An Evening of Insight, Inspiration and Impact in Washington D.C.
For Investment Advisors & Individual Impact Investors.
Join us for an intimate and engaging evening designed to spark conversation and action around community-based investing.
Together, we'll explore how values-aligned investors and financial advisors can direct capital to Community Development Financial Institutions (CDFIs)—and in doing so, create lasting change in underserved communities across the U.S.
Whether you're an experienced advisor, an emerging impact investor, or simply values-driven and curious, this event will equip you with insights, connections, and practical tools to align your capital with your values.
Let’s Build a More Equitable Financial Future—Together. Come to be inspired by leaders who are redefining what it means to invest with intention. Leave with actionable ideas, fresh perspectives, and a renewed sense of purpose.
Why This Matters Now: CDFIs are on the frontlines of economic justice—providing access to capital in communities that mainstream finance often overlooks. Yet, many investors and advisors are unaware of the opportunities to support this powerful ecosystem.
Investors Circle—a network of people catalyzing capital for justice and sustainability—is gathering change-makers like you to dive deeper into this transformative space.
What to Expect:
Welcome & Opening Remarks: Babbie Jacobs and Diane Keefe will share why this topic is close to their hearts and introduce Investors Circle.
Spotlight on Values-Aligned Advice: Lisa Renstrom will provide insights on the evolving role of the Values Advisor platform in connecting investors and advisors who lead with purpose.
Exploring the CDFI Investment Landscape:
Financing affordable housing and community facilities: Jeaninne Jacokes, CEO and founder of Partners for the Common Good - Advancing economic empowerment and opportunity by partnering with and strengthening financial institutions to bring capital, create opportunity, and build wealth.
Public Investment Opportunities: Andrew Porter, Stepping Stone Partners (SSP)
Research on Opportunities to invest in CDFI loan funds- CDFI Investor Note Briefing prepared by Tern Strategies and SSP.
Investing in publicly traded CDFI/MDI banks or listed CDFI loan funds through InspereX
Thematic and Geographic Impact Investing: Genny Kurzweil, COO, Disability Opportunity Fund
Transformative investing to improve the lives of people with disabilities nationwide
Community-Based Capital at Work | Empowering Rural CDFIs: Donna Gambrell, President & CEO, Appalachian Community Capital
Investing in under-resourced Appalachian communities by supporting mission-driven lenders with capital and capacity-building to drive economic opportunity and resilience.
October 21, 2025 - 5:30 pm - 7:00 pm
In-person in Washington D.C. Register today, space is limited.
We hope you will join us!