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Developing Impact Investing Products for Retail

Anna Smukowski May 17, 2021

Impact investing has largely catered to accredited and institutional investors. New product development is enabling retail investors to invest with their values. Panelists from impact issuers and underwriting and fintech platforms will discuss different considerations in new impact investing product development for retail clients.



Meta Themes

  • Impact Investing


New product development, community investing, fintech

Purpose and Desired Outcome

Understand barriers and opportunities in retail product development across asset classes (cash, fixed income, equity) · Inspire attendees to move their own investments along with their values


  • Asset Managers

  • Accelerators & Incubators

  • Corporate & SME

  • Intermediaries (Financial Advisers, Investment Bankers)


  • NameAnna Smukowski
  • TitleSenior Director
  • OrganizationLISC
  • StatusConfirmed
  • NameViola Mai
  • Title Investor Relations Associate
  • OrganizationSelf-Help Federal Credit Union
  • StatusConfirmed
  • NameYuliya Tarasava
  • TitleCo-Founder & COO
  • OrganizationCNote
  • StatusConfirmed
  • NameJake Raden
  • Title Head of ESG & Financial Product
  • OrganizationOpenInvest
  • StatusConfirmed
  • NameJodi Waber
  • TitleManaging Director
  • OrganizationInCapital
  • StatusConfirmed
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