Unlocking Local Lending Through Evergreen Pooled Credit

Local lending funds are often deeply connected to communities, yet many remain difficult for foundations and family offices to access at a meaningful scale. The field needs more efficient, diversified structures that make local lending easier to underwrite, allocate to, and hold within a mission-driven investment portfolio. This interactive session explores an evergreen pooled fund model that combines traditional fixed income, a local lending allocation, and centralized diligence to help accelerate capital into community-rooted lending strategies. Participants will pressure-test the model and leave with a practical design framework they can adapt in their own markets.