We believe that investment capital can help meet large-scale global challenges. Sonen Capital is a dedicated impact investment management and advisory firm. Our name is derived from Social and Environmental investing, and reflects our values and our conviction that investing to generate financial returns and lasting social and environmental impact are not only compatible, but also mutually reinforcing objectives. With over five decades of combined sustainable investing learning and experience, Sonen team members are field builders dedicated to helping mobilize financial assets to help meet large-scale global challenges. This deep experience serves not only to inform and improve our knowledge and understanding of this evolving area, but it also enhances our ability to deliver to our clients increasingly more sophisticated and holistic impact advice and strategies. Our Mission Our mission is to deliver financially competitive investment solutions with meaningful impact and exceptional client service. We Value • Investments that perform across all asset classes and impact themes. • Combining discipline with judgment. • Client centricity. • Working in a passionate, generative and collegial environment. Follow us on Twitter @SonenCapital DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information. We are not responsible for any third party content, services, products or information.
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As the year comes to a close, we're reminded of the power of AND. For those just joining us, have a listen. #impactinvesting #sustainability
“The truth is, in simple terms, all investments have an impact.” Sonen Capital Founding Partner, Raul Pomares at this year's SOCAP conference. Raul came to #socap23 to speak about his impact journey, the challenges and opportunities the industry faces, and the actions necessary to meet the moment. #impactinvesting
Informative and impassioned conversations last week at Portfolio Summits, where Sonen's David Hood led and participated on panels intended to guide advisor on the investment trends going into 2025.
The afternoon sessions at the Fiduciary Investor West Summit 2024 were packed with thought-provoking discussions, setting the stage for smarter decision-making in 2025: A conversation on The OCIO and the Client, moderated by David Hood (Sonen Capital LLC), provided a behind-the-scenes look at the evolving OCIO industry. Bert Feuss (Community Capital Advisors) and Issac Vaughn (Silicon Valley Community Foundation) shared candid stories about navigating partnerships between OCIOs and in-house teams, offering strategies for mitigating risk and strengthening collaboration. Next, Daniel Hennessy, CFA, CAIA (NEPC, LLC) led an engaging panel on Alternative Investments in 2025. Colin Murfit, CFA (Alan Biller and Associates) and Gary Watts, CFP®, EA (Wealth Enhancement Group) debated the sustainability of alternative strategies, weighing liquidity concerns, fees, and performance against the backdrop of market uncertainty. The conversation heated up during the Navigating ESG panel, featuring Dan Chu (Sierra Club Foundation), David Hood (Sonen Capital), and Craig Ayers, CFA (Whittier Trust Company). The panel tackled the polarizing nature of ESG investments today, addressing political pushback and how firms are adapting their portfolios in response. The summit closed with a forward-looking panel on Global Markets, Strategies, and Risk. Jack Janasiewicz, CFA (Natixis Investment Managers) moderated as Travis Simon, CFA (Mercer) and Sudharshan Murugesu (Partners Capital) explored strategies for managing global conflict, political shifts, and economic uncertainty, offering invaluable advice on navigating 2025’s unpredictable terrain. The day wrapped up with a lively Networking Happy Hour by Rithm Capital, where attendees reflected on the insights gained and continued building meaningful connections. Thank you to all who participated in building community within the fiduciary investment industry this year! #PortfolioSummits #Fiduciary #Investor #WestCoast #Investmentmanagement #InvestmentStrategies
Last week, Managing Director and Head of Private Markets, Sandra Y Sainz Heredia joined professionals working across the #globalhealth ecosystem to explore innovative solutions to disparities in access to quality healthcare. The convening was an important and inspiring first step of a long road towards equitable scale - we look forward to the journey. The gathering, Ignite Scale: Private Sector Finance for Global Health, was hosted by Baraka Impact Finance and the Bay Area Global Health Alliance at The Rockefeller Foundation's beautiful #BelliagoCenter. #impactinvesting #healthforall
