At Stepping Stone Partners, we love it when we have opportunities to partner with colleagues in new ways. And our partnership with Liz Rogers and Tern Strategies is a great example! We got to know Liz in her role as head of Investor Relations at CEI, one of the CDFIs on the Impact Investments platform that we oversee for our partner Baldwin Brothers Investment Advisors. Last summer, Liz left CEI to start Tern Strategies. One area of mutual interest is bridging CDFIs and mission- and values-aligned investors. So we are collaborating on two exciting initiatives together. First, we are launching an updated Investor Note Program survey later this year, in association with American Sustainable Business Network. Second, we are developing a curriculum for CDFIs to understand the Investor Note product and learn how to start their own program. The first "class" will be offered to members of the Appalachian Community Capital network in early 2024.
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