Agustin Mosquera

Alice Lowenstein

Amy J. Bennett

Amy Kaminski

Andrew Lee

Angie Zine

Brittany Engelhardt

Carlos Peña

Carlos Peña

Carlos Polanco

Cate Pinto

Chanda Keefe

Christian Peele

Christina Leijonhufvud

Connor Taylor

Cynthia Muller, Director of Mission Investment, W.K. Kellogg Foundation

Cynthia Muller

Andrew Lee

Christina Leijonhufvud

Cynthia Muller, Director of Mission Investment, W.K. Kellogg Foundation

Cynthia Muller

Danielle Reed

Jed Emerson, Chairman, IA 50 Review Committee, Global Lead of Impact Investing, Tiedemann Advisors

Jed Emerson

Jennifer Kenning, Senior Advisor, IA 50 Review Committee CEO and Co-Founder, Align Impact

Jennifer Kenning

Justina Lai

Karl "Charly" Kleissner, Co-Founder, Toniic Co-Founder, KL Felicitas

Karl “Charly” Kleissner, Ph.D.

Kate Starr

Liesel Pritzker Simmons, Co-Founder & Principal, Blue Haven Initiative

Liesel Pritzker Simmons

Malaika Maphalala CPWA®, Private Wealth Advisor Natural Investments, LLC

Malaika Maphalala

Margret Trilli, Chief Executive Officer and Chief Investment Officer, ImpactAssets

Margret Trilli

Mark Berryman, Managing Director of Impact Investing, The CAPROCK Group

Mark Berryman

Rehana Nathoo, Founder and CEO, Spectrum Impact

Rehana Nathoo

Ronald A. Homer, Chief Strategist, Impact Investing, RBC Global Asset Management (US) Inc

Ronald A. Homer

Events

2022 Impact Labs - Promotional Image_Website - No Copy

2023 Impact Investing Labs

Join Us and Start Your 2023 Impact Journey

These interactive, small gatherings are for individual donors and their advisors, foundations, corporations and family offices interested in:

  • Understanding the landscape of impact investment options available - from diversified portfolios to direct investments
  • Aligning investments with specific impact areas of interest, from climate change to racial equity
  • Sourcing and recommending direct impact investments in companies and funds

We look forward to having you join the discussion. These are intimate, invitation-only events intended to foster conversation and learning about the range of impact investing options available through the ImpactAssets Donor Advised Fund.

Upcoming Labs:

May 24 at 1p ET


REGISTER NOW

Are you an ImpactAssets Client?
Sign-up for a client-only lab here.

Hosted by members of the ImpactAssets Engagement Team

Sara-Templeton
Sara Templeton
Officer, Business Development
Debra-Parsons
Deb Parsons
Managing Director, Business Development and Client Engagement
Sally Boulter Senior Engagement Officer ImpactAssets
Sally Boulter
Senior Engagement Officer
Maria Catoline
Maria Catoline
Senior Partnerships and Engagement Officer
Tim-Freundlich
Tim Freundlich
Founder and Executive Director, Strategic Development

Questions? Contact us at engagement@impactassets.org.

About ImpactAssets Impact Investing Labs

ImpactAssets Impact Investing Labs were founded in 2021 as a means of providing investors and philanthropists with a deeper understanding of the wide range of impact investment options, tools and resources uniquely available through the ImpactAssets Donor Advised Fund. Importantly, the Labs have been building and deepening a community of individuals, foundations, family offices and corporations interested in using philanthropic capital to drive impact, fuel innovation and spark systemic shifts. Through group discussions and workshops, the Labs encompass a range of specific impact investing topics including thematics and private capital impact investing for specific audiences and interests.

 

Legal and Program Disclaimer:
ImpactAssets, incorporated in 2008 in Maryland, is classified as a public charity as described in Section 501(c)(3) of the Internal Revenue Code. This is not a solicitation to buy or sell securities. It is an informational description of charitably oriented, social purpose investment fund options that have been approved by ImpactAssets for use in its donor advised fund asset base. It is only for use by its donor advised funds.

