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As highlighted in a recent Impact Entrepreneur article by Stacey Faella, shareholder engagement is a pivotal, yet often overlooked, strategy within the philanthropic sector for leveraging investments to drive social and environmental change. This approach enables foundations to use their equity holdings as a means to encourage corporate responsibility and sustainability without necessitating significant changes to their investment portfolios. However, it remains underutilized due to challenges like limited understanding and resource constraints.
In this special installment of our Building an Impact Economy Webinar Series, Laurie Lane-Zucker of Impact Entrepreneur moderates a panel featuring four distinguished experts in the field of shareholder engagement. They will share their diverse experiences and insights into transforming passive investments into active tools for change. Through real-world examples, including successful engagements that led to corporate commitments to sustainability, our panelists will illustrate effective strategies that foundations and other institutional investors can employ to embrace active ownership.
Discussion Points:
Join us for this critical conversation aimed at demystifying shareholder engagement and providing actionable strategies for foundations eager to amplify their investment impact. Learn how even small, incremental steps can lead to significant improvements in corporate accountability and sustainability practices.
As the Senior Director of the Nathan Cummings Foundation’s economic justice portfolio, Laura Campos focuses on advancing economic security, expanding access to capital, and confronting monopoly power. She also oversees the foundation’s use of active ownership strategies to address corporations’ impacts on racial, economic, and environmental justice. Laura received the 2019 Joan Bavaria Award for her work to transform the capital markets into a system that balances economic prosperity with social and environmental concerns. Her work has been covered by numerous publications and her writing has appeared in The New York Times, the Chronicle of Philanthropy, and The International Business Times, among others. Laura currently serves on the board of the American Economic Liberties Project. She holds a Bachelor of Arts degree in International Relations from the College of Wooster and an M.Sc., Economics from the London School of Economics.
Stacey Faella is the Executive Director of the Woodcock Foundation, where she oversees programs and operations and stewards a commitment to 100% mission alignment of the endowment. Stacey led the development of an impact-first, catalytic capital asset allocation to drive impact aligned with the foundation’s grantmaking strategy. She also serves on the boards of Spark Microgrants and Confluence Philanthropy.
Pedro Henriques da Silva is the Director for Shifting Trillions at the Sierra Club Foundation (SCF). At SCF, Pedro provides strategic direction for the Foundation’s leadership role in shifting trillions of dollars toward an economy that addresses the climate crisis and restores ecosystems while benefiting people and advancing justice. In addition to his role at the Foundation, Pedro serves on the Board of Directors of The Crane Institute for Sustainability and on the Environmental Justice Advisory Board of the Coalition for Green Capital.
As ICCR’s Chief Executive Officer since January 2016, Josh Zinner oversees programs and operations for the organization, and is the lead external organizational representative. Josh has more than 25 years’ experience as a non-profit leader, coalition-builder and policy advocate. Josh is also a long-time public interest lawyer who has spent his career working to promote social and economic justice and corporate accountability. For the eight years prior to coming to ICCR, Josh co-directed the New Economy Project, an organization that works with community groups on economic justice issues and is at the forefront both locally and nationally in the fight against discriminatory financial practices. In addition, Josh was previously a member of the Consumer Advisory Board of the federal Consumer Financial Protection Bureau.
Laurie Lane-Zucker is Founder and CEO of Impact Entrepreneur, PBC, an impact economy business that hosts the Impact Entrepreneur Network — a large, global network of “systems-minded” entrepreneurs, investors, and scholars of social and environmental innovation — and editor and publisher of Impact Entrepreneur, a digital magazine covering the emerging Impact Economy. For over 30 years, Laurie has been a “pioneer” (Forbes) and recognized leader in sustainability, social enterprise, and impact investing. Laurie was the founding Executive Director of the international environmental organization, Orion Society, which publishes the celebrated Orion Magazine, as well as the founder of a global sustainability think-tank, the Triad Institute, and Hotfrog, a Founding B Corporation, GIIRS Pioneer Company, and the first company ever to complete an equity transaction on an impact investment exchange. Laurie is the bestselling and multiple award-winning publisher and editor of books and magazines on sustainability and social impact — having worked with such acclaimed authors as Wendell Berry, Barry Lopez, Terry Tempest Williams, and David James Duncan — and the author of numerous articles on entrepreneurship and impact investing. Laurie is contributing author to the recently published academic textbook from World Scientific, Sustainability: Business and Investment Implications (2023).