empower participants to understand, engage, challenge, and ultimately reclaim finance as a tool for social justice. The Institute provides a framework for the intersection of social justice and finance, where financial concepts are learned within the practical context of social justice efforts.
Alpbach Declaration on Impact Investing - Alpbach, Austria - August 30-31, 2018
At this event, 40 leading and influential people from all parts of the impact investing ecosystem will define the most important headline principles for making the impact investing. The output of the retreat will be a clear set of principles that everyone in the impact investment field can sign up to. Transform Finance Executive Director Andrea Armeni will be participating in this event and making sure Transform Finance's principles and methodology are integrated into this declaration.
#UjimaWednesdays Presentation: Mission Meets Due Diligence - Boston, MA - August 22, 2018
Piggybacking on last year's 2-day training with BALLE and the Solidago Foundation, Transform Finance is continuing its involvement with the Boston Ujima Project through this remote training session on Mission Meets Due Diligence. In it, we will be discussing how Ujima members should think about critical terms in investment, such as risk, liquidity, mission alignment, diligence, and deal structure. We will cover specifically the pros and cons of debt and equity, and explore alternative deal structures that might be better fits for the kinds of good businesses Ujima members will want to invest in.
GIFT Money for our Movements Conference - Atlanta, GA - July 27-29, 2018
At this social justice fundraising conference, Program Manager for Community and Social Justice Partnerships Eric Horvath will lead a session called "The New Architects for Social Finance". He will present on the rise of impact investing and social finance, the potential benefits for social justice leaders, and pitfalls to watch out for. As to our Institute for Social Justice Leaders, this session will break down some of the entry points into the world of finance in order to hold actors accountable and reclaim capital flows for the participants' communities.
UN Innovation Bootcamp - Beirut, Lebanon - July 23-28, 2018
As we continue to work with the UN on their Funding to Financing program, we are participating in this workshop in Beirut to serve as a Mentor to UN Resident Coordinators around the globe in harnessing private capital for positive change in their countries. Read more about our work with development capital here.
Philanthropy Transforming Finance: Building an Impact Economy - Sheffield, MA - July 11 - 12, 2018
Transform Finance has been invited to attend a two-day thought leadership summit, hosted by the Impact Entrepreneur Center for Social and Environmental Innovation and Rockefeller Philanthropy Advisors. The convening will be bring together funders and leaders in systems thinking who have committed to working collaboratively on moving the impact economy agenda forward. Together, participants will explore various dimensions, from problems to opportunities, and lay out action steps. The main purpose of the discussion is to define maintainable approaches and build momentum both as a group, and through individual networks, about how to put economies and finance in service of the well-being of people and the planet.
New Economy Coalition's CommonBound - St. Louis, MO - June 22 - 24, 2018
At the New Economy Coalition's CommonBound, Transform Finance and other national partners will be hosting a Network Gathering on Place-Based Investing for Racial Justice. Discussion will focus on the Boston Impact Initiative and Boston Ujima Project as case studies for advancing economic justice and the democratization of capital, and how these examples fit within broader trends in philanthropy and impact investing. We'll also be discussing how investors, both local and national, should think about racial justice in their portfolio. Participants will explore a “restorative capital stack” and leave with a better understanding of opportunities to leverage their funding to catalyze a New Economy movement in the US.
United Nation's Financing for SDGs—Breaking the bottlenecks of Investment, from Policy to Impact - New York, NY - June 11, 2018
The high-level event is part of the United Nation's 72nd session of the General Assembly that aims to address the challenges that prevent private investments from flowing into the Sustainable Development Goal sectors and how the UN can strengthen private-public partnerships. The event will also be the launch of the best practice collection “Unlocking SDG Financing: Findings from Early Adopters”, a series of three country studies and a comprehensive report done in partnership between the UN Development Operations Coordination Office and the Dag Hammarskjöld Foundation. Three countries, Kenya, Armenia and Indonesia, are recognized as "early adopters" of UN strategies in unlocking non-traditional financing flows for development. Through sharing and analyzing new financing approaches, other countries hoping to follow the early adopters can do so successfully and avoid potential pitfalls. Transform Finance Executive Director, Andrea Armeni, will be speaking during a panel discussion alongside UN representatives and private sector actors to share best practices and discuss lessons learned in their efforts to unlock SDG financing.
