🖥️ Want to dig into this content together? Register for our webinar on August 20th (9am PT / 12pm ET) with special guest @Anerbenami. us02web.zoom.us/meeting/regi…
🙏Special thanks to @aarmeni, @HarveyKoh, @ce_toner, and Humaira Faiz of @WK_Kellogg_Fdn for their valuable feedback on draft versions of the briefing.
What you’ll find in the briefing:
- An overview of the Employee Ownership (EO) fund space
- Various financing approaches that funds use for their deals
- An analysis of financial targets
- A framework for evaluating the impact of EO funds
- Recommendations from Transform Finance
📢Just released! Our briefing for investors interested in Employee Ownership bit.ly/InvestingInEO
The position is remote. Either full-time or part-time (at least 20 hours per week). Salary range: $90k-$105k (for full-time work).
➡️Applications will be reviewed on a rolling basis. Applications received by August 23rd will be prioritized. Apply now: bit.ly/TFresearcher
🌟Ideal candidate 🌟
- Significant experience conducting research + sharing findings in writing
- Familiar with corporate governance, ESG, social enterprise, impact investing, and/or stakeholder capitalism
- Committed to advancing conditions for marginalized communities
This year-long research project seeks to understand the various ways in which businesses can promote the public good. We will compile existing efforts, map and analyze these strategies, surface gaps, and develop guidance for key stakeholders.
💥We’re hiring! 💥 Transform Finance is kicking off an exciting new research effort and we are looking for a Lead Researcher to join our team. bit.ly/TFresearcher
This Thursday, July 18 at 9am ET, @Leaders4CA will host TF's @Juliepouic for a presentation and discussion on the intersection of Alternative Ownership Enterprises and social transformation. Register now!
lfca.earth/event/48853556-f6…
🔥 July 18th: How Alternative Ownership Enterprises Can Drive Social Transformation, specifically focused on startups and VC investors, hosted by @Leaders4CA
Register: lfca.earth/event/48853556-f6…
We’re excited about 2 webinars featuring our Program Director @Juliepouic coming up in the next few weeks!
⭐ June 24th: The Evolving Landscape of Employee Ownership Investing with Alison Lingane and Felipe Witchger. Register here: airtable.com/appOZmllVO3Q1Kg…
@Juliepouic, Director of our Transformative Financing Structures Program, hosted a conversation about scaling financing for employee ownership today at the @AspenInstitute Employee Ownership Ideas Forum today. 💬
@Juliepouic offers 3 insights:
1. Some seek to change who owns, while others seek to change what ownership means
2. Shifting ownership, without shifting power, is often insufficient
3. Ownership is not just about things, it’s also about relationships
Our colleague @Juliepouic shares some reflections on our blog about the challenges of shifting ownership, inspired by a recent conference she attended: transformfinance.org/blog/th…
Join us April 25th for a webinar on #equitable #retirement plans and investing. @JustFuturesCo will share practical guidance on equitable retirement plan design and discuss collectively harnessing our retirement investments for social justice. bit.ly/equitableretirement
Dive deeper and register for our upcoming webinar (April 3rd, 10am PT / 1pm ET) to learn from experienced investors Demetric Duckett, Humaira Faiz, Thomas Knowles, and Ishita Shah about why and how they invested in AOE funds. bit.ly/aoewebinar3
There are at least 25 funds currently raising capital, some which invest exclusively in Coops or in ESOP conversions while others include such financing as part of a broader portfolio that may encompass real estate, mission-oriented businesses, or non-ESOP private equity deals.
🤔 Curious about Alternative Ownership Enterprises and how to invest in them? Investing in intermediary funds can be a great option. Check-out the database of AOE funds we just released on our website. transformfinance.org/blog/re…
Our Executive Director, Curt Lyon, talking about the need for AOEs on a wonderful panel on shared ownership at @neighborecon in San Antonio!
