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Capital Allocators in Employee Ownership

Fund managers and institutional investors directing capital toward employee ownership transactions — financing ESOPs, cooperatives, EOTs, and management buyouts through direct lending, mezzanine debt, and dedicated EO funds.

Diane Ives

Diane Ives Consulting

Strategic Advisor to Philanthropy - Economic Democracy - Climate Justice

Kim Abello

Wells Fargo Bank

National ESOP Director

# Investment Bank

Ashley McLeod

Capital Impact Partners

Director of National Lending Programs

# Impact Investing

Lisa Smith

BST Capital Advisors

Grants Management Partner

Thanh Nguyen

Operations & Grants Manager

Richard May

American Working Capital

Chicago, IL, USA

Molly Hemstreet

The Industrial Commons

Co-Executive Director

# Worker Co-op# The CHIPS and Science Act

Yvonne Yen Liu

Solidarity Research Center

Co-Founder and Director

Marisol Zavaleta Martin

Massachusetts Food Trust

Senior Associate, The Food Trust

# Impact Investing# DEI

Joe Marraffino

Cooperative Fund of the Northeast

Ithaca, NY, USA

Gerardo Espinoza

Local Enterprise Assistance Fund (LEAF)

Executive Director

Brendan Martin

# Worker Co-op# Formerly Incarcerated/Returning Citizen/2nd Chance Hire# DEI

Leah Turnbull

Managing Director and National ESOP Practice Lead - Corporate Advisory at BMO

# Investment Bank

Brian J. Carter

Executive Director

# Impact Investing

Leslie Lindo

Managing Director

Jon Shell

Social Capital Partners

Toronto, Ontario, Canada

Ariel Cohen

The Praxis Project

Senior Director of Fiscal Sponsorship & Infrastructure

Andrea Levy

California FarmLink

Senior Program Manager, Resilience and Wealth Building

Christina Sauve

Cooperative Federal

Ian Mohler

# Impact Investing

Robert Allen

Mountain Association

Director of Lending

Chris Mackin

American Working Capital

Anthony Rust

Mill Cities Community Investments

Business Equity Finance Ecosystem Director

# Impact Investing

Francisca Fabian

Lower East Side People’s Federal Credit Union

Chief Lending Officer

# Impact Investing

Andrea ‘Drea’ Aguilar

Social Good Fund

Director of Project Development

# Impact Investing

Bill Rawlyk

Open Space Institute - Delaware River Watershed Revolving Fund

Field Coordinator, Mid-Atlantic

# Impact Investing

Aaron W. Jackson

Michigan Good Food Fund

Fair Food Network, Program Director of the Michigan Good Food Fund

# Impact Investing

Andrew Walrond

Fund for the City of New York

Vice President of Loan Programs

# Impact Investing

Keith McNally

Capital Good Fund

Director Of Loan Servicing

Betty Francisco

Boston Impact Initiative

# Impact Investing

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