Pathways to Financing Worker Ownership

Worker ownership works. So why is financing still so hard? In this panel from the TOP25 Worker Ownership Conference, moderator Ted Berk (Harvard Business School) brings together four practitioners building the capital infrastructure for employee ownership.

• Julie Menter (Transform Finance) explains what it takes to redirect investment toward businesses that share ownership and govern democratically.
• Jamie Finney (SmallCapital) focuses on the financing needs of small business ownership transitions.
• Alison Lingane (Ownership Capital Lab) discusses mobilizing institutional capital for employee ownership.
• Philip Reeves (Apis & Heritage) shares experience financing worker transitions in frontline industries.

Key questions:
• What financing structures exist for ESOP conversions, and where do they break down?
• How can impact investors support worker ownership at scale?
• What does a strong financing ecosystem for worker ownership look like?
• How do you make the case for employee ownership to capital that has other options?

Highlights:
• 0:00 Introduction and framing by Tony Guidotti (The Ownership Project, HBS)
• 1:54 Moderator introduction: Ted Berk (HBS)
• 3:41 Julie Menter: Impact investing for alternative ownership (Transform Finance)

Learn more about the conference and The Ownership Project at HBS: https://www.hbs.edu/bigs/about/research/the-ownership-project/top25-conference

#WorkerOwnership #ImpactInvesting #EmployeeOwnership #HarvardBusinessSchool Receive SMS online on sms24.me

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