Category Archives: Firm updates

CARES Northwest/Randall Children’s Hospital Foundation wins ninety-nine girlfriends’ Family and Human Services Impact Award

Ninety-nine girlfriends, a collective giving organization of Portland women, has announced the 2019 winners of its Impact Awards! The winners span five categories, and each one will receive a $100,000 grant to move its mission forward in 2020. Grants are awarded based on member votes, and this year saw 95% voter turnout! We are very pleased to announce that the winner in the Family and Human Services Category is CARES Northwest (Child Abuse Response and Evaluation Services), our community’s child abuse response program supported by Randall Children’s Hospital Foundation! Read more »

Arnerich Massena Attends the 2019 National Conversation on Board Diversity

Portland is the newest city to host The 2019 National Conversation on Board Diversity, created by the 20% by 2020 Women on Boards organization. This global advocacy campaign is dedicated to raising awareness about gender balance on corporate and non-profit boards. The group helps to educate women, provide strategic networking and higher visibility, and ultimately educate all organizations about why diversity benefits companies, shareholders, and the economy. Having met their initial goal of 20% of board seats held by women in all Russell 3000 public companies in the U.S., they are expanding efforts to international markets. Read more »

Arnerich Massena Brings Impact Investing Experts to Portland for a Learn Share Connect Impact Investing Forum

Arnerich Massena gathered together three of our Approved Impact Investment Managers, along with a representative from the United Nations-supported Principles for Responsible Investment (PRI), to provide investors with context and information about the opportunities in impact investing. In hosting this exciting forum, we hoped to offer both a broad overview of impact investing, as well as dive into some of the specific opportunities our managers are finding in the impact and Environmental, Social, and Governance (ESG) universe. We assembled at Portland’s Multnomah Athletic Club on November 13 for lunch, discussion, and roundtables. The event was a tremendous success, offering attendees the opportunity not just to hear from our investment managers, but to sit down and ask them questions directly. Read more »

Arnerich Massena Celebrated the United Nations International Day of the Girl with a “Women in Business Leadership” Salon

Since 2012, the United Nations has celebrated the International Day of the Girl on October 11. This year, we wanted to honor the theme “With Her: A Skilled GirlForce,” with something special. Arnerich Massena and Impax Asset Management co-hosted a special happy hour salon, “Women in Business Leadership,” a celebration and discussion of women in business leadership positions. The event was held at The Nightwood Society in Portland, Oregon. Featured speakers Rani Borkar, vice president of Microsoft; Jenifer Canon, CAP®, vice president of business development at Pax Ellevate; and Katherine Fox, CFP®, CAP®, philanthropic and investment advisor at Arnerich Massena; shared insights about the impact women leaders are having on the long-term success of organizations around the globe. Read more »

Arnerich Massena Sponsors The Portland Classic Handball Tournament

Arnerich Massena is a proud sponsor of the third annual Portland Classic/R48LTE 2019 Handball Tournament, which will be held at the Multnomah Athletic Club on October 19-20, 2019. The tournament is hosted by the World Players of Handball Foundation, the Alten Handball Foundation, and the Multnomah Athletic Club. Pacific Northwest handball champions Dalton Beall, Cody Townsend, and Aaron Garner will head to Portland to compete in the tournament, which also includes junior/collegiate divisions and master’s brackets. Nick Flores, Arnerich Massena performance measurement analyst, will be competing in the pro division! Read more »

Investment and Philanthropic Advisor Katherine Fox, CFP®, CAP®, Featured in the National Center for Family Philanthropy Blog

Arnerich Massena’s investment and philanthropic advisor Katherine Fox, CFP®, CAP®, shares her insights about the motivations and concerns of younger donors with a broad audience on the National Center for Family Philanthropy website. The NCFP is dedicated to “helping families realize the promise and possibilities of philanthropy for meaningful impact,” so Katherine’s work in developing Arnerich Massena’s philanthropic advisory service model and providing philanthropic advisory services to clients fits well with the services and resources they provide. Featured as a “voice from the field” in the Family Giving News Blog, Katherine brings her perspective to NCFP members and visitors. Read more »

Arnerich Massena Named One of The Oregonian’s Top Workplaces 2019!

“Arnerich Massena is a first-time winner in The Oregonian/OregonLive’s Top Workplaces competition, now in its eighth year of ranking employers in Oregon and Southwest Washington on issues relating to workplace culture,” writes reporter Diana Kruzman in her article, “For Arnerich Massena, impact is just as important as profit: Top Workplaces 2019.” As a first-time winner of the award, The Oregonian sent Kruzman out to discover just what it is that makes Arnerich Massena a special place to work. In her profile article featuring interviews with co-CEO and principal Bryan Shipley, CFA, CAIA; senior research analyst and principal Arthur Coyne, CFA; and director of human resources and principal Alicia Johnston; Kruzman discusses the firm’s impact investing work, award-winning community service programs, and familial culture. Read more »

CEO of Zero Mass Water Wins Prestigious MIT Lemelson Award!

Cody Friesen, PhD, from MIT’s graduating class of 2004, has been awarded the 2019 Lemelson-MIT Prize in recognition of social, economic, and environmentally sustaining inventions that impact millions around the world. Founder and CEO of Zero Mass Water, one of the private equity investments made by 3×5 Partners, LLC, an Arnerich Massena Approved Manager, Friesen has “dedicated his career to inventing solutions that address two of the biggest challenges to social and economic advancement in the developing world: access to fresh water and reliable energy.” According to the MIT News, the $500,000 prize has been the largest cash prize for inventing in the United States for 25 years. “[Friesen] will be donating his prize to a project with Conservation International to provide clean drinking water via SOURCE Hydropanels to the Bahia Hondita community in Colombia,” the article notes. Read more »