Week 8: Walk further together: The relevance of peers & community of practice in the impact word

How can we develop communities of practice that further a Just Transition?

We’re almost at the end of our community calls and there’s one thing we won’t let you leave without: The importance of having a strong network of relationships when working in this field! This is a chance to explore impact investing through divestment, empowered organizing, and working together to make a just transition possible. Join us for a community call with 👧 jordyn middlebrooks from reimagine wealth and get inspired by her story of working & weaving with several networks in the field, amongst them resource generation & Radical Planners.

Recommended Resources: Community & Networks in Systems Change

📃 Community Building for Systems Change - Finance Innovation Lab (paper, 15 min)

🚄 Just Transition Framework https://movementgeneration.org/justtransition/

📙 Guide to Social Movement Investing by the Center for Economic Democracy

🧾 Will the Revolution Be Funded - The Forge (article, 5 min)

We’re also excited to welcome 👨Adam Wasserman for a skill session on the sustainability regulatory landscape. Adam will give us an overview of the State of ESG Regulation in the USA and the EU. He will discuss, among other things, the proposed disclosures promulgated by the U.S. Securities and Exchange Commission and the State of California, such EU disclosure requirements as the Corporate Sustainability Reporting Directive (CSRD) and the Corporate Sustainability Due Diligence Directive (CSDDD), and the standards set forth by the International Sustainability Standards Board (ISSB). Finpublica has been a partner of our Fellowship program and has given our Fellows the chance to explore and connect with like-minded individuals in the field. Also, Adam runs a killer newsletter on ESG news - highly recommended! More resources & opportunities from finpublica below in the recordings section.

We have some additional partner opportunities this week for you to meet up and learn at. Check our List of Events to find out more.

Impact Measurement and Management Office Hours w/ Fernando Morales

Fernando offers two office hours this week for informal learning together. He’ll answer questions and have a chance to go deeper in IMM.

Tuesday Oct. 22 9AM -9:30AM Central

Wednesday Oct. 23 9-9:30AM Central

Scholars of Finance Opportunities

On our List of Events you’ll see a number of events we’ve gotten access to. The program is mostly targeted at undergraduates but with opportunities to learn and develop your understanding of topics in the space.

Intentional Endowments Network - How to Leverage Sustainability Data to Better Invest in Impact

Technology-driven asset manager Ethic will speak to the many ways sustainability data can be leveraged to invest in impact— from investment decisions to connecting managers with clients, and in service of the greater mission of both. Ethic's sustainability team will speak to what’s working & what’s next for the sustainability data landscape. The conversation will build on Ethic's Next Level Conversation at the 2024 Higher Education Climate Leadership Summit, where Kelly Mahoney, Director of Growth at Ethic, explored strategies for collaborative sustainable investing and discussed ways to foster collaboration and consensus to drive forward sustainable initiatives.

Access here

New Economy Coalition - Event on Solidarity Economies 101 w/ NEC

What do we mean by “economy” & what are solidarity economies? How can you connect and build upon the economic practices of cooperation and solidarity that already exist? Register for SE 101 today to explore some of these questions! Another world is possible, where we honor our interdependence and care for each other; where communities govern themselves through participatory democracy, cooperative and public ownership, and a culture of solidarity and respect for the earth. Let’s learn together about the values, practices, and community-based strategies that provide real alternatives to racial capitalism. An economy that is not built by us, will be built against us.* As we witness the natural consequences of unbridled capitalism—including worsening climate change, an ongoing pandemic, and genocide—we must double down on alternative models that protect life and the planet, challenge the capitalist economic order and build outside of it.

Access here

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📹 Week 8 Recordings

Community Call 8: Walk further together: The relevance of peers & community of practice in the impact word w/ jordyn middlebrooks

📹 Watch here

📓 Jordyn's resources

• 📗 Day of Divestment Workbook - Reimagine Wealth
• 🤸‍♀️Embodied Divestment #1 and #2 - Reimagine Wealth
• 🎧 Podcasts, Books & Other things
• Slides

🙆‍♂️Jordyn’s Bio:

jordyn middlebrooks (they/she) is a financial planner, money coach, and community organizer based in Tonkawa, Jumanos, Comanche, Coahuiltecan, and Lipan Apache land aka "Austin, TX". jordyn centers their work around building the world that they hope to one day actually live in, one where there are system-level alternative, permanent, and accessible, safety nets that shift the paradigms of power so that we all are able to meet our needs and thrive.

jordyn holds a Series 65 license and is a member of:

• Resource Generation (a multiracial membership community of young people with wealth and/or class privilege committed to the equitable distribution of wealth, land, and power)

• Rad Planners (a group that organizes progressive financial professionals to further a just transition).

Before delving into the world of finance, jordyn co-led the Sunrise Movement Austin, TX hub and worked in the Renewable Energy and Technology sectors.

📹 Past Event: Becoming a Radical Financial Advisor Training

Skill Session: Exploring the sustainability regulatory landscape - the state of ESG Regulation in the USA and the EU w/ Adam Wasserman from Finpublica

📹 Watch here

📓Adam's resources

🙆‍♂️Adam’s Bio:

Adam Wasserman is the Founder and Executive Director of Finpublica – a non-profit focused on inspiring and empowering current and emerging finance leaders to achieve their environmental, social, governance, sustainability, and impact goals. With more than two decades of legal, financial services, and nonprofit experience, Adam is dedicated to working with finance leaders to help them, their companies, and the industry pursue sustainability and responsible investing focused on both value and values. Adam previously spent more than seven years as the Head of Enforcement of the New York Stock Exchange – where he rebuilt its market regulation department and led its preeminent enforcement program. Adam also served as a litigation partner for a leading global law firm, where he represented financial services clients in institution defining matters (including the Board of Directors of Lehman Brothers in all matters arising from the 2008 financial crisis), led the New York office’s award-winning pro bono program, and was recognized for his “experienced, sage counsel.” He is an Aspen Institute Finance Leaders Fellow and a member of the Aspen Global Leaders Network. Adam graduated from Pomona College and Harvard Law School and lives in the suburbs of New York.

🏨 More On Finpublica:

Finpublica is a non-profit platform that inspires and empowers current and emerging finance leaders to achieve their sustainability and impact-related goals by cultivating a deeply engaged community, providing expansive and accessible content, and serving as a catalyst for action. Its members include leaders from 25+ countries and all major sectors – including banks, funds, pensions, index providers, ratings agencies, insurers, endowments, Fintech, Greentech, and more. Join their community for the networking, events, research, and further opportunities. Over the past year, Finpublica has grown to more than 350 members, built a website curating a wide-variety of open-source educational resources and tools, sponsored more than a dozen panels, discussions, and other programs on issues of interest, and launched several member-led initiatives.

❣ Finpublica’s Invitation As a NEIII Fellow you are offered the opportunity to expand your sustainable finance network and resources by joining the Finpublica community - by clicking here. Registration is complimentary and takes just a minute, but please note that after entering your information you’ll need to press confirm on the summary screen for the system to process it.

Membership provides several benefits, including:

• Participate in and network with a community of more than 350 global finance leaders interested in sustainability;

• Invitations to a variety of exclusive events, including expert panels, fireside chats, and members-only salons, discussions, and networking sessions;
• Access to the newest curated sustainability research and news; and
• The opportunity to participate in member-led initiatives and working groups on environmental, social, governance, equity, and impact issues of interest.