Investing Forward

The Jersey shore needed a longer-term solution to address systemic issues, such as a lack of affordable housing, that persisted well after Sandy hit. Ms. Maria Farhat Tanzola was an integral part of the team that created Impact New Jersey, an impact investment that generates market-rate returns while focusing on affordable housing in Sandy-devastated areas. She reflects on this successful partnership and innovative investment strategy 6 years after it was created.

Learn how Morningstar is helping investors make better-informed decisions and invest in ways that are meaningful to them. We also hear from a portfolio manager that is applying a gender lens to her investment process and why the “S” component of ESG is so important. This episode features Dr. Jon Hale from Morningstar and Ms. Diane Sobin from Cary Street Partners.

CNote is a women-led impact investment platform that uses technology to unlock diversified and proven community investments that help to generate economic mobility and financial inclusion. This episode features Danielle Burns from CNote and Sarah Green from North Berkeley Wealth Management.

Donor Advised Funds (DAFs) can help you save money in taxes and give more to charity. I spoke with Alex Neckles from ImpactAssets and Lori Choi from Veris Wealth Partners to help explain what these vehicles are and how to use them to activate more dollars to support your impact goals.

Learn about real assets, including farmland investing. We highlight an Organic Farmland REIT that is filling a need by helping finance and transition conventional farmland to organic, which has been proven to make farms more productive, and even more profitable. The Director of Impact of Wetherby Asset Management also joins us to discuss what they are doing with regards to real assets and impact investing.