The video shows: Group of architects checking their work. A woman decorates her house. A man smiles in his bar. A majestic building. A child on his father's shoulders.
We are an impact investing firm that manages capital across asset classes in ways that are responsive to community needs. We operationalize impact goals in line with the following core values. The needs are too great to not act with the urgency and intentionality bringing new solutions to recurring problems.
We invest in communities and populations that have historically been underinvested. We believe these communities and populations have underutilized assets that with the right capital solutions can realize untapped potential.
We are intentional about engaging communities to understand their long-term vision and investing in a way that supports this vision.
We seek opportunities to combine tools from private, public, and nonprofit partners to yield results that would not be possible without such intentional collaboration.
We activate entrepreneurial ecosystems by bringing transparency to resources and capital.
As a female led firm with a diverse management team, we believe that diversity of perspectives leads to improved performance.
Our goal is to drive positive social impact and attractive risk-adjusted financial returns.
Allivate Impact Capital is a subsidiary of Woodforest Financial Group. Our industry leading team has been recognized globally for its impact investing track record.
“We cannot solve our problems with the same level of thinking that created them.”
– Albert Einstein
Allivate Impact Capital utilizes the Opportunity Zone Impact Reporting Framework to operationalize the impact goals of our investments. The framework is designed around the following guiding principles:
We integrate the needs of local communities into the formation and implementation of funds, reaching low-income and underinvested communities with attention to diversity.
We seek to generate equitable community benefits, leverage other incentives and aim for responsible exits.
As investors, we strive to be transparent and hold ourselves accountable, with processes and practices that remain fair and clear.
We voluntarily monitor, measure and track progress against specific impact objectives, identifying key outcome measures and allowing for continuous improvement.
Our Opportunity Fund metrics track real change, with an understanding that both quantitative and qualitative measures are valuable indicators of progress.
Working with national and community partners and listening to residents in each unique community is key to our success. Join us to help elevate your neighborhood.Join Us
The St. James Hotel Restoration project in Selma, AL, converted a shuttered asset central to the rural community’s rich history into a 55-key, Hilton™-branded, quality hotel...Read More
The Sharswood Ridge project is helping to revitalize the Sharswood neighborhood in Philadelphia by building approximately 234,000 square feet of affordable and workforce housing and retail development, including a grocery store, a bank branch, and an urgent care medical clinic, all of which the neighborhood desperately needs.Read More
The Zero Energy North Avenue Mixed-Use project in Baltimore, MD, converted 7 abandoned rowhomes into 20 units of affordable housing and 4 retail storefronts in the predominantly Black Penn North neighborhood in West Baltimore...Read More
We are experienced industry leaders with a track record in financial services and impact investing.
We are experienced industry leaders with a track record in financial services and impact investing.
The Social Impact Advisory Board for AIC CEI-Boulos Capital Management is comprised of leading national experts on investing in low- and moderate-income communities and the emerging field of Opportunity Zone impact investing, measurement, and reporting.
Learn more about what's happening with our work, community partners and within the impact investing industry.
Allivate Impact Capital’s co-founders, Noelle St.Clair Lentz and Doug Schaeffer, join the show to discuss how investing for impact can catalyze positive community outcomes, and lead to lucrative financial returns for investors. Watch On YouTube Watch Preview Episode Highlights Background on Allivate Impact Capital, and its mission of elevating communities, alleviating poverty, and activating entrepreneurial ecosystems through innovative capital solutions. What the Community Reinvestment Act is, and how it encourages banks to make catalyzing investments in low-income neighborhoods. How Opportunity Zones sometimes (but not always) overlaps with CRA investing. Details on the $100 million national commercial real estate Qualified Opportunity Fund that Allivate Impact Capital has recently launched, seeded with $25 million. Examples of catalyzing impact investments that Woodforest has made to date. How Opportunity Zone investments are creating positive impact in local communities, countering the negative narrative that is prevalent in the media. Takeaways from the Opportunity Zone stakeholder meeting with EIG and Sen. Cory Booker (D-NJ). Why the fund-of-funds structure and the Community Dynamism Fund proposed in the reform legislation would be great improvements to the Opportunity Zones policy. Why headline risk has prevented Opportunity Zones from becoming more institutionalized. Featured On This Episode Woodforest OZ Fund Recognized As A Leading OZ Fund In The Forbes’ OZ 20 (PR Newswire) Woodforest National Bank Wins Global Innovation Award (PR Newswire) Community Reinvestment Act (CRA) (Treasury OCC) Ep #18: Measuring Impact in Opportunity Zones, with USIIA’s OZ Framework (OpportunityDb) Historic Hotel Reopens In Selma, AL, Creating 45 New Jobs, With Investment From Woodforest (PR Newswire) Woodforest Closes Over $1.3 Million OZ Equity Investment In Sharswood Ridge Project (PR Newswire) New Legislation Would Extend and Improve Opportunity Zones (OpportunityDb) Alex Flachsbart (Opportunity Alabama) Today’s Guests: Noelle St.Clair Lentz & Doug Schaeffer, Allivate Impact Capital Noelle St.Clair Lentz on LinkedIn Doug Schaeffer on LinkedIn Allivate Impact Capital About The Opportunity Zones Podcast Hosted by OpportunityDb.com founder Jimmy Atkinson, The Opportunity Zones Podcast features guest interviews from fund managers, advisors, policymakers, tax professionals, and other foremost experts in opportunity zones.
