Margret Trilli

TortoiseEcofin Investments LLC engages in the provision of investment advisory services. It also offers investment vehicles which includes closed-end, open end, interval, and private funds. The company was founded by H. Kevin Birzer, David J. Schulte, Zachary A. Hamel, Kenneth P. Malvey, and Terry C. Matlack in December 2002 and is headquartered in Leawood, KS.

Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Marin Community Foundation engages in the provision of philanthropic contributions to help improve the human condition, embrace diversity, promote a humane and democratic society, and enhance the community's quality of life. The company was founded in January 1987 and is headquartered in Novato, CA.

Capricorn Partners NV (Capricorn) is an independent European licensed manager of private and public equity investment funds which was founded in 1993 as a joint venture between Dr Jos B. Peeters and Baring Venture Partners Ltd. In 1999, Capricorn became a fully partner-owned, independent firm. It is headquartered in Leuven, Belgium.

Epana Networks, Inc. provides prepaid calling card and enterprise telecommunications services. The company was founded by Ariel Charytan, Elie Seidman and Alexis Rosen in 2000 and is headquartered in New York, NY.

Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.

University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California.

The Synergos Institute, Inc. addresses poverty and social injustice through collaboration. The firm enables organization work in with community development, tailors giving programs for wealthy families and individuals to channel their funds into poverty-ending work. The company was founded in 1986 by Peggy Dulany and is headquartered in New York, NY.

AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

The Nature Conservancy is a conservation organization working around the world to protect land and waters for nature and people. The organization pursues non-confrontational, pragmatic solutions to conservation challenges. The company was founded in 1951 and is headquartered in Arlington, VA.

Fair Trade USA provides farmers and workers producing fair trade certified goods services. It educates consumers, brings new manufacturers and retailers into the fair trade system, and provides farmers with tools, training and resources to thrive as international businesspeople. The company was founded in 1940 and headquartered in Oakland, CA.

Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.

The East Bay Community Foundation is a resource for information about charitable giving and community needs in the East Bay region of the San Francisco Bay Area. They promote philanthropy by providing an array of services to those who hold charitable funds with them and by focusing on advancing economic opportunity for adults and families in need and on helping very young children in the education system. The organization was founded in 1928 and is headquartered in Oakland, CA.

Good Capital LLC (Good Capital) is a venture capital firm founded in 2006 by Tim Freundlich, Kevin Jones and Joy Anderson. The firm is headquartered in San Francisco, California.

Acumen Fund, Inc (Acumen Fund) is a venture capital firm founded in 2001 by Jacqueline Novogratz. The firm is headquartered in New York.

Boys & Girls Club of Oakland offers youth development services. The company was founded in June 1937 and is headquartered in Oakland, CA.

Calvert Social Investment Foundation, Inc. provides community investment notes to social development organizations. The firm connects individual investors with organizations working globally, developing affordable housing, creating jobs, protecting the environment, and working in other ways for the social good. The company was founded in 1995 and is headquartered in Bethesda, MD.

MicroVest Capital Management LLC (MicroVest Capital) is a private equity subsidiary of DAI Global LLC founded in 2003 by Gill Crawford and W. Bowman Cutter. The firm is headquartered in Bethesda, Maryland.

MEDA Investments, Inc. is a private equity firm located in Waterloo, Ontario with additional offices in Winnipeg, Manitoba and Lancaster, Pennsylvania. The firm is a subsidiary of the Mennonite Economic Development Associates, an association that invests in the lives of families living in poverty around the world. MEDA Investments is a member of the Aspen Network of Development Entrepreneurs (ANDE), Canada's Venture Capital and Private Equity Association (CVCA), the International Association of Microfinance Investors (IAMFI) and the Social Investment Organization (SIO). MEDA Investments is a socially responsible international development investment organization. Their activities include microfinance and various other small and medium sized investment sectors that benefit poor communities. The firm provides access to private capital from developed countries and channels it to effective and sustainable business solutions to end poverty in developing countries. Investments are made through the Sarona Risk Capital Fund, Microvest or the Sarona Frontier Markets Fund. MEDA Investments also intermediates direct investments or private placements for investors on a project basis.

Sarona Asset Management Inc is an Independent Private Equity/Venture Capital firm founded in 1956 by Gerhard Pries. The firm is headquartered in Kitchener with additional office in Amsterdam.

Grand Challenges Canada provides support services for healthcare. It specializes in global health, innovation, global mental health, international development, impact investing, maternal, newborn and child health, and research and development. The company was founded in May 2010 is headquartered in Toronto, Canada.

Agro Capital Management LLC provides agro technology asset packages to landholder farmers and agricultural businesses. The firm's products and services include greenhouses, berry and grape packages, cold storage units, agricultural machinery, and drip irrigation. It contributes to the market linkages between suppliers and farmers in the form of financing, allowing farmers to purchase products designed specifically for small business and household farms. The company was founded in May 2009 and is headquartered in Kiev, Ukraine.

Toniic LLC is a private company that serves around 500 high net worth individuals, family offices, and foundation asset owners who are focused on deepening their impact across the spectrum of capital and personal resources. The company is based in San Francisco, CA. The company operates in more than 25 countries around the world.

Mission HUB LLC operates as world-renowned conference series dedicated to increasing the flow of capital toward social good. The company was founded in 2008 by Kevin Doyle Jones, Rosa Lee Harden and Tim Freundlich and is headquartered in Princeton, NJ.

Blue Haven Initiative LLC operates as a investment firm. It makes debt and equity investments with the dual expectation of both best-in-class financial returns and the achievement of positive social and environmental impact. The company was founded by Liesel Pritzker Simmons and Ian Simmons in 2012 and is headquartered in Cambridge, MA.

Idp Foundation, Inc. is an organization that focuses on improving learning outcomes for underserved children in developing countries. The private company is based in Chicago and was founded by Irene Pritzker. The American company believes that education is key to eradicating intergenerational poverty, and they champion the affordable non-state education sector (ANS) as a solution to struggling public education systems in lower-middle and low-income countries. The company empowers local actors who support low-fee private schools with access to finance and training in underserved communities. Irene Pritzker has been the CEO since incorporation.

Whittier Odyssey Fund LP operates as a pooled investment fund. The company is headquartered in South Pasadena, CA.

Higher Ground Labs Management LLC (Higher Ground Labs) is a venture capital firm founded in 2017 by Shomik Dutta and Andrew Mclaughlin. The firm is headquartered in Chicago, Illinois.

Tideline Advisors LLC is a specialist consultant for the impact investing industry. The private company is based in New York, NY. The company guides clients through each step of the impact management process. The company was founded in 2014 by Kimberly Wright-Violich, Christina Leijonhufvud. Christina Leijonhufvud has been the CEO since 2014.

BlueMark, PBC provides independent impact verification services for investors and companies. The company is based in San Francisco, CA. The CEO of the company is Christina Leijonhufvud.

Activate Global, Inc. operates as a non-profit research institutes support organization. The non-profit company is based in Berkeley, CA. The company was founded in 2015 by Ilan Gur. Todd Johnson has been the CEO of the company since 2022.