8. What is Shared Ownership? Why is it important? with Zoe Schlag, Schmidt Futures Artwork

Livable Future Investing

Investing in a Livable Future isn't easy. Seeking to embody your faith and values in your investing is hard work. Our aim is to share stories of some of the leading practitioners, investors, and thinkers striving towards a just and regenerative future. Francesco Collaborative is a U.S.-based network of entrepreneurs, capital stewards, scholars and social movement leaders seeking to draw upon the wisdom of our Catholic lineage to transform the economy to support our shared human and planetary flourishing.

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Livable Future Investing

8. What is Shared Ownership? Why is it important? with Zoe Schlag, Schmidt Futures

January 14, 2022 • Felipe Witchger & Elizabeth Garlow • Season 1 • Episode 8

Zoe is one of the most talented leaders re-imagining the shared ownership landscape -- a vital part of non-extractive finance & the solidarity economy. She's currently an Entrepreneur in Residence at Schmidt Futures. She spent the past 10 years in impact investing after leading TechStars first impact fund. She's offers a remarkably helpful overviews of this growing landscape and provides significant encouragement for what we can all do to contribute.
Topics include:
Shared ownership landscape – market segments, distinctions
Building wealth for low and middle income folks
Small Business
Sliver Tsunami
Perpetual Purpose Trusts
Steward Ownership
Employee Owned Trusts
Common Trust
Employee ownership Buyout -
MezzDebt Fund
Why Alternative Governance Matters
A Community Family Office concept for unaccredited investors to invest in shared ownership.

She concludes with: How we shape our capital is how we shape our lives, our families, our communities, and the places we live.