<![CDATA[Impact(ed)]]>For its first two seasons, Impact(ed) carved out space for practitioners of color to speak candidly about their work. It showcased the importance of diverse, creative perspectives and a non-traditional, non-linear path into the world of investing. It grounded the conversation in lived experience and real decision-making, not just frameworks and conference talking points. And importantly, it gave a platform to perspectives and voices that are too often pushed to the side.

This season, Impact(ed) will take conversations even deeper. Because there are things we all know–but don’t say out loud: We know most LPs are still optimizing for risk-adjusted returns, not impact. We know investment committees rarely behave the way their mission statements suggest they do. We know entire strategies get framed as “market opportunity” when they’re really a function of where capital feels comfortable flowing. And we know that when markets tighten, a lot of the courageous rhetoric gets silenced quickly.

Where our first two seasons -- importantly -- shone on a light on practitioners of color in the middle of their careers reflecting on how they got there, and the many pieces of the impact investing puzzle (from ESG-screening at some of the largest pensions, to impact VC, and employee ownership as an alternative to traditional buyouts) this season will be a deeper dive into the structural levers that control how capital is allocated. We started with a mission of showing the whole chessboard and widening the tent to including more voices and perspectives in the conversation, and now we're eager to dive deeper into honest discussions about the more granular barriers and genuine opportunities for scale within impact investing. This season we'll be covering topics like:

  • Blackstone and Your Retirement
  • Impact Investing in the Built Environment
  • Are There Too Many VC's?
  • The Current State of Community Development
  • The Pro's and Con's of PE
  • The Business of Asset Management
  • How IC's Actually Work
  • What Went Wrong with Tricolor
  • Impact Investing & Public Policy
  • And a Retrospective Review of Past Episodes
]]>https://impactedpodcast.substack.com/Riverside.fm (https://riverside.com)Thu, 28 May 2026 03:58:34 GMTFri, 22 May 2026 14:01:58 GMT60Impact(ed)<p><a rel="noopener noreferrer nofollow" href="https://open.spotify.com/show/5jJSsJS0drPzgbNWaWHkZh?si=e539023814254031" target="_blank">For its first two seasons</a>, <i>Impact(ed)</i> carved out space for practitioners of color to speak candidly about their work. It showcased the importance of diverse, creative perspectives and a non-traditional, non-linear path into the world of investing. It grounded the conversation in lived experience and real decision-making, not just frameworks and conference talking points. And importantly, it gave a platform to perspectives and voices that are too often pushed to the side.</p><p></p><p>This season, <i>Impact(ed)</i> will take conversations even deeper. Because there are things we all know–but don’t say out loud: We know most LPs are still optimizing for risk-adjusted returns, not impact. We know investment committees rarely behave the way their mission statements suggest they do. We know entire strategies get framed as “market opportunity” when they’re really a function of where capital feels comfortable flowing. And we know that when markets tighten, a lot of the courageous rhetoric gets silenced quickly.</p><p></p><p>Where our first two seasons -- importantly -- shone on a light on practitioners of color in the middle of their careers reflecting on how they got there, and the many pieces of the impact investing puzzle (from ESG-screening at some of the largest pensions, to impact VC, and employee ownership as an alternative to traditional buyouts) this season will be a deeper dive into the structural levers that control how capital is allocated. We started with a mission of showing the whole chessboard and widening the tent to including more voices and perspectives in the conversation, and now we're eager to dive deeper into honest discussions about the more granular barriers and genuine opportunities for scale within impact investing. This season we'll be covering topics like: </p><p></p><ul><li>Blackstone and Your Retirement</li><li>Impact Investing in the Built Environment</li><li>Are There Too Many VC's?</li><li>The Current State of Community Development</li><li>The Pro's and Con's of PE</li><li>The Business of Asset Management</li><li>How IC's Actually Work</li><li>What Went Wrong with Tricolor</li><li>Impact Investing &amp; Public Policy</li><li>And a Retrospective Review of Past Episodes</li></ul>episodicImpact(ed)lucasturnerowens@gmail.comno<![CDATA[Blackstone & Your Retirement]]>Only 10% of retail investors say they want expanded access to private markets. So why is the entire industry pushing for it?

On the latest episode of Impact(ed), we sat down with Ian Fuller (Westfuller Advisors) and Ben Schiffrin (Better Markets) to unpack what’s actually happening as firms like Blackstone, Apollo, and KKR make their push into 401(k) accounts.

We talked about:

  • The new Department of Labor guidance creating a ‘safe harbor’ for private market investing in retirement plans—and why removing fiduciary liability changes everything
  • Why the democratization framing deserves real scrutiny—and who’s doing the framing
  • What the fee math actually looks like when you put 2-and-20 next to a Vanguard index fund
  • The liquidity trap: what happens when everyday investors can’t get their money out

GLOSSARY

Accredited Investor

Technical: A person or entity that meets the SEC’s wealth or income thresholds—currently $1M net worth (excluding your home) or $200K annual income ($300K for couples).

In practice: The legal standard used to determine who can access private market investments. The idea is that accredited investors are sophisticated enough to fend for themselves without the protections that apply to public offerings. The thresholds haven’t kept pace with wealth concentration, which means a lot more people technically qualify now than the rule originally imagined.

2-and-20

Technical: The standard fee structure for private market funds: a 2% annual management fee on assets under management, plus 20% of profits (called ‘carry’ or ‘carried interest’).

In practice: Compare that to a Vanguard S&P 500 index fund, which charges roughly 0.03%. For every $100,000 invested, you’re paying $2,000/year in management fees before the fund has done anything—plus a fifth of any gains. Ian was direct: funds with this fee structure don't consistently produce better outcomes than passive investing.

Liquidity / Illiquid

Technical: Liquidity refers to how quickly and easily you can convert an investment into cash. Illiquid investments can’t be sold quickly—you may need to wait months, years, or until a specific exit event.

In practice: Index funds and ETFs in your 401(k) are highly liquid—you can sell them and get your money in days. Most private market funds are illiquid. Some ‘semi-liquid’ private credit funds cap redemptions at 5% per quarter, meaning if you need your money and others do too, you may simply be told to wait. Ben noted that redemption requests at some private credit funds are currently exceeding that 5% limit.

Why it matters: Retirement accounts aren’t always held until retirement. People dip in for emergencies. Illiquid assets in a retirement account mean you may not be able to get your money when you need it.

Safe Harbor

Technical: A legal provision that protects a party from liability if they’ve followed a specific set of rules or procedures, even if the outcome is bad.

In practice: The Department of Labor’s proposed rule would create a safe harbor for 401(k) plan managers who follow certain steps before investing in private markets. If they follow the process, they’re shielded from lawsuits—even if the investment performs poorly. Ben’s concern: the guardrails in the safe harbor may not be sufficient to actually protect retail investors, especially those who don’t have access to a sophisticated advisor to ask the right questions on their behalf.