November 08, 2022
Woodforest Financial Group, Inc. (Woodforest) announced today the launch of Allivate Impact CapitalSM, its new subsidiary designed to manage impact investing funds across asset classes. The female-led firm will create diversification for Woodforest's shareholders while being responsive to the needs of communities throughout the nation. Allivate Impact CapitalSM will invest in projects supporting the burgeoning environmental, social, and corporate governance (ESG) and impact investing industries. Woodforest will leverage the strong track record and expertise of its award-winning Community Development Leadership Team to manage the new subsidiary. "Based on the success and insights of our impact investing work, we want to share what we have learned with existing and new community partners while providing value for our shareholders and communities we serve," said Jay Dreibelbis, President, and Chief Executive Officer, Woodforest National Bank, and Advisor for Allivate Impact CapitalSM. Doug Schaeffer, Board Chairman, Managing Director, and Co-Founder of Allivate Impact CapitalSM added: "Our firm will boldly stand as a counter-narrative that there does not need to be a tradeoff between monetary returns and impact and ESG investing. Our strategic investments will seek to provide solid financial returns on a pre-tax incentive basis while also yielding positive social returns. With our team's innovative approach and strong track record, our goal is to make a lasting and measurable impact to elevate underinvested communities across the country." "Allivate Impact CapitalSM will make catalytic investments that aim to generate attractive returns for investors while alleviating some of the most urgent needs within communities across the country such as affordable housing, community and economic development, workforce development, and access to resources like food and healthcare. We are intentional about engaging community members and local leaders to understand their long-term vision and investing in ways to support this vision," said Noelle St.Clair Lentz, CEO, Managing Director, and Co-Founder of Allivate Impact CapitalSM. Allivate Impact CapitalSM uses the Opportunity Zone Impact Reporting Framework developed by the U.S. Impact Investing Alliance, the Beeck Center for Social Impact + Innovation at Georgetown University, and the Federal Reserve Bank of New York to operationalize the impact goals of its investments. About Allivate Impact CapitalSM Allivate Impact CapitalSM (AIC) deploys innovative capital solutions that elevate communities, alleviate poverty, and activate entrepreneurial ecosystems. AIC is an impact investing firm managing capital across asset classes in responsive ways to meet the needs of communities historically lacking access to the investment needed to bring underutilized assets to their full potential. AIC operationalizes the impact goals of its funds to drive positive social returns alongside attractive financial returns. As a subsidiary of Woodforest Financial Group, Allivate Impact CapitalSM leverages its global award-winning, and industry-leading Community Development Team to achieve its goals. Learn more at Allivate.com and follow us on LinkedIn @AllivateImpactCapital This press release does not constitute an offer to sell or a solicitation of an offer to buy interests in any investment fund or other investment vehicle sponsored by Allivate or its affiliates or partners.
Woodforest Financial Group, Inc.
October 11, 2022
NBT Bancorp in Norwich, New York, is leveraging a core competency — commercial real estate lending — as part of a project that aims to increase the stock of affordable housing in its footprint, burnish its Community Reinvestment Act profile and generate a solid return on investment. The $12.1 billion-asset NBT has teamed with CEI-Boulos, a real estate fund manager in Brunswick, Maine, to create a $10 million commercial real estate equity investment fund. While the bank will consider investing in multifamily, hospitality, office and mixed-use projects, the fund, which launched last month, will emphasize affordable housing, according to NBT President and CEO John Watt. “We have an obligation as a community bank to ensure that those communities we’re doing business in are vibrant,” Watt said. “One of the ways we do that is to focus on affordable housing.”
Allivate Impact Capital
July 20, 2022
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