What to Expect from the Conference
The agenda is coming together nicely for the Mission Investors Exchange 2014 National Conference this May. Helping create the agenda for this event has proved to be a useful way to think about the...
View ArticleInequality, Inclusive Growth and Mission Investing
At the end of February the Ford Foundation co-hosted a workshop with the Organization for Economic Cooperation and Development – the second in a series – entitled “Changing the Conversation on Growth:...
View ArticleQuestion about Mission Investing Culture
It seems worth thinking about what I’d like to learn from foundation trustees and staff in anticipation of the Mission Investors Exchangeconference May 13 – 15 in Minneapolis-St. Paul. This is an...
View ArticleThinking about EB-5 as an Impact Investing Tool
On July 1st the Initiative for Responsible Investment (IRI) co-hosted a meeting with the ICIC to explore the potential role of the EB-5 program to increase economic opportunity in distressed...
View ArticleMission Investing in Canada
I spent a few last days of summer on Wasan Island in the Muskoka Lakes region of Canada. The tiny island is this summer center for small meetings (retreats, I suppose one has to admit) jointly hosted...
View ArticleCommunity Foundations: Impact Investing & Public Policy Partners
Last week, I was at the Council of Foundations Conference on Community Foundations in Cleveland, along with many other Mission Investors Exchange staff and members. Mission/impact investing remains a...
View ArticleLessons from the US for the Portuguese Social Innovation Fund
On September 25th in Lisbon, the Young Foundation and the Plataforma para Crescimento Sustentavel, with support from the European Union, convened a public debate on “A Strategy for the Civic Economy in...
View ArticleBuilding for the Future
Last Tuesday, I attended a meeting at the White House that accompanied the recent publication of a Federal Guide to Infrastructure Planning and Design. The guide was released as part of the Build...
View ArticleNew IRS Guidance Broadens Opportunities for Mission Investing
On September 15th, the IRS issued new guidance on mission investing by private foundations that clarified that foundations can use their endowments to further their mission without fear of incurring...
View ArticleThree Takeaways from the DOL’s October 22nd ERISA Guidance Announcement
Last week, the Department of Labor announced that it was withdrawing a guidance memo from 2008 for ERISA plans on Economically Targeted Investments (ETIs), reverting instead to previous guidance issued...
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