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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.

Christian Bilger

Co-Founder & Chief Operating Officer

Pittsburgh, PA, USA

# Reg CF Crowdfunding

George Cook

Co-Founder & Small Business Enthusiast

Pittsburgh, PA, USA

# Reg CF Crowdfunding

Jim Metzinger

Abelard Foundation

Philanthropy Consultant

Julie Williams

Head of Advisory Services

Susan Collins

Abelard Foundation

Associate Director, Program Delivery at Harvard Business School Executive Education

Kate Goss

Executive Director

Arno Hesse

San Francisco, CA, USA

Tina Eshaghpour

The California Wellness Foundation

Director of Learning and Innovation

Katie Boland

Bellevue, WA, USA

# Impact Investing

Steve Deis

Lazear Capital Partners

Managing Director - California

Columbus, OH, USA

# Impact Investing

Carla D. Thompson Payton

W.K. Kellogg Foundation

Vice President for Program Strategy

Gabby Dizon

Jessie Smith Noyes Foundation

Director, Grants and Operations

Rebeca Rangel

Y & H Soda Foundation

Senior Program Officer

Crystal Harden-Lindsey

Baltimore Community Foundation

Vice President of Community Impact c

# DEI# Philanthropy

Matt Magnotta

New York, NY, USA

# Succession Planning

Janiece Evans-Page

Chief Executive Officer

# DEI# Philanthropy

Kelly Jin

Knight Foundation

VP/Community and National Initiatives

# Impact Investing# EO Financing# Philanthropy

Alex Ruetz

Cory Blankenship

Dogwood Health Trust

Officer - Economic Opportunity

# Impact Investing# Philanthropy

Alan Carlyle

First Financial Bank

Managing Director

Aki Ohashi

San Francisco, CA, USA

# Impact Investing

Trent Crossan

Manager of Corporate Development

# Impact Investing

Cole Whalen

Corporate Development Analyst

# Impact Investing

Tanaya Suddreth Lynch

Triangle Community Foundation - Sudden and Urgent Needs (SUN) Grant

Senior Program Officer for Capacity Building Initiatives

Jessa McCormack

Peace Development Fund

Program Manager

John Garofalo

Akron Community Foundation

Vice President, Community Investment

Kari White

NEK Prosper! - NEK Prosperity Fund

Northern Counties Health Care, Director of Community Health Equity

Cayla Bellanger DeGroat

Northland Foundation - Maada'ookiing Grant Program

Program Officer

Keisha González

Cleveland Foundation - Cleveland Black Futures Fund

Senior Director, Social Impact Investing and Economic & Community Development

Jennifer Koladycz Beatty

The Norcliffe Foundation

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