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Investing for Impact with Intentionality: Best Practices with Case Studies to Invest in Racial Equity

Maureen Coleman July 13, 2022

Recently we have seen an increase of fund managers, asset management firms, and foundations committing to invest in racial equity. These efforts are important and well-intentioned, but how can these investors (and their respective teams) define the meaning of “racial equity” within their portfolio, determine goals and outcomes, and measure success?  Join us for a conversation with leading investors who have been, and continue to be committed, to invest for racial equity with intentionality. We will share best practices as established by our expert panelists including creating best-in-class investment policies and frameworks, identifying and allocating to diverse investment managers and strategies, and re-defining risk and measuring impact to inform reporting and facilitate learning and collaboration. We will also engage the audience with the goal to crowdsource other new strategies that can help all of us in this important work.


Fireside Chat (3 speakers maximum)

Meta Themes

  • Deliver Equity and Inclusion


Accountability, Impact Measurement and Management, Power and Capital

Purpose and Desired Outcome

Share and collaborate on best practices to ensure we are investing in racial equity with intentionality at every stage.


  • Allocators (Family Offices, HNW Individuals, Foundations)

  • Accelerators & Incubators

  • Intermediaries (Financial Advisers, Investment Bankers)

  • Asset Managers

  • Corporate & SME


  • NameValerie Red-Horse Mohl
  • TitleCFO
  • OrganizationEast Bay Community Foundation
  • StatusConfirmed
  • NameJoanna Kuang
  • TitleVP Product Development & Impact
  • OrganizationIllumen Capital
  • StatusConfirmed
  • NameJessica Holsey
  • TitleExecutive Director
  • OrganizationGCM Grosvenor
  • StatusInvited
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