 
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  • Leadership
  • Client Engagement & Business Development
  • Client Service and Operations
  • Finance
  • Investments
  • Marketing
Passionate about growing investments in companies tackling social & environmental issues.

Dylan Decker

Passionate about driving capital to the bold ideas of visionary changemakers.

Eric Meissner

Global citizen. Impact driven.

Evan Coller

Passionate about accelerating the transition towards a circular economy.

Helena Hong

Algerian born and raised. Passionate about creating an equitable & regenerative world.

Houda Ferradji

Passionate about improving people's life experience.

Jaime Ramirez

Disability activist dedicated to spreading positivity. Proud Cat dad.

John Quinn IV

German born and raised. Encouraging investments for social good. Mother of two.

Judith Sonja Bartkowski

Animal activist. Companion to three rescue dogs.

Kate Leopold

Passionate about storytelling and using the power of narratives for good.

Kavita Vijayan

Passionate about making a difference through impact investing.

Kelsey Dwyer

Equality activist. Passionate about quality education. Amateur chef. Cat mom.

Lia Henry

Giver. Communicator. Child of immigrants. Concerned global citizen.

Malik Kadir

Margret Trilli, Chief Executive Officer and Chief Investment Officer, ImpactAssets
Change agent. Futurist. Champion for people and planet. Blessed mom and wife.

Margret Trilli

Passionate about building community and supporting engaged client networks.

Maria Catoline

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Avid Athlete. Argentinian. Motivated to reducing inequalities around the world.

Agustin Mosquera

Corporate creative. Listener. Working for a world where all can flourish.

Alice Lowenstein

Passionate about storytelling that shares our humanity.

Amy J. Bennett

Climate lover, data enthusiast, lucky mom and wife.

Amy Kaminski

First generation college graduate passionate about health and wellness.

Angie Zine

Outdoor enthusiast with a passion for adventure. Corgi mom.

Brittany Engelhardt

Carlos Peña
Ser más para servir mejor / Be more to serve better.

Carlos Peña

First generation graduate, foodie and beach preserver.

Carlos Polanco

Passionate about bridging investment disparities for underrepresented founders.

Cate Pinto

Passionate about travel, volunteering, and impacting positive social and environmental change.

Chanda Keefe

Daughter, wife, mom, friend. Person of faith. Dares to dream the impossible is possible.

Christian Peele

Passionate about driving the breadth and depth of impact investing.

Connor Taylor

Climate activist with a passion for scaling impact organizations.

Dana Cotter

Passionate about effecting positive change by increasing access to capital.

David Riley

Connector. Bridge builder. Midwesterner. Mom of two. Proud LGBT family.

Deb Parsons

Passionate about growing investments in companies tackling social & environmental issues.

Dylan Decker

Passionate about driving capital to the bold ideas of visionary changemakers.

Eric Meissner

Global citizen. Impact driven.

Evan Coller

Passionate about accelerating the transition towards a circular economy.

Helena Hong

Algerian born and raised. Passionate about creating an equitable & regenerative world.

Houda Ferradji

Passionate about improving people's life experience.

Jaime Ramirez

Disability activist dedicated to spreading positivity. Proud Cat dad.

John Quinn IV

German born and raised. Encouraging investments for social good. Mother of two.

Judith Sonja Bartkowski

Animal activist. Companion to three rescue dogs.

Kate Leopold

Passionate about storytelling and using the power of narratives for good.

Kavita Vijayan

Passionate about making a difference through impact investing.

Kelsey Dwyer

Equality activist. Passionate about quality education. Amateur chef. Cat mom.

Lia Henry

Giver. Communicator. Child of immigrants. Concerned global citizen.

Malik Kadir

Margret Trilli, Chief Executive Officer and Chief Investment Officer, ImpactAssets
Change agent. Futurist. Champion for people and planet. Blessed mom and wife.

