Bridging the Gap: Institutional Investment and Employee Ownership
Description
Employee ownership has gained increasing recognition and support from investors in recent years. However, attracting scaled institutional capital remains a challenge for the field. The perceived complexity of employee ownership, uncertainty about returns, regulatory and fiduciary challenges, and a lack of understanding about how the model works pose significant challenges to capital market adoption. Join the conversation as panelists discuss the current state of employee ownership investment and examine how institutional investors, asset owners, and allocators can bring forward the investment the field needs to grow.
Speakers
- Ted Margarit, Managing Partner, Paralign Capital Partners
- Catherine Toner, Managing Director of Impact Investing, Gary Community Ventures
- Lindsey Zizumbo, Executive Director, Sorenson Impact Foundation
- Moderator: Alison Lingane, Founder, Ownership Capital Labs
Thank you to our colleagues at the Ford Foundation, JPMorgan Chase & Co. and Prudential Financial for their generous support of the 2025 Employee Ownership Ideas Forum. Rutgers University also appreciates the support of the Sorenson Impact Foundation for its support of this convening and other events in 2025.