Blog Archives

• Confluence Scales Advisor Program to Accelerate Impact Investing

November 15, 2017
Hannah Erickson
This past July, Confluence Philanthropy launched a new membership model that will significantly expand our membership offering to investment managers, CDFI’s, and program related investing intermediaries. Our new Advisor Associate Program is the new entry point for professional money managers to join the Confluence community. A companion Advisor Affiliate membership level is an affordable way for non profit CDFI’s and individual consultants to bring their deep experience to our membership. This new program was inspired by the realization ...

• Innovations in Water Investing: The Midwest Water Summit

November 13, 2017
Brandy Davis
Water is in everything. Despite the importance of water in nearly every sector of our economy and its centrality to our most pressing environmental challenges, too few impact investors take on water challenges in their investment strategy. What are the hurdles to investing in water and how can investors make an impact on our greatest water problems? Gavins Point Dam, Missouri River On November 7-8, Confluence convened the Midwest Water Summit in Minneapolis, MN, bringing together the country's leading investors for an in-depth, ...

• Unlocking the Potential of Philanthropic and Family Office Capital for Investing in Climate Solutions

November 02, 2017
Philanthropic and family office investors are well positioned to play an important role in the transition to a clean economy, but to date, the pace of progress has not yet met the need.  With public funding for climate solutions in doubt, it is more important than ever to mobilize capital from this community in all of its forms, from grant dollars and PRIs, to market rate opportunities that are a fit for endowment capital. The Climate Solutions Collaborative (C2C), through our Re-Investment Institutes and other programming, works to make the ...

• Reflections on the Global Social Impact Investing Summit

July 25, 2017
Dana Lanza
  This month I was honored to serve as a delegate to the Global Social Impact Investing Steering Group’s (GSG) Impact Summit (Summit) in Chicago, joining over 550 financial institutions, philanthropies and intermediaries from 43 countries. The Summit was led by the US Impact Investing Alliance (Alliance), newly formed organization dedicated to building the impact investing ecosystem in the United States.  Confluence serves as an inaugural member of the Alliance’s Industry Advisory Council, composed of our peer networks and ...

• C2C Announces $3b Commitment

June 02, 2017
For Immediate Release Friday, June 2, 2017 Oakland, California Philanthropies and Family Offices Commit $3b in Private Investment As Trump Withdraws Support for the UNFCC On Thursday, June 1 as President Trump was announcing his intention to withdraw the United States from the Paris Climate deal, a group of committed family offices and foundations representing over $1.3B in assets were meeting to talk about strategies for investing in climate solutions.  Organizations in the room and others across the globe are joining together ...

• Supporting Local Economies through Sustainable Food: A Bike Tour of New Orleans with Confluence

April 11, 2017
    Jeff Rosen is the Chief Financial Officer at Solidago Foundation, and a Board Member of Confluence Philanthropy.       Most of us, when asked to stop and think about it, are by now aware of the pervasiveness of metaphorical thinking. But in the normal rush of events, we often see straight through metaphors, unaware of how they refract perceptions. So it’s probably important to pause once a month or so to pierce the illusion that we see the world directly. It’s good to pause to appreciate how flexible and tenuous our grip on ...

• Sister Pat Daly Actively Invites Confluence Members to Join in Shareholder Advocacy On Climate Change

March 27, 2017
Tim Smith, Confluence Advisor Member and Director of ESG Shareowner Engagement at Walden Asset Management, reports back from Sister Pat Daly's keynote presentation at Confluence's 2017 Annual Practitioners Gathering. Tim is a member of the steering committee for Confluence's Active Owners Working Group, dedicated to helping funders and investors work together to promote governmental and corporate transparency & accountability, as well as fair & equitable representation in the political process.   Under the Confluence banner “Love & ...

• B The Change Podcast With Dana Lanza

December 22, 2016
Listen: Dana Lanza talks Philanthropy by Way of Impact Investing in LIFT Economy and B The Change Media podcast Click here to listen to the recent podcast by B The Change Media featuring Dana Lanza, CEO of Confluence Philanthropy. Interviewed by Ryan Honeyman of LIFT Economy, Dana discusses the top challenges investors face in aligning their money with their values and the subjectivity of impact measurement, as well as foundations’ movement towards mission-related investing through place-based and divestment strategies. In keeping with ...

• Investing in Equitable Communities: Affordable Housing in the Bay Area

October 13, 2016
On September 23, Confluence Philanthropy convened a breakfast discussion meeting at The California Endowment with 21 representatives from local foundations, financial institutions, and real estate development for a presentation and discussion about addressing gentrification in the Bay Area through innovative investment strategies. The conversation featured presentations from two unique practitioners, Jonathan Rose (philanthropist, real estate developer, and author - pictured at left) and Kyle Rawlins (Designing Justice + Designing Spaces, ...