Kicking Off Igniting Scale at Bellagio Excited to announce the start of the convening Igniting Scale: Private Sector Finance for Global Health, co-organized by Baraka Impact Finance and the Bay Area Global Health Alliance! We are honored to have brought together an extraordinary group of #global #leaders in #health #investments to tackle some of the most pressing challenges in #globalhealth. Over the next few days, in this inspiring setting at The Rockefeller Foundation #Bellagio Center, we will reflect, #collaborate, and co-create actionable #solution pathways to achieve #equitable, #quality #healthforall. Leading from Baraka Impact Finance, Head of Global Health Carolina Batista MD and Managing Director James Bair are here, coordinating with our #partners, #colleagues, and #advisors to ensure the #success of this important convening. From the Bay Area Global Health Alliance, Executive Director Sara Anderson and Senior Advisor Elizabeth (Lisa) F. are also with us, bringing their #leadership to guide these #critical discussions. On behalf of Baraka Impact Finance and Bay Area Global Health Alliance we extend our deepest #gratitude to everyone who has joined us on this #journey. Your #expertise, #vision, and #commitment will be key to shaping #innovativesolutions that drive real #impact. Here’s to #transformative #ideas, bold #action, and meaningful #change. Let’s ignite #scale together and collaborate to #progress towards #SDG3 ! #PublicHealth #ImpactInvestment #Innovation #HealthEquity #InnovatingTogether #PrivateInvestments #Publicgoals #Partnerships #PublicPrivate #InvestingforImpact #FiscalPolicies #SustainableDevelopment
As a team committed to continuous learning and staying ahead of industry shifts and trends, Sonen Capital is looking forward to attending Portfolio Summits' Fiduciary Investor West Summit in Half Moon Bay today. This event offers the opportunity to connect with institutional investors and discuss a plethora of investment topics including market trends, ESG, portfolio construction, Global Markets, and more. David Hood, Sonen Capital’s Managing Director and Senior Real Assets Strategist, will be joining a panel to discuss how investors are approaching the topic of ESG, and using ESG considerations in their portfolios. David will be joined by: Michael Stark, Institutional Funds Advisor, Seattle Foundation Daniel E. Ingram, Head of Responsible Investing, Aon Craig Ayers, CFA, SVP-Senior Portfolio Manager, Whittier Trust Company
With themes like “Boldness,” “Brightness,” and “Madness,” this years #ImpactWeek in Bilbao was intended to symbolize a transformative journey towards addressing pressing global challenges. During the event, Sonen Capital’s Founding Partner Raul Pomares, joined a panel to discuss “An Integrated Finance Approach to Solve Water Crisis”. The conversation was centered on increasing water demands and investment solutions to address unstable water access. Specifically, Pomares highlighted the importance of prioritizing water issues through a diverse range of financial strategies, such as the use of green bonds and real assets investments to restore valuable watersheds and ecosystems, local government bonds to manage storm runoff and sewage infrastructure, and a variety of innovative solutions in private equity and listed equities. Raul’s insights reflected Sonen Capital’s commitment to comprehensive solutions by fostering cross-sector collaboration and focusing on a systems change, rather than a piece-by-piece approach to ensure equitable access for all. Fellow panelists included: Ana Klarić with Commonland Daniel Valenzuela with Pioneers of Our Time Facundo Etchebehere with Ambition Loop Marta del Castillo with Social Nest Foundation #impactinvesting
Are you interested in working in impact investing? Join our team and be part of a dynamic firm that combines purpose and performance to create positive change. We are seeking an experienced Business Development Director, explore the opportunity below and we look forward to hearing from you! Details here: https://lnkd.in/gSyUzJUU #WereHiring #impactinvesting
What trends are influencing the current state of growth and venture capital? Sandra Y Sainz Heredia, Managing Director of Private Investments at Sonen Capital will explore this question as a panelist at Carmo Companies 7th Annual Private Markets Florida Meeting during Art Basel Week in Miami. Sainz will join a comprehensive discussion on the current state of growth and venture capital, covering investment trends, emerging sectors, the impact of technological innovation, global market dynamics, and the role of capital in fueling growth and innovation. This event unites active institutional allocators and family offices, offering valuable insights and meaningful collaboration in private markets. The session will be held on December 6th at 11:20 AM. Sandra will be joined by the following: Rodrigo Alvarez, G Squared Philippe Daoust, Managing Director, Venture Capital, NA Ventures Sim Blaustein, Partner, BDMI Jörg Goschin, Co-CEO and Senior Managing Director, KfW Capital Capital #ArtBaselMiamiBeach
The Americas Partnership Investor Network event, hosted by Endeavor Miami, was in part a celebration and partner-and-investment showcase to highlight the networks unifying goals to unlock and increase early-stage investment in Latin America and the Caribbean. Sonen’s Founding Partner, Raul Pomares was part of the evening’s keynote panel that discussed the region’s sectors and trends, entrepreneurial ecosystem, and how to work together to scale investment. Speaking about the most effective way to scale, Raul stated, “In this room, we are fortunate to have visionary investors. However, to truly address this challenge, we must focus on education and collaboration to engage the broader mainstream investor community. Without their participation, we risk missing the opportunity to achieve the partnership’s objectives and drive meaningful change throughout Latin America.” The APIN is an initiative established by Uruguay, Canada, and the United States under the Americas Partnