Do you want to speak at SOCAP23? The SOCAP Open Session Submission Period Is LIVE!

Submit Your Ideas Here by April 1!

Income Share Agreements as a tool for Educational Equity

Alison Fredman May 28, 2021
  • 2:00 PM – 3:15 PM
  • Webinar: Instructions will be emailed to registrants


  • Please contact your Event Liaison for special event code. If you have questions, please contact [email protected]

Registration is closed
As we all grapple with the economic and social consequences of the past year, many asset owners are seeking to activate their investment portfolios to advance equity more broadly. Investment in higher education and workforce development remains a proven pathway for achieving these goals.

The US is experiencing a crisis in education finance which is impacting educational access, completion, and the upward social mobility that higher education is meant to facilitate. Job insecurity and a rapidly evolving skills economy during the COVID-19 pandemic have laid bare the risks of traditional student financing. Moreover, these risks are amplified for low-income and minority students, raising a critical need for a flexible student financing tool that breaks down barriers to higher education enrollment without placing undue risks on student borrowers.

Income Share Agreements (ISAs) are a nascent but promising education financing structure that allow students to fund their education through a controlled share of their future income, aligning repayment with positive post-graduate outcomes. When strategically applied, ISAs can be used to support and scale higher education models that are delivering positive results for underserved student demographics.



Meta Themes

  • Equity & Inclusion

  • Sustainable Development


Education; Racial and social equity, Workforce development, Future of work

Purpose and Desired Outcome

The goals are to provide a fundamental overview of ISAs, discuss the present and future trajectory of the sector, and highlight the role that impact capital can play. We proposal a forward-thinking conversation on the potential of ISAs to deliver both financial return and large scale social impact that addresses educational access, equity and income mobility.


  • Allocators (Family Offices, HNW Individuals, Foundations)

  • Asset Managers

  • Intermediaries (Financial Advisers, Investment Bankers)


  • NameMichael Stynes
  • TitleCEO
  • OrganizationJain Family Institute
  • StatusInvited
  • NameJim Courtland
  • TitleCEO
  • OrganizationOutcome Group
  • StatusConfirmed
Join the SOCAP Newsletter!