Margret Trilli

Passionate about building community and supporting engaged client networks.

Maria Catoline

Mia Diawara
Climate investor, Colorado-raised, with roots in Mali and Mexico.

Mia Diawara

Climate advocate. Data lover. General optimist.

Nick Peters

Quita Liu
Passionate about impact investing. Mother of two.

Quita Liu

Passionate about channeling capital to improve access to healthcare and education.

Rebecca Gelb

Questioner. Math lover.

Rebecca Hull

Believer in the power of philanthropy. Likes to get stuff done.

Sally Boulter

Earth lover and meat eschewer.

Sandra Osborne Kartt, CFA

First generation Latinx college graduate. Increasing access to capital for entrepreneurs of color.

Sara Templeton

Human rights and social justice advocate. Sustainability enthusiast. Cat mom.

Sarah Payano

Impact and ESG investing enthusiast. Climate advocate.

Sherry Tong

Passionate about addressing climate and equity issues through impact investing.

Siobhan King

Passionate about healthcare, travel and food. Mother of three. Pacific Northwesterner.

Sonja Ordonez

Susan Adams
Passionate about creating flexible and supportive workplaces. Eternal optimist.

Susan Flannery Adams

First generation college graduate passionate about human rights.

Taumra Lawrence

Impact investing field builder and social entrepreneur.

Tim Freundlich

Single mother of two. Intellectual and physical disability advocate. Huge football fan.

Traci Young

Storyteller for impact. Nature lover. Techno-optimist.

Tracy Sherman

Passionate about making positive change.

Yun Callahan

Avid Athlete. Argentinian. Motivated to reducing inequalities around the world.

Agustin Mosquera

Passionate about storytelling that shares our humanity.

Amy J. Bennett

Climate lover, data enthusiast, lucky mom and wife.

Amy Kaminski

First generation college graduate passionate about health and wellness.

Angie Zine

Outdoor enthusiast with a passion for adventure. Corgi mom.

Brittany Engelhardt

Carlos Peña
Ser más para servir mejor / Be more to serve better.

Carlos Peña

First generation graduate, foodie and beach preserver.

Carlos Polanco

Passionate about travel, volunteering, and impacting positive social and environmental change.

Chanda Keefe

Passionate about driving the breadth and depth of impact investing.

Connor Taylor

Climate activist with a passion for scaling impact organizations.

Dana Cotter

Passionate about effecting positive change by increasing access to capital.

David Riley

Connector. Bridge builder. Midwesterner. Mom of two. Proud LGBT family.

Deb Parsons

Passionate about growing investments in companies tackling social & environmental issues.

Dylan Decker

Passionate about driving capital to the bold ideas of visionary changemakers.

Eric Meissner

Global citizen. Impact driven.

Evan Coller

Passionate about accelerating the transition towards a circular economy.

Helena Hong

Algerian born and raised. Passionate about creating an equitable & regenerative world.

Houda Ferradji

Passionate about improving people's life experience.

Jaime Ramirez

Disability activist dedicated to spreading positivity. Proud Cat dad.

John Quinn IV

German born and raised. Encouraging investments for social good. Mother of two.

Judith Sonja Bartkowski

Animal activist. Companion to three rescue dogs.

Kate Leopold

Passionate about storytelling and using the power of narratives for good.

Kavita Vijayan

Passionate about making a difference through impact investing.

Kelsey Dwyer

Equality activist. Passionate about quality education. Amateur chef. Cat mom.

Lia Henry

Giver. Communicator. Child of immigrants. Concerned global citizen.

Malik Kadir

Margret Trilli, Chief Executive Officer and Chief Investment Officer, ImpactAssets
Change agent. Futurist. Champion for people and planet. Blessed mom and wife.

Margret Trilli

Passionate about building community and supporting engaged client networks.

Maria Catoline

Mia Diawara
Climate investor, Colorado-raised, with roots in Mali and Mexico.

