News & MediaNews and coverage of the firm
March 31, 2021 – This webinar hosted by Philanthropy Massachusetts focused on practical approaches to developing a process for investing an endowment in a gender and racially inclusive way and addressed the following questions:
- How do we talk to our board about investing with a racial and gender lens?
- How do we discuss inclusive investments with our investment advisers?
- How do we hold our investment advisers accountable for investing in this way?
- How do we hire diverse managers?
- What is the process of building a portfolio that takes gender and racial justice into account?
- What kind of impact are we looking for? What impact is possible through our investments?
March 19, 2021 – SEMBA Founder Janine Firpo hosts a series of Fireside Chats in the weeks leading up to the release of her new book “Activate Your Money – Invest to Grow Your Wealth and Build a Better World,” which hopes to teach women how to reinvest assets in alignment with their personal values. This chat features Akasha Absher and focuses on Fixed Income Investing.
March 5, 2021 – Syntrinsic is thrilled to welcome Jennifer Leonard, CFA, to our team as Chief Investment Officer. Jennifer’s 20 years of research and due diligence experience will deepen Syntrinsic’s research capacity, particularly in traditional and impact-oriented private market investments.
Jennifer strengthens Syntrinsic’s ability to achieve its explicit commitment to co-creating a sustainable and generative world that empowers all people. Her deep experience in deploying capital to make a meaningful financial and social impact aligns well with the goals of Syntrinsic’s nonprofit and private clientele.
December 1, 2020 – Syntrinsic announces that Phil Kirshman will join the company as Chief Investment Officer. Kirshman will oversee investment strategy and manager due diligence for Syntrinsic’s Investment Committee and facilitate its consensus driven decision-making process. In addition, Kirshman will work with Syntrinsic clients, which include community and private foundations, public charities, and other philanthropic entities and families, providing investment advice and strategic guidance to support their missions.
Syntrinsic Named 2020 National Philanthropy Day in Colorado Honoree
Nov. 13, 2020 – Syntrinsic has been recognized for its contributions to philanthropy, volunteering and charitable engagement as part of the 2020 National Philanthropy Day in Colorado. The company was honored along with 33 other individuals, organizations and businesses at the 2020 Virtual National Philanthropy Day in Colorado virtual event on Nov. 13, 2020.
“We’re humbled to be part of this group that is working to create change in communities across Colorado,” said Ben Valore-Caplan. “This year has tested all of us in ways we could never have imagined. I’m proud of our team for stepping up on behalf of our nonprofit clients to help them plan and navigate these turbulent times, all while continuing their own volunteer and community efforts.”
The Association of Fundraising Professionals (AFP) Colorado Chapter is the host for National Philanthropy Day in Colorado. Each of the honorees is recognized a change maker uniquely contributing to communities across Colorado.
May 13, 2020 – Syntrinsic announces that Jim Brauer is joining the company as Director, Consulting. In his new role, he will work closely with Syntrinsic’s clientele of community foundations, private foundations, public charities, and other philanthropic entities and families, providing investment advice and strategic guidance to support their missions.
Colorado Public Radio | Panel
Syntrinsic hosted an intimate, lively event and panel discussion on Colorado’s Changing Philanthropy at its new offices in north Denver. With Colorado Public Radio (CPR) serving as the media sponsor, Syntrinsic Founder and CEO, Ben Valore-Caplan, was joined on the panel by impressive, yet humble civic leaders: Laura Barton (founder, Barton Institute for Community Action); Fred Taylor (president and co-founder, Northstar Investment Advisors); Ann Hinkins, CPA (partner, Plante Moran); and moderator, Jane Ingalls (former nonprofit and financial services executive).
These 22 superstars, nominated by their communities and handpicked by our editorial staff, are making a difference through their work on personal transformation, the thriving workplaces they create, and the global impact of their businesses and ideas. May their efforts inspire us and serve as a reminder that we’re all in this together. Without further ado, meet the 2019 trailblazers of conscious leadership.
– Conscious Company Magazine
Meet the 2019 Small Business of the Year finalists: Footers Catering, Polidori Sausage and Syntrinsic. These businesses may be small, but they drive innovation, success and unique company cultures.
– Denver Metro Chamber of Commerce
Syntrinsic Investment Counsel (whose mission is helping people use capital to solve social challenges) is among a number of social impact focused businesses that have moved to the Cole, Clayton and Elyria-Swansea neighborhoods.
Syntrinsic makes investing in the greater good profitable. Syntrinsic markets itself as a “different kind of investment firm,” and it’s not hard to see why.
– Denver Business Journal
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