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Confluence Programs + Publications

pdf
The Equity Manifesto *
PolicyLink
2020
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ValuesAdvisor Platform Launch Through Confluence: Finding a Financial Advisor That Aligns With Your *
Confluence Philanthropy
August 18, 2021
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Activate Your Shareholder Power Series - How to Use Climate Reporting and Disclosure to Generate Acc *
Confluence Philanthropy
September 2023
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Activate Your Shareholder Power Series - Engaging Big Tech to Protect Personal Data *
Confluence Philanthropy
October 2023
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Activate Your Shareholder Power Series - Supporting Corporate Racial and Gender Pay Equity *
Confluence Philanthropy
September 2023
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Town Hall Webinar: The Future of the Belonging Pledge for Racial Equity *
Confluence Philanthropy
February 2024
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Meeting the Moment: How Values-Aligned Investors Advance Democracy *
Confluence Philanthropy
11/16/2022
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Why We Can't Ignore the Link Between COVID-19, Climate Change and Inequity
Elizabeth Sawin
2020
 
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Steps to re-invigorate the economy must free us from polluting fossil fuels
Elizabeth Sawin
2020
 
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Mapping Families’ Impact Investing in 2019 *
The Impact
2020
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Stanford Social Innovation Review *
Stanford Social Innovation Review
2020
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Beyond Trade-Offs: Investor Perspectives from across the continuum of impact investing *
Omidyar Network
2020
pdf
Investing in Gender Equality *
Athena Capital Advisors
2020
pdf
Choose Your Own Impact-Investing Adventure: A Guide for Impact Investors *
Tides
2020
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Converging Interests: How Governments and the Philanthropy Sector are Collaborating to Achieve the S *
SDG Philanthropy Platform
2020
pdf
The Business Case for Racial Equity *
W.K.Kellogg Foundation
2020
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The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Pat *
Cambridge Associates
2020
pdf
Social Equity Investing: Righting Institutional Wrongs *
Cambridge Associates
2020
pdf
Impact Investing: An Introduction *
Rockefeller Philanthropy Advisors
2020
pdf
Investing to Advance Racial Equity *
Cornerstone Capital Group
2020
pdf
Impact Investing: Strategy and Action
Rockefeller Philanthropy Advisors
2020
 
pdf
Racial Disparities in the Workforces of Sustainable, Responsible, and Impact (SRI) Investing Mutual *
Danielle Burns, Sonya Dreizler, Hannah Lucal, Renee Morgan
2020
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Cash For Impact Webinar *
Confluence Philanthropy
2020
pdf
Skin in the game: Impact investors push for inclusion and accountability in the tech sector
Zevin Asset Management
2020
 
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Moving Beyond the Trade-Off Debate *
Omidyar Network
2020

Practitioners Gathering Program Guides

pdf
The Competitive Advantage of Racial Equity *
FSG
2020
pdf
Why and How Investors Can Respond to Income Inequality *
Principles for Responsible Investment and The Investment Integration Project
2020
pdf
The Equity Manifesto *
PolicyLink
2020
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Stanford Social Innovation Review *
Stanford Social Innovation Review
2020
com
Beyond Trade-Offs: Investor Perspectives from across the continuum of impact investing *
Omidyar Network
2020
pdf
Investing in Gender Equality *
Athena Capital Advisors
2020
pdf
Choose Your Own Impact-Investing Adventure: A Guide for Impact Investors *
Tides
2020
pdf
100 Million and Counting: A Portrait of Economic Insecurity in the United States *
PolicyLink and the Program for Environmental and Regional Equity (PERE)
2020
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Converging Interests: How Governments and the Philanthropy Sector are Collaborating to Achieve the S *
SDG Philanthropy Platform
2020
pdf
The Business Case for Racial Equity *
W.K.Kellogg Foundation
2020
default
The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Pat *
Cambridge Associates
2020
pdf
Social Equity Investing: Righting Institutional Wrongs *
Cambridge Associates
2020
pdf
Impact Investing: An Introduction *
Rockefeller Philanthropy Advisors
2020
pdf
Investing to Advance Racial Equity *
Cornerstone Capital Group
2020
pdf
Impact Investing: Strategy and Action
Rockefeller Philanthropy Advisors
2020
 
pdf
Racial Disparities in the Workforces of Sustainable, Responsible, and Impact (SRI) Investing Mutual *
Danielle Burns, Sonya Dreizler, Hannah Lucal, Renee Morgan
2020
pdf
Mapping the Journey to Impact Investing *
Surdna Foundation
2020
pdf
Skin in the game: Impact investors push for inclusion and accountability in the tech sector
Zevin Asset Management
2020
 
