Impact Investing in the Southeast

This learning forum, co-hosted by the Atlanta Federal Reserve Bank, the Council on Foundations, and the Southeastern Council of Foundations, will bring together a select group of staff and trustees from family and private foundations, family offices, community foundations, health foundations, advisors and other thought leaders in the field. We will take up a roundtable discussion on philanthropic investing for place-based impact in the Southeast. Last summer at a White House roundtable on impact investing, a group of corporations, banks, foundations, and individuals committed to invest more than $1.5 billion in new capital into companies and funds that strive to generate positive financial and social returns.

The convening will take place at the Atlanta Federal Reserve Bank offices on May 21st from 12-5pm. The convening will include lunch followed by an interactive economic overview and forecast from a Federal Reserve Bank economist. Lisa Hagerman, of DBL Investors, will kick-off the roundtable by sharing findings from her 2013 Federal Reserve Working Paper, The New Family Philanthropy: Investing for Social and Environmental Change as well as other recent research on the growing movement by families and other foundations to align their values with investments. Several thought leaders from our region will share their perspectives. Then we will facilitate a discussion on topics including:

  • Impact investing in the Southeast
  • New strategies to link families to impact investing
  • Barriers to aligning investments with place-based goals
  • Public policy measures to advance impact investing
  • An investment advisor perspective.

For questions about this event or to RSVP, please contact Lorne Steedley at