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Mission Related Investment: Fiduciaries, Diligence, and Return Hurdles, Oh My!

Rebecca Marx July 13, 2022

So, you want to unlock some of the billions you’ve heard are stashed away in foundation endowments or charitable trusts? Or perhaps you’re a potential MRI investor, but you’re not quite sure where to start? In this highly interactive session, we’re bringing together a group of national MRI experts and place-focused MRI recipients to walk you through the legal, practical, and mission-related obstacles you’ll confront – and provide you with some helpful guides to hurdling those obstacles.



Meta Themes

  • Power and Capital


Racial equity

Purpose and Desired Outcome

Goal is to take curious audience members and help them understand where MRIs are happening, where they are not, where they make sense and where they don’t, what are the legal and practical limitations, how to attract them despite those limitations, etc. Additional goal is to solicit feedback on emerging themes and policy recommendations as part of Urban’s MRI-related study.


  • Allocators (Family Offices, HNW Individuals, Foundations)

  • Asset Managers

  • Entrepreneurs


  • NameRebecca Marx
  • TitleResearch Analyst
  • OrganizationUrban Institute
  • StatusConfirmed
  • NameAlexander Flachsbart
  • TitleFounder and CEO
  • OrganizationOpportunity Alabama
  • StatusConfirmed
  • NameNicholas Almeida
  • TitleChief Operating Officer
  • OrganizationMission Investors Exchange
  • StatusInvited
  • NameHallie Bradley
  • TitleStrategic Initiatives Manager
  • OrganizationAlabama Power Foundation
  • StatusInvited
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