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Moving Beyond the Trade-Off Debate *
Omidyar Network
2020
pdf
How can investors help confront racial justice? *
Zevin Asset Management
2020
pdf&sid=7e009951d8e39ff4139
Roadmap for the Future of Impact Investing: Reshaping Financial Markets *
GIIN
2020
pdf
Hacking Tech’s Diversity Problem *
Joan C. Williams
2020
pdf&sid=dde832ade4fad49c213813ecac528771
Shareholder Rights Rulemaking Toolkit *
USSIF
2020
pdf
Work as a Masculinity Contest *
Journal of Social Issues
2020
pdf
Solutions for Impact Investors: From Strategy to Implementation *
Rockefeller Philanthropy Advisors
2020

Confluence Reports

pdf
Confluence letter to SEC re: Regulation SK - July 21, 2016 *
Confluence Philanthropy
2016
pdf
Impact Investment Activity and Opportunities in New England Fisheries *
Confluence Philanthropy and Gulf of Maine Research Institute
2015
pdf
Investing in Conservation *
Sonen Capital, Confluence Philanthropy, Fondo Mexicano para la Conservación de la Naturaleza
2016
pdf
Pooled Funds: The Invisible Wall Standing Between Your Foundation and True Mission Alignment *
Confluence Philanthropy
2014
pdf
Protecting the Protectors: Aligning Investment Strategies for Native American Communities *
Confluence Philanthropy
2017
pdf
Western Water Briefing: Strategies for Water Resilience *
Confluence Philanthropy
2017
pdf
Confluence Consultant Guide - December 2018 *
Confluence Philanthropy
2018

Confluence Webinars

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Webinar: Are Banks Prepared for Climate Change? *
Confluence Philanthropy
2016
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Webinar: Autonomous Vehicles and the Future of Mobility: Investing in the Next Generation of Transpo *
Confluence Philanthropy
2016
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Webinar: Building a Foundation for the 21st Century *
Confluence Philanthropy
2016
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Webinar: Investing in Clean Energy Accelerators *
Confluence Philanthropy
2016
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Webinar: Local Investing and the JOBS Act: New Opportunities in a Developing Landscape *
Confluence Philanthropy
2016
mp4
Webinar: The Road Beyond Paris: Implications for Impact Investing & Philanthropy *
Confluence Philanthropy
2015
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Webinar: The SEC's Regulation SK and What It Means for Impact Investors *
Confluence Philanthropy
2016
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Webinar: Utilizing Proxy Power to Support Gender Issues *
Confluence Philanthropy
2016
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Webinar: Enhancing "Investability:" Structuring Guarantees and Catalytic First Loss Capital *
Confluence Philanthropy
2016
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Webinar: Perspectives and Strategies for Investors' Activism: the Dakota Access Pipeline *
Confluence Philanthropy
2016
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Webinar: Philanthropy and Impact Investing in the New Era *
Confluence Philanthropy
2017
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Webinar: Protecting the Protectors: Aligning Investment Strategies for Native Communities *
Confluence Philanthropy
2017
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Webinar: Bridging Philanthropy and Impact Investing with Kiki Tidwell, Tidwell Idaho Foundation *
Confluence Philanthropy
2016
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Webinar: Carbon Markets and the True Value of Nature *
Confluence Philanthropy
2016
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Webinar: How the R20 Catalyzes Climate Finance *
Confluence Philanthropy
2016
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Webinar: Public Policy's Role in Climate Finance *
Confluence Philanthropy
2016
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Webinar: Superefficiency: Key to a Profitable Zero-Carbon Future *
Confluence Philanthropy
2016
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Webinar: The Role of Venture Capital in Cleantech Innovation *
Confluence Philanthropy
2016
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Finding the Right Strategic Consultant *
Confluence Philanthropy
July 2018
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Too Big to Ignore: The Merger of Amalgamated & New Resource Bank and the Implications for Values-Ali *
Confluence Philanthropy
Nov 2018
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Invest to Rebuild the Ocean *
Confluence Philanthropy
2020
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Exploring Investor Solutions to Restore the Ocean *
Confluence Philanthropy
2019
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A Dialogue about Democracy & Capitalism w/ Naomi Klein & Stephen Heintz (Webinar) *
Confluence Philanthropy
2019
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Investors Interested in Indian Country (Webinar) *
Confluence Philanthropy
2019
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It's About Time: A Call to Advance Racial Equity in the Investment Industry (Webinar) *
Confluence Philanthropy
2019
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