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Community Investing With CNote
Manage episode 358265632 series 3458402
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CNote is a women-led impact investment platform that uses technology to unlock diversified and proven community investments that help to generate economic mobility and financial inclusion. This episode features Danielle Burns from CNote and Sarah Green from North Berkeley Wealth Management.
Chapters
1. Community Investing With CNote (00:00:00)
2. Introduction (00:00:22)
3. About Ms. Burns from CNote (00:04:01)
4. What are CDFIs? (00:04:56)
5. CNote's Investment Offerings (00:06:03)
6. CNote's Fees (00:08:56)
7. How does CNote make money? (00:09:47)
8. Current Rates and CDFI Selection (00:10:16)
9. Monitoring the portfolio of CDFIs (00:12:17)
10. Protecting against losses (00:13:52)
11. Ms. Burns Conclusion (00:16:30)
12. About Ms. Green from North Berkeley Wealth Management (00:18:55)
13. Impact Investing at North Berkeley Wealth (00:23:58)
14. Staying in touch with Ms. Green (00:32:43)
15. Conclusion (00:33:05)
16. Disclosures (00:34:39)
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