Investor

Athena Capital

United States of America

Athena Capital is a multi family office and investment manager based outside of Boston Massachusetts with approximately USD 5 billion in assets under management. Athena provides investment advisory and wealth management services to a select group of private clients institutions and endowments. With impact investing mandates growing across its client base Athena is actively integrating impact investing strategies into client portfolios covering a range of geographies and sectors.

Type: Wealth Manager/Advisor

Geography: United States of America

Impact: Access to Financial Services

Investor

Bank of America Merill Lynch

United States of America

From a petroleum company expanding in Asia to an independent film company in need of a flexible line of credit to a real estate developer interested in Dubai more than 140000 businesses benefit from their commitment to provide them with the best resources insights and solutions across 150 countries around the world.

Type: Investment Fund Manager

Geography: Global

Impact: Access to Financial Services

Investor

Big Path Capital

United States of America

Big Path Capital is an innovative leaders expanding the path for business interests seeking multiple bottom line interests, taking the new economy from the margins to the mainstream, seeing the financial world generate good as it generates returns. As a global firm, Big Path Capital is advancing a sustainable economy connecting mission-driven companies and fund managers with mission-aligned investors.

Type: Investment Fund Manager

Geography: Global

Impact: Access to Financial Services

Investor

Cambridge Associates

United States of America

Cambridge Associates is a leading global investment firm that delivers innovative portfolio management services to institutional and private investors. For more than 40 years, they have focused on discovering new ways to add long-term value to their clients’ portfolios based on their unique objectives.

Type: Investment Fund Manager

Geography: Africa

Impact: Access to Financial Services

Investor

Cornerstone Capital Group

United States of America

Founded in 2013, Cornerstone Capital Inc. is a woman-owned financial services firm based in New York offering investment banking, strategic consulting and investment management capabilities. The mission of the firm is to bring the discipline of sustainable finance to the mainstream of the capital markets. With the systematic analysis of environmental, social and governance (ESG) factors in the investment process, the Cornerstone Capital Group advises both investors and corporations on how to optimize their financial and business decision-making processes.

Type: Investment Fund Manager

Geography: Global

Impact: Access to Financial Services

Investor

Emerging Markets Private Equity Association (EMPEA

United States of America

EMPEA is the global industry association for private capital in emerging markets. They are an independent non profit organization. As EMPEA celebrates our 10th anniversary in 2014 they have over 300 member firms comprising institutional investors fund managers and industry advisors who together manage more than US$1 trillion of assets and have offices in more than 100 countries across the globe.

Type: Investment Fund Manager

Geography: United States of America

Impact: Access to Information

Investor

FB Heron Foundation

United States of America

The Heron Foundation was created in 1992 to help people and communities help themselves out of poverty. Today the foundation is focused on building a better economy in the United States one in which reliable employment and income are available to every willing worker or household. The New York based foundation aims to deploy the full balance of its endowment towards that mission and invests all of its assets through a single capital deployment office removing the traditional foundation s operating distinction between investments and grant making.

Type: Foundation

Geography: United States of America

Impact: Access to Financial Services

Investor

Ford Foundation

United States of America

The Ford Foundation supports visionary leaders and organizations on the frontlines of social change worldwide. The believe all people should have the opportunity to reach their full potential contribute to society and have voice in the decisions that affect them.

Type: Foundation

Geography: Global

Impact: Access to Financial Services

Investor

JS Slocum

United States of America

Jeffrey Slocum & Associates Inc. was founded by Jeff Slocum in 1986. Slocum provides independent investment advice to institutions helping them to be conscientious stewards of their assets and to document the prudence of their decisions. They serve over 125 institutional clients in the United States and Canada with total invested assets of approximately $116 billion.

Type: Wealth Manager/Advisor

Geography: United States of America

Impact: Access to Financial Services

Investor

Just Capital

Netherlands

Just Capital is investor in new initiatives in innovative technology and financial services. They facilitate entrepreneurs in spe to take the step and build their company. If they understand your business proposal and you have the right profile Just Capital is ready for your next step. They'll provide both seed capital as well as business expansion capital.

Type: Institutional Investor

Geography: Netherlands

Impact:

Investor

Mission Wealth

United States of America

Mission Wealth is an independent financial planning and investment management firm with offices from San Francisco to Los Angeles, CA. They strive to deliver what affluent families need most – comprehensive, holistic and unbiased wealth management advice. They are dedicated to helping their clients solve both common and unique challenges in managing their wealth.

Type: Investment Fund Manager

Geography: United States of America

Impact: Access to Financial Services

Investor

Morgan Stanley

United States of America

Morgan Stanley mobilizes capital to help governments corporations institutions and individuals around the world achieve their financial goals. For over 75 years the firm s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance Morgan Stanley will continue to break new ground in advising serving and providing new opportunities for its clients.