Mia Diawara

Climate advocate. Data lover. General optimist.

Nick Peters

Quita Liu
Passionate about impact investing. Mother of two.

Quita Liu

Passionate about channeling capital to improve access to healthcare and education.

Rebecca Gelb

Questioner. Math lover.

Rebecca Hull

Believer in the power of philanthropy. Likes to get stuff done.

Sally Boulter

Earth lover and meat eschewer.

Sandra Osborne Kartt, CFA

First generation Latinx college graduate. Increasing access to capital for entrepreneurs of color.

Sara Templeton

Human rights and social justice advocate. Sustainability enthusiast. Cat mom.

Sarah Payano

Impact and ESG investing enthusiast. Climate advocate.

Sherry Tong

Passionate about addressing climate and equity issues through impact investing.

Siobhan King

Passionate about healthcare, travel and food. Mother of three. Pacific Northwesterner.

Sonja Ordonez

First generation college graduate passionate about human rights.

Taumra Lawrence

Impact investing field builder and social entrepreneur.

Tim Freundlich

Single mother of two. Intellectual and physical disability advocate. Huge football fan.

Traci Young

Storyteller for impact. Nature lover. Techno-optimist.

Tracy Sherman

Passionate about making positive change.

Yun Callahan

Events

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News & Perspectives

For media inquiries, please contact us at press@impactassets.org

Eleven new European impact fund managers make the ImpactAssets’ IA 50 2023 list 

Impact Investor

Announcing The IA 50 2023 Impact Fund Manager Showcase

ImpactAssets

ImpactAssets’ Twelfth IA 50 Impact Fund List Showcases 163 Fund Managers and $122 Billion in Assets Under Management

ImpactAssets

Q&A with Tim Freundlich

Crain Currency

The Outsized Impact Opportunity of Investing in Women

Renske Lynde, 1st Course Capital

Donor Spotlight: Autodesk Foundation

ImpactAssets

Capitalism’s Better Angels Have Emerged to Revive the American Dream

Rupal Patel, Good Scout Capital

Donor Spotlight: Propel

ImpactAssets

Thought Leadership Series: Breakthrough Strategies with Emerging Managers

ImpactAssets

ImpactAssets Kicks Off 2023 With New Leadership In Key Roles

ImpactAssets

Upstart Co-Lab’s pipeline of creative economy deals is now an investable impact strategy

ImpactAlpha

The Conundrum of Donor-Advised Funds

Barron's

2023 Impact Investing Labs

ImpactAssets

Donor Advised Funds: A Source of Investment Capital for Impact Ventures and Funds

Impact Entrepreneur

Social and Environmental Crises Drive Assets to Impact – and to ImpactAssets

ImpactAlpha

ImpactAssets Releases 2022 Impact Report, Highlighting Rapid Mobilization of Private Capital Into Key Issue Areas, Including Racial Equity, Climate Solutions and Gender Equality

ImpactAssets

New! Read Our 2022 Impact Report

ImpactAssets

60 Game-Changing Fund Managers

Real Leaders

Tapping the Catalytic Capital Potential of Donor Advised Funds

GreenMoney Journal

Grameen America Changes Lives, One Microloan at a Time 

Real Leaders

Humanity and Impact Investing at the Crossroad: Personal Reflections and Call to Action

Charly Kleissner

ImpactAssets Appoints Board Chair, Expands Board of Directors and Adds Investment Committee Expertise

ImpactAssets

In Brief: A Free Database of Impact Investors

New Private Markets

Future Returns: ImpactAssets Releases Annual Fund Manager Database

Barron's

The ImpactAssets 50 2022 Impact Fund Manager Showcase

ImpactAssets

The ImpactAssets Handbook For Investors: Generating Social and Environmental Value through Capital Investing

