Listen to Anne Price and Catherine Berman discuss the social investment platform CNote as an innovative model for expanding economic development and opportunity in historically underserved communities.
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Catherine Berman is a three-time social entrepreneur, former Managing Director at Charles Schwab, and co-founder of CNote, a social investment platform.
Catherine joined Insight President Anne Price on the podcast to discuss the work of CNote to provide an innovative, accessible platform for investing in the public good by allowing individuals to invest directly in Community Development Financial Institutions (CDFIs). CDFIs are Treasury Department-certified organizations whose goal is to invest in economic development and job creation in low-income communities.
Sharing her vision behind CNote, Catherine discussed how a social investment platform like CNote can foster economic development and opportunity in underserved communities – including expanded entrepreneurship among historically excluded groups – while providing solid, transparent, and socially responsible returns for investors.
Considering issues of race, gender, and wealth, Anne and Catherine discussed the need to bring greater diversity and accessibility to financial services; the power of embracing our own “otherness;” and the transformative potential of being mindful of the impact of each and every dollar we invest or spend.