• Investing in Water Resilience: Confluence Philanthropy, EGA, CGBD, and TFN organize first-ever Western Water Briefing

August 11, 2016
Many thanks to our sponsors for helping to make this event possible! Consultative Group on Biological Diversity | Encourage Capital | Environmental Grantmakers' Association | Funders' Network for Smart Growth and Livable Cities | Walton Family Foundation “We forget that the water cycle and the life cycle are one.” - Jacques Cousteau. Whether our world is prepared or not – climate change has come to remind us. Drought or flooding, rising sea levels or crumbling infrastructure, shifting migration patterns and socio-political unrest, the ...

• Confluence and Signatories Urge the SEC to Improve ESG Disclosure Standards

July 21, 2016
Until July 21, 2016, the SEC accepted public comments about Regulation SK, which articulates the reporting requirements for public companies’ filings with the SEC. If that sounds dry, that’s because it is! But this little-known regulation is actually critically important for impact investment. Of course, the information that a company discloses about itself is fundamental to investment decision-making. What is at stake in this debate is how much and what types of information companies must report, and many impact investors correctly saw this ...

• Confluence Philanthropy Attends the White House Rural Opportunity Investment Council

July 14, 2016
Confluence Philanthropy and several of our members participated in the Rural Opportunity Investment (ROI) Conference sponsored by Secretary Vilsack, Chair of the White House Rural Council on May 3, 2016 The purpose of the gathering was to encourage private sector investment in the areas of rural economic development and natural resource conservation. Confluence Philanthropy was pleased to be among the invited guests such as: the Department of the Treasury, Department of Agriculture, the Federal Reserve Bank, investment banks, and ...

• Investing in Local Economies with the Denver Foundation

July 07, 2016
Billions of people in the U.S. and around the world are living at or near poverty levels; economic development is a pressing issue for communities long left out of the social equation. With limited or no savings, getting injured or ill can mean the difference in being able to pay rent, purchase food, and/or secure safe child care and reliable transportation. Investors and philanthropists alike have new opportunities to put their investments to work in their local economies by supporting place-based social enterprises. Confluence ...

• Investing in Conservation/Confluence Philanthropy in Mexico

June 29, 2016
Dr. Jane Goodall, famed primatologist, conservationist, founder of the Jane Goodall Institute, and United Nations Messenger of Peace, Raul Pomares, Founder of Sonen Capital, and Bruce Kahn, Trustee at The Switzer Foundation and Board member of Confluence Philanthropy, and other thought leaders, gathered in Mexico City on April 27. At the invitation of Fondo Mexicano para la Conservacion de la Naturaleza, A.C., they introduced Mexico's banking and investment community to the compelling opportunities available to deploy investment capital, at ...

• Newest Release: "Finding Your Way to the Right Impact Investing Advisor"

June 23, 2016
Finding Your Way to the Right Impact Investing Advisor was crafted in collaboration among Confluence Members to aid peers along the journey to becoming a true practitioner in impact investing. It is designed as a resource to help asset owners better understand the array of advisors in impact, or mission-aligned, investing, and it includes: Profiles for some of the selected top impact investment advisory firms in the U.S. that offer guidance and investment options across all asset classes Direction about how to approach a potential ...

• Representing over $5.5B in assets under management, philanthropy calls for an Executive Order to lift the veil on ‘dark money’

May 05, 2016
FOR IMMEDIATE RELEASE CONTACT: Dana Lanza, Chief Executive Officer May 5, 2016, New York – Philanthropic organizations representing over $5.5B in assets under management are taking a more direct approach to promoting transparency in corporate political spending. Twenty-five foundations and investment firms have signed a joint letter to President Obama calling for an executive order requiring full disclosure of political spending by business entities receiving federal government contracts. The number of anonymous dollars going to ...

• Report: Clean Energy Investment Summit

June 30, 2015
On June 16, 2015, Confluence Philanthropy had the honor of attending the Clean Energy Summit in Washington, DC. Below are materials provided by The White House following the Clean Energy Summit. We look forward to further collaboration with federal agencies as we prepare for the 2016 Practitioners Gathering and events leading up to the COP - Paris on November 30th, 2015. Clean Energy Investment Summit – June 16, 2015 Administration Assets · White House Fact Sheet · Secretary Moniz Blog Post · White House Energy-Tech V ...

• Confluence Philanthropy Supports White House Clean Energy Initiative with Launch of Climate Solutions Collaborative

June 16, 2015
Confluence Philanthropy is proud to have collaborated with the White House and the Beeck Center for Social Impact & Innovation at Georgetown University in kicking off their Clean Energy Summit on June 16th. The White House Department of Energy recently announced its Clean Energy Investment Initiative, with the goal of mobilizing $2 billion in philanthropic investment toward clean energy solutions and sustainable growth. The Initiative exceeded the effort - raising $4 billion in commitments in the form of grants, PRI¹s, and investments. ...

<  Blog Home

2017 Archives

Jan Feb Mar Apr
May Jun Jul Aug
Sep Oct Nov Dec

2016 Archives

Jan Feb Mar Apr
May Jun Jul Aug
Sep Oct Nov Dec

2015 Archives

Jan Feb Mar Apr
May Jun Jul Aug
Sep Oct Nov Dec