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Place Based Impact Investing for Fiduciaries: the example of the San Francsico Bay Area

Lauryn Agnew, Bay Area Impact Investing Initiative

Process and research on developing impact investing portfolios across all asset classes, using current financial theory and fiduciary standards requiring market risk and return expectations, and attracting like-minded investors to work collaboratively for maximum impact on the common mission - like "investing for sustainable economic and environmental prosperity for everyone in the San Francisco Bay Area: how we are building the BAIII (the B A Triple I)
community development, fiduciary duty in impact investing, financing and investment structures, intermediaries
Lauryn Agnew, Founder of the Bay Area Impact Investing Initiative, President of Seal Cove Financial and fiduciary of United Way of the Bay Area's investment funds and the San Mateo County Employees' Retirement Association defined benefit investment portfolio.
depending on the structure of the panel, I can have representatives from Bay Area impact investing managers, who have participated with me on panels before, discussing how to have impact with stocks, bonds, real estate, venture capital and private equity and infrastructure, while achieving market levels of returns at comparable risk:Paul Herman of HIP Investor or Chad Spitler of BlackRock, Ben Thornley (Pacific Community Ventures), Mike Dorsey (formerly Westley Group), Nancy Pfund (DBL Partners), Brian Prator (Bay Area TOD) and public policy experts and community development experts, like David Erickson of the SF Fed or Lenny Mendonca of McKinsey Consulting.
we would have powerpoint presentations and video clips, offer hard copies of white papers and research materials such as some listed on the and the working paper posted at the SF Fed:

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