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Milken Institute Opportunity Zone takeaways

Milken Institute Opportunity Zone takeaways

Here are David’s generalized takeaways from the Milken Institute convenings in Oakland, centering around affordable housing, Opportunity Zones, and how local and statewide policies in California can be structured to influence positive outcomes.

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Legacy Arts: Intentional impact investing

Legacy Arts: Intentional impact investing

We were delighted to share with Legacy Arts Magazine how impact investing can support wealth managers, financial planners, and advisors to offer their clients new strategies to craft a legacy with meaning.

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Our thoughts on San Diego’s Business Incentive Program

Our thoughts on San Diego’s Business Incentive Program

Yesterday, colleagues from Business For Good San Diego and I gave public testimony at the Economic Development & Intergovernmental Relations Committee (ED&IR) of the San Diego City Council as they reviewed proposed updates to the City's Business Incentive...

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What’s happening with Opportunity Zones?

What’s happening with Opportunity Zones?

An interesting piece of legislation included in 2017's Tax Cuts and Jobs Act is the Opportunity Zones program. We've been digging in with colleagues across the country on how this can drive investment into neighborhoods that need it. So what's the scoop? The...

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Announcing: Inner City Capital Connections SD kickoff breakfast

Announcing: Inner City Capital Connections SD kickoff breakfast

We are partnering with Kaiser Permanente San Diego to help introduce the Inner City Capital Connections (ICCC) national program to San Diego!   When: Wednesday, April 25, 2018 | 7:30 am to 9:30 am 7:30 am breakfast 8 am program   Where: Jacobs Center for Neighborhood...

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Borrower Spotlight: LuckyBolt

Borrower Spotlight: LuckyBolt

The $250,000 loan from Mission Driven Finance enables LuckyBolt to expand from a shared commissary kitchen to their own commercial kitchen and storefront.

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