Why it matters: Safe harbors can be appropriate policy tools. But they can also shift the risk from institutions (who can absorb it) to individuals (who often can’t). That’s the core tension this episode kept returning to.

]]>69f6576b-2f75-4053-8553-9fc3e31d6511Fri, 22 May 2026 14:28:36 GMT<p>Only 10% of retail investors say they want expanded access to private markets. So why is the entire industry pushing for it?</p><p></p><p>On the latest episode of Impact(ed), we sat down with Ian Fuller (Westfuller Advisors) and Ben Schiffrin (Better Markets) to unpack what’s actually happening as firms like Blackstone, Apollo, and KKR make their push into 401(k) accounts.</p><p></p><p>We talked about:</p><ul><li>The new Department of Labor guidance creating a ‘safe harbor’ for private market investing in retirement plans—and why removing fiduciary liability changes everything</li><li>Why the democratization framing deserves real scrutiny—and who’s doing the framing</li><li>What the fee math actually looks like when you put 2-and-20 next to a Vanguard index fund</li><li>The liquidity trap: what happens when everyday investors can’t get their money out</li></ul><p></p><p><b>GLOSSARY</b></p><p></p><p><b>Accredited Investor</b></p><p>Technical: A person or entity that meets the SEC’s wealth or income thresholds—currently $1M net worth (excluding your home) or $200K annual income ($300K for couples).</p><p></p><p>In practice: The legal standard used to determine who can access private market investments. The idea is that accredited investors are sophisticated enough to fend for themselves without the protections that apply to public offerings. The thresholds haven’t kept pace with wealth concentration, which means a lot more people technically qualify now than the rule originally imagined.<br /></p><p><b>2-and-20</b></p><p>Technical: The standard fee structure for private market funds: a 2% annual management fee on assets under management, plus 20% of profits (called ‘carry’ or ‘carried interest’).</p><p></p><p>In practice: Compare that to a Vanguard S&amp;P 500 index fund, which charges roughly 0.03%. For every $100,000 invested, you’re paying $2,000/year in management fees before the fund has done anything—plus a fifth of any gains. Ian was direct: funds with this fee structure don't consistently produce better outcomes than passive investing.<br /></p><p><b>Liquidity / Illiquid</b></p><p>Technical: Liquidity refers to how quickly and easily you can convert an investment into cash. Illiquid investments can’t be sold quickly—you may need to wait months, years, or until a specific exit event.</p><p></p><p>In practice: Index funds and ETFs in your 401(k) are highly liquid—you can sell them and get your money in days. Most private market funds are illiquid. Some ‘semi-liquid’ private credit funds cap redemptions at 5% per quarter, meaning if you need your money and others do too, you may simply be told to wait. Ben noted that redemption requests at some private credit funds are currently exceeding that 5% limit.</p><p></p><p>Why it matters: Retirement accounts aren’t always held until retirement. People dip in for emergencies. Illiquid assets in a retirement account mean you may not be able to get your money when you need it.</p><p></p><p><b>Safe Harbor</b></p><p>Technical: A legal provision that protects a party from liability if they’ve followed a specific set of rules or procedures, even if the outcome is bad.</p><p></p><p>In practice: The Department of Labor’s proposed rule would create a safe harbor for 401(k) plan managers who follow certain steps before investing in private markets. If they follow the process, they’re shielded from lawsuits—even if the investment performs poorly. Ben’s concern: the guardrails in the safe harbor may not be sufficient to actually protect retail investors, especially those who don’t have access to a sophisticated advisor to ask the right questions on their behalf.</p><p></p><p>Why it matters: Safe harbors can be appropriate policy tools. But they can also shift the risk from institutions (who can absorb it) to individuals (who often can’t). That’s the core tension this episode kept returning to.</p><p></p>no00:44:3031Blackstone & Your Retirementfull<![CDATA[Impact VC with Erin Sietstra (Hopelab)]]>Eric and Lucas are joined for conversation with Erin Sietstra from Hopelab a researcher, investor, and convener that supports equity-centered solutions for the mental health and well-being of Brown, Black, and Queer young people. Erin, rightly points out that in a world with more diverse checkwriters you don’t need to convince investors that an issue like black maternal health is a pressing problem that needs to be solved. Tune in to hear about her work as Head of Investments at Hopelab.


Timestamps:

  • 00:00 Understanding Youth Mental Health and Access to Care
  • 01:04 Impact Venture Capital vs Traditional VC
  • 03:37 Hope Lab's Mission and Theory of Change
  • 07:11 The Role of Corporate Venture Capital
  • 09:07 Innovative Solutions for Youth Mental Health
  • 14:27 A Day in the Life of an Impact Investor
  • 26:09 Building Relationships in Investing
  • 32:55 The Power of Lived Experience in Founders


Links:

    • ]]>    https://podcasters.spotify.com/pod/show/impacted/episodes/Impact-VC-with-Erin-Sietstra-Hopelab-e333vb27d509ca7-502b-40c5-928a-e6e87d3b6842Tue, 20 May 2025 17:52:36 GMT<p>Eric and Lucas are joined for conversation with <a href="https://www.linkedin.com/in/erinsietstra/" rel="noopener noreferrer nofollow" target="_blank">Erin Sietstra </a>from <a href="https://test.hopelab.org/" rel="noopener noreferrer nofollow" target="_blank">Hopelab</a> a researcher, investor, and convener that supports equity-centered solutions for the mental health and well-being of Brown, Black, and Queer young people. Erin, rightly points out that in a world with more diverse checkwriters you don’t need to convince investors that an issue like black maternal health is a pressing problem that needs to be solved. Tune in to hear about her work as Head of Investments at <a href="https://test.hopelab.org/" rel="noopener noreferrer nofollow" target="_blank">Hopelab</a>.</p><p><br /></p><p>Timestamps:</p><ul><li>00:00 Understanding Youth Mental Health and Access to Care</li></ul><ul><li>01:04 Impact Venture Capital vs Traditional VC</li></ul><ul><li>03:37 Hope Lab's Mission and Theory of Change</li></ul><ul><li>07:11 The Role of Corporate Venture Capital</li></ul><ul><li>09:07 Innovative Solutions for Youth Mental Health</li></ul><ul><li>14:27 A Day in the Life of an Impact Investor</li></ul><ul><li>26:09 Building Relationships in Investing</li></ul><ul><li>32:55 The Power of Lived Experience in Founders</li></ul><p><br /></p><p>Links:</p><li><ul><li>Erin’s <a href="https://www.linkedin.com/in/erinsietstra/" rel="noopener noreferrer nofollow"><u>Linkedin</u></a></li></ul><ul><li>Hopelab's <a href="https://test.hopelab.org/" rel="noopener noreferrer nofollow"><u>website</u></a></li><li>Eric’s <a href="https://www.linkedin.com/in/eric-horvath-71907932/" rel="noopener noreferrer nofollow"><u>Linkedin</u></a></li><li>Lucas’ <a href="https://www.linkedin.com/in/lucasturnerowens/" rel="noopener noreferrer nofollow"><u>Linkedin</u></a></li></ul></li> no00:35:4923Impact VC with Erin Sietstra (Hopelab)full    <![CDATA[Venture Capital with KJ Sidberry (Google Ventures) & Evelysse Vargas (Zeal Capital Partners)]]>Venture Capital (VC) invested nearly $500 billion in 2022. By investing into startups seeking transformational scale, successful venture-backed companies have the potential to change how we work, communicate and live. Given this potential, understanding who plays what role in venture and how they approach the process of investing is critical to harnessing its potential to do good.

