Livable Future Investing Felipe Witchger & Elizabeth Garlow

I learned a new word last week from Luke: pleonexia. So I thought I would share the discussion that ensued.In philanthropy and investing, I often hear family/board members carry the weight of:"I need to invest our assets so the mission (grant-making) can continue into perpetuity."Too often, what’s crouching right alongside that desire to evaluate the investment manager based on whether they’re getting that 8% percent return or not is what Luke Bretherton helps us see as pleonexia (greed).&nbs...

Mark Watson spent 30 years in corporate and public finance. Several years ago, he started consulting for the Fair Food Network and Boston Impact Initiative and started seeing significant gaps in how most impact investing wasn't moving the needle on the impact they claimed they wanted to see. For example only one Black Farmer amongst many -- despite the program being about racial equity. In response, Mark started Potlikker Capital - https://www.potlikkercapital.com/ - as an integrator. Where o...

Taj James offers a re-conceptualization of how we think about the financial resources we steward. And the ecosystems around us. And the choices we have. There is so much to be shifted. There is so much to acknowledge. To reconnect to wisdom, we need to listen to each other and to the Spirit. We need to bring our wisdom to all domains. We cut off the sacred from our business and investing domains -- unless we see how much fear is embedded. Can we move away from t...

What do you want to go do? Have you taken a moment to take stock of who is here in the workshop alongside you? Together, the participants in this workshop steward more than $125 billion in assets. We also bring a diversity of capabilities and other resource types. Some of us might feel quite small in light of that big number, but might be able to lend our leadership, confidence, conviction. Even a small grant (a -100% investment), can be leveraged to de-risk much larger sums o...

"What excites you?" is the question Dr. Steph advises folks to start with when recognizing an "impact investing" journey can often feel overwhelming: the governance, philanthropy, public and direct investing implications. In this interview, Dr. Steph tells a couple powerful stories about a small foundation and a division of the Walton foundation and how through their work with her and the Impact Finance Center, they began to find new ways around the blockages that often hold us back. The...

Tom Marthaler currently serves on the impact investing committee with the Franciscan Sisters of Perpetual Adoration. Tom spent 40 years in investment management. Most recently he spent 13 years at Neuberger Berman and was a named manager on several US-domiciled funds, including the $2.6 billion Neuberger Berman Strategic Income fund.In this conversation, Tom gives an overview of the different bond market segments and opportunities for impact. He starts with some distinctions in corporate bond...