This list is updated frequently, and covers events from speaking engagements, conferences we are attending, and Transform Finance trainings and gatherings.

Steward-Ownership in a Changing Economy

September 5th and 6th, 2022

Let’s talk about steward-ownership! The SO:22 will make steward-ownership tangible and share practical experiences on the big stage, in workshops, panel discussions, and various exchange formats. Learn why steward-ownership is an attractive succession option for your mid-sized company. Find out from and with pioneering entrepreneurs how you, as a startup, can ensure your independence and purpose-orientation from the very beginning. Gather how you as an investor can invest along the principles of steward-ownership. As a company in steward-ownership, find room to exchange ideas about the opportunities and challenges of steward-ownership and take the opportunity to tackle questions together. As company owners, learn about different ways to design the right structure for your company, mission, and motivation. As researchers, learn more about the current state of research and practice. Get an insight into the legal practice as lawyers, tax, and legal experts.

Learn more and register here.

Upcoming Events

SOCAP22 - October 17-20, 2022

For the first time since 2019, SOCAP22 will be back in person, Oct.17 – 20 in San Francisco! So much has changed since we last gathered — including the urgency with which we must act. SOCAP22 is for attendees ready to dig in to help move us more urgently toward radical collaboration, recognizing that we need each other to resist and repair global injustices, address the climate crisis, and build better systems for all. We will lift up ways of thinking that inspire sustained action and offer approaches to working together as we’ve never worked together before as we rise to the occasion to transform intersecting systems.

We are at a precipice in impact, and we need to urgently accelerate the boldest, brightest ideas to put capital to work solving the world’s biggest problems. It’s time to demand and create the changes our world requires to allow all people and the planet not just to survive but thrive. SOCAP22 intends to help everyone work together to take the Moments of the last three years and turn them into sustained, resilient, impactful Movements — together.

Past Events

Just Futures and Justice Funders Social Justice Investing Webinar Series - May and June 2022

We co-sponsored Just Futures and Justice Funders for a 3-part webinar series as we explore the growing field of social justice investing, hear directly from the powerful leaders working to build and leverage financial strategies for community empowerment, and offer an alternative vision for a financial system that seeks to heal and uplift people and the planet.

Session 1: An Introduction to Social Justice Investing | Tuesday, May 10, 1pm ET - 2:30pm ET

Session 2: Social Justice Investing in Practice: Examples from the Field | Thursday, May 26, 1pm ET - 2:30pm ET

Session 3: Investing for a Just Future | Wednesday, June 22, 1pm ET - 2:30pm ET

Watch the recordings here

Mission Investing Institute: Arts and the Creative Economy - April 7th and 8th, 2022

Mission Investors Exchange, Grantmakers in the Arts, and Upstart Co-Lab are excited to host the Mission Investing Institute: Arts and the Creative Economy, a two-day, virtual impact investing training specifically focused on the arts and the creative economy. The Institute will consist of two, 3-hour sessions on April 7 and 8, 2022, with an optional, introductory impact investment training on April 6th.

Designed for senior foundation staff working in arts and creativity, and finance or investment professionals at endowed cultural institutions, the Institute is intended to help foundations leverage their endowments to amplify their arts programs and activate cultural institutions as values-aligned investors. Transform Finance’s Andrea Armeni will be speaking on “The Case for Impact Investing in the Creative Economy” on Day 1 of the training.

Stakeholder Engagement Convening for Citi’s Racial Equity Audit – May 3, 2022 – Washington, D.C.

In September 2020, Citi and the Citi Foundation launched the Action for Racial Equity (ARE) initiative, a $1 billion+ set of commitments to help close the racial wealth gap and increase economic mobility in the U.S. by (1) expanding affordable housing and homeownership among Black Americans; (2) providing greater access to banking and credit in communities of color; (3) increasing investment in Black-owned businesses; (4) advancing anti-racist practices at Citi and the financial services industry. Please see our one-year update brochure and this website for an overview of our work and accomplishments to date.

To help us assess the design and implementation of ARE and understand how to adapt our work for the future, in October 2021, Citi announced its plans to conduct a racial equity audit and assess our efforts to help address the racial wealth gap. The audit began in January and is being conducted by attorneys at Covington & Burling LLP who have civil rights expertise and experience leading racial equity audits across various industries.

To ensure that the audit reflects inputs from our stakeholders, we are holding a convening of civil society organizations in Washington, D.C. on May 3, 2022 at Covington’s offices. The convening will provide an opportunity for us to update you on the various initiatives that form ARE, to answer your questions, and to gather feedback on the approach we have taken. Stay tuned for more information!

SSIR’s 2022 Frontiers of Social Innovation Discussion: Shifting Power Through Place-Based, Community-Governed Investments - March 23rd, 2022 at 1:55 ET

Redefining who controls investment decisions is a core component of shifting power – one that mission-aligned investors and philanthropic actors are poised to support.