    Join us and guests KJ Sidberry (Google Ventures) and Evelysse Vargas (Zeal Capital Partners) to learn about their unique paths into venture, the importance of understanding the human condition when it comes to investing, and how emotional intelligence is a cornerstone of their field.

    • Brief primer on the size, scale and scope of venture capital [0:44]
    • KJ and Evelysse’s unique paths into venture capital [5:00]
    • Google Venture’s approach to investing and KJ’s approach to due diligence [10:00]
    • Zeal Capital Partners’ investment focus and Inclusive Investing strategy [14:00]
    • A day in the life as an investor at GV and ZCP [17:45]
    • What are you most excited about or trying to get better at? [22:20]
    • What advice would you offer to your younger self? Curiosity and generosity. [29:00]

    All views expressed by our guests are their own and do not necessarily express the views of Google Ventures or Zeal Capital Partners.

    Demystifying Industry Jargon: general partner (GP), limited partner (LP), institutional investor, due diligence, fundraising rounds (seed, Series A, etc.), initial public offering (IPO), venture capital fee structure, exit, liquidity 

    Impact(ed) is written, recorded and produced by its two co-hosts, Eric Horvath and Lucas Turner-Owens. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you.

    Graphic Design by Ann Van. Original Music by Lucas Turner-Owens.

    ]]>    https://podcasters.spotify.com/pod/show/impacted/episodes/Venture-Capital-with-KJ-Sidberry-Google-Ventures--Evelysse-Vargas-Zeal-Capital-Partners-e2e9luedccb2165-cb0c-4c1e-ad69-633d46a51347Thu, 11 Jan 2024 02:15:44 GMT<p>Venture Capital (VC) invested nearly $500 billion in 2022. By investing into startups seeking transformational scale, successful venture-backed companies have the potential to change how we work, communicate and live. Given this potential, understanding who plays what role in venture and how they approach the process of investing is critical to harnessing its potential to do good.</p> <p>Join us and guests <strong>KJ Sidberry</strong> (<a href="https://www.gv.com/about" rel="noopener noreferrer nofollow">Google Ventures</a>) and<strong> Evelysse Vargas</strong> (<a href="https://www.zealvc.co/" rel="noopener noreferrer nofollow">Zeal Capital Partners</a>) to learn about their unique paths into venture, the importance of understanding the human condition when it comes to investing, and how emotional intelligence is a cornerstone of their field.</p> <ul> <li>Brief primer on the size, scale and scope of venture capital [0:44]</li> <li>KJ and Evelysse’s unique paths into venture capital [5:00]</li> <li>Google Venture’s approach to investing and KJ’s approach to due diligence [10:00]</li> <li>Zeal Capital Partners’ investment focus and Inclusive Investing strategy [14:00]</li> <li>A day in the life as an investor at GV and ZCP [17:45]</li> <li>What are you most excited about or trying to get better at? [22:20]</li> <li>What advice would you offer to your younger self? Curiosity and generosity. [29:00]</li> </ul> <p>All views expressed by our guests are their own and do not necessarily express the views of Google Ventures or Zeal Capital Partners.</p> <p>Demystifying Industry Jargon: <a href="https://carta.com/blog/the-legal-structures-of-venture-capital-funds/" rel="noopener noreferrer nofollow">general partner (GP), limited partner (LP)</a>, <a href="https://www.investopedia.com/terms/i/institutionalinvestor.asp" rel="noopener noreferrer nofollow">institutional investor</a>, <a href="https://learn.marsdd.com/article/the-due-diligence-process-in-venture-capital/" rel="noopener noreferrer nofollow">due diligence</a>, <a href="https://visible.vc/blog/startup-funding-stages/" rel="noopener noreferrer nofollow">fundraising rounds</a> (seed, Series A, etc.), <a href="https://www.investopedia.com/terms/v/venture-capital-backed-ipo.asp#:~:text=A%20venture%20capital%2Dbacked%20IPO%20refers%20is%20the%20initial%20public,earn%20the%20best%20possible%20return." rel="noopener noreferrer nofollow">initial public offering</a> (IPO), <a href="https://learn.angellist.com/articles/management-fees" rel="noopener noreferrer nofollow">venture capital fee structure</a>, <a href="https://www.linkedin.com/advice/1/how-do-you-find-best-exit-opportunities-your-investments" rel="noopener noreferrer nofollow">exit</a>, <a href="https://www.fool.com/terms/l/liquidity/" rel="noopener noreferrer nofollow">liquidity</a> </p> <p>Impact(ed) is written, recorded and produced by its two co-hosts, <a href="https://www.linkedin.com/in/eric-horvath-71907932/" rel="noopener noreferrer nofollow">Eric Horvath</a> and <a href="https://www.linkedin.com/in/lucasturnerowens/" rel="noopener noreferrer nofollow">Lucas Turner-Owens</a>. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you.</p> <p>Graphic Design by Ann Van. Original Music by Lucas Turner-Owens.</p> no00:37:2313Venture Capital with KJ Sidberry (Google Ventures) & Evelysse Vargas (Zeal Capital Partners)full    <![CDATA[Foundations with Essma Bengabsia (Annie E. Casey Foundation)]]>Private foundations manage more than a trillion dollars of capital, which is invested across a variety of asset classes, so that a portion of their financial returns can be given out as grants for social impact.

    Join us and guest Essma Bengabsia (The Annie E. Casey Foundation) to learn about the untapped power and potential of philanthropy’s approach to investing, as well as how her community and identities have fueled a career path that has led her to be an impact investor at a $3 billion foundation.

    • Brief primer on the size, scale and scope of private foundations [1:25]
    • Essma’s path to working on impact investments at a foundation [6:25] 
    • Mechanics and approaches of the Annie E. Casey Foundation [10:00]
    • The beauty and challenges of bringing your full self to work [18:45]
    • An exciting investment: Mission Driven Finance’s Care Access Real Estate [22:10]
    • Essma’s advice to her younger self [25:50]
    • Impact potential: truly equitable stakeholder engagement within investing [30:05]

    All views expressed by our guest are her own and do not necessarily express the views of the Annie E. Casey Foundation.

    Demystifying Industry Jargon: endowment, perpetuity, mission-aligned investing, program-related investment, community development financial institution (CDFI), negative screening

    Impact(ed) is written, recorded and produced by its two co-hosts, Eric Horvath and Lucas Turner-Owens. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you.

    Graphic Design by Ann Van. Original Music by Lucas Turner-Owens.

