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Philanthropy Series: Values Aligned Investing (OPEN TO ALL)
May 24 @ 12:00 pm - 1:30 pm
We’re delighted to announce Washington Women’s Foundation Philanthropy Learning Series. Beginning in March 2023 WaWF will host panel discussions with philanthropic leaders on various topics including how to build your giving plan, solidarity as an action, a critical lens on donor advised funds, values aligned investing, and donor perspectives on reparations in philanthropy.
Join us virtually on Wednesday, May 24th at 12PM for the third Philanthropy Series session to expand your knowledge of values aligned investments. From impact investing to ESG, there are many ways we talk about aligning our investments with our values. During this session, moderated by WaWF Member Jennifer Sik, attendees will learn from Nancy Reid of Tyche Consulting and Sandhya Nakhasi of Common Future about how to better align your investments with your values, applying an equity lens to investments and some individual steps you can take with your own investments.
Nancy Reid designs strategies for families to align their investments with what matters most to them. Her advisory career began on Wall Street and has since expanded to include a specialization in investing for social and environmental impact, with leadership roles at EnVest, Canopy, and Seattle Impact Investing Group (SIIG). She is of counsel at Phīla Engaged Giving, where she develops strategies for individuals and families to amplify their philanthropic values through their invested wealth. From 2013-2020, she launched and chaired the Seattle chapter of TIGER 21, a peer learning network focused on investing, legacy, and family dynamics. Her consulting practice focuses on investment policy development and trust strategy. She is a Fellow at the University of Zurich’s Center for Sustainable Finance and Private Wealth in Zurich, Switzerland. Nancy has served on the boards of Realize Impact, the MCO Foundation, the Blade Foundation, and Global Potential; and she served as a presidential appointee on Dartmouth College’s Advisory Committee on Investor Responsibility. She holds a BA from Yale University, an MBA from the Tuck School of Business at Dartmouth, and a CTFA (Certified Trust and Fiduciary Advisor) designation from the American Bankers Association.
Sandhya is passionate about co-creating capital solutions that break from the constraints of our current financial system as a way to shift control to and resources into communities that have been systematically excluded from meaningful investment. As Managing Director of Community Credit Lab and CF Investments, Sandhya uses an experimental approach to stewarding and growing a portfolio of field defining, equitable lending and community-led investment programs that demonstrate solutions that shift the flow of capital towards BIPOC communities to build a more equitable financial system. Before Common Future’s acquisition of Community Credit Lab (CCL), Sandhya was Co-Founder and served first as CCL’s Chief Investment Officer and subsequently as Executive Director. Sandhya has a Bachelor of Arts in Economics from New York University and an MBA from the University of Michigan. She is based in Seattle where she’s learned to love getting outdoors and to enjoy a good rainy day.
Jennifer Sik joined Washington Women’s Foundation in 2010. She currently serves on the Governance Committee and Membership Task Force. She also has served on the Pooled Fund Grant Committee, several Partner Grant Committees, the Impact Assessment Committee, and the Intersect Planning Committee, before joining the board. Jennifer is a Wealth Management Advisor at Merrill Lynch Bellevue, working with clients to transform wealth to life goals and making an impact to the community. Her education includes a Bachelor of Arts in Fine Arts and English Linguistics from the University of Hong Kong and a Master’s of Applied Finance from Macquarie University, Australia. Jennifer is an alumna of Leadership Tomorrow and has served on various boards, including Women’s Funding Alliance, Mercer Island Rotary Club, and Mercer Island Youth and Family Services Foundation.
Register here for Values Aligned Investing!
These events are free and open to the entire WaWF community, meaning they are open to all! We will record the discussions and share with those who register for viewing. For questions, please contact firstname.lastname@example.org.