Showing posts from 2019

Diversity in the Boardroom. Tisa Forrest, Johns Hopkins University, Impact Investing Analyst

On June 20 the House Financial Services Committee held a hearing on diversity in America’s boardrooms.

The witness list consisted of Ms. Chelsa Gurkin, Acting Director of the Education, Workforce and Income Security team of the U.S. Government Accountability Office, Mr. Luke Visconti, Founder and Chairman of DiversityInc, Mr. Ron Lumbra, Managing Partner of Heidrick and Struggles, Ms. Linda Akutagawa, Chair of the Alliance for Board Diversity, the Former Ambassador to Argentina, Vilma Martinez, and Dr. Stephanie Creary, an Assistant Professor of Management at the Wharton School of Business of the University of Pennsylvania.

The hearing examined options for diversifying the gender, racial and ethnic composition of corporate and federal boards. Each witness presented testimony on how to address the issue of diversity on corporate boards and identify the conditions that lead to meaningful diversity so that more companies can follow the lead of firms that have been successful.


ESG Investing - Shifting Towards Sustainable Financial Markets? Tisa Forrest, Johns Hopkins University, Impact Investing Intern

The following is a review of a webinar on Environmental, Social and Governance (ESG) Investing presented by Franita Neuville, CFA. 
To set the stage based on a Greenwich Associates 2018 Future of Investment Research Study, 50% of CEOs, portfolio managers and investment analysts surveyed expect to decrease reliance on traditional investment bank research and to rely more heavily on alternative (ESG and other) data in the future.
In the Private Equity Responsible Investment Survey, 2019, the top issues impacting investment decisions were business ethics, bribery and corruption, with 89 and 97% of surveyed private equity investors saying this is a concern when exploring and implementing investment approaches. The least important issues in the private equity survey were responsible marketing and volunteering, with survey responses of 29 and 13% respectively. Diversity and community investment were also low on the list of issues at 41% and 37%, respectively.
Top Barriers to ESG Integration
As …

“America’s Health Future” by Sachin Meier, Georgetown University, and Andres Merida, James Madison University, Impact Investing Interns,

On June 4, 2019, the Washington Post hosted a forum titled “America’s Health Future” to discuss the future of healthcare, individual health, nutrition, and technology. Four discussions focused on these subjects from different aspects and fit well together under the central theme of the future of American health. 
The event opened with an interview of Bernard J. Tyson, CEO of Kaiser Permanente by Ceci Connolly, President and CEO of the Alliance of Community Health Plans. Mr. Tyson introduced Kaiser Permanente’s brand new program entitled Thrive Local, which emphasized outpatient and home care, which Kaiser Permanente encourages to mitigate the costs of hospital stays. Additionally, they aim to align patients, caretakers, and doctors’ incentives by moving away from a fee-for-service model, which incentivizes doctors to aim for more frequent visits while pressuring patients, especially low income patients to avoid hospital visits. Thrive Local is an extensive program, with the intention o…

Women and Investing - Tisa Forrest, Johns Hopkins University, Impact Investing Intern

Review of New York Life Investments Webinar: Women & Investing. Lessons for Success: Strengthening Relationships & Transforming Your Business
Forbes estimates women control $14 trillion in assets and that this number is increasing. They control 70-80% of the purchasing decisions, have longer life expectancies, but hold a disproportionate percent of life savings in cash.  Women aren’t all the same, but many feel advisors paint them with the same brush. Women represent a compelling opportunity by increasing their involvement in the financial planning process, helping improve financial literacy, gaining greater financial independence. Main Takeaways from the NY Life Survey on Women and Investing

1. 62% of woman believe their investment needs are truly unique and feel as though they’re treated differently when working with financial advisors
2. 67% leave their financial advisor for something other than financial reasons: mainly a lack of personal connection and poor se…
Impact Investing Forum North- Crowne Plaza Times Square Manhattan, New York, NY- September 23-24, 2019.
15% discount code: CIRIIFN2019
The Impact Investing Forum will look at many of the asset classes that encompass this space. We invite you to join us and meet top influencers, experienced investors both public and private, money managers, and service providers that are leading the charge in this ever growing space. Themes of defining impact investing, portfolio construction, asset class opportunities, and the role of the investor are just a few of the stimulating topics to be covered at this event.

Opportunity Zones Forum - June 3, 2019

Opportunity Zones Forum Crowne Plaza Times Square Manhattan, New York City June 3, 2019
15% discount code: CIROZF2019
The program will discuss how this program is encouraging long-term private sector investments in low-income urban and rural communities nationwide. Not only will this event explore the OZ investment process and regulations, but the forum will also explore current opportunities of the program and future potential implications of investing through Qualified Opportunity Zones.

Blockchain, Cryptocurrency and Africa by Diya Wang (Georgetown University) and Zhiqiang Qing (University of Maryland), Interns


Impact Investing