    ]]>    https://podcasters.spotify.com/pod/show/impacted/episodes/Foundations-with-Essma-Bengabsia-Annie-E--Casey-Foundation-e2crl7b4eaecf45-1bab-4ea3-b4f6-94eb6121a670Tue, 05 Dec 2023 15:35:51 GMT<p>Private foundations manage more than a trillion dollars of capital, which is invested across a variety of asset classes, so that a portion of their financial returns can be given out as grants for social impact.</p> <p>Join us and guest Essma Bengabsia (<a href="https://www.aecf.org/" rel="noopener noreferrer nofollow">The Annie E. Casey Foundation</a>) to learn about the untapped power and potential of philanthropy’s approach to investing, as well as how her community and identities have fueled a career path that has led her to be an impact investor at a $3 billion foundation.</p> <ul> <li>Brief primer on the size, scale and scope of private foundations [1:25]</li> <li>Essma’s path to working on impact investments at a foundation [6:25] </li> <li>Mechanics and approaches of the Annie E. Casey Foundation [10:00]</li> <li>The beauty and challenges of bringing your full self to work [18:45]</li> <li>An exciting investment: <a href="https://www.missiondrivenfinance.com/invest/early-care-education/care-investment-trust/" rel="noopener noreferrer nofollow">Mission Driven Finance’s Care Access Real Estate</a> [22:10]</li> <li>Essma’s advice to her younger self [25:50]</li> <li>Impact potential: truly equitable stakeholder engagement within investing [30:05]</li> </ul> <p>All views expressed by our guest are her own and do not necessarily express the views of the Annie E. Casey Foundation.</p> <p>Demystifying Industry Jargon: <a href="https://www.investopedia.com/terms/e/endowment.asp" rel="noopener noreferrer nofollow">endowment</a>, <a href="https://www.exponentphilanthropy.org/blog/perpetuity-or-spend-down-its-not-a-binary-decision/" rel="noopener noreferrer nofollow">perpetuity</a>, <a href="https://www.fiducientadvisors.com/blog/mission-aligned-investing-values" rel="noopener noreferrer nofollow">mission-aligned investing</a>, <a href="https://learning.candid.org/resources/knowledge-base/pris/" rel="noopener noreferrer nofollow">program-related investment</a>, <a href="https://www.ofn.org/what-is-a-cdfi/" rel="noopener noreferrer nofollow">community development financial institution (CDFI)</a>, <a href="https://www.ussif.org/esg#:~:text=Negative%2Fexclusionary%20screening%3A%20The%20exclusion,ESG%20factors%20into%20financial%20analysis." rel="noopener noreferrer nofollow">negative screening</a></p> <p>Impact(ed) is written, recorded and produced by its two co-hosts, <a href="https://www.linkedin.com/in/eric-horvath-71907932/" rel="noopener noreferrer nofollow">Eric Horvath</a> and <a href="https://www.linkedin.com/in/lucasturnerowens/" rel="noopener noreferrer nofollow">Lucas Turner-Owens</a>. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you.</p> <p>Graphic Design by Ann Van. Original Music by Lucas Turner-Owens.</p> no00:38:3312Foundations with Essma Bengabsia (Annie E. Casey Foundation)full    <![CDATA[Pensions with Tara Mei Smith (NYC Pension System) and Marcela Pinilla (Mass PRIM)]]>Pension funds hold trillions of dollars of capital, which is invested for the future retirement benefits of teachers, public sector employees, firefighters and so many more workers. Join us as we talk with guests Tara Mei Smith (NYC Comptroller) and Marcela Pinilla (Zevin Asset Management; Mass PRIM) about the importance of pensions, their potential to contribute to a more equitable society and what Tara Mei and Marcela would tell their younger selves.

    • Brief primer on the size, scale and scope of pensions [0:55]
    • A “Long Promise” - why pensions and their returns matter to workers [8:05]
    • Who are NYC’s pensioners? [11:45]
    • The power of pensions to advocate for human rights [15:00]
    • How the NYC pension fund system invests [18:00]
    • As women of color working in finance, what advice would you give your younger self? [31:55]

    Demystifying Industry Jargon: ESG, Fiduciary Duty, Responsible Contractor Policy, EEO-1 Data,  Due Diligence, Defined Benefit v. Defined Contribution Plan, Investment Meetings Recordings (NYC Comptroller)

    Impact(ed) is written, recorded and produced by its two co-hosts, Eric Horvath and Lucas Turner-Owens. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you.

    Graphic Design by Ann Van. Original Music by Lucas Turner-Owens.


    ]]>    https://podcasters.spotify.com/pod/show/impacted/episodes/Pensions-with-Tara-Mei-Smith-NYC-Pension-System-and-Marcela-Pinilla-Mass-PRIM-e2bka8j5f2e0ce2-1674-4cce-b981-866728fe89aaTue, 07 Nov 2023 20:38:07 GMT<p>Pension funds hold trillions of dollars of capital, which is invested for the future retirement benefits of teachers, public sector employees, firefighters and so many more workers. Join us as we talk with guests Tara Mei Smith (NYC Comptroller) and Marcela Pinilla (Zevin Asset Management; Mass PRIM) about the importance of pensions, their potential to contribute to a more equitable society and what Tara Mei and Marcela would tell their younger selves.</p> <ul> <li>Brief primer on the size, scale and scope of pensions [0:55]</li> <li>A “Long Promise” - why pensions and their returns matter to workers [8:05]</li> <li>Who are NYC’s pensioners? [11:45]</li> <li>The power of pensions to advocate for human rights [15:00]</li> <li>How the NYC pension fund system invests [18:00]</li> <li>As women of color working in finance, what advice would you give your younger self? [31:55]</li> </ul> <p>Demystifying Industry Jargon: <a href="https://www.ussif.org/esg" rel="noopener noreferrer nofollow">ESG</a>, <a href="https://www.unpri.org/policy/fiduciary-duty#:~:text=Fiduciary%20duty%20exists%20to%20ensure,factors%2C%20in%20investment%20decision%20making." rel="noopener noreferrer nofollow">Fiduciary Duty</a>, <a href="https://www.osc.state.ny.us/files/common-retirement-fund/resources/pdf/responsible-contractor-policy.pdf" rel="noopener noreferrer nofollow">Responsible Contractor Policy</a>, <a href="https://www.shrm.org/resourcesandtools/tools-and-samples/hr-qa/pages/eeo1-filing-requirements.aspx" rel="noopener noreferrer nofollow">EEO-1 Data</a>,  <a href="https://www.duediligencecommitment.com/" rel="noopener noreferrer nofollow">Due Diligence</a>, <a href="https://www.dol.gov/general/topic/retirement/typesofplans#:~:text=The%20benefits%20in%20most%20traditional,amount%20of%20benefits%20at%20retirement." rel="noopener noreferrer nofollow">Defined Benefit v. Defined Contribution Plan</a>, <a href="https://comptroller.nyc.gov/services/financial-matters/pension/investment-meetings/" rel="noopener noreferrer nofollow">Investment Meetings Recordings (NYC Comptroller)</a></p> <p>Impact(ed) is written, recorded and produced by its two co-hosts, <a href="https://www.linkedin.com/in/eric-horvath-71907932/" rel="noopener noreferrer nofollow">Eric Horvath</a> and <a href="https://www.linkedin.com/in/lucasturnerowens/" rel="noopener noreferrer nofollow">Lucas Turner-Owens</a>. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you.</p> <p>Graphic Design by Ann Van. Original Music by Lucas Turner-Owens.</p> <p><br /></p> no00:35:2611Pensions with Tara Mei Smith (NYC Pension System) and Marcela Pinilla (Mass PRIM)full    <![CDATA[Community Lending with Ana Ramos (Common Future) & Jocelyn Velazquez (IFF)]]>Community Lending, whether at Community Development Financial Institutions (CDFIs) or elsewhere, supports economic opportunity in low and moderate income communities across the country. With borrowers' best interests at heart, community lending provides consumer loans to individuals, working capital to small businesses and funds to support community-oriented real estate projects like affordable housing.


