Cooperative Economics | "Impact-First" Investing | Transformative Leadership

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Real Talk about our Financial Advisors ++

Real Talk about our Financial Advisors ++

Three topics have been swirling for me recently. First, I do not feel like I’m doing enough anti-oppression work. But some philanthropists in the Northwest are giving me hope. They have started rolling up their sleeves and published a great report about their investment committees and racial equity work they are doing. Their report is […]

5 Mission Driven Investing Strategies

If conventional investing is “returns-first” then what does “mission-first” or mission driven look like? What are the strategies we might use to help transition our money? Distinct from conventional impact investing, I try to help us push into the leading edge of impact-first investing. The kind of asset stewardship that might lead toward a regenerative […]

Can DEI lead to systems change at Foundations?

Once in a while you find a report that validates a bunch of your hunches. In this case, a group of foundations in the Northwest U.S. have come together to wrestle seriously with what racial equity means for their investment committees (& the social mission actualization of their asset stewardship). What emerges is a report […]

Wealth at the disposal of God

This morning I was on a call with Brendan O’Sullivan-Hale, the Canon to the Ordinary for Administration and Evangelism at the Episcopal Diocese of Indianapolis. He pointed me to this General Convention document that starts with this great quote from Presiding Bishop Michael Curry: The wealth of the church…must be at the disposal of God […]

Pushing our Definition of Impact

Morgan Simon has been pushing the definition of impact in the oft used phrase “impact investing” for many years. Her definition and principles have helped Elizabeth Garlow and I immensely and many of the Catholic asset stewards we work with. I was grateful to record a conversation with her this afternoon, where she surprised me […]