Bridging the Gap: Place-Based Impact Investing in the Midwest and Beyond

David Sand Community Capital Management, LLC

Track

The Value of Culture & Place

Format

Midwest-Focused Content (Up to 3 Facilitators/Speakers)

Speakers

  • NameMatthew Morris
  • TitleManaging Director, UBS Portfolio Advisory Group
  • OrganizationUBS
  • NameKaitlin Horsch
  • TitleWealth Advisor
  • OrganizationEllevest

Description

Place-based impact investing is a key tool for directing capital into underserved Midwest communities. We will explore how place-based impact investing—the targeted deployment of capital into specific areas—can help address persistent gaps in affordable housing, small business financing, and community infrastructure across Midwestern markets. Panelists will discuss how public, private, and philanthropic capital can work together to scale solutions. Key topics include why place-based impact investing is important, understanding and addressing capital gaps in the Midwest, and interactive case studies of blended capital in action, offering insights into opportunities, challenges, and strategies for aligning capital with community needs.

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