    Join us and guests Ana Ramos (Common Future) and Jocelyn Velazquez (IFF) to learn about how their cultures and families influence their work and the importance of empathy and intersectionality when considering their roles as community lenders.

    • Brief primer on the size, scale and scope of community lending [0:50]
    • Ana and Jocelyn’s on how their lived experiences have led them to work in community lending [5:05]
    • IFF’s size, scope and approach to community lending [9:15]
    • Common Future’s approach to racial and economic justice through impact investing [11:25]
    • Two recent real estate deals Ana’s most excited about [15:20]
    • A day in the life as a community lender at IFF and CF [17:45]
    • The core skills you really need to get into this work [25:00]

    All views expressed by our guest are her own and do not necessarily express the views of Common Future or IFF.


    Demystifying Industry Jargon: redlining, Community Reinvestment Act (CRA), ShoreBank, CDFI Fund 


    Impact(ed) is written, recorded and produced by its two co-hosts, Eric Horvath and Lucas Turner-Owens. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you.


    Graphic Design by Ann Van. Original Music by Lucas Turner-Owens.


    ]]>    https://podcasters.spotify.com/pod/show/impacted/episodes/Community-Lending-with-Ana-Ramos-Common-Future--Jocelyn-Velazquez-IFF-e2hgpf80430f6c7-fb33-45af-a18f-8e5b4de5f226Sun, 24 Mar 2024 19:17:04 GMT<p>Community Lending, whether at Community Development Financial Institutions (CDFIs) or elsewhere, supports economic opportunity in low and moderate income communities across the country. With borrowers' best interests at heart, community lending provides consumer loans to individuals, working capital to small businesses and funds to support community-oriented real estate projects like affordable housing.</p> <p><br /></p> <p>Join us and guests <strong>Ana Ramos</strong> (<a href="https://commonfuture.co/" rel="noopener noreferrer nofollow">Common Future</a>) and<strong> Jocelyn Velazquez</strong> (<a href="https://iff.org/" rel="noopener noreferrer nofollow">IFF</a>) to learn about how their cultures and families influence their work and the importance of empathy and intersectionality when considering their roles as community lenders.</p> <ul> <li>Brief primer on the size, scale and scope of community lending [0:50]</li> <li>Ana and Jocelyn’s on how their lived experiences have led them to work in community lending [5:05]</li> <li>IFF’s size, scope and approach to community lending [9:15]</li> <li>Common Future’s approach to racial and economic justice through impact investing [11:25]</li> <li>Two recent real estate deals Ana’s most excited about [15:20]</li> <li>A day in the life as a community lender at IFF and CF [17:45]</li> <li>The core skills you really need to get into this work [25:00]</li> </ul> <p>All views expressed by our guest are her own and do not necessarily express the views of Common Future or IFF.</p> <p><br /></p> <p>Demystifying Industry Jargon: <a href="https://www.npr.org/2017/05/03/526655831/a-forgotten-history-of-how-the-u-s-government-segregated-america" rel="noopener noreferrer nofollow">redlining</a>, <a href="https://www.federalreserve.gov/consumerscommunities/cra_about.htm" rel="noopener noreferrer nofollow">Community Reinvestment Act (CRA)</a>, <a href="https://en.wikipedia.org/wiki/ShoreBank" rel="noopener noreferrer nofollow">ShoreBank</a>, <a href="https://www.cdfifund.gov/" rel="noopener noreferrer nofollow">CDFI Fund</a> </p> <p><br /></p> <p>Impact(ed) is written, recorded and produced by its two co-hosts, <a href="https://www.linkedin.com/in/eric-horvath-71907932/" rel="noopener noreferrer nofollow">Eric Horvath</a> and <a href="https://www.linkedin.com/in/lucasturnerowens/" rel="noopener noreferrer nofollow">Lucas Turner-Owens</a>. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you.</p> <p><br /></p> <p>Graphic Design by Ann Van. Original Music by Lucas Turner-Owens.</p> <p><br /></p> no00:31:3614Community Lending with Ana Ramos (Common Future) & Jocelyn Velazquez (IFF)full    <![CDATA[Financing Worker Ownership Conversions with Todd Leverette (Apis & Heritage)]]>Todd Leverette from Apis & Heritage sits with us to talk about his circuitous path from Wall Street to financing Worker-Ownership with Private Credit and how, when he looks back on his career, much like Common’s third album “One Day It’ll All Make Sense.”

    • 00:00 Introduction to Employee Ownership and Buyouts
    • 04:47 The Case for Employee Ownership
    • 10:57 Knowledge Sharing in Employee-Owned Companies
    • 13:33 Apis and Heritage: A New Model for Buyouts
    • 19:55 Engaging Workers in the Buyout Process
    • 25:52 The Impact of Employee Ownership on Company Culture
    • 30:03 Real-World Examples of Successful Transitions
    • 34:14 Advice for the Next Generation of Impact Investors



    ]]>    https://podcasters.spotify.com/pod/show/impacted/episodes/Financing-Worker-Ownership-Conversions-with-Todd-Leverette-Apis--Heritage-e32qd08b95f4fd8-6ec9-42d9-af39-15581703ba31Wed, 14 May 2025 01:38:50 GMT<p>Todd Leverette from Apis &amp; Heritage sits with us to talk about his circuitous path from Wall Street to financing Worker-Ownership with Private Credit and how, when he looks back on his career, much like Common’s third album “One Day It’ll All Make Sense.”</p><ul><li>00:00 Introduction to Employee Ownership and Buyouts</li><li>04:47 The Case for Employee Ownership</li><li>10:57 Knowledge Sharing in Employee-Owned Companies</li><li>13:33 Apis and Heritage: A New Model for Buyouts</li><li>19:55 Engaging Workers in the Buyout Process</li><li>25:52 The Impact of Employee Ownership on Company Culture</li><li>30:03 Real-World Examples of Successful Transitions</li><li>34:14 Advice for the Next Generation of Impact Investors</li></ul><p><br /></p><p><br /></p> no00:38:5322Financing Worker Ownership Conversions with Todd Leverette (Apis & Heritage)full    <![CDATA[Direct Investing via Foundations with Smit Naik (Sorenson Impact)]]>Smit Naik of Sorenson Impact Institute joined the pod last fall to talk about his previous work at Gary Community Ventures, where he served as its Director of Impact Investing. We talked about the importance of deploying the right capital, at the right time, for the right purpose; how philanthropies leave so much potential impact on the table; and why even investors should approach their work with human-centered design. Smit’s new title is Managing Director of Impact Investing at the Sorenson Impact Institute where he oversees their early-stage venture capital investment strategy.


