Ownership Capital Lab

We are thrilled to share two exciting events we are hosting in March to grow the community of investors, funders, and stakeholders working to grow the Ownership Economy. We hope you will join us! March 26, 11 am PT: Employee Ownership Funds Spotlight: 2025 Investment Opportunities featuring Common Trust Mosaic Capital Partners Essential Owners Fund March 20, 11 am PT: Women’s growing economic power to scale the ownership economy featuring Christina Lewis of Beatrice Advisors, Tuti Scott, & Jensyn Hallett, CFRE, MS of Invest for Better!

Great to see Ownership Investing as the focus of today's ImpactAlpha newsletter--plus a shout-out to our work Ownership Capital Lab and the incredible work of so many partners across the country!

We are thrilled to share our event newsletter today featuring 2 events: ?? Just in time for Women’s Month, join us an inspiring conversation on **Women's Growing Economic Power to Scale the Ownership Economy** on 3/20 at 11 am PT/2pm ET to explore how women investors have the power to fuel the future of employee ownership with Christina Lewis Jensyn Hallett, CFRE, MS Tuti Scott Alison Lingane & Katherine Katcher. ??Next week, join us for an intimate?“meet the authors” conversation?with employee ownership field leaders featured in an upcoming?Social Innovations Journal?issue.?The issue will showcase six articles about employee ownership,?curated by Ownership Capital Lab Founder?Alison Lingane,?and authored by field leaders in the space.

Thrilled to share this briefing on the opportunities to capitalize employee ownership that I just released this morning with Julie Menter at Transform Finance following 1:1 conversations with the vast majority of funds in the space. Investors: there is an opportunity to more than double the capital allocated to employee ownership by investing in the funds that are actively raising. Please reach out if you want to learn how to get involved in ownership investing!

Discover the future of investing with an ownership lens. What if investing could do more than just build stronger businesses? What if it could grow wealth, empower employees, and create more resilient communities? The latest publication from Ownership Capital Lab, in partnership with Transform Finance,?Ownership Lens Investing: Capitalizing the employee ownership opportunity, reveals fresh insights into the investment opportunities that empower working people and support broader wealth-building strategies across our economy, including: - What is Ownership Lens Investing? - Why broad-based employee ownership matters - Today’s investible EO opportunities, including a sizing of the # of funds, current AUM and total they aim to raise - Clear calls to action to investors based on the critical roles of different types of capital - A summary of pathways to scaling EO capital ???Read the publication:?Capitalizing the employee ownership opportunity ? Explore how EO investing is shaping the future of finance, equity and the Ownership Economy. #EmployeeOwnership #OwnershipInvesting #ImpactInvesting #SustainableFinance #OwnershipEconomy

Join Us Tomorrow! ?? Tomorrow’s the day! Join Tim Freundlich, founder and executive director of strategic development at ImpactAssets, for the DAF Day/ employee ownership Virtual National Conversation. Bring your questions, ideas, and passion. Together, we can drive change! ?? ???https://lnkd.in/epDFFW8H #DAFDay #EmployeeOwnership

?? Unlock the Future of Philanthropy! ?? Join us as Devin Murphy, Partner at The Bridgespan Group, dives into the role of Donor Advised Funds (DAFs) in driving racial and economic justice at the upcoming Virtual National Conversation. With a deep commitment to building pathways for economic opportunity, Devin is helping lead a movement toward a more equitable future. Be a part of this pivotal discussion and see how DAFs can unlock $1 billion in new capital for the Ownership Economy. ???? ?? Event Date: Week following DAF Day ?? Register Here: https://bit.ly/OCLDAFDay #DAFDay #Philanthropy #EconomicJustice #WealthTransfer #EmployeeOwnership

?? Creating Capital for Change! ?? We’re honored to have Cindy Willard, Senior Director of Capital Activation at Impact Charitable, share her expertise at the Virtual National Conversation on DAFs, the Great Wealth Transfer, and Employee Ownership. Cindy is a catalyst for community capital and a leader in using strategic philanthropy to drive social change. Let’s explore how DAFs can fuel $1 billion in investments to grow the Ownership Economy together! ???? ?? Event Date: October 15, 2024 at 2:00 PM ET/11:00 AM PT ?? Join the Conversation: https://lnkd.in/epDFFW8H #DAFDay #Philanthropy #CapitalForChange #WealthTransfer #EmployeeOwnership

?? Unlocking Wealth for Good! ?? Join us as Brian Boland, co-founder of Delta Fund and former VP at Facebook, shares his insights on how Donor Advised Funds (DAFs) can drive economic justice and shared ownership. Brian has dedicated his career to scaling initiatives that lift up communities and close the racial wealth gap. Be part of the Virtual National Conversation and learn how we can unlock $1 billion in new investment for employee ownership! ???? ?? Event Date: October 15, 2024 ?? Register Now: https://bit.ly/OCLDAFDay #DAFDay #ImpactInvesting #EmployeeOwnership #WealthTransfer #SocialImpact

Save the Date! ?? Join us for the DAF Day Virtual National Conversation on 10/15 from 11 am PT/ 2pm ET to explore the power of Donor-Advised Funds and how they can help scale Employee Ownership nationally to address racial and wealth gaps. By joining this conversation, you will play a crucial role in mobilizing resources and strategies that can unlock DAF capital to build a more inclusive and equitable economy. Together, let’s explore how we can leverage this moment of unprecedented generosity to grow the Ownership Economy and create lasting change. Don’t miss out! ?? https://bit.ly/OCLDAFDay #EmployeeOwnership #OwnershipEconomy #DAFDay