💬 Collective Conversations 📢 Sign Up For Alumni Coaching ❓ Ask Me Anything
If you're having trouble viewing this email, you can see it online.
Hello CLTV community!
It's been a busy and inspiring time here at the Impact Collective! Through our meetings, workshops, and community events, we've been forging many exciting new partnerships. We're steadily building a powerful network of individuals and organizations dedicated to closing the racial wealth gap by building a new economy.
Last month, I was fortunate to be invited to attend the Groundwater Institute's 1.5 Day Immersive Experiencealong with incredible leaders from the Aspen Institute's community. The most inspiring aspect of the program for me was the opportunity to connect, learn, share stories, and challenge our own perspectives with a brilliant group of fellow participants. We formed a strong sense of community grounded in shared purpose.
A big thank you to Ida Rademacher from the Aspen Institute and to the Groundwater Institute for this powerful and special opportunity!
The energy of our growing community is infectious; we love being able to share it with you through our newsletter and upcoming Collective Conversations open to the public. We're also excited about our upcoming alumni dinner event. It's a chance to reconnect, celebrate achievements, and strategize for even greater impact together.
With gratitude,
Julia Johannsen
Founder of the Impact Collective
Sign Up for Alumni Coaching!Get personalized support and accountability with CLTV Alumni Coaching. We are currently acceptingexpressions of interest. This one-on-one coaching opportunity starts this month and is limited to three alumni of the Intensive Workshop.There are only two spots left. Let us know if you're interested!
Friday, May 3rd, @12pm ET Applying a Racial Equity Lens Across Asset Classes with Anna N’Jie-Konte and Keith Beverly from Re-Envision Wealth Register here
During this session, theRe-Envision Wealthteam will describe how they incorporate a racial equity lens across asset classes in client portfolios. They will discuss how desired impact, available data, and success metrics vary by asset class and also present empirical research demonstrating how diverse teams and investment managers outperform their peers.
Friday, June 7th, @12pm ET Bringing White Men Into The Work with Jay Coen-Gilbert and Kevin Eppler from White Men for Racial Justice Register here
About Collective Conversations 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, Boston’s Black business ecosystem, and more!
Wednesday, May 15th, @8pm ET Ask Me Anything with Julia Johannsen, Founder of the Impact Collective Register here
Partnership with ValuesAdvisor
Many in our community aspire to adopt a values-aligned investing strategy but often struggle to find the expertise to begin. We are pleased to offer everyone in our community complimentary access toValuesAdvisor, an online, searchable database of peer-recommended financial advisors who are experts in impact investing.
How did you get into this work? I started in financial services after undergrad at Pennsylvania State University. I began working at Vanguard after obtaining by B. A. in Communications. I learned about the profession when I worked part-time as a Bank Teller in college.
Tell us a little bit about your firm? Our firm, Collective Wealth Partners, is an all-Black and majority women owned financial planning firm primarily located in Atlanta, GA. We support the wealth of individuals, firms, and nonprofit organizations. For individuals, we focus on holistic financial planning, providing services such as investment management, cash flow analysis, risk management, tax planning, insurance, and estate planning support. All of our financial advisors are CERTIFIED FINANCIAL PLANNERS™.
What is your favorite part of your job? My favorite part of my job is helping individuals reach their financial goals. I am overjoyed when our clients purchase their first home, can retire, or plan that second career they always dreamed of!
What do you do when you aren’t working? When not working, I love to travel! My goal is to travel to 100 countries, I am now at 42!
What’s your dream project or client? My dream project will be to build a portfolio designed to support underrepresented communities and business owners. This portfolio would be designed for clients of said demographic, and in turn, would have strong performance for the end client to reach their financial goals!
What’s your vision for the future of the U.S.? My vision is that someone's gender, race, religion or socioeconomic status does not disproportionately or negatively impact their financial outcomes or success. Something about you we might not know? I love what I do! Besides being Samantha Brown, there is no other career I can imagine!
Why Tax Deductions for the Rich Worsen Inequality By Matthew Desmond
New York Times article, "Why Tax Deductions for the Rich Worsen Inequality", delves into the intricate dynamics of tax policies and their impact on wealth distribution. This thought-provoking piece brings to the forefront our commitment to fostering economic justice and leveling the playing field by taking meaningful action.
Poverty, by America By Matthew Desmond
Read more by Matthew Desmond including his most recent book "Poverty, by America", which details the jarring, moral indictment of how and why the United States tolerates such high levels of poverty and inequality.
Nominate A White Man for the Next Breaking the Mold Cohort
We’re super excited to support our partners at Breaking the Mold by encouraging everyone in the Impact Collective community to nominate a white, male leader for the next Breaking the Mold Cohort! Upon completing the program, alumni will join a national network of leaders who meet regularly. They will offer each other support, inspiration, and long-term accountability.
Tuesday, May 7th, @6pm ET SURJ House Party Register here
Showing Up For Racial Justice (SURJ) is bringing together current supporters of their work in the Boston area and new supporters to discuss the societal, political, and economic stakes of this election year. SURJ will share about their work to maintain Democratic control of the federal government as well as their current work defending racial justice champions in Congress.
Tuesday, May 21st, @12–8pm ET Amplify LatinX Business Summit Register here
Join Amplify LatinX in Boston for a day filled with insightful discussions, networking opportunities, and valuable takeaways to elevate your business game. Come and stay for the whole day or drop in for a conversation or the pitch competition!Get ready to connect with like-minded individuals, learn from industry experts, and gain practical strategies to grow your business.
Monday, June 17th, @5:30–8:30pm ET Boston's Creating Conscious Collisions Road Show Register here
Be sure to join our Impact Collective team at the Creating Conscious Collisions Road Show in Boston. The invitation-only convening will bring together investors, executives, allies, and champions to hear from outstanding women of color entrepreneurs. The aim is to leverage our collective energy and resources to propel women of color entrepreneurs faster and farther on their journeys to entrepreneurial success.
There is no cost to attend. Just come ready to connect! Now in its third year, these events will visit 15 cities nationwide in 2024!
Help Us Spread Your News
We want to use this newsletter to support the racial justice events, programs, and opportunities you care about. Please share with us byemailing Emily.
DISCLAIMER These resources are provided for educational and information purposes only. Inclusion of any investment opportunities does not suggest an endorsement. You should perform your own research before you make any investment decision.
You are receiving this email because you either subscribed to our newsletter or attended an event hosted by the Impact Collective. You can alwaysunsubscribe from this list.
.png)
.png)
.png)
(1).jpg)
.png)
.png)
.png)
.jpg)
.png)
.png)
