Preeti Bhattacharji is a Vice President of Integrated Capitals at Heron. Prior to joining Heron, she served as an assistant director of the Heilbrunn Center for Graham & Dodd Investing and a research associate for the Council on Foreign Relations. Preeti has also completed projects for ImpactAssets, Center4, the NYC Department of Small Business Services, and the Rachel Maddow Show. Preeti received her BA magna cum laude from Columbia University and her MBA with Dean’s Honors from Columbia Business School, where she won the Nathan Gantcher Prize for Social Enterprise. She currently serves on the Investment Advisory Committee of RSF Social Finance.
At Heron, we try to use all the tools in our toolkit to finance organizations who are serving the people and communities we care about. Recently, we used two different tools to provide financing to Self Help Enterprises (SHE), an organization offering homeownership opportunities in the San Joaquin Valley.
Pension liabilities can be a detriment to community prosperity, while pension funds can be a source of power for workers. With those dynamics in mind, here are a few pension-related questions we’re asking this week.
At Heron, we’re always looking for opportunities to better align our investments with our mission — which sometimes involves investing deliberately in specific geographies. Here is a spectrum of strategies that we look to when we are trying to invest in a specific place.