Episodes

  • Place-Based Investing for Inclusive Communities

    Place-Based Investing for Inclusive Communities
    Feb 13 2026
    In a moment when communities are feeling real pain in real time, place-based investing offers something many capital strategies can’t: urgency, context, and accountability to the people who live with the outcomes. Recorded live at SOCAP25, this episode of Money + Meaning brings together foundation leaders pushing beyond the traditional “5%” grantmaking model and putting their full balance sheets to work. The panel explores what it actually takes to align endowments with mission, how internal teams are restructuring to break down silos, and why collaboration across institutions isn’t optional — it’s part of the responsibility.
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    1 hr and 11 mins
  • SOCAP26: Our First Flagship Event in Chicago

    SOCAP26: Our First Flagship Event in Chicago
    Jan 21 2026
    In this special episode of Money and Meaning, members of the SOCAP team share details on the move of SOCAP’s flagship conference from San Francisco to Chicago in 2026. The team discusses the strategic reasons behind the move, including the Midwest’s strong institutions aligned with SOCAP’s mission. The region is home to leading innovations in impact finance, climate solutions, and community investment, as well as key partners like the MacArthur Foundation and Chicago Community Trust. Tune in to learn more about this exciting next chapter!
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    29 mins
  • Investing in Economic and Political Power: Innovative Models for Change

    Investing in Economic and Political Power: Innovative Models for Change
    Dec 15 2025
    Recorded at SOCAP25, this episode of Money + Meaning explores the intersection of economic and political power, the significance of ownership and governance, and how capital can support communities in achieving lasting self-determination.
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    1 hr
  • The AI Generation: A High-Impact Opportunity for Investors

    The AI Generation: A High-Impact Opportunity for Investors
    Nov 17 2025
    AI is transforming the way young people learn, work, and plan their futures. The entry-level job market is shrinking, internships aren’t keeping up, and a generation graduating into an AI-first labor market is trying to navigate shifting expectations in real-time. In this episode of Money + Meaning, recorded live at SOCAP25 and co-curated with American Student Assistance, investors and founders working across education, workforce development, and philanthropy explore how capital can help young people thrive because of AI — not in spite of it.
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    1 hr
  • Money as Energy: Rethinking Diligence, Power, and Partnership

    Money as Energy: Rethinking Diligence, Power, and Partnership
    Sep 22 2025
    Impact investing often centers on models, metrics, and capital stacks. But as facilitator and coach Michael Kass shares in conversation with SOCAP’s Sarah Sterling, outcomes are also shaped by the stories organizations live inside, the trust within teams, and the relationships among founders, funders, and boards. By treating money as energy and expanding due diligence to include culture and capacity, investors and entrepreneurs can design partnerships that create systemic, lasting change. This episode of Money + Meaning explores how narrative alignment, right-sized growth, and co-created reporting can make deals more resilient.
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    37 mins
  • Investing in Climate-Resilient Agricultural Practices and Communities

    Investing in Climate-Resilient Agricultural Practices and Communities
    Aug 22 2025
    Created in partnership with Root Capital and ImpactAlpha, this episode shines a light on how climate shifts are impacting farmers worldwide. As climate change makes farming riskier and more expensive, Root Capital is on the front lines with farmers around the world, helping to identify and finance innovative solutions to build prosperous, resilient farming communities. Working specifically with agricultural businesses, Root Capital works to provide farmers and workers in emerging markets with the credit capacity and connections they need to grow their impact. To date, it has lent more than $2 billion to 1,000 businesses and improved the livelihoods of 10 million people.
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    28 mins
  • Mobilizing Capital for Global Health: Bridging the Healthcare Financing Gap

    Mobilizing Capital for Global Health: Bridging the Healthcare Financing Gap
    Jul 21 2025
    Bridging the healthcare financing gap by mobilizing private capital through sustainable financing alongside public funds is essential to achieving universal health coverage and SDG3 by 2030. The U.S. withdrawal from the WHO and retreat from investing in the global health enterprise this year have added to this gap, with long-term ramifications on disease transmission and a loss in global public health infrastructure. The role of private capital working in collaboration with multiple stakeholders is at a critical juncture for action. In this episode of Money + Meaning, recorded at SOCAP24, learn about successful impact investment case studies in global health, including in low- to middle-income countries. You'll hear about proven innovative financing solutions and dive into the critical and remarkable potential for technology, “health tech,” and AI in scaling global health care solutions.
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    1 hr and 6 mins
  • Backing Founders, Building an Inclusive Economy

    Backing Founders, Building an Inclusive Economy
    Jun 19 2025
    Shifts in policy and public sentiment are creating headwinds for diversity, equity, and inclusion (DEI) initiatives in various sectors. However, some mission-driven allocators are staying the course on their commitments to a diverse investing future. By continuing these investments, allocators address the funding equity gap for founders who are people of color, women, or both. They also pursue financial returns and a more vibrant, sustainable economy. This episode features a SOCAP24 session that spotlights allocators who offer examples for other investors seeking diverse funding opportunities and stronger financial performance.
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    1 hr