Type: Corporate

Geography: Global

Impact:

Investor

New Resource Bank

United States of America

New Resource Bank is the bank for people who are leading the way to a more sustainable world. We match an entrepreneurial spirit with a dedication to achieving environmental and social as well as financial returns. Our mission is to advance sustainability with everything we dothe loans we make the way we operate and our commitment to putting deposits to work for good.

Type: Bank

Geography: United States of America

Impact: Access to Financial Services

Investor

Nordea Asset Management

Nordea Asset Management was formed in October 2001 and is headed by Christian Clausen. The new business area was created through a merger of Asset Management and Life Insurance, and Pensions. Asset Management & Life now consists of six business units: Investment Management, Life & Pensions, Investment Funds, Long Term Savings & Life, Nordic Private Banking and European Private Banking. Nordea Asset Management operates as a subsidiary of Nordea Bank AB.

Type: Investment Fund Manager

Geography: Global

Impact: Access to Financial Services

Investor

Overseas Private Investment Corporation

United States of America

OPIC is the U.S. Government s development finance institution. It mobilizes private capital to help solve critical development challenges and in doing so advances U.S. foreign policy. Because OPIC works with the U.S. private sector it helps U.S. businesses gain footholds in emerging markets catalyzing revenues jobs and growth opportunities both at home and abroad. OPIC achieves its mission by providing investors with financing guarantees political risk insurance and support for private equity investment funds.

Type: Government

Geography: Africa

Impact: Access to Financial Services

Investor

Prudential

United States of America

Prudential formalized its impact investing program in 1976 to identify market inefficiencies and craft investment solutions that generate an appropriate risk-adjusted return while driving social change. As markets evolve, many impactful assets have become investable assets by mainstream investment standards. The group invests in a variety of asset classes including public and private debt and equity, mortgages, tax credits, REITS and structured products. The team manages a portfolio that will soon surpass $500 million and originates over $100 million in new impact investments each year, while generating an appropriate risk-adjusted return.

Type: Investment Fund Manager

Geography: Asia

Impact: Access to Financial Services

Investor

Rockefeller & Co.

United States of America

Rockefeller & Co., Inc. is a privately owned investment manager. It provides its services to High net worth individuals, their families, family offices and related entities, funds organized as domestic or offshore (non-U.S.) companies, limited partnerships, limited liability companies or other types of legal entities; U.S. registered investment companies; Trusts and other fiduciary accounts , Foundations, endowments, charitable and other nonprofit institutions; Taxable and tax-exempt accounts, and Sovereign Nation(s).

Type: Investment Fund Manager

Geography: Americas

Impact: Access to Financial Services

Investor

SJF Ventures

United States of America

We are experienced venture capital investors who have been at the forefront of impact investing since 1999. We are passionate about generating extraordinary results creating positive changes and partnering with visionaries who combine these two. Our team has invested in over 50 ventures bringing time tested perspective and expertise to partnerships with entrepreneurs. We are ready and eager to build something special together.SJF Ventures is a venture capital partnership with offices in Durham NC New York and San Francisco. Through its investment funds the firm provides equity financings from $1MM to $10MM solo or in syndicates to companies seeking growth capital.As a venture fund SJF Ventures focuses on the resource efficiency sustainability and technology enhanced services sectors. Representative investment areas include efficiency and infrastructure asset recovery including reuse and recycling sustainable agriculture and food safety health and wellness technology education technology and digital media and marketing services.

Type: Investment Fund Manager

Geography: United States of America

Impact: Access to Financial Services

Investor

The CAPROCK Group

United States of America

The CAPROCK Group develops customized comprehensive and strategic financial solutions for high net worth individuals and families who don't have the expertise or the time to do so on their own. The CAPROCK Group base every decision on unbiased analysis that suffers no outside pressure and that has only one goal to protect and grow our clients wealth. The CAPROCK Group invest in people and technology to deliver transparent comprehensive performance reporting. The CAPROCK Group impose structure on what we frequently see as quasi organized confusion.

Type: Wealth Manager/Advisor

Geography: United States of America

Impact: Access to Financial Services

Investor

Tiger 21

TIGER 21 (The Investment Group for Enhanced Results in the 21st Century) is North America’s premier peer-to-peer learning network for high-net-worth investors. TIGER 21’s 290+ Members collectively manage over $27 billion in total assets and are entrepreneurs, CEOs, inventors and top executives with backgrounds in financial services, real estate, industrial and consumer goods, legal services, entertainment and medicine.

Type: Investor Network

Geography: Canada

Impact: Access to Financial Services

Investor

Toniic

US

Toniic is a global network of action oriented impact investors both individuals and institutions. They increase the velocity of money and services into impact investing to address global challenges. Their members commit to discover evaluate nurture and invest in entrepreneurs enterprises and funds that promote a just and sustainable economy.

Type: Investor Network

Geography: United States of America

Impact: Access to Financial Services