Transform Finance的封面图片
Transform Finance

Transform Finance

金融服务

New York,NY 2,381 位关注者

We envision a world where capital is a tool for the advancement of real, transformative social change.

关于我们

Transform Finance, a field-building nonprofit organization, envisions capital as a tool for real, transformative social change. Through thought leadership, trainings, advisory services, and the Transform Finance Investor Network, we support all stakeholders, from activists and community leaders to investors, who pursue that vision. Our approach to the role of capital in society is grounded in social justice and is centered around the three principles of transformative finance: 1. Communities are included in the design, governance, and ownership of investments that affect them 2. Investments aim to leave communities better off by adding more value than they extract 3. Risk and return are fairly balanced among investors, entrepreneurs, and communities Our areas of work: THE TRANSFORM FINANCE INVESTOR NETWORK The Transform Finance Investor Network is a community of practice for asset owners and other finance practitioners seeking to deploy capital for transformative social change. With a commitment of over $2 billion in aligned capital, the Network is a space for investors to explore impact practices, compare approaches among peers, hear underrepresented perspectives, and collaborate on deal structures and analyses. CONNECTING INVESTORS AND COMMUNITIES We support activists and communities seeking to engage with capital as a driver of social change. We provide trainings and workshops on navigating the intersection of finance and human rights, lift up community views to inform investor practices, and support the development of investment models and deal structures that reflect the needs and aspirations of communities. We lift up activist voices where they have been historically excluded. ADVISORY SERVICES AND THOUGHT LEADERSHIP We help investors navigate the impact investing space by helping them define impact theses and approaches, informing and organizing around best practices for impact, crafting investment policy statements, performing impact audits, and identifying pipelines of aligned opportunities from communities. We develop bespoke tools to deepen impact and ensure accountability, such as community-driven metrics and alternative financing structures centered on mission. For more information, visit transformfinance.org.

网站
https://transformfinance.org
所属行业
金融服务
规模
2-10 人
总部
New York,NY
类型
非营利机构
创立
2013
领域
Impact Investing、Finance、Social Justice、Racial Justice和Education

地点

  • 主要

    116 W Houston Street, 2nd Floor

    US,NY,New York,10012

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Transform Finance员工

动态

  • ??Curious about why alternative ownership models are a critical piece of the puzzle when it comes to building a healthier media environment? ??

    查看Julie Menter的档案

    Curious human being

    ??While it's crucial to highlight the problems with billionaire-owned media, it's just as important to build viable alternatives. ??This Poynter Institute, featuring insights from Nathan Schneider, offers a great overview of the benefits and challenges of worker cooperative models in media: https://lnkd.in/gjiQ_E7K ??Other strategies, like structuring ownership through a trust, multiple share classes, or a golden share, can help ensure a company's long-term commitment to its mission. Examples include Berrett-Koehler, The Inquirer & Mirror, and even The New York Times (to some extent). ??Building a media business is tough—especially in a landscape where digital giants dominate ad revenue. But from my experience at New Media Ventures (NMV), I know it's possible. The media leaders who thoughtfully design their ownership structures alongside building a strong business will be the ones who thrive for the long haul.

  • Check out our latest blog post from our Executive Director, Curt Lyon. Read to the end to see how your organization can support the #SharedOwnership Economy!