ImpactAssets

Pro Athletes Build Dream Team of Impact Investors

Real Leaders

Four Ways to Philanthropic Impact

Advisor Perspectives

COP26 Pact Not Aggressive Enough to Make Timely Climate Change; Shareholder Action to Drive Strategy Shift in Firms

Reuters

Food system needs catalytic capital to reach Paris Agreement Goals

Alliance

50 Innovative Impact Investors

Real Leaders

ImpactAssets Strengthens Investment and Client Engagement with Three Strategic Promotions

ImpactAssets

Mitigating Wildfire Risk with Innovative Finance Solutions

ImpactAssets
The ImpactAssets 2021 Impact Report - Your Partner in Purpose

ImpactAssets 2021 Impact Report

ImpactAssets

The Multi-Million Dollar Child Development Company Shaping the Minds of the Next Generation

Real Leaders

CEO of ImpactAssets on the Effect of COVID on Impact Investing

The Business of Giving

Impacting the creative economy with philanthropic funds

Philanthropy News Digest

What is a Donor Advised Fund?

ImpactAssets

Meet the California executive guiding investments at Bethesda’s ImpactAssets

Washington Business Journal

Impact Investing in the Creative Economy

ImpactAssets

Individuals Represent ‘Untapped Potential’ for Community Investment

Barron's

ImpactAssets custom investments surge to more than $200m in 2020

Pioneers Post

Invest in Planet-Focused Solutions

ImpactAssets

ImpactAssets Donor Advised Fund Kit

ImpactAssets

ImpactAssets Logs A Record 207 Custom Investment Deals Worth More Than $200 Million in 2020

ImpactAssets

Reinvent Your Philanthropy Using a Donor Advised Fund

ImpactAssets

Four ways that private funders can ensure vaccines reach hard-hit communities

ImpactAlpha

30-Plus Athletes Lead New Generation of Collaborative Capitalism

Barron's

Climate Finance Weekly: ImpactAssets connects capital with investors

Climate Capital & Media

ImpactAssets and the Clio Fund Invests in The 22 Fund

PR Newswire

ImpactAssets 50 showcases an increasingly diverse impact ecosystem

ImpactAlpha

ImpactAssets’ Tenth IA 50 Impact Fund Listing Reveals Growing Market and Innovative Managers

ImpactAssets

Impact fund managers increasingly ambitious on financial returns, new listing shows

Pioneers Post

ImpactAssets Annual Manager List Reflects Shifting Market

Barron's

Churches, groceries and vans: How states plan to get vaccines to poor communities (Stop the Spread)

Politico

Diversity Investment in the Creative Economy Creates a Blockbuster

Real Leaders

Future Returns: Impact Investing Through Donor Advised Funds

Barron's

Here’s what you need to know about impact investing, where returns are not the only reward

CNBC

How impact investors are using donor-advised funds to shift power to the people – and communities

ImpactAlpha

7 Tax Benefits of The ImpactAssets Donor Advised Fund

ImpactAssets

ImpactAssets Charitable Funds

ImpactAssets

Churches can help stop the spread of the coronavirus by offering free COVID-19 testing (Stop the Spread)

Faith in Leadership

How Business Leaders and Impact Investors Are Stemming the PPE Shortage

Real Leaders

How Companies Big and Small Are Joining Forces With One Goal in Mind: Fighting Covid

Inc.

Catalyzing Impact Investing with Margret Trilli of ImpactAssets: A new episode of Money + Meaning

Social Capital Markets

ImpactAssets Clients Lean Into Impact Investing During COVID Pandemic

ImpactAssets

How Family Offices Can Get Started with Impact Investing, Address COVID-19 and Support Racial Justice

ImpactAssets

Business CEOs and Investment Fund Team Up to Steer DAF Dollars to Covid Response

Chronicle of Philanthropy
GMVentilators

3 Ways American Companies have Joined Forces to Fight The Pandemic

Real Leaders
Future Returns

Future Returns: Financing Underserved Entrepreneurs

Barron's

Jessica Rolph Impact Story

ImpactAssets