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Blog Archives

• The Investment Gap that Threatens the Planet

February 12, 2018
Mark Allegrini
LISTEN TO THE RECORDING HERE   Addressing climate change requires investment in a wide range of solutions, from scaling existing renewable energy technology to identifying and supporting early stage innovation for the next wave of technological breakthroughs.  However, the current state of climate finance does not reflect this broad-based need, leaving critical gaps in the fight against climate change. To explore these gaps, the Climate Solutions Collaborative hosted a webinar discussion on Monday, February 12th featuring Scott Burger, of ...

• Press Release $2.5 Million Investment in Native Communities

January 05, 2018
pictured: Loe Marcoline, Executive Director, Womadix Fund; Dana Lanza, CEO, Confluence Philanthropy; Brandy Davis, Program Director, Confluence Philanthropy; Joohee Rand, VP Community Investment & Strategy, Santa Fe Community Foundation; Alvin Warren, Program Officer, WK Kellogg Foundation PHILANTHROPIC COLLABORATIVE INVESTS $2.5 MILLION IN NATIVE COMMUNITIES IN SOUTHWEST OAKLAND, California - The Rainmakers Investment Collaborative (RIC), a coordinated group of impact investors spearheaded by Confluence Philanthropy, has committed ...

• C2C Launches Cleantech Investing Primer

December 12, 2017
Mark Allegrini
The Cleantech investing space can be a daunting one.  From past poor performance, to the technical nature of the opportunities, it can be difficult for some asset owners to confidently engage around investing in the sector.  To help better inform the philanthropic and family office communities, The Climate Solutions Collaborative released Developing Your Cleantech 2.0 Investing Strategy: A Primer for Wealth Owners, Foundations, Endowment Managers and Family Offices a guide to new models and approaches for investing in the next wave of ...

• 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 ...

• EVENT REPORT: Jonathan Pershing & John Goldstein Discuss Implications of the U.S. Withdrawal from UNFCCC

June 30, 2017
On June 30, 2017, Confluence Philanthropy held a webinar to discuss the Implications of the U.S. Withdrawal of Support from the UNFCCC. Co-sponsored by the Climate and Energy Funders Group and the Leonardo DiCaprio Foundation’s Planet Pledge fund, the session featured a discussion between Jonathan Pershing, Program Director, Environment at the Hewlett Foundation and former U.S. lead negotiator in the UNFCCC and John Goldstein, Managing Director at Goldman Sachs Asset Management, and co-founder, Imprint Capital Advisors .Michael Northrop, ...

• 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 ...

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