Morgan Simon, Co-Founder and Chair
Morgan works at the nexus of finance and social justice. She currently serves as Managing Director of Pi Investments, building a 100% impact portfolio. Investments range from companies like Uncommon Cacao and Ethical Electric, to funds like HCAP and Impact America. She also supports investment activity for the Libra Foundation and Tao Capital.
Morgan was instrumental in launching three leading organizations in the field:
1. She is co-founder and Chair of Transform Finance, bridging impact investment and social justice. Transform Finance’s Investor Network launched at the White House in 2014, which has brought together over $1 billion seeking to invest with a more transformative impact.
2. She is a co-founder of Toniic, where she served as founding CEO from 2010-2013. Toniic is a global network of 200 social investors looking to move $4.5 billion into impact. Toniic members share global investments in this action-oriented community.
3. As the founding Executive Director of the Responsible Endowments Coalition, Morgan brought together 100 colleges and universities, helping to move their $150 billion in endowment dollars towards impact investment.
Morgan is also very active as a board member for several organizations. She is on the investment committee for The Working World, a fund for worker coops, and co-chair of ROC United, supporting over 10,000 restaurant workers nationwide. Finally, she is a founding board member of Care Enterprises Inc; the impact investment affiliate of this major development NGO serving over 72 million people a year.
Prior to joining the impact investment field, Morgan worked with grassroots organizations and the UN in Mexico, Honduras and Sierra Leone, in corporate reform with ForestEthics, and in domestic microfinance in Oakland, California, where she currently resides. She received a B.A with High Honors in Economics and Political Science from Swarthmore College, and serves as an Adjunct Professor in the Graduate Program at Middlebury College, teaching impact investment and social enterprise.
Andrea Armeni, Co-Founder and Executive Director
Andrea brings to Transform Finance a combination of expertise in corporate law and finance, social justice work, and nonprofit management. A lawyer by training, Andrea was previously the Executive Director of the Gaia Amazon Fund, an organization advocating for the rights of the indigenous peoples of the Amazon rainforest and for its environmental protection. 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. Andrea was a longtime correspondent for Emerging Markets magazine, with a focus on Latin America. He has taught sustainable development at Université Paris-Dauphine (France) and was a lecturer at the Yale Law School on the connections between law, power, and democracy.
Andrea is a member of the Clinton Global Initiative and the BMW Responsible Leaders Network. He is a graduate of Columbia University, the Yale Law School, and the United World College of the Atlantic.
Allison Basile, Impact Metrics
Allison Basile has served as the Senior Metrics Officer for Grassroots Business Fund since 2009, which supports high-impact businesses in Africa, Asia and Latin America through investment and business advisory services.
She is a founder of Hub DC, a work and community space for people building a more just and sustainable economy. She also founded the DC Time Bank, is a Shared Leadership Member of Organizing Neighborhood Equity, DC, and supports the cooperative ecosystem through Coop DC.
Evan Steiner, Researcher
Evan works on projects related to holistic economics, social finance, and business for good. His experience is in taking burgeoning ideas and developing them into successful projects or companies. He is the Founder of the Whole Person Economy, which looks at the changing landscape of business and economics, exploring how these topics are informed by personal values and connection to a higher purpose. Previously, he spent three years as the Programming Director at Impact HUB San Francisco and as Senior Associate at The Social Capital Markets (SOCAP). During his time there he created programming, events, and accelerator programs that provided support for seed-stage social entrepreneurs and impact investors. Evan holds a bachelors in music from Indiana University, a Masters in Environmental Management from UMUC.
Tania Rodriguez Riestra, Mexico Program
Tania is founder and director at CO_Plataforma, a Mexican organization that funds and provides technical assistance to transformative enterprises across regions. She is co-founder of Connovo, a company focused on scaling successful social enterprises across regions, and SVX Mexico, a boutique capital advisory service for social enterprises. She sits on the boards of Makesense, a Mexican citizen volunteering platform, Socialab, a social challenges platform, and Sistema B, the B-Corp entity in Latin America. Before her work at CO_Plataforma, Tania was a founding partner of TOA environmental design lab from 2005 - 2012, where she worked on large scale urban and rural regeneration projects for the governments on Mexico City, Ciudad Juárez, Guadalajara and Culiacán.
Shiva’s academic and professional work has focused on an interdisciplinary, systems-based approach to Food and Energy Sovereignty. He has over 7 years of experience with nonprofits, worker-owned co-ops and community organizations, particularly within the areas of climate justice and solidarity economies. This includes program & organizational development, policy analysis & advocacy, community engagement, workshop design & facilitation, and alliance-building.
Shiva is a Founder and Worker-owner of the Energy Solidarity Cooperative (ESC), which focuses on designing and building community-owned solar energy within marginalized communities. He has guided ESC from concept to implementation, which included the process of developing an organizational framework grounded at the intersection of Climate and Economic Justice. Shiva currently serves on the Leadership Committee of the Oakland Climate Action Coalition, Steering Committee of East Bay Community Energy, as well as on the Board of Directors of Planting Justice.
He graduated with a dual degree in Environmental Economics & Policy and Interdisciplinary Studies: Food & Energy Sovereignty from the University of California, Berkeley.