Impact Investing Workshop

Local Economic Development:
enabling student learning by doing
December 5, 2025: 9:30am – 4:00pm
Vanderbilt University, Chelsea campus
440 W. 21st St, New York City, NY 10011
Agenda
9.30-10.00 – Registration and coffee.
10.00 – Welcome and Introductions
Eric Johnson, Bruce Henderson Professor, Vanderbilt University
10:15 – Impacting Communities: Economics of Mutuality and Place-based Investing
Jay Jakub, Executive Director, Economics of Mutuality Foundation
11:00 – Making a Local Impact
Tom Quinn, CEO, Western New York Impact Investment Fund
11.45 – Harvard Experience
Brian Trelstad, Senior Lecturer, Harvard Business School
12.30 – Lunch
Investor motivation and partnership: a conversation (12:45-1.30)
Moderator: Maria Catoline, Senior Partnerships and Engagement Officer, Impact Assets
Sallie Bailey, Investor
Claire Raffel, Collective Climate Justice Fund
1.30 – Best Practices – Café Breakout
- Deal flow and partnering
- Fundraising
- Curriculum development – impact, due diligence, consulting, and deal execution
- Follow up – clinics, consulting, partnerships.
2:45-3.30 – From Morehouse to Harvard and Back
Archie Jones, Founder, NxGen COACH Network
3:30 -4:00 – Group discussion and next steps.