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Investing in social change

See the latest news and updates from the Mission Driven Finance community.

Why I invest: Kara Ballester

Why I invest: Kara Ballester

As lead investors in our Homebuilding Investment Fund, Kara Ballester and her husband Andy were instrumental in jumpstarting our efforts to accelerate affordable housing with San Diego Habitat for Humanity. We wanted to know—what motivated Kara to invest in affordable homeownership, and what has her experience with impact investing been like?

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Closing education gaps with creative capital

Closing education gaps with creative capital

Our flexible, personalized financing approach allowed us to provide Friends of Willow Tree a $100,000 bridge loan that they used for expenses at the start of the school year, keeping the program affordable and accessible for their majority low-income students.

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Developing community with creative capital

Developing community with creative capital

When we first met Kris Schlesser, founder of LuckyBolt, he was six years into a quest to make the perfect breakfast burrito easily accessible to professionals on the go, and had been financing the business with high-interest credit cards and microloans.

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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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