    Timestamps:

    • 00:00 Bridging the Gap: Understanding Community Needs
    • 01:06 Smitt Naik's Journey into Impact Investing
    • 02:21 The Role of Listening in Impact Investing
    • 04:46 Gary Community Ventures: A Theory of Change
    • 09:00 Innovative Approaches to Community Investment
    • 12:06 MySpark: Empowering Youth through Financial Choice
    • 15:39 The Unique Approach of Gary Community Ventures
    • 19:01 Innovating Foundations: Moving Wealth and Power
    • 20:28 A Day in the Life of an Impact Investor
    • 23:41 Advice for Future Impact Investors


    Links:



    • ]]>    https://podcasters.spotify.com/pod/show/impacted/episodes/Direct-Investing-via-Foundations-with-Smit-Naik-Sorenson-Impact-e33o9v98f3d6c63-08f6-4a7f-a2f4-a77d20b9f5aeTue, 03 Jun 2025 15:27:37 GMT<p>Smit Naik of Sorenson Impact Institute joined the pod last fall to talk about his previous work at Gary Community Ventures, where he served as its Director of Impact Investing. We talked about the importance of deploying the right capital, at the right time, for the right purpose; how philanthropies leave so much potential impact on the table; and why even investors should approach their work with human-centered design. Smit’s new title is Managing Director of Impact Investing at the Sorenson Impact Institute where he oversees their early-stage venture capital investment strategy.</p><p><br /></p><p>Timestamps:</p><ul><li>00:00 Bridging the Gap: Understanding Community Needs</li><li>01:06 Smitt Naik's Journey into Impact Investing</li><li>02:21 The Role of Listening in Impact Investing</li><li>04:46 Gary Community Ventures: A Theory of Change</li><li>09:00 Innovative Approaches to Community Investment</li><li>12:06 MySpark: Empowering Youth through Financial Choice</li><li>15:39 The Unique Approach of Gary Community Ventures</li><li>19:01 Innovating Foundations: Moving Wealth and Power</li><li>20:28 A Day in the Life of an Impact Investor</li><li>23:41 Advice for Future Impact Investors</li></ul><p><br /></p><p>Links:</p><ul><li>Smit’s <a href="https://www.linkedin.com/in/smitnaik/" rel="noopener noreferrer nofollow" target="_blank">Linkedin</a></li><li>Sorenson Impact Institute <a href="https://sorensonimpactinstitute.com/" rel="noopener noreferrer nofollow" target="_blank">website</a></li><li>Gary Community Ventures <a href="https://garycommunity.org/" rel="noopener noreferrer nofollow" target="_blank">website</a></li><li>Eric’s <a href="https://www.linkedin.com/in/eric-horvath-71907932/" rel="noopener noreferrer nofollow" target="_blank">Linkedin</a></li><li>Lucas’ <a href="https://www.linkedin.com/in/lucasturnerowens/" rel="noopener noreferrer nofollow" target="_blank">Linkedin</a></li></ul><li><ul><br /></ul><ul><br /></ul></li> no00:25:4525Direct Investing via Foundations with Smit Naik (Sorenson Impact)full    <![CDATA[Season 2 Trailer]]>Season 2 of Impact(ed) is coming soon. Here's what to expect!

    ]]>    https://podcasters.spotify.com/pod/show/impacted/episodes/Season-2-Trailer-e328je07f9a9a50-8392-4e56-88f9-ef4f316289e7Thu, 01 May 2025 16:38:42 GMT<p>Season 2 of Impact(ed) is coming soon. Here's what to expect!</p> no00:01:2621Season 2 Trailertrailer    <![CDATA[Investment Advisory with Ellen Chiu (Westfuller Advisors)]]>The investment advisory industry manages trillions and trillions of client assets, for individuals and institutions, to support their financial objectives. Increasingly, thanks to the rise of sustainable finance, impact investing and the great generational wealth transfer, more and more clients are adding social impact goals alongside their financial ones.

    Join us and guest Ellen Chiu (Westfuller Advisors) to learn about how her progressive values brought her to her current role in the investment advisory industry, the relationship and reciprocity firms like hers have with their clients, and why impact measurement’s something she’s so excited about.

    • Brief primer on the size, scale and scope of the investment advisory industry [1:06]

    • Ellen shares how her upbringing and immigrant parents sparked her interest in finance [7:01]

    • How Ellen first got exposed to the investment advisory industry [9:34]

    • An introduction to Ellen’s firm, Westfuller Advisors and who they work with [11:30]

    • How Westfuller works with institutional clients to support their investment needs and mission goals [14:42]

    • Matchmaking for mission [22:00]

    • One of the project’s Ellen’s most excited about currently [24:06]

    • Advice Ellen would give her younger self [27:57] 

    All views expressed by our guest are her own and do not necessarily express the views of Westfuller Advisors.

    Demystifying Industry Jargon: RIA, CFA, portfolio management, OCIO, impact measurement, IPS

    Impact(ed) is written, recorded and produced by its two co-hosts, Eric Horvath and Lucas Turner-Owens. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you.

    Original Music by Lucas Turner-Owens.


