Margaritas with Marguerita Cheng, CFP® Pro

March122023

Episode 92 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Learn about the impact investing equation with Dorrit Lowsen, Co-CEO of Change Finance, PBC

Margaritas with Marguerita Cheng, CFP® Pro
Margaritas with Marguerita Cheng, CFP® Pro
Episode 92 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Learn about the impact investing equation with Dorrit Lowsen, Co-CEO of Change Finance, PBC
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April 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at Happy Hour, we start the weekend off right by learning from industry experts how to flex our financial muscles. 

Meet our guest: Dorrit Lowsen, Co-CEO of Change Finance, PBC

Today’s Topic: Understanding the impact investing equation

Rita asks Dorrit:

  • What inspired you to create your company, Change Finance, and what does the name mean to you?
  • What is active ownership, and why is it important?
  • What are some of the major issues active shareholders are working on now?
  • What are some successes?
  • How can ordinary investors be active owners?
  • Why are we hearing so much backlash against ESG? Is there any truth to it?

About our guest: Dorrit Lowsen has more than 20 years of professional experience across various industries, including IT, environment, and finance, and a range of modalities, including Fortune 500, start-up, government, and non-profit. Following a decade-long international career as a technology leader, Dorrit joined Agora Partnerships as COO, overseeing the development of the first accelerator program to channel investment capital to impact-driven companies in Latin America. She went on to produce award-winning work on energy and environmental policy at the U.S. Embassy in Beijing during the preparation for the Paris Climate Agreement before returning to the U.S. to join Change Finance’s founding team. Dorrit has participated in all sides of the impact investing equation – as an entrepreneur, investor in multiple deals, and facilitator through her work at Agora Partnerships. She holds an MBA from New York University’s Stern School of Business, an MS in Computer Science from the University of California at Santa Cruz, and a BA from Haverford College. Learn more at change-finance.com.

Learn more about our host at MargueritaCheng.com • Don’t miss a single podcast: MargueritaChengRadio.com • Watch all of our TV episodesMargueritaCheng.tv! Cheers!

Your Host: Marguerita Cheng, CFP® is the CEO of Blue Ocean Global Wealth, a Washington, DC-based firm that focuses on helping women, and their families, achieve financial success.

About Margaritas with Marguerita: Every Friday evening at 5pm EST, we start the weekend off right with 15 minutes of financial tips by Rita to help women flex their financial muscles. Based on the information from Rita’s upcoming book, “Diary of a CFP® Pro,” the show is also part of a monthly webinar series you won’t want to miss. Learn more at MargueritaCheng.com and watch all of her interviews on MargueritaCheng.tv. 

Questions about your financial future? Send Rita an email.

Photo by Kate Hauschka

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