2018 Mission Investors Exchange National Conference - Chicago, IL - May 14 - 16, 2018
Held every other year, the Mission Investors Exchange National Conference, "Mission Forward!", is an anticipated conference for foundations and impact investors in philanthropy. This year's focus is on bold innovations in the field and the unique leadership role of philanthropy, with the issues of racial equity, diversity and inclusion integrated throughout. The main topics covered will be: (1) Going Big - how foundations can grow their impact investing programs and push boundaries of scale, (2) Driving Innovation - how foundations are putting catalytic ideas to practice, (3) Building Partnerships - how we can mobilize, collaborate and partner, within philanthropy and beyond, and (4) Championing Equity and Impact - how to raise the standards and make it a core focus in the field. Transform Finance Executive Director, Andrea Armeni, has been invited to participate in the panel discussion on the future of work.
Transform Finance will also be co-hosting a Jeffersonian dinner with the Rockefeller Foundation. The conversation will center around one of Transform Finance's current projects on how racial justice outcomes are affected by investment decisions across a whole portfolio. In addition to discussing early stage findings, they will explore the potential for the development of a racial justice investment approach for foundations. Specifically, they will look at the specific needs of the different players, from investment officers to foundation asset managers, which will help guide the following phase of this project.
Institute for Social Justice Leaders - Sao Paulo, Brazil - May 10, 2018
SITAWI Finance for Good, established in 2008 in Brazil, is a pioneer organization in the area of developing financial solutions for social impact and analyzing social and environmental performance of companies and institutions. SITAWI is also an educator in the space and holds frequent trainings and seminars on social finance. The events are meant to increase understanding of how capital can be used for good. Transform Finance has been a long-term partner and advocate of SITAWI and is excited to help facilitate their upcoming training. This month, we will be in Sao Paulo to administer an abbreviated version of our flagship Institute for Social Justice Leaders. Adapting to the Brazilian context, this workshop will introduce participants to transformative finance and how they can use it to fuel their social justice work.
Learn more about SITAWI and other ways they're transforming the use of capital, visit their site here.
Yale Impact Investing Conference - New Haven, CT - April 27, 2018
Impact On Record has collaborated with Yale's International Center for Finance, and will be hosting Yale's inaugural impact investing conference. The day-long event will hold engaging conversations, panel discussions and breakout sessions centered around impact investing. Over 45 practitioners will be speaking at the event, providing a wide range of experience and insight. As a Yale Law graduate and expert in the impact investing field, Transform Finance Executive Director, Andrea Armeni, has been invited to participate as a speaker. His panel session will focus on government and policy, and the role it plays in the space. Learn more about the event and speakers here.
The Art of Financial Hacking (EU edition) - Brussels, Belgium - April 18 - 21, 2018
In this extensive four-day event, Paolo Cirio, Brett Scott, and Luce Goutelle will be hosting a workshop for all individuals with a curiosity in exploring finance. Transform Finance Executive Director, Andrea Armeni, along with 20 other participants from diverse backgrounds will be diving into the dark heart of finance. They will be analyzing previous investigations and interventions into the financial sector, and exploring the cracks in the European district of Brussels, the heart of Europe's financial lobby. The workshop aims to guide participants in building their own financial art-hacks.
Workshop on the Joint Study on Unlocking SDG Finance - Uppsala, Sweden - April 9 - 10, 2018
United Nations Development Group will be hosting an intimate convening to explore the financing of the United Nations Sustainable Development Goals. Transform Finance, along with UN officials from Armenia, Colombia, Indonesia and Kenya, and other industry experts will be working together to discuss the current landscape and future planning. Over the 1.5 day workshop, UN officials will discuss their country initiatives, highlighting the challenges, issues and opportunities faced. In turn, experts will contribute their analysis and discuss how to scale and accelerate impact. The conclusion of the workshop will focus on next steps and recommendations at both country and global level.