    ]]>    https://podcasters.spotify.com/pod/show/impacted/episodes/Investment-Advisory-with-Ellen-Chiu-Westfuller-Advisors-e2k98efa434da90-0403-400e-9c27-8260a2e92318Thu, 30 May 2024 00:50:28 GMT<p>The investment advisory industry manages trillions and trillions of client assets, for individuals and institutions, to support their financial objectives. Increasingly, thanks to the rise of sustainable finance, impact investing and the great generational wealth transfer, more and more clients are adding social impact goals alongside their financial ones.</p> <p>Join us and guest<a href="https://www.linkedin.com/in/ellen-chiu-cfa/" rel="noopener noreferrer nofollow"> Ellen Chiu</a> (<a href="https://westfulleradvisors.com/" rel="noopener noreferrer nofollow">Westfuller Advisors</a>) to learn about how her progressive values brought her to her current role in the investment advisory industry, the relationship and reciprocity firms like hers have with their clients, and why impact measurement’s something she’s so excited about.</p> <ul> <li><p>Brief primer on the size, scale and scope of the investment advisory industry [1:06]</p> </li> <li><p>Ellen shares how her upbringing and immigrant parents sparked her interest in finance [7:01]</p> </li> <li><p>How Ellen first got exposed to the investment advisory industry [9:34]</p> </li> <li><p>An introduction to Ellen’s firm, Westfuller Advisors and who they work with [11:30]</p> </li> <li><p>How Westfuller works with institutional clients to support their investment needs and mission goals [14:42]</p> </li> <li><p>Matchmaking for mission [22:00]</p> </li> <li><p>One of the project’s Ellen’s most excited about currently [24:06]</p> </li> <li><p>Advice Ellen would give her younger self [27:57] </p> </li> </ul> <p>All views expressed by our guest are her own and do not necessarily express the views of Westfuller Advisors.</p> <p>Demystifying Industry Jargon:<a href="https://www.nerdwallet.com/article/investing/registered-investment-advisor" rel="noopener noreferrer nofollow"> RIA</a>,<a href="https://www.cfainstitute.org/" rel="noopener noreferrer nofollow"> CFA</a>,<a href="https://www.investopedia.com/terms/p/portfoliomanagement.asp#:~:text=Investopedia%20%2F%20Sydney%20Saporito-,What%20Is%20Portfolio%20Management%3F,their%20own%20investment%20portfolio%20management." rel="noopener noreferrer nofollow"> portfolio management</a>,<a href="https://russellinvestments.com/us/blog/what-is-ocio" rel="noopener noreferrer nofollow"> OCIO</a>,<a href="https://thegiin.org/imm/" rel="noopener noreferrer nofollow"> impact measurement</a>,<a href="https://www.morganstanley.com/articles/investment-policy-statement" rel="noopener noreferrer nofollow"> IPS</a></p> <p>Impact(ed) is written, recorded and produced by its two co-hosts,<a href="https://www.linkedin.com/in/eric-horvath-71907932/" rel="noopener noreferrer nofollow"> Eric Horvath</a> and<a href="https://www.linkedin.com/in/lucasturnerowens/" rel="noopener noreferrer nofollow"> Lucas Turner-Owens</a>. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you.</p> <p>Original Music by Lucas Turner-Owens.</p> <p><br /></p> no00:32:2015Investment Advisory with Ellen Chiu (Westfuller Advisors)full    <![CDATA[Raising Impact Capital with Alicia DeLia (Delia Impact Advisors)]]>Alicia DeLia of DeLia Impact Advisors joins the pod this week to talk about raising both grants and impact-first investments. Alicia shares why she’s passionate about getting capital to communities; how she supports leaders from diverse backgrounds to create authentic relationships with wealth holders, so fundraising doesn’t feel so transactional; and the importance of being an optimist.


    Timestamps:

    • 00:00 Breaking Down Silos in Impact Investing
    • 01:04 Understanding Fundraising in Impact Investing
    • 03:54 The Role of Investor Relations
    • 04:59 Alicia DeLea's Journey into Fundraising
    • 09:00 Resource Mobilization in Impact Investing
    • 11:58 Mindset and Self-Belief in Fundraising
    • 15:57 The Importance of Asking for More
    • 17:01 Defining Grants vs. Impact Investing
    • 20:09 A Week in the Life of a Fundraiser
    • 22:00 Transferable Skills in Fundraising
    • 25:58 The Power of Convening
    • 29:10 Advice for Future Fundraisers


    Links:

    • ]]>    https://podcasters.spotify.com/pod/show/impacted/episodes/Raising-Impact-Capital-with-Alicia-DeLia-Delia-Impact-Advisors-e33ohku662af5a4-d790-4f37-972a-20f5654f05d5Wed, 18 Jun 2025 13:00:00 GMT<p>Alicia DeLia of DeLia Impact Advisors joins the pod this week to talk about raising both grants and impact-first investments. Alicia shares why she’s passionate about getting capital to communities; how she supports leaders from diverse backgrounds to create authentic relationships with wealth holders, so fundraising doesn’t feel so transactional; and the importance of being an optimist.</p><p><br /></p><p>Timestamps:</p><ul><li>00:00 Breaking Down Silos in Impact Investing</li><li>01:04 Understanding Fundraising in Impact Investing</li><li>03:54 The Role of Investor Relations</li><li>04:59 Alicia DeLea's Journey into Fundraising</li><li>09:00 Resource Mobilization in Impact Investing</li><li>11:58 Mindset and Self-Belief in Fundraising</li><li>15:57 The Importance of Asking for More</li><li>17:01 Defining Grants vs. Impact Investing</li><li>20:09 A Week in the Life of a Fundraiser</li><li>22:00 Transferable Skills in Fundraising</li><li>25:58 The Power of Convening</li><li>29:10 Advice for Future Fundraisers</li></ul><p><br /></p><p>Links:</p><ul><li>Alicia’s <a href="https://www.linkedin.com/in/alicia-delia-7a03936/" rel="noopener noreferrer nofollow" target="_blank">Linkedin</a></li><li>DeLia Impact Advisor’s <a href="https://www.deliaimpactadvisors.com/" rel="noopener noreferrer nofollow" target="_blank">website</a></li></ul><li><ul><li>Eric’s <a href="https://www.linkedin.com/in/eric-horvath-71907932/" rel="noopener noreferrer nofollow" target="_blank">Linkedin</a></li><li>Lucas’ <a href="https://www.linkedin.com/in/lucasturnerowens/" rel="noopener noreferrer nofollow" target="_blank">Linkedin</a></li></ul></li> no00:32:2827Raising Impact Capital with Alicia DeLia (Delia Impact Advisors)full    <![CDATA[Measuring Impact with Joanna Kuang & Leila Mengesha (Illumen Capital)]]>Joanna Kuang and Leila Mengesha of Illumen Capital join the pod this week to talk about how their lived experiences brought them to investing and impact measurement, the risks that could come from not managing impact, and how these types of roles barely existed a few years ago.


    Timestamps:

    • 00:00 Introduction to Impact Measurement and Management
    • 06:37 The Evolution of Impact Measurement and Management
    • 12:09 Personal Journeys into Impact Investing
    • 20:47 Illumen Capital's Approach to Impact Investing
    • 28:41 Challenges and Opportunities in Impact Measurement
    • 36:57 Advice for Aspiring Impact Investors


    Links:

    ]]>    https://podcasters.spotify.com/pod/show/impacted/episodes/Measuring-Impact-with-Joanna-Kuang--Leila-Mengesha-Illumen-Capital-e33mp7sa5063403-c6b1-42f1-b744-933a3a7f2f36Mon, 02 Jun 2025 17:36:51 GMT<p>Joanna Kuang and Leila Mengesha of Illumen Capital join the pod this week to talk about how their lived experiences brought them to investing and impact measurement, the risks that could come from not managing impact, and how these types of roles barely existed a few years ago.</p><p><br /></p><p>Timestamps:</p><ul><li>00:00 Introduction to Impact Measurement and Management</li><li>06:37 The Evolution of Impact Measurement and Management</li><li>12:09 Personal Journeys into Impact Investing</li><li>20:47 Illumen Capital's Approach to Impact Investing</li><li>28:41 Challenges and Opportunities in Impact Measurement</li><li>36:57 Advice for Aspiring Impact Investors</li></ul><p><br /></p><p>Links:</p><ul><li>Joanna’s <a href="https://www.linkedin.com/in/joanna-kuang-7064a279/" rel="noopener noreferrer nofollow" target="_blank">⁠Linkedin⁠</a></li><li>Leila’s <a href="https://www.linkedin.com/in/lmengesha/" rel="noopener noreferrer nofollow" target="_blank">⁠Linkedin⁠</a></li><li>Illumen Capital’s <a href="https://www.illumencapital.com/" rel="noopener noreferrer nofollow" target="_blank">⁠website⁠</a></li><li>Eric’s <a href="https://www.linkedin.com/in/eric-horvath-71907932/" rel="noopener noreferrer nofollow" target="_blank">⁠Linkedin⁠</a></li><li>Lucas’ <a href="https://www.linkedin.com/in/lucasturnerowens/" rel="noopener noreferrer nofollow" target="_blank">⁠Linkedin</a></li></ul> no00:38:4824Measuring Impact with Joanna Kuang & Leila Mengesha (Illumen Capital)full    <![CDATA[Meet Your Hosts]]>Lucas Turner-Owens and Eric Horvath, co-founders and co-hosts of Impact(ed), kick off Season 2 with their longtime friend and colleague Rodney Foxworth (Worthmore), to talk a bit about their non-linear career paths, advice they would give their younger selves, and how moving capital can always be an expression of values.

    • 01:43 Lucas's Path to Purpose and Impact
    • 6:18 Eric's Journey from Education to Impact Investing
    • 14:14 How Rodney, Eric, and Lucas Met
    • 17:20 The Multi-faceted Work Eric is Doing Today
    • 19:50 The Work Lucas is Doing Today and How Investing Can Be an Expression of Values
    • 27:19 Advice for the Next Generation and Closing Thoughts
    ]]>    https://podcasters.spotify.com/pod/show/impacted/episodes/Meet-Your-Hosts-e32fqgbbc01d38b-94e1-4dfa-aaba-584580b12a98Tue, 06 May 2025 19:43:03 GMT<p>Lucas Turner-Owens and Eric Horvath, co-founders and co-hosts of Impact(ed), kick off Season 2 with their longtime friend and colleague Rodney Foxworth (<a href="https://www.worthmore.co/" rel="noopener noreferrer nofollow" target="_blank">Worthmore</a>), to talk a bit about their non-linear career paths, advice they would give their younger selves, and how moving capital can always be an expression of values.</p><ul><li>01:43 Lucas's Path to Purpose and Impact</li><li>6:18 Eric's Journey from Education to Impact Investing</li><li>14:14 How Rodney, Eric, and Lucas Met</li><li>17:20 The Multi-faceted Work Eric is Doing Today</li><li>19:50 The Work Lucas is Doing Today and How Investing Can Be an Expression of Values</li><li>27:19 Advice for the Next Generation and Closing Thoughts</li></ul> no00:34:0321Meet Your Hostsfull    <![CDATA[Trailer]]>What to expect from Impact(ed) this season

    ]]>    https://podcasters.spotify.com/pod/show/impacted/episodes/Trailer-e2bt6loe892a37a-df33-4524-8710-23cfd59d78f3Tue, 14 Nov 2023 01:26:37 GMT<p>What to expect from Impact(ed) this season</p> no00:01:581Trailertrailer    <![CDATA[Developing Communities with Kim Lyle (Dorchester Bay Economic Development Corporation)]]>Kim Lyle of Dorchester Bay Economic Development Corporation joins the pod this week to talk about the importance and impact of community development finance. She shares her love for building things that don’t yet exist, passion to get money to people out there who hustle, and why green lending hits all of DBEDC’s impact areas. 


    Editor’s Note: Since the time of this recording, the current administration has proposed a budget bill  that would have a significantly negative impact on the availability and flow of IRA funds. At the time of this post, the bill has passed the Senate but would need to be confirmed by the Senate before going into effect.


    Timestamps:

    • 00:00 Introduction to CDFIs and Their Impact
    • 02:54 The Role of CDFIs in Economic Equity
    • 05:58 Challenges Facing CDFIs Today
    • 09:06 The Inflation Reduction Act and CDFIs
    • 11:59 Kim Lyle's Journey to Dorchester Bay
    • 15:09 Dorchester Bay's Mission and Operations
    • 17:52 Innovations in Green Lending
    • 21:05 Advice for Future Generations
    • 23:52 The Importance of Nonlinear Career Paths


    Links:


    • ]]>    https://podcasters.spotify.com/pod/show/impacted/episodes/Developing-Communities-with-Kim-Lyle-Dorchester-Bay-Economic-Development-Corporation-e33ob207503d1ef-633f-4927-b162-1c0cc96226dcWed, 11 Jun 2025 13:00:00 GMT<p>Kim Lyle of Dorchester Bay Economic Development Corporation joins the pod this week to talk about the importance and impact of community development finance. She shares her love for building things that don’t yet exist, passion to get money to people out there who hustle, and why green lending hits all of DBEDC’s impact areas. </p><p><br /></p><p>Editor’s Note: Since the time of this recording, the current administration has proposed a budget bill  that would have a significantly negative impact on the availability and flow of IRA funds. At the time of this post, the bill has passed the Senate but would need to be confirmed by the Senate before going into effect.</p><p><br /></p><p>Timestamps:</p><ul><li>00:00 Introduction to CDFIs and Their Impact</li><li>02:54 The Role of CDFIs in Economic Equity</li><li>05:58 Challenges Facing CDFIs Today</li><li>09:06 The Inflation Reduction Act and CDFIs</li><li>11:59 Kim Lyle's Journey to Dorchester Bay</li><li>15:09 Dorchester Bay's Mission and Operations</li><li>17:52 Innovations in Green Lending</li><li>21:05 Advice for Future Generations</li><li>23:52 The Importance of Nonlinear Career Paths</li></ul><p><br /></p><p>Links:</p><ul><li>Kim’s <a href="https://www.linkedin.com/in/kimberlyrlyle/" rel="noopener noreferrer nofollow" target="_blank">Linkedin</a></li><li>Dorchester Bay’s <a href="https://www.dbedc.org/" rel="noopener noreferrer nofollow" target="_blank">website</a> </li><li>Eric’s <a href="https://www.linkedin.com/in/eric-horvath-71907932/" rel="noopener noreferrer nofollow" target="_blank">Linkedin</a></li><li>Lucas’ <a href="https://www.linkedin.com/in/lucasturnerowens/" rel="noopener noreferrer nofollow" target="_blank">Linkedin</a></li></ul><li><ul><br /></ul></li> no00:29:3226Developing Communities with Kim Lyle (Dorchester Bay Economic Development Corporation)full