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Socially Responsible Investing with Community Vision Webinar

November 5 @ 11:00 am - 12:00 pm

🎟️ Register for this webinar

What if the money you invest could generate a financial return while helping communities build long-term stability and ownership?

Join Community Vision for a conversation about socially responsible investing and how investors can align their capital with their values. We’ll explore what socially responsible investing looks like today, what investors consider when building an impact-aligned portfolio, and the role community investing can play.

You’ll also learn how investing in Community Vision’s loan fund provides capital to mission-driven organizations across California working to purchase, preserve, and develop affordable housing, health clinics, cultural spaces, and other essential community assets.

Hear from Community Vision President Catherine Howard; Michael Kramer of Natural Investments, a firm dedicated to sustainable, responsible, and impact investing; and Daniel Hlad, a longtime Community Vision individual investor and former staff member. Together, they’ll share perspectives on putting investment dollars to work in ways that create both financial and community value.

Whether you already invest with Community Vision or are exploring socially responsible investing for the first time, this webinar will offer a practical introduction to aligning your investments with the impact you want to make.

Speakers

Catherine Howard, President, Community Vision
Catherine Howard has been part of Community Vision for more than 25 years and has served as President since 2021. She leads the organization in advancing its mission through flexible capital and responsive advising for nonprofits and community-rooted organizations across California. Over her career at Community Vision, Cat has held leadership roles across lending, advising, and grantmaking and has helped finance a wide range of community-owned and social purpose real estate projects. She holds a master’s degree in City Planning from the University of California, Berkeley, and a bachelor’s degree in Government and Politics from the University of Maryland.

Michael Kramer, Manager and Trust Steward, Natural Investments
Michael Kramer is a Manager and Trust Steward of Natural Investments, a registered investment advisor dedicated exclusively to sustainable, responsible, and impact investing for more than 40 years. A financial advisor with the firm since 2000, Michael coordinates its investment committee, shareholder advocacy, and public policy efforts and oversees its Heart Rating of socially responsible mutual funds. He is co-author of The Resilient Investor: A Plan for Your Life, Not Just Your Money and serves on the Public Policy Committee of US SIF: The Forum for Sustainable and Responsible Investment.

Daniel Hlad, Community Vision Investor
Daniel Hlad is a nonprofit leader with more than 35 years of experience in fundraising, marketing, and communications. His career has included work with grassroots organizations, LGBTQ+ advocacy organizations, and organizations focused on homelessness and housing. He previously served as Community Vision’s Director of Development and, together with his husband, Sean, continues to invest in Community Vision’s loan fund. Daniel is currently Director of Staff Leadership and Development at the Lavender Rights Project.

🎟️ Register for this webinar

Details

  • Date: November 5
  • Time:
    11:00 am - 12:00 pm