Building an Ownership Lens Investing MovementOctober 16 (Virtual) Session

Over the last year, there has been a growing cadence of convenings, panels and publications
focused on scaling investment and financing strategies to build wealth and influence for workers and
communities in impactful ways across North America. These strategies include a focus on shared
ownership of enterprise, shared ownership of real assets, and individual ownership of assets.

As activity proliferates, many stakeholders have expressed interest in deeper coordination to maintain
momentum, map ecosystems, share learnings, foster collaboration, and facilitate an understanding of
actors’ unique value propositions. Since early 2024, several volunteer organizations have been
brainstorming the proposed fundamentals of what an “Ownership Lens Investing” (OLI) movement
might need to scale capital.

This convening was an opportunity for organizers to share ideas and proposals, and to invite further
participation from the wider community. In addition to organizers, approximately 80 people attended
this virtual program – over 60% of whom noted a focus on shared ownership of enterprise in the
session poll (see results below). As such, it was acknowledged that a “big tent” movement would
necessitate further input and participation from other parts of the ecosystem.

If you missed the live session or would like to revisit any part, the webinar recording is available here.
 
You can download the webinar presentation slides here and the report summarizing key session takeaways here.