    查看Curt Lyon的档案

    Executive Director at Transform Finance

    “Why is Transform Finance so focused on Shared Ownership right now?” is a question I get asked these days. I get it – there is a LOT to change in our world right now, and shifting ownership rights might seem a bit specific. But when I look at what’s happening right now with our government and our economy overall, I see a road paved by wealth and ownership inequality. In our economy, certain people are able to amass massive amounts of wealth – usually at the expense of others. And as we veer harder towards plutocracy, these people leverage their economic capital for real political power. Most Americans – especially those who are not given opportunities to own their place of work, their home, or any assets in the economy, really – are so frustrated and exhausted that it's understandable how many believe in the deceptive, often divisive messaging of the plutocrats. It’s a vicious cycle that has been spiraling for decades, and now these plutocrats are literally in the White House. Does this happen if economic value is actually spread beyond just a small number of founders and investors? If workers and communities had some sort of say in how the economy is run, what is valued beyond profit, how their workplaces are managed, or how their communities are shaped by capital? I don’t think it does. These are the thoughts going through my head as I and my TF colleagues plan our upcoming work, which, unsurprisingly for those following us recently, includes a lot on Shared Ownership. Specifically, we’re continuing to develop the capital infrastructure for Alternative Ownership Enterprises, like Employee Ownership, and are now also working with peers to support communities developing Shared Ownership in housing, commercial real estate, and land. There are many compelling arguments for these models, and I figured it could be helpful for our growing audience to get a sense of how these topics fit in with our history, our broader vision, and where we see ourselves going with our peers. My thoughts are formed in this new piece up on our site. Please take the call to action at the end to heart – we want to weave all of our audience’s voices into this network. https://lnkd.in/e-hw32zb

  • Transform Finance转发了

    ICYMI: Our conversation on “Financing Employee Ownership & Racial Wealth Equity” is now available to watch! Huge thanks to everyone who joined our latest Underwriting for Racial Justice (URJ) discussion. Special shoutout to our amazing speakers, Dorian L. Gregory, CPA of Cooperative Fund of the Northeast, Julie Menter of Transform Finance, Henry Noel Jr. of Boston Impact Initiative, and Julian S. McKinley of The Democracy at Work Institute. We explored how employee ownership can build wealth and reduce racial inequities, an issue of continual importance. By rethinking underwriting and loan products, we can expand business ownership and create generational wealth. ?? Watch the recording & sign up for the next discussion: ?? https://lnkd.in/gwNucfX9 #RacialJustice #EmployeeOwnership #WealthEquity #URJ

  • 查看Transform Finance的组织主页

    2,381 位关注者

    Join our colleague Julie Menter as well as Dorian L. Gregory, CPA, Julian S. McKinley and Henry Noel Jr for the next Underwriting for Racial Justice Quarterly Meeting on the topic of Financing Employee Ownership to Advance Racial Equity. It's going to be a great conversation!

    查看Beneficial State Foundation的组织主页

    1,963 位关注者

    Join us for our next Underwriting for Racial Justice Quarterly Meeting: Financing Employee Ownership to Advance Racial Equity. This dynamic session aims to equip lenders with the tools and insights to navigate the unique challenges and opportunities of financing employee-owned startups and conversions to employee ownership (EO). Join Dorian L. Gregory, CPA from Cooperative Fund of the Northeast, Julian S. McKinley from The Democracy at Work Institute, Julie Menter from Transform Finance, and Henry Noel Jr from Boston Impact Initiative to explore how EO can be leveraged as a powerful tool to advance racial equity. This session will include successful strategies, deal structures, and public-private partnerships that drive growth in EO initiatives. ?? Date: Wednesday, January 22nd, 2025 ? Time: 9 am PT / 12 pm ET Let’s reimagine finance as a tool for equity and inclusion: https://lnkd.in/gTA4gXAj?

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    2,381 位关注者

    ??Today, we are thrilled to release Ownership Lens Investing: Capitalizing the employee ownership opportunity. This briefing is designed for investors and funders who are looking for effective ways to accelerate the growth of Employee Ownership (EO). ???Ownership lens investing is a growing movement, akin to climate or gender lens investing, that focuses on expanding ownership opportunities of businesses, real estate, and other assets for individuals and households who are disconnected from the asset-building tools that create wealth. The urgency is huge, given our nation’s stubborn wage and wealth gaps, with inequality arguably being one of the great crises of our time. ????Broad-based employee ownership is a powerful solution to address growing economic inequality. Employee-owned businesses build wealth for workers, have higher financial performance, lower turnover rates, better measures of job quality, are more resilient to economic shocks and, importantly, reduce gender and racial inequality. ??We partnered with the Ownership Capital Lab to dive deep into the challenges and opportunities facing Employee Ownership funds. The briefing is informed by in-depth interviews we conducted with the vast majority of funds in the U.S. that are currently operating or being planned, as well as our teams’ past research and experience. ??Access the briefing here: https://lnkd.in/g5mdqnEV

  • 查看Transform Finance的组织主页

    2,381 位关注者

    Our Program Director Julie Menter shared some highlights from our research into Alternative Ownership Enterprises on The Ownership Economy podcast. Check-it out!

