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Blog Archives: October 2020

The Role of Endowments & Advisors in Addressing Racial Equity

October 30, 2020
Intentional Endowments Network
The session hosted by the Intentional Endowments Network (IEN) at Confluence Philanthropy’s 2020 Belonging Town Hall on September 28th welcomed a diverse representation of stakeholders from the investor, advisor, and asset management communities to explore how endowments can approach the conversation on racial equity with their advisors, delving into one of the Action Steps outlined in IEN’s new resource - Investing in Racial Equity: A Primer for College & University Endowments. One of the ways in which investors can leverage their assets ...

STIRRING UP SOME 'GOOD TROUBLE’ AT THE BELONGING TOWN HALL

October 23, 2020
Tamara Larsen, Agility
I was honored to have the opportunity to participate in Confluence Philanthropy's Belonging Townhall. Akasha Absher, Lisa Hayles, Ivy Jack, and I participated in a panel that we titled "Stirring Up Some Good Trouble." The panel was inspired by the Honorable John Lewis, legendary civil rights leader and U.S. Representative from the 5th Congressional district in Georgia. Lewis passed away earlier this year. The panel was an opportunity for open discussion led by experienced black female professionals with an audience of ...

My journey to finding a better, more moral way to invest

October 05, 2020
Sonia Kowal, Zevin Asset Management
I came to my work in impact investing because I was bothered by the inconsistencies between the green lifestyle I was trying to lead and the investments I was making in my professional life. I came to realize that no matter what I did at home in terms of recycling, supporting environmental or social causes or being a conscious consumer, these positive behaviors and consumer choices were dwarfed by the negative effects of the investments I was making as an equity analyst and portfolio manager at a large conventional asset management firm. I ...