Today’s interview is with Morgan Simon, a widely recognized leader in impact investment. Over the past seventeen years, she has influenced $150+ billion from individuals, foundations, and endowments, into socially conscious investments. Her latest book REAL IMPACT: THE NEW ECONOMICS OF SOCIAL CHANGE, has been hailed as “brilliant” by CNN’s Van Jones.

Simon currently co-leads Candide Group, which supports two clients, including members of the Pritzker family on behalf of the Libra Foundation. She is also co-founder and chair of the non-profit Transform Finance. Previously, Simon served as the founding CEO of Toniic, a global network of impact investors, and as the founding executive director of the Responsible Endowments Coalition. She has worked with the United Nations in Honduras, in corporate reform with ForestEthics, and in domestic microfinance with the Women’s Initiative for Self-Employment. She currently serves on the boards of the Restaurant Opportunity Center, The Working World, and CARE Enterprises. A graduate of Swarthmore College, Simon serves as an adjunct professor at Middlebury College’s graduate school program. She lives in the Bay Area.

Simon lays out three principles that will ensure impact investing stays on course and can reach its potential to solve societal problems through sustainable, profitable models. Some of  the things we discuss in our interview are:

  • How charity and finance are ineffective tools for rebuilding a community but impact investing is
  • How impact investment is the trillion-dollar trend that can change the world
  • How to get impact investing right
  • How the largest wealth holders in the world are increasingly moving to impact investment
  • How impact investment is for everyone—not just the wealthy

Resources Mentioned In This Episode

Catch our interview here or below: