Webinar Recap - Investment 101 and Transformative Finance

While Impact Investing is making headlines left and right, many of us still don’t know as much as we’d like about the basics of investing or have the tools we need to meaningfully engage the finance side of philanthropy. How can a philanthropic organization use its investment dollars in furtherance of its mission?

To help demystify the trends and provide background on what investing is and how finance works as a transformative force in social justice, we welcome Executive Director and Co-Founder of Transform Finance, Andrea Armeni. The presentation will include a grounding in “Investment 101” to help us all have the same language to explore this topic, and explore how justice, power and finance can work together to contribute to meaningful social change.

Co-host Alex Haber, Program Manager at RSF Social Finance and former EPIP Bay Area Co-Chair, will also be sharing updates and insights from his work with RSF and the emerging “Shake the Foundations” collaborative that seeks to use philanthropic assets as a tool for community-controlled and owned reinvestment.









Learn more about the presenters:

andrea.pngAndrea Armeni, Co-Founder and Executive Director, Transform Finance

Andrea Armeni is the Co-Founder and Executive Director of Transform Finance, a field-building organization working at the intersection of capital and social change by building bridges between investors and communities. Transform Finance provides thought leadership and advisory services as well as concrete tools that promote social change both in and through finance.

Andrea is also the lead convener of the complementary Transform Finance Investor Network, a community of practice of family offices, foundations, and other asset owners that launched at the White House with an initial commitment of over $500 million and that has since grown to $2 billion.

He is recognized as an innovator in the field of impact investing, particularly at the intersection of systemic change and social justice. Andrea combines a corporate law and finance background with a deep engagement with social justice activism. He has taught at the Yale Law School and at Université Paris Dauphine in France. He is a BMW Foundation Responsible Leader, is a member of the Clinton Global Initiative and sits on the board of directors of the NGO Finance for Good Brazil and of the investment fund CARE Enterprises, Inc.


Alex-Haber-e1404331201702_11.39.35_AM.jpgAlex Haber, EPIP Bay Area Co-Chair & Program Manager, Philanthropic Services, RSF Finance — 

Alex manages the day-to-day operations of the Philanthropic Services department, including due diligence, compliance, and client service. Previously, he has held positions in philanthropic operations and project management at The San Francisco Foundation and Tides. He received a BA in Comparative Literature from Cornell University and serves on the Board of Trustees of Telluride Association, an educational non-profit.

Be the first to comment

Please check your e-mail for a link to activate your account.