    查看Julie Menter的档案

    Curious human being

    I had so much fun talking about alternative ownership structures, chocolate and whether oceans would be better off if they were owned and managed collectively with Jahed Momand! Spoiler alert: stewardship > ownership. Thanks for featuring Transform Finance's research on The Ownership Economy podcast! Check-it out and let me know what you think: https://lnkd.in/ga7nW9nS

  • 查看Transform Finance的组织主页

    2,381 位关注者

    ??We're looking forward to our next webinar on Thursday, December 12th at 11am PT / 2pm ET to share the latest in-depth research into employee ownership investing opportunities, which we conducted with the Ownership Capital Lab! ??Julie Menter and Alison Lingane will share the key insights from the research. ??Experienced investors in employee ownership Priya Parrish, Partner and Chief Investment Officer at Impact Engine and Amon Anderson, Managing Director at Acumen America will also join to share their practical experience and advice. ??Register now! https://lnkd.in/gA_xADqP

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  • 查看Transform Finance的组织主页

    2,381 位关注者

    Curt Lyon and Julie Menter just wrapped up 3 days at the SOCAP conference, a gathering of the "impact economy". Want to learn more? ??????

    查看Julie Menter的档案

    Curious human being

    Curt and I just wrapped up an intense and productive SOCAP Global conference. Some highlights: 1) Ownership investing continues to gain momentum! There were several great panels and many side events focused on the topic, including an employee-ownership focused investor briefing we co-hosted with Alison Lingane. The energy and sense of possibility was palpable ?????? 2) Deepening and expanding connections! From structured events to fortuitous connections in the Yerba Buena gardens, it was fun and productive to catch-up with many across the impact investing ecosystem. We loved seeing our community come together on Monday evening at the spooky Hawthorn Lounge ???? 3) There continues to be a productive tension between those who advocate for "doing well by doing good" and those calling for transformative investments that put impact, not returns, first. Particularly appreciated the Catalytic Capital Consortium session which wrestled with this tension and what to do about it.

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  • 查看Transform Finance的组织主页

    2,381 位关注者

    We are thrilled to welcome Susan Ozawa Perez, Ph.D. to the Transform Finance team! ?????? Susan is an economist, policy advocate, and social impact investment expert committed to advancing economic and social equity. She has managed over $230 million in impact investments, led shareholder campaigns at major corporations, and worked on significant labor and financial reforms. With her expertise and passion for sustainability and equity, she will serve as Lead Researcher on a new initiative that will research the structures, contexts, and frameworks that allow businesses to prioritize a set of values rather than financial returns. Our team is distributed around the US but Curt and Julie had a chance to meet Susan in person in Los Angeles last week. Please join us in welcoming her to the team! ??????

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  • 查看Transform Finance的组织主页

    2,381 位关注者

    Curious about Cooperatives and how to finance them? Our colleague Julie Menter is moderating a panel at the upcoming Opportunity Finance Network conference on this topic (Tuesday 10/22, 4pm).

    查看Julie Menter的档案

    Curious human being

    Are you attending the Opportunity Finance Network conference later this month? If so, I hope you'll join the Cooperatives 101 session I'm moderating on Tuesday 10/22 at 4pm ?????? ?? We'll explore the how cooperatives can drive inclusive growth, resilience, and address racial wealth disparities. We'll also share tangible case studies, provide insights into successful models, and offer practical advice on how to effectively find, finance, and support cooperatives. ?? This is a great opportunity to learn from leading experts in the field: Alison Powers of Capital Impact Partners, John Holdsclaw IV (jhiv) of Rochdale Capital and Stacey Smith of Project Equity! ?What questions would you like this panel to answer?

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