Hello CLTV community! 

The Impact Collective keeps finding new ways to bring our community together, deepen our connections, and create space for people to take action. 

Within the past few weeks alone we are proud to have achieved 3 major milestones:

• We wrapped up CLTV6, our latest cohort of brilliant women committed to closing the racial wealth gap;
• We completed our first Couples Workshop with 3 courageous couples;
• We launched our new Collective Conversations series with an overview of our evolving vision to participate in the creation of a new American economy by refining and expanding our offerings. Tapping into and strengthening the ecosystem of communities and organizations organizing white people and people with wealth.

We are thrilled to have you as part of this very exciting work. See below for some reflections about each of these exciting occasions and more. 

In partnership, 

Julia Johannsen

Founder of The Impact Collective

Celebrating Intensive Workshop Cohort 6

Top to Bottom Row (L to R): Julie McVeigh Johnson, Katherine Hayes, Michelle Chalmers, Susan Naimark (Facilitator), Lexie Olmsted, Melissa Lyons, Marina Seevak, Karen Blumenfeld, Kate Olmsted, Kimberly Formisano (Faciliator).
 

“We just wrapped up the sixth cohort of the Impact Collective’s Intensive Workshop, and what a powerful group of women it was! It was clear from our opening session, which was held in person for the first time—how the women hungered for connection; for a space to share around topics so many have been socialized not to talk about: race, privilege, wealth… Their commitment to honesty, vulnerability, personal growth and action has been—and continues to be—inspiring.”
— Susan Naimark, Intensive Workshop Facilitator

Want to join our next cohort? Learn more at the upcoming Info Session.

Sign Up For Alumni Coaching

Get personalized support and accountability with our Alumni Coaching. We are accepting expressions of interest. This one-on-one coaching opportunity starts this month and is limited to three alumni of the Intensive Workshop.

Let us know if you’re interested!

Celebrating Our First Couples Workshop

Laura Burnes, Aaron Pikcilingis, Ethan Kerr (Facilitator), Lisa Goodman, Daniel Goodman, Kelly Sherman, and Julia Johannsen (Facilitator).

We are beginning to more intentionally engage men in our work of aligning wealth to values! Julia and Ethan Kerr co-facilitated our first Couples Workshop this winter. Women involved with the Impact Collective and their male partners came together over two sessions in Brookline.

Together they explored how gender and family might influence their relationship to money, money management, and one another. They wrestled with how to connect their personal values with their financial decisions. And they began to activate some CLTV tools and resources for taking concrete next-steps toward action.

Stay tuned for more opportunities for couples!

Collective Conversations is our new series of monthly opportunities to learn, take action, and build community. Please join us and bring friends on the first Friday of every month for a one-hour Zoom conversation with experts and activists from within and beyond our community.

Upcoming topics include direct giving, investing to close the racial wealth gap, how to find the right investment advisor for you, Boston’s Black business ecosystem, and more! We hope can attend one or more of the following Collective Conversations:

• Friday, April 5th, @12pm
  Who Controls Your Money? Diversify Your Investment Teams to Boost Performance and Impact
  with Robyn Russell and Ivy Jack from The Diverse Investing Collective
  Register here
  
  
• Friday, May 3rd, @12pm
  Applying a Racial Equity Lens Across Asset Classes
  with Anna N’Jie-Konte and Keith Beverly from Re-Envision Wealth
  Register here
  
  
• Friday, June 7th, @12pm
  Collective Conversation Topic TBA
  Jay Coen-Gilbert and Kevin Eppler from White Men for Racial Justice
  Registration Coming Soon!

Q: Tell us a little bit about your firm? 
A: Nubian Square Investment Advisors is an impact focused firm that works with individuals, families, and institutions. Our mission is centered on racial wealth equity by providing financial planning and investment management services to diverse wealth builders and to those that care about a more sustainable, equitable world and society.

The company is apart of several coalitions and networks that are committed to finding new ways to create a more just financial market such as New England Impact Investing Initiative, Racial Justice Investing coalition, Rad Planners, and the Global Impact Investing Network (GIIN) Faith Based Racial Equity Investing fellowship. 

 Q: What is your favorite part of your job? 
A: As a son of an educator, transferring knowledge is the most enjoyable aspect. Seeing the relief after helping someone implement a financial plan and investment strategy is another great feeling. 

Q: What’s your dream project or client? 
A: My dream project is working with a foundation or family to implement an impact portfolio across the public and private markets—it'd be great to allocate assets to diverse owned businesses and into corporations that have committed to and stood by DEI policies. The dream client would not only share my values for investing their time and resources in economic justice and racial wealth equity, but would also be an advocate as NSIA continues to grow over the years. A bonus would be if they had a sense of humor over a nice dinner.

 Q: How did you get into this work? 
A: In elementary school, I was in a program that had a stock simulation. I bought Target (TGT) and it appreciated in value, so I've been amazed by the power of investing ever since. After high school, I moved from Dallas to New York City to attend Fordham University and to pursue my dream career as a professional investor. That jump led me to UBS Wealth Management, Merrill Lynch Private Banking and Investment Group, the Wharton School at the University of Pennsylvania, Eaton Vance Management, and finally the Ujima Fund.

I've always cared about others, but learned more about ESG and impact investing during my time in Boston. I was motivated to take part in the social justice movement around racial wealth equity—so I left my job to play an active role in closing the racial wealth gap.

Q: What do you do when you aren’t working? 
A: I'm usually with my wife, Charnice, and son, Josiah (2 years old), with friends, or outdoors. I'm also, painfully, a loyal Dallas Cowboys fan. 

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