Impact(ed)

The investment advisory industry manages trillions and trillions of client assets, for individuals and institutions, to support their financial objectives. Increasingly, thanks to the rise of sustainable finance, impact investing and the great generational wealth transfer, more and more clients are adding social impact goals alongside their financial ones. Join us and guest Ellen Chiu (Westfuller Advisors) to learn about how her progressive values brought her to her current role in the investment advisory industry, the relationship and reciprocity firms like hers have with their clients, and why impact measurement’s something she’s so excited about. Brief primer on the size, scale and scope of the investment advisory industry Ellen shares how her upbringing and immigrant parents sparked her interest in finance How Ellen first got exposed to the investment advisory industry An introduction to Ellen’s firm, Westfuller Advisors and who they work with How Westfuller works with institutional clients to support their investment needs and mission goals A day in the life of an investment advisor Matchmaking for mission One of the project’s Ellen’s most excited about currently Advice Ellen would give her younger self   All views expressed by our guest are her own and do not necessarily express the views of Westfuller Advisors. Demystifying Industry Jargon: RIA, CFA, portfolio management, OCIO, impact measurement, IPS Impact(ed) is written, recorded and produced by its two co-hosts, Eric Horvath and Lucas Turner-Owens. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you. Original Music by Lucas Turner-Owens. --- Send in a voice message: https://podcasters.spotify.com/pod/show/impacted/message

Community Lending, whether at Community Development Financial Institutions (CDFIs) or elsewhere, supports economic opportunity in low and moderate income communities across the country. With borrowers' best interests at heart, community lending provides consumer loans to individuals, working capital to small businesses and funds to support community-oriented real estate projects like affordable housing. Join us and guests Ana Ramos (Common Future) and Jocelyn Velazquez (IFF) to learn about how their cultures and families influence their work and the importance of empathy and intersectionality when considering their roles as community lenders. Brief primer on the size, scale and scope of community lending [0:50] Ana and Jocelyn’s on how their lived experiences have led them to work in community lending [5:05] IFF’s size, scope and approach to community lending [9:15] Common Future’s approach to racial and economic justice through impact investing [11:25] Two recent real estate deals Ana’s most excited about [15:20] A day in the life as a community lender at IFF and CF [17:45] The core skills you really need to get into this work [25:00] All views expressed by our guest are her own and do not necessarily express the views of Common Future or IFF. Demystifying Industry Jargon: redlining, Community Reinvestment Act (CRA), ShoreBank, CDFI Fund  Impact(ed) is written, recorded and produced by its two co-hosts, Eric Horvath and Lucas Turner-Owens. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you. Graphic Design by Ann Van. Original Music by Lucas Turner-Owens. --- Send in a voice message: https://podcasters.spotify.com/pod/show/impacted/message

Venture Capital (VC) invested nearly $500 billion in 2022. By investing into startups seeking transformational scale, successful venture-backed companies have the potential to change how we work, communicate and live. Given this potential, understanding who plays what role in venture and how they approach the process of investing is critical to harnessing its potential to do good. Join us and guests KJ Sidberry (Google Ventures) and Evelysse Vargas (Zeal Capital Partners) to learn about their unique paths into venture, the importance of understanding the human condition when it comes to investing, and how emotional intelligence is a cornerstone of their field. Brief primer on the size, scale and scope of venture capital [0:44] KJ and Evelysse’s unique paths into venture capital [5:00] Google Venture’s approach to investing and KJ’s approach to due diligence [10:00] Zeal Capital Partners’ investment focus and Inclusive Investing strategy [14:00] A day in the life as an investor at GV and ZCP [17:45] What are you most excited about or trying to get better at? [22:20] What advice would you offer to your younger self? Curiosity and generosity. [29:00] All views expressed by our guests are their own and do not necessarily express the views of Google Ventures or Zeal Capital Partners. Demystifying Industry Jargon: general partner (GP), limited partner (LP), institutional investor, due diligence, fundraising rounds (seed, Series A, etc.), initial public offering (IPO), venture capital fee structure, exit, liquidity  Impact(ed) is written, recorded and produced by its two co-hosts, Eric Horvath and Lucas Turner-Owens. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you. Graphic Design by Ann Van. Original Music by Lucas Turner-Owens. --- Send in a voice me

Private foundations manage more than a trillion dollars of capital, which is invested across a variety of asset classes, so that a portion of their financial returns can be given out as grants for social impact. Join us and guest Essma Bengabsia (The Annie E. Casey Foundation) to learn about the untapped power and potential of philanthropy’s approach to investing, as well as how her community and identities have fueled a career path that has led her to be an impact investor at a $3 billion foundation. Brief primer on the size, scale and scope of private foundations [1:25] Essma’s path to working on impact investments at a foundation [6:25]  Mechanics and approaches of the Annie E. Casey Foundation [10:00] The beauty and challenges of bringing your full self to work [18:45] An exciting investment: Mission Driven Finance’s Care Access Real Estate [22:10] Essma’s advice to her younger self [25:50] Impact potential: truly equitable stakeholder engagement within investing [30:05] All views expressed by our guest are her own and do not necessarily express the views of the Annie E. Casey Foundation. Demystifying Industry Jargon: endowment, perpetuity, mission-aligned investing, program-related investment, community development financial institution (CDFI), negative screening Impact(ed) is written, recorded and produced by its two co-hosts, Eric Horvath and Lucas Turner-Owens. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you. Graphic Design by Ann Van. Original Music by Lucas Turner-Owens. --- Send in a voice message: https://podcasters.spotify.com/pod/show/impacted/message

What to expect from Impact(ed) this season --- Send in a voice message: https://podcasters.spotify.com/pod/show/impacted/message

Pension funds hold trillions of dollars of capital, which is invested for the future retirement benefits of teachers, public sector employees, firefighters and so many more workers. Join us as we talk with guests Tara Mei Smith (NYC Comptroller) and Marcela Pinilla (Zevin Asset Management; Mass PRIM) about the importance of pensions, their potential to contribute to a more equitable society and what Tara Mei and Marcela would tell their younger selves. Brief primer on the size, scale and scope of pensions [0:55] A “Long Promise” - why pensions and their returns matter to workers [8:05] Who are NYC’s pensioners? [11:45] The power of pensions to advocate for human rights [15:00] How the NYC pension fund system invests [18:00] As women of color working in finance, what advice would you give your younger self? [31:55] Demystifying Industry Jargon: ESG, Fiduciary Duty, Responsible Contractor Policy, EEO-1 Data,  Due Diligence, Defined Benefit v. Defined Contribution Plan, Investment Meetings Recordings (NYC Comptroller) Impact(ed) is written, recorded and produced by its two co-hosts, Eric Horvath and Lucas Turner-Owens. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you. Graphic Design by Ann Van. Original Music by Lucas Turner-Owens. --- Send in a voice message: https://podcasters.spotify.com/pod/show/impacted/message