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Catalyzing Democratic Ownership with Impact Investing

Lori Mizuno July 13, 2022

Democratic ownership—whether through ESOPs, worker-owned cooperatives, housing cooperatives, food/farming cooperatives, credit unions, or other forms—is hitting its stride as a strategy that enables workers, residents and community members to own, control and more equitably share in the economic benefits of their workplaces, housing and other community assets. Hear how impact investors are sourcing and investing in these opportunities, and how they are working with investees and fieldbuilding partners to ensure and accelerate success.



Meta Themes

  • Reimagine Systems

  • Deliver Equity and Inclusion

  • Advance Democracy


Purpose and Desired Outcome

We would hope to see an increase in: • Impact capital flowing to organizations demonstrating democratic forms of ownership and control. • Organizations of all kinds incorporating democratic ownership structures, whether through conversions to worker-owned and/or cooperatively-owned organizations, or getting started in such forms. • Continued innovation in how fieldbuilding organizations are facilitating worker-ownership and other cooperative conversion and development processes. We would expect to track this through • Our client impact investment pipelines (which reveal cooperative conversions, emerging cooperatives and co-investors) • The tracking carried out by fieldbuilding/advocacy partners.


  • Allocators (Family Offices, HNW Individuals, Foundations)

  • Accelerators & Incubators

  • Service Providers

  • Academia

  • Government

  • Artists & Culture-makers

  • Entrepreneurs

  • Corporate & SME

  • Intermediaries (Financial Advisers, Investment Bankers)

  • Asset Managers


  • NameJavier Hernandez
  • TitleVice President
  • OrganizationAvivar Capital LLC
  • StatusConfirmed
  • NameTina Eshaghpour, MPH
  • TitleDirector of Learning and Innovation
  • OrganizationCalifornia Wellness Foundation
  • StatusInvited
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