Investment Discussion: Investing for Local Impact

Investment Discussions at North Berkeley

Investing for Local Impact
Fixed income investments with positive community impact

presentedy by
David Sand, Chief Impact Investment Officer, Community Capital Management
with Kate Campbell, CFP®, Partner at North Berkeley Investment Partners

Investments are often a collection of global companies and funds focused primarily on returns. But there are an increasing number of investment opportunities that factor in the societal impact of investment dollars and a select few that provide high quality investments with demonstrable local impact. What does investing for impact look like? Our conversation with David Sand, Chief Impact Officer for Community Capital Management (CRA Fund) will explore how fixed income investments can offer investors the ability to earmark investments to specific impact themes or geographies (even the East Bay) combining deep analysis, transparency and ongoing due diligence on the use of bond proceeds.

Join us, and please feel free to bring a friend (or two), for a stimulating and timely conversation, wine and light snacks. There will also be plenty of time for your questions.

About the Speaker

David Sand
Chief Impact Investment Officer and Chief Investment Strategist
Community Captial Management

David Sand has more than 30 years of investment management experience and is a trailblazer in ESG/impact investing and is a well-regarded speaker, lecturer and author. He is a well-regarded speaker, lecturer and author on investing and ESG/impact investing issues. He co-founded Access Capital Strategies serving as its president and chief investment officer from 1994 to 2010. In this capacity, he pioneered the development of market-rate, fixed income impact investments for institutional investors. He has worked as a consultant to Community Development Financial Institutions (CDFI's), non-profits and social enterprises. In the early 1990s, he was the founding project director for CERES leading the effort for transparency in corporate environmental reporting and engagement amongst NGOs, corporations and stakeholders. David serves on the New York Advisory Board for Enterprise Community Partners where he is Chair of the Loan Committee and is a former board member of U.S. SIF: The Forum for Sustainable Investment. David's primary responsibility at Community Capital Management is business development, client and consultant services and the creation of new products.

More About Community Capital Management