Insights
Videos — the same thinking, out loud
Short conversations on family governance, resilient investing, philanthropy, and the macro picture behind the portfolios.
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Cliff Effect - Jason Howell Company
"Learn about the other people living in their community. Having an orientation to considering your own financial growth.." and financial capability and financial literacy; and how you can help provide those skills to others in the community." - Christy Cole…
CDFIs for ALL Communities
"What's most important to you. If you're interested in trying to use it for good; consider placing your funds with a CDFI. See how your money makes a difference. It could be very powerful." - Ebony Perkins Community Development Finance Institutions (CDFIs)…
Jason Howell on ESG or SRI
On April 8th Jason was invited to be a guest on the Through the Noise (TTN) Podcast hosted by Ernesto Gluecksmann. From their website: Through the Noise is a light and entertaining podcast that explores “the business of communicating” through conversations…
Stakeholder Capitalism
"There has to be a physical component. You can't be all digital; it's just not going to work. It's all hybrid now. There's no such thing as ALL digital. There's people who've dreamed of this for 30 years. I remember the early days of the internet. We got a…
(VIDEO) IMPACT Investing in Women and the Arts
"I miss the humanity. I miss seeing people breath and talk and sing and dance. Remember the arts; keep them top of mind. Especially when we go through this economic recovery. We need your support." - Valerie Novakoff Investors in the arts worldwide are using…
(VIDEO) CDFIs Save the World
"I'm on a mission to wrench open the floodgates of private capital and release the pent-up resources to flow to people and places that are typically overlooked and underestimated by traditional investors." - Andrea Longton, CFA Community Development Finance…
(VIDEO) Values Based Investing in the 21st Century
Millennials, women, high net worth families and institutions are demanding sustainable and responsible investing (SRI) to manage investment risk, reduce volatility while helping the community and the environment. Watch Sarah Sung, MBA, CPA and John Klinger…
(VIDEO) Leaving Your Legacy with Community Foundations
Eileen Ellsworth, President & CEO of the Community Foundation for Northern Virginia (CFNova.org) as we discuss how to leverage community foundations for permanent bequests; how to "have your fun" while giving during your lifetime; how modern philanthropy will…
(VIDEO) Community Impact Investing in 2020 and Beyond
Join principals from Community Capital Management, Inc. (CCMInvests.com) David Sand and Michelle De La Cruz as we discuss: 2020 Impact Investing initiatives; Economic Equality; Racial Justice and Sustainable Investing. What is community impact investing? What…
SRI Investing History
Jenny Coombs is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation education program. She is associate professor at the College for Financial Planning (Cffp.edu/). Jenny describes the "socially responsible…
Impact Investing
The COVID-19 pandemic, social unrest and political distress of 2020 has many of us questioning how to make a greater social impact with our money. Join Daniel Blake of University Impact (UITripleDAF.org) as we discuss: The role of early-stage impact…
Community Foundations
Join Jennifer Owens, CEO and Christy Cole, Philanthropic Advisor from the Arlington Community Foundation (https://www.arlcf.org/) as we discuss the unique role of local community foundations; specific needs of the DC metropolitan region; how your neighbors…