Place-based Impact Investing: The Bay Area Impact Investing Initiative Model

Lauryn AgnewUncategorized0 Comments

The portfolio models from the Bay Area Impact Investing Initiative’s research is highlighted in Cornerstone Capital’s Journal of Sustainable Finance and Banking.  This article summarizes the in-depth research into building place-based impact-oriented investment opportunities, particularly for the San Francisco Bay Area.  By collaborating on the due diligence, encouraging deal flow, and keeping to high fiduciary standards, we can build a … Read More

The Road to Centerville: Investing in Regional Collective Impact

Lauryn AgnewBAIII.org, Events0 Comments

From the Bay Area Impact Investing Initiative and the Federal Reserve Bank of San Francisco: Please join us for The Road to Centerville: Investing in Regional Collective Impact at the Federal Reserve Bank of San Francisco (101 Market Street) next Monday, March 16th from 1:00 – 6:00pm, including a networking reception. Regional collective impact investing represents an enormous opportunity to … Read More

The BAIII has 3 new announcements!

KatieBAIII.org, Events, Research0 Comments

#1:      Our next BAIII conference will be on March 16, 2015 at the SF Fed The Federal Reserve Bank of San Francisco hosts the Bay Area Impact Investing Invitational: Monday, March 16, 2015 from 1:00 p.m. to 6:00 p.m. Since the Bay Area Impact Investing Initiative (BAIII) was introduced at the San Francisco Federal Reserve Bank in May 2013, a … Read More

Launching the Bay Area Impact Investing Initiative

Lauryn AgnewUncategorized0 Comments

What if the San Francisco Bay Area could access a large amount of new capital and invest in our own backyard? On Tuesday, November 5, the Bay Area Impact Investing Initiative (BAIII) is launching its efforts to research and prove the concept that institutional investors can earn market-like returns on their assets AND have a positive social or environmental impact in … Read More

BAIII Launch: Join us on November 5th!

KatieBAIII.org, Events11 Comments

Please join us on Tuesday, November 5, from 5:30-8:00 pm at the BlackRock Building as we launch the Bay Area Impact Investing Initiative (BAIII). We are bringing together investment professionals from advisory firms, family offices, community foundations, government agencies, public funds, financial institutions and other organizations to discuss sustainable and responsible investing to promote economic development in the San Francisco … Read More

CalAPRS Trustees’ Roundtable September 13, 2013-09-16

Lauryn AgnewEvents0 Comments

CalaAPRS Trustees Take a Deep Dive into Impact Investing The California Association of Public Retirement Systems (CalAPRS) hosted its Trustee Roundtable in San Jose with the topic of Impact Investing.  Lauryn Agnew, a trustee on San Mateo County’s Employees’ Retirement plan (www.SamCERA.org) moderated the day-long conference with expert speakers from the impact investing industry.  She led the deep dive into … Read More

Pre-SOCAP Labor Day event, September 2, 2013

Lauryn AgnewBAIII.org, Research0 Comments

The Research Behind the Bay Area Impact Investing Initiative On the lovely morning of Labor Day, the Bay Area Impact Investing Initiative (BAIII) offered its audience an in-depth review of the research that started the Initiative. When the United Way of the Bay Area board asked its investment committee to develop a portfolio that would align its investments with its mission to reduce … Read More

The Bay Area Impact Investing Initiative is gaining momentum!

Lauryn AgnewBAIII.org, Research2 Comments

Initially based on research developed over the last couple years, the Bay Area Impact Investing Initiative was created to explore whether we could build a financial structure that would encourage and enable institutional investors to allocate to investing in their own backyards, recycling some of the local wealth back into our communities and aligning with a mission of regional, sustainable … Read More