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Capital Markets Flywheel Effect: Scaling Mission-Driven Businesses for Vulnerable Communities

George Gonzalez May 30, 2021

To deliver on broad impact goals, mission-driven financial service organizations must operate at scale. In particular, lenders meeting the needs of underserved and credit invisible populations must reach a critical mass of consumer insights, learnings, and revenue in order to lower costs of operation and consumer credit. A critical element of this is participation from investors and capital markets.

According to French multinational financial services firm Natixis, 2020 was a watershed year for Social Bonds, which encompass the funding needs of underserved and credit invisible populations. These bonds today comprise 28% of all thematic bond issuances, and are up 473% year over year to date.

In this panel discussion, underwriters and corporate leaders will discuss the flywheel effect that is now occurring for Social Bonds as  companies can prove that responsibly investing in vulnerable communities is both the right thing to do and can be profitably done at scale. They will explore how companies with proven impact models that work in good and bad economic environments can appeal to investors, while helping increase financial inclusion for consumers in those communities.

This panel will share real world case studies, first person insights, and examples of best practices for building these proven models and how they can generate significant returns for investors. Attendees will gain a deep understanding into what investors in capital markets look for in impact models and how to create their own flywheel effect.

Format

Panel

Meta Themes

  • Impact Investing

Themes

Impact Investing Flywheel Effect ; Reaching the Underserved ; Capital Markets Engagement

Purpose and Desired Outcome

Demonstrate available paths and best practices linked to ideal outcomes that create a flywheel effect for engaging and raising funds through the capital markets to scale financial services products for underserved populations.

Audiences

  • Allocators (Family Offices, HNW Individuals, Foundations)

  • Accelerators & Incubators

  • Entrepreneurs

  • Corporate & SME

  • Intermediaries (Financial Advisers, Investment Bankers)

  • Asset Managers

Speakers

  • NameJonathan Coblentz
  • TitleChief Financial Officer and Chief Administrative Officer
  • OrganizationOportun
  • StatusConfirmed
  • NameRobert White
  • TitleHead of Green & Sustainable Hub - Americas
  • OrganizationNatixis
  • StatusConfirmed
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