Joint Sustainable Investing Programming Event featuring: CFAP Sustainable Investing Thought Leadership Group / Philanthropy Network Greater Philadelphia / ImpactPHL
Attendees of this virtual meeting will get a rare glimpse into the inner workings of a foundation Board, the role of an investment gatekeeper, and why foundations are investing locally. We will get under the hood of Philanthropy Network Greater Philadelphia’s Mission Aligned Investing (MAI) Cohort Program and ImpactPHL’s Optimpact’s locally sourced investment platform.
Chris Capato, the Finance Director of the $120 million Independence Public Media Foundation, will be joined by Shira Hodges Senior Advisor with Philanthropy Network Greater Philadelphia, to discuss why he chose Philanthropy Network to educate him and his Board on Mission Aligned Investing (MAI). Jason Ray, the Founder of Zenith Wealth Partners and CFAP member, will discuss how his firm reviews and implements investment opportunities for his nonprofit clients. John Moore, Board Chair of ImpactPHL, will highlight the explosion of place-based investing opportunities in the Greater Philadelphia area. Our moderator for this panel, Michael Cosack, is a Principal at ImpactWise LLC.
Panelists
- Chris Capato is the Finance Director of the Independence Public Media Foundation. Before joining the Foundation, Chris spent nearly twenty years in the administration, compliance, and investment of pension and endowment funds in bank trust departments and accounting/consulting firms.
- Shira Hodges is Senior Advisor with Philanthropy Network Greater Philadelphia. Formerly Executive Vice President of the Network, Shira has spent nearly two decades providing strategic guidance to philanthropists, foundations, and social sector leaders. Shira has been instrumental in working with foundations to develop on-ramps for mission aligned investing.
- Jason Ray founded Zenith Solutions to deliver accessible, high-quality financial education and advice to individuals and institutions. His work is inspired by racial and age wealth inequality that exists in society. Before founding Zenith, Jason helped renovate a longstanding independent wealth advisory firm, Carnegie Wealth Mgt, by building new technology, private placement structures, and research capabilities.
- John Moore is an angel investor with Robin Hood Ventures and Investors Circle Philadelphia. He is also the Executive Chair of ImpactPHL, an alliance to promote and grow the impact investing ecosystem in the greater Philadelphia region. He serves on the Board of Good Company Ventures, an accelerator for social impact companies, and several startup companies including Wash Cycle Laundry and Milkcrate