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CDFI Loan Funds + You | Be a Champion for Underserved Communities with Julia Phipps

April 16 at 12:00 pm - 1:00 pm EDT

- Free

Picture this: Imagine directing your investments towards federally certified institutions in the United States dedicated to driving community impact. Your investments aid small business owners in wealth creation, fuel affordable housing projects, and advance climate initiatives in underserved communities nationwide.

Join us on April 16th for a webinar on engaging with CDFI (Community Development Financial Institutions) loan funds and their decades-long battle to empower communities overlooked by the financial mainstream.

Leading the session is Julia Phipps, Director of Due Diligence at CNote, an impact investing platform channeling capital to a nationwide network of CDFIs since 2016.

You’ll Discover:

● The rich history of CDFI Loan Funds and their distinctive qualities

● The impact that CDFI Loan Funds create for the communities that they serve

● How integrating CDFI Loan funds aligns with your investment strategy

Julia Phipps – Director of Due Diligence – CNote

Julia is a dedicated impact investing professional focused on developing market-based financing solutions to achieve both economic and social returns. Julia leads CNote’s fixed income lending program, specialized in Community Development Financial Institutions (“CDFIs”) investing. She manages and oversees the full life-cycle of the loan portfolio, from loan origination to ongoing portfolio management. Julia has a background in risk management, credit analysis, and economic development from her previous roles at Citigroup, Deutsche Bank, and the NYC Economic Development Corporation. Julia graduated from the University of Chicago with a B.A. in Economics.

Details

Date:
April 16
Time:
12:00 pm - 1:00 pm EDT
Cost:
Free
Event Category:

Venue

Zoom

Organizer

Invest for Better
Email
info@investforbetter.org

Details

Date:
April 16
Time:
12:00 pm - 1:00 pm EDT
Cost:
Free
Event Category:

Venue

Zoom

Organizer

Invest for Better
Email
info@investforbetter.org