Community Development Financial Institutions (CDFIs) have been around for decades, and they have a long history of investing in local institutions, providing financing to marginalized communities, and striving to change the systems that keep racial disparity in place. In this webinar, we’re going to meet some of the innovators working within and alongside these community development champions to make progress toward racial equity and justice in the US.
Our speakers include James Bason of TruFund Financial Services, Caroline Yarborough from Calvert Impact Capital, and Jordana Fremed of CapShift.
Important information:
While CapShift makes great efforts to ensure the information provided during the call is accurate, there is no guarantee that the information contained in the presentation is accurate or up to date. Investors should review all investment documentation and conduct their own due diligence before deciding to make an investment. Additionally, there is no guarantee that any investment will achieve stated social or financial goals.
Any funds or products mentioned during this discussion are presented as examples only. None of the materials provided or information discussed should be perceived as an endorsement or recommendation of an investment opportunity from our panelists or CapShift.
Advisory services are provided by CapShift Advisors LLC, an SEC-registered investment advisor. Investments in securities are not FDIC insured, are not bank guaranteed and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and CapShift Advisors LLC’s charges and expenses. CapShift Advisors LLC’s advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide financial planning with respect to every aspect of a client’s financial situation, they do not incorporate investments that clients hold elsewhere, and they do not provide tax advice. For more details, see our form ADV, available at advisorinfo.sec.gov