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Panel Proposals

New ESOP Considerations

Employee Ownership: The Role of Impact Investing

Wednesday, April 16, 2025
1:15 PM – 2:15 PM MST
Location: 150
CE: 1
CE Type: CLE, CPE
Education Level: Intermediate
Discover how employee ownership is emerging as a powerful impact investing strategy, driving financial returns and employee wealth creation. Join leading investors and experts as they discuss institutional investors' role in supporting employee ownership growth. The discussion will feature a mix of leaders in the impact investing field sharing practical approaches, market barriers, and success stories in their efforts to accelerate the growth of employee ownership.
NCEO UPDATE: https://www.nceo.org/member/newsletter/good-investments-impact-investment-and-employee-ownership

Learning Objectives:

  1. Gain knowledge of impact investing initiatives in the marketplace designed to accelerate the growth of employee ownership.
  2. Delineate the emerging "ownership-lens investing" framework and early collaboration efforts to define and grow this field.
  3. Demonstrate the investment thesis of a GP (Allivate Impact Capital) and LP (Sorenson Impact Foundation) in the employee ownership field and their respective approaches to ownership-lens investing as a theme.