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Can Technology Help Democratize Impact Investing?

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San Francisco Marriott Marquis

780 Mission Street

San Francisco, CA 94103

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Today more than ever, we want to take a stand against the injustices we see in our own neighborhoods, across the country and around the world. Just as our consumption choices send signals to corporations about what’s important to us in the things we buy, so too do the choices we make concerning our finances. Luckily, an increase in demand fueled by technological advances have created more options than ever before. Many of us feel that we can’t be impact investors without having millions of dollars invested, but most of us can activate the money we have already to support the things we care about.

Join us in a conversation on the intersection of technology and impact investing. We will discuss the benefits of using technology, but also the importance of being connected to the on-the-ground impact. How does technology help make access to financial options available to more people? Are there downsides of removing the human connection to the businesses you are ultimately investing in? We will discuss what is currently available and what we see as the future trends in the space.


Speakers

Catherine Berman, CEO & Co-founder of Cnote

Catherine Yushina, Co-Founder & COO at StartWise

Josh Levin, Co-founder & CSO of OpenInvest

Host

Mindful Money is pleased to host our event this month at the SF MoneyShow. Meetup attendees who are interested in the conference have the opportunity to attend the conference by signing up for a free ticket through this link - MindfulMoney.SanFranciscoMoneyShow.com. Come early on Saturday to attend other panels before the meetup. You could also check out the Renewable Energy Investing Panel on Friday, the Women on Wealth Track on Thursday, or the Cannabis track.

Speaker Bios

Cat Berman, CEO & Co-founder of Cnote

Third-time entrepreneur Cat Berman is co-founder and CEO of CNote, the nation's first savings product delivering a 40x better return with 100% social impact. Prior to CNote, Cat maintained senior roles at Charles Schwab, Deloitte Consulting and Astia. First place winner of the SXSW 2017 Best Startup Pitch Company.

Ekaterina ‘Catherine’ Yushina, COO & Co-Founder of Startwise

An immigrant, raised by entrepreneurial parents, she was never afraid to take on a complex task. Catherine’s professional experience working in Venture Capital in Silicon Valley and running a global VC conference and startup competition gives her a unique perspective on building companies and identifying opportunities. Every company is said to have a ‘Jack of all trades’, and Catherine never stops learning new skills whether it is in operations, finance, partnerships, business risks or public relations. She is determined to make sure that Startwise creates positive impact on people's’ lives as well as the economy itself. As COO, Catherine focuses on Startwise’s compliance, manages operations of the company and coordinates lead generation, partnerships and marketing.

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Josh Levin, Co-founder & CSO of OpenInvest

Joshua Levin is a Co-Founder and Chief Strategy Officer at OpenInvest, a Y Combinator and Andreessen-Horowitz-backed Public Benefit Corporation empowering everyone to reflect their personal values and drive social change through their investments. He spent the prior six years at the World Wildlife Fund (WWF), where he managed the Sustainable Finance Program. Josh has worked in the past with the Rainforest Alliance, Root Capital, and Conservation International in various capacities. He holds an MBA from NYU Stern, where he was a Catherine B. Reynolds Fellow in Social Entrepreneurship, and a BA from Harvard University. Josh lives with his wife and two sons in Berkeley, CA.

Schedule

4:00-4:30 Networking

4:30-5:30 Panel discussion

5:30-5:40 Announcements

5:40-6:00 Final networking and wrap up


#MindfulMoneySF #InvestSmarter #InvestMindful


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San Francisco Marriott Marquis

780 Mission Street

San Francisco, CA 94103

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