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.

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.

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.

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.

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.

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.

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.

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.

What to expect from Impact(ed) this season

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.

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.