Decades of past efforts to achieve economic self-determination have led to new approaches to building power that center organizing and grassroots voices in the initiation, design, and governance of community investment. These approaches seek to counter the top-down decision making models that remain prevalent, tapping into the current reckoning with power and the roles of philanthropy, which has developed in response to current economic and public health crises and racial injustice.

In this session, presenters Andrea Armeni, executive director of Transform Finance, Aditi Vaidya, senior program officer at the Robert Wood Johnson Foundation, and Aaron Tanaka, executive director of Center for Economic Democracy will showcase community engaged approaches – ranging from direct democratic voting over investments to having community representatives on boards – and their potential to create social change. They will highlight concrete examples of collaborations between communities, philanthropic institutions, and other investors, and touch on research and action that is informing innovative thinking among grassroots leaders, funders, and investors.

Building a Grassroots Community Engaged Investment Approach to Grantmaking and Investment, A Three-Part Virtual Workshop with the Center for Cultural Innovation - January 11th, 18th, and 25th, 1:00pm-2:30pm Eastern

This program was designed for philanthropy practitioners who are interested in supporting innovative projects that build community power through the investment process. This includes:

  • Program Officers who want to make grants that support specific projects or infrastructure for the field of GCEI
  • Foundation Investment Staff who are considering making investments with a GCEI lens
  • Other Philanthropic Investment Actors, such as family offices and high-net worth individuals

Building on our recent seminal report and an introductory discussion series, this workshop, led by Transform Finance and hosted by the Center for Cultural Innovation, provides a space to learn and share practices between funders who have supported GCEI initiatives and those who are eager to engage with this emerging strategy.

Anchors in Resilient Communities’ Public Learning Session #2 - Community-led Anchor Strategies - Monday November 15th, 12 - 1:30 PM PST

This learning session explores what commitment looks like for community-led investments in equity, sustainability, and climate, paired with accountability within community-anchor relationships to meet those commitments. This session is hosted by ARC and our anchor engagement specialist team at Shift Health, Jen Lewis-Walden and Sonia Sarkar, and includes panelists from national organizations that specialize in community finance and investment. The session also includes a discussion with ARC’s co-founders, Denise Fairchild and Gary Cohen, Transform Finance’s Executive Director, Andrea Armeni, and Bay Area community partners.

We actively encourage not only attending these sessions, but also inviting other representatives from your organization or folks within your network who would be interested in learning more about federal funding opportunities for community organizations or community-led investment strategies. If you have any questions about these learning sessions, feel free to reach out to Carli Yoro,  

Housing Summit Solution: A Grassroots Community Engaged Investment Approach to Housing Investment – October 19th, 2021 at 10:30 am ET

Some of the most important strategies for addressing the housing crisis are based on innovations in finance and ownership models—or in innovative combinations of proven models with some added twists. On October 19th, Deep Dive Day #4, we will focuses on the importance of redressing racial segregation in housing and implementing multi-faceted strategies to reduce the racial disparities in home ownership.

Sessions will feature inspiring examples that demonstrate how multi-faceted strategies can address many aspects of the housing crisis in ways that require fewer taxpayer dollars to achieve greater gains in inclusive wealth-building and social justice. Curt Lyon of Transform Finance will lead Session 7: A Grassroots Community Engaged Investment Approach to Housing Investment. Find out more and get your day pass here!

Climate Action Pursuit Milestone Panel: Shifting Power Dynamics to Center Grassroots Movements in Decision Making – October 8th, 2021 at 11am EST

During our June milestone workshop speaker Dr. Davarian Baldwin called on us to reimagine campuses as community spaces to serve all community members, in response to the increasingly parasitic relationship between universities and local communities as a result of unchecked institutional power. To do so, each of us working in higher education will need to look beyond our campus gates to listen, engage, and give power to grassroots and community voices in the decisions that impact their lives. Taking examples from different investment contexts, this panel will present approaches to decision-making that shift power dynamics that work for communities. It will cover different relationship models between community leaders and institutions (like investors) and examples where investor activity has been aligned with movement leaders, such as grassroots campaigns to influence investments, shared decision making in place-based investments, and coordination with movements within investor-led actions. You can now watch the conversation, led by Andrea Armeni of Transform Finance, Dana Bezzera of the Heron Foundation, and Ariel Brooks from the Center for Economic Democracy, about how power dynamics in decision making can be shifted whether you are making an investment decision or coming up with a plan to reduce carbon emissions. Click here to view the discussion on youtube!

Regenera Academy Impact Investing Course – Module 2: Finanzas Transformativas – October 6th, 2021 at 6:30pm EST

Join us for Module 2 of Regenera’s complete course on impact investing, in Spanish! Andrea Armeni of Transform Finance will be leading an introduction to impact investing and transformative finance on October 6th, 2021 at 6:30 pm EST. Connect the financial world with the impact world, discover how investments can be a vehicle for socio-environmental transformation and find your place in the impact ecosystem in Mexico, Latin America and the world.

Register for the course here!