Unusual Investments: Breaking the Mold for Raising and Investing Capital - San Francisco, CA - April 4, 2018
For entrepreneurs raising capital, standard term sheets and investor expectations often put them at a disadvantage or set both parties up for failure. But new models are emerging that better align investors and entrepreneurs, structure terms to incentivize sustainable growth over short-term gain, are less exploitative and grow community wealth. For investors and entrepreneurs, this panel of practitioners will highlight a range of approaches that break away from traditional venture capital models to better support world-changing ventures. Advisory board member Aner Ben-Ami of Candide Group will be joining Rodney Foxworth of BALLE, Jenny Kassan, and Ted Levinson of Beneficial Returns.
Place-based Impact Investing Training - Oakland, California - March 29 - 30, 2018
Many communities see how small, local businesses help reduce poverty and inequality. However, a focus on buying locally tends to ignore the problem of extractive investments. Transform Finance and Solidago will be facilitating a training that explores the role investment capital plays in building strong relationships, and how we can build alternative investment models that serve a social mission. Over the two days, a cohort of 20-25 community investors will learn what they can do together as they work through real-world exercises with local data and relevant case studies. Participants will learn what it takes for their community to shift from dominant, extractive forms of investment to place-based impact investment.
Morgan Simon talks REAL IMPACT at Impact Hub - Seattle, Washington - March 19, 2018
Drop by the Impact Hub Seattle in the evening to learn more about creating real, transformative change with Transform Finance co-founder, Morgan Simon. More details coming soon! Check out their website to stay updated on this event and many more.
8th Latin American Impact Investing Forum (FLII) - Mérida, Mexico - February 27-March 1, 2018
For the fourth year, Andrea Armeni and Aner Ben Ami will be joining actors in various fields to explore the power of resilience, and the connection between UN Sustainable Development Goals and impact investing in the region. The Forum will offer up to 40 thematic panels, participative workshops, Speed Talks, and networking sessions on health, education, financial inclusion, environmental and sustainability challenges, among many other exciting topics.
Be part of the solution and join the the largest gathering of the region exploring the intersection of social entrepreneurship and impact investing! Get your ticket at a discount using the promotional code ACAF18. Learn more and register HERE.
A More Inclusive Approach to Venture Capital Convening - Detroit, MI - February 22, 2018
Supported by the New Economy Initiative, the Center for Urban Innovation is bringing together experts, practitioners, and ecosystem leaders to discuss how venture capital can better serve women and people of color. Through panels and small group discussions, Transform Finance Executive Director Andrea Armeni along with other participants discuss various questions and issues present in the field: How can venture funds dedicated to supporting women and people of color be smarter about measuring, bolstering, and promoting their investment returns? Are traditional measures of ROI missing something important about the value of these funds and the potential of the entrepreneurs they support? How can venture capital be disrupted and designed in a more inclusive and accessible way?
Cooperative Capital hosts Transform Finance at Techtown - Detroit, MI - February 21, 2018
Kwaku Osei of Cooperative Capital chats with Executive Director Andrea Armeni about Transform Finance's current projects, including the work on how racial justice is impacted by investments; a project on creating shared wealth through conversions to employee ownership; and the expanded support for social justice leaders exploring strategies around finance.
You can learn more about these projects by clicking on the Programs tab above.
Zevin Asset Management Webinar: Investing for Racial Justice - February 12, 2018 at 2pm EST
2017 brought many reminders of how racial injustice shapes our government, communities, and economy. Some business leaders voiced support for Black lives and immigrant communities, calling out hate and discrimination. But businesses and investors still lack clear strategies to address inequality in their own policies, practices, and investments.
In 2018, investors are challenged to take the next step: pushing portfolio companies on racial justice, and changing our own organizations to reduce long-term risks and help reverse the dynamics that continue to exclude people of color from wealth and opportunity.
