Ownership Lens Series Part 2: Investing for Systemic Change through Employee Ownership
This Virtual Learning Opportunity (VLO) will explore the value of employee ownership as a systemic solution for wealth building. We’ll dive into how mission-aligned investment capital can support various employee ownership models, such as worker cooperatives, Employee Stock Ownership Plans (ESOPs), and Employee Ownership Trusts (EOTs). Models like these have gained a reputation for increasing wealth-building opportunities for employees and for helping keep businesses rooted in their communities.
Ownership Lens Series Part 2: Investing for Systemic Change through Employee Ownership
Join Mission Investors Exchange (MIE) Sept. 9 from 11 a.m.-12:30 p.m. PT/ 2-3:30 p.m. ET to learn about the impact of employee ownership and strategies for leveraging different types of capital in your mission-aligned investing portfolio to support this work.
Speakers:
Mauri Ingram, President and CEO, Whatcom Community Foundation
Since 2008, Mauri has been responsible for delivering on the Community Foundation’s mission, creating an environment for a stellar team of people to excel, listening deeply to communities, maintaining trusting, durable relationships, marshaling resources, and implementing strategy. Mauri has an MBA and has worked in public health, downtown revitalization, and real estate development. She was a restaurant owner for almost 20 years and worked as a consultant with private and public sector clients. Mauri’s varied background helps her bridge differences in discipline, context and experience. Mauri has served on regional and local nonprofit boards and actively participates in philanthropic networks.
Margot Kane, Chief Investment Office, Sprint Point Partners
Margot is the Chief Investment Officer at Philadelphia-based Spring Point Partners, a social impact organization that funds transformative leaders, networks and solutions that power community change and justice. She also serves on the investment advisory committees of Circulate Capital (Singapore) and Builders Initiative, and is a member of the Environmental Finance Advisory Board to the U.S. Environmental Protection Agency. Previously, Margot served as CFO/CIO at Closed Loop Partners, a fund manager focused on circular economy solutions, and as Vice President of Strategy at Calvert Impact Capital.
- Alison Lingane, Founder, Ownership Capital Lab
- Philip Reeves, Founding Partner, Apis and Heritage
- Katheryn Witt, Director of Program Content, MIE (Moderator)
If you have questions or challenges accessing registration, please contact Sophia Brown.
