Impact Investing in Action – Real-World Case Studies

We will do a deeper dive on key terms in impact investing through practitioner-led case studies on wealth building through ownership, environmental / conservation finance and community investing. Students will examine the case studies through the lens of five dimensions of impact.

This is the second of the Fall Impact Investing workshop series exploring careers and opportunities in impact investment. The session is open to all UW students.

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Panelists:

Caroline Bressan, CEO, Open Road Impact

Caroline Bressan is CEO of Open Road and an experienced impact investor focused on using innovative finance to address social and environmental challenges. Her career spans impact investing, sustainable finance, and financial inclusion across the U.S., Latin America, and Africa.

Jenae Poe, Partner and Head of Client Experience, Humanize Wealth

Jenae Poe is Partner and Head of Client Experience at Humanize Wealth, where she works to help individuals align their investments with their values and create positive social impact. She brings nearly a decade of experience in ESG analysis, investment research, investor relations, and client engagement.

Katie & Brian Boland, Co-Founders, The Delta Fund

Katie and Brian Boland are co-founders of The Delta Fund, where they invest their capital to advance racial equity, financial inclusion, and a more sustainable economic system. Katie brings experience in education and nonprofit leadership, while Brian draws on his background in technology, business, and corporate leadership.

Cynthia Weaver, Vice President & Commercial Lender, Beneficial State Bank

Cynthia Weaver is a Vice President and Commercial Lender at Beneficial State Bank, with 20 years of experience in commercial lending and a diverse background in small business, sales, and entrepreneurship. Her experience running a small business and working across industries gives her a unique perspective on the challenges facing small businesses and the role of “finance for good.”

Moderated by Anna Smukowski, Managing Director, Enterprise Community Loan Fund

Anna Smukowski is Managing Director of Business Development and Impact Investing at Enterprise Community Loan Fund, where she leads work across impact investing, capital raising, and innovative financing. Previously at Local Initiatives Support Corporation, she helped develop major impact and ESG-focused investment initiatives, bringing deep experience in structuring capital for community and economic development.

Interested in attending the other Impact Investing sessions? Click here for the full schedule.

Questions? Email:[email protected]