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Voting With Your Dollar: Ways to Spend, Save & Invest for Sustainable Impact
May 9, 2018 @ 6:00 pm - 8:30 pm
Voting with your dollar is about more than where you shop and what you buy. Join the Women’s Environmental Network and a panel of impact investing professionals to learn how the institutions you choose to save and invest with can enhance the health of our environment and communities too.
What You’ll Learn:
This event will cover an array of investment avenues – from community banks and credit union options in the Bay Area, to carbon neutral 401ks and socially-responsible index funds. We’ll also provide you with a digital resource guide to get you started in your impact journey.
Schedule:
Networking and light snacks will be provided from 6:00 to 6:30, with a quick briefing on the history of impact investing by Lucy Ta, a WEN member, before the discussion begins.
Our informational panel features guests such as Megan Morrice, of HIP Investor Inc. and Kristin Hull, Founder & CEO of Nia Impact Advisors, and Yuliya Tarasava, Co-founder & COO of CNote. More panelists to be announced soon!
Please let us know what topics you’d like to see covered or your thoughts and possible questions by completing this survey (estimated completion time 3 minutes).
Event Details:
Date: Wednesday, May 9th, 2018
Time: 6:00-8:30pm
Location: San Francisco Department of the Environment, 1455 Market Street, #1200, San Francisco, CA 94103
Public Transit/Parking: Within walking distance from BART. Street parking available – free after 6pm.
RSVP: https://www.eventbrite.com/e/voting-with-your-dollar-ways-to-spend-save-invest-for-sustainable-impact-tickets-45046106116
Kristin Hull, PhD – Founder & CEO of Nia Impact Advisors
Kristin is founder and CEO of Nia Impact Advisors, a women-led Registered Investment Advisor leading the charge to change the face of finance by hiring and training women and people of color in sustainable and transformative investing. Kristin founded Nia Global Solutions, a gender-lens portfolio of solutions-focused companies, in her efforts to bring impact investing into the public markets.
An impact Investor since 2007, Kristin oversaw the investment process for one of the first family foundations as they moved their endowment assets into 100% alignment with their philanthropic mission. In 2010 Kristin went on to found Nia Community, a 100% mission-aligned impact investment fund focused on social change and environmental sustainability in her hometown of Oakland, California.
Kristin is also a co-founder of Impact Hub Oakland and of the North Oakland Community Charter School, and served on the founding board of George Mark Children’s House. Prior to devoting her career to transforming our financial system, Kristin was a full-time educator, teaching bilingual classes in Oakland and San Francisco. She earned her PhD in Education at University of California, Berkeley, her Masters in Research in Bilingual Education from Stanford University and her BA and teaching credentials from Tufts University.
Megan Morrice, MBA – VP of Client & Partnership Development at HIP Investor Inc.
Megan leads Client and Partnership Development at HIP Investor, where she identifies and creates partnerships with like-minded brands and educates clients on how HIP’s offerings can help them make more money and have a greater impact. Megan also is engaged with portfolio development and the publishing of the results of HIP partnerships. She has experienced firsthand the positive impact that companies have when investing where their values are.
Her financial services background working as a Financial Advisor for Metlife and as a wholesaler for Leisure, Werden & Terry Agency allowed her to work with clients and understand the internal challenges faced in the financial services industry. In 2015, she did a fellowship at Confluence Philanthropy, an international network that helps move philanthropic capital in the direction of mission-aligned investing. She holds an MBA in Sustainable Management from Presidio Graduate School. Megan is passionate about helping individuals and organizations understand their financial options, align their money with their values, and create financial products that best serve the needs of people.
Yuliya Tarasava – Co-founder & COO of CNote
Yuliya hosts a decade of experience on Wall Street and has developed financial products on 3 continents. She started her career designing investment solutions for the global asset management firm AMG Funds, and later joined the wealth management boutique Summit Rock Advisors to develop the firm’s risk management framework. Over the years, Yuliya has maintained her passion for demystifying finance, including creating an investment education portal in Russia and advising non-profits and startups around the world.
