Creating change one person at a time with CNote, plus a regulation update Episode 35
Episode Summary
Mark Schoeff Jr, InvestmentNews’ Washington reporter, joins Steve for a quick update on the ESG regulation process at the SEC and DOL. Danielle Burns, vice president and head of business development at CNote, chats with Steve about how investing in local communities, one person at a time, is the key to closing the wealth gap. CNote intentionally focused on getting money to underserved peoples, especially BIPOC women business owners. She shares her personal journey to impact, CNote’s innovative business model of channeling institutional and investor dollars alike into CDFIs, and why her focus has always been on helping the individual.
Episode Notes
In this episode, you’ll hear about:
- ESG regulation update from Washington, D.C.
- Danielle’s personal journey from bank teller to vice president at an impact company.
- What CNote is and how it works.
- Working at women-founded and -led organization.
- The importance of investing in communities, and BIPOC women business owners.
- Why Danielle believes focusing on helping individual people, one at a time, is the key.
Impact Assets Top 50 Managers 2021
Related Video: Make DEI a mandate, not a check box in financial services industry
Related Article: 2020 Innovators: Catherine Berman
Related Article: Expect a flurry of new ESG rules
Guest Bio: Danielle M. Burns MBA, AIF is Vice President, Head of Business Development for CNote. Prior to joining CNote, Danielle worked for First Affirmative Financial Network in a variety of Business Development roles from 2004 to 2019 most recently serving as Vice President of Sales and Marketing where she worked with a highly collaborative team that was responsible for the growth and profitability of the firm’s distribution channels. Danielle participated in all aspects of the sales and marketing process, attended and spoke at industry events and educated advisors on how to navigate the Sustainable, Responsible, Impact (SRI) investing and ESG landscape. Her background emphasizes business strategy and consulting and executing integrated campaigns, marketing communications, product launch and system development.