During this briefing, attendees will hear important research, new initiatives, and ideas for the way forward presented by:
Mari Schwartzer (NorthStar Asset Management, Inc.) on prison labor and supply chain risk
Andrea Armeni (Transform Finance) on addressing racial justice across asset classes
Pat Miguel Tomaino (Zevin Asset Management) with a racial justice regulatory review
Hannah Lucal (Open MIC) on immigration and digital surveillance issues
Columbia University Seminar on Sustainable Finance - February 12, 2018
This speaker series at Columbia University is will feature Andrea Armeni as the night's speaker. The topic is "Reconciling the deep end of "impact" with investments at scale for traditional returns." Transform Finance has covered issues of concessionary returns and scaling impact before, and is excited to have the opportunity to discuss with the seminar.
2017 Transform Finance Institute for Social Justice Leaders - New York, NY - December 8-10, 2017
The fourth installment of Transform Finance's flagship training, the Institute for Social Justice Leaders, will take place from December 8-10 in New York City.
The Institute for Social Justice Leaders is a unique opportunity to learn how to reclaim finance to serve the needs of your community. Come explore with your peers how capital works, its relationship with communities, and what it could do instead if regular folks and activists were at the helm.
To learn more, click HERE.
Human Capital: Investing in the Future of Work - New York, NY - November 28, 2017
Andrea Armeni will be speaking on a panel at SOCAP 365’s Future of Work event, which will explore some of the ways in which investors – especially worker-aligned ones, such as pension funds – are approaching issues concerning the future of work as both a challenge and an opportunity to redefine the role and the responsibility of finance towards workers. SOCAP 365 features world-class speakers and opportunities to connect at the intersection of money and meaning, serving the rapidly growing global network of impact investors, social entrepreneurs, conscious corporations, philanthropists, government agencies, and innovators in every sector. At the panel, Andrea will be speaking on our Future of Work Project.
BALLE Leadership Summit - Pacific Grove, CA - November 15-17, 2017
The event, hosted by BALLE, is a forum for practitioners seeking to bring equitable economies to communities across North America. Curt Lyon will be hosting an informal breakfast conversation along with Pierre Joseph of the Solidago Foundation about our joint trainings on place-based impact investing with BALLE.
CAIA Impact Panel - New York, NY - November 13, 2017
Andrea Armeni will be speaking at this free educational event. Topics covered in the discussion will include how investors’ impact programs overlap with philanthropic missions, concessionary vs. market rate expectation, and impact investing's trajectory. If you're interested in coming, register for free here.
Social Finance Forum - Toronto, ON - November 9-10, 2017
Hosted by the MaRS Discovery District, the Social Finance Forum is Canada's leading conference for impact investors and social entrepreneurs. Andrea Armeni will be joining other experts in raising impact capital on a panel to speak about alternative financing structures for impact enterprises. Check out the conference web page to learn more about and register for the Social Finance Forum.
Alterna FLII CAC - Antigua, Guatemala - November 8-9, 2017
Alterna's third annual FLII in Central America and the Carribean, a forum that focuses on building connections between industry stakeholders, expanding existing investment portfolios, creating opportunities for social entrepreneurs, and addressing challenges to sector growth in the region. By convening entrepreneurs, investors, corporations, and capacity developers, FLII sparks innovative and relevant dialogue among actors of the region’s ecosystem about concrete actions the community can take to close the gaps that impede impact investment. Andrea Armeni will be speaking on alternative financing structures.
Responsible Leaders Forum - Baltimore, MD - October 26-29, 2017
Andrea Armeni will be speaking in the Responsible Leaders Forum North America, hosted by the BMW Foundation Herbert Quandt. This event brings together leaders from all walks of life on the American east coast to inject new ideas into the public debate about elites, solidarity, and social inclusion. The forum focuses specifically on the tenth Sustainable Development Goal, Reduced Inequalities, and facilitates discussions about how to make societies more inclusive and just as a precondition to stable democracies.
Cambridge Associates' Impact Investing Forum - Denver, CO - October 25-26, 2017
Andrea Armeni will be speaking on a panel at Cambridge Associates' Impact Investing Forum in Denver on October 25-26 titled "Social Justice Investing – A View Into the Ecosystem." It will feature an insight into the logic of Transform Finance, its three transformative finance principles, and how investors can tackle social justice issues on a deep level. Check out the conference web page to learn more about and register for the Impact Investing Forum.
SOCAP Conference - San Francisco, CA - October 10-13, 2017
SOCAP is the world’s leading conference on activating the power of capital markets to drive positive social and environmental impact. The conference brings together impact investors, social entrepreneurs, philanthropists, business leaders and other innovators from across the world in a unique cross-sector approach to catalyze collaboration for change. Transform Finance spoke again at a variety of panels at this year's SOCAP. Check out the list of events here!
OPIC Brown-Bag Lunch - October 5, 2017 - Washington, D.C.
Andrea Armeni will be presenting on Transform Finance's "Investor Briefing: Renewable Energy Impacts of Communities" to colleagues at the Overseas Private Investment Corporation at a brown bag on Thursday, October 5 in Washington, DC. As a governmental organization that has significant influence over which projects abroad get funded, we are excited to present the briefing to this group of practitioners and have a conversation about community engagement in the context of renewable energy projects.
Co-op Impact Conference - Alexandria, VA - October 4-6, 2017
This event, coordinated by National Cooperative Business Association CLUSA International (NCBA CLUSA), will focus on the significant role that cooperatives play in the national and international economy, as well as how the cooperative business model values and benefits individuals, businesses and communities. Beyond plenary sessions that will highlight thought leaders in the field, the 2017 Co-op Impact Conference will feature breakout sessions to dive more deeply into emerging issues and best-in-class learning for purchasing co-ops, international cooperative development professionals, co-op economists and emerging cooperative leaders. Andrea Armeni is leading a panel entitled "The Hallmarks of Extractive vs. Non-extractive Financing Terms" on the second day of the conference.
Real Impact Book Talk with Morgan Simon and Maya Wiley - October 4 - New York, NY
LatinFinance Project & Infrastructure Finance Awards Dinner - New York, NY - September 26, 2017
We are honored to have Andrea Armeni present at this event on the behalf of a new wind farm project on the Isthmus of Tehuantepec, Mexico. This project, developed by The Yansa Group, the World Wind Energy Association, and local partners, will fund community-led reconstruction in rural indigenous communities devastated by the Mexican earthquakes of September 7th and 19th, 2017. It will serve as model for community participation in wind energy in developing/emerging countries. After the reconstruction process is over, profits will be devoted to community-led reforestation.
If you'd like to support this project, please visit Yansa's donation page to make a US tax-deductible contribution.
A Practitioner's Convening on Racial Justice and Finance - New York, NY - July 13, 2017
This Convening is a critical early step in Transform Finance's Racial Justice Project, which seeks to understand the racial implications of investment decisions and how to align asset owners with racial justice principles. We are bringing racial justice practitioners from around the country together to share their experiences and perspectives on how finance plays a role in their work, ask them what knowledge and research exists on this intersection, and form partnerships to help guide the project as it progresses.
Community Investing for Social Change - Boston, MA - June 23-24, 2017
This training is for community residents, entrepreneurs and grassroots organizers who seek to gain an introduction to the "nuts and bolts" of community driven investing. The event looks at traditional capitalist investing mechanisms and explores why the status quo doesn't work, and which rules impact investors are changing to get capital to communities. The event is co-sponsored with Transform Finance by the Boston Ujima Project, Solidarity Economy Initiative, Solidago Foundation, and BALLE. See a write-up of the event HERE.
Impact Capitalism Summit - Chicago, IL - April 25-26, 2017
Big Path Capital is hosting its 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 firstname.lastname@example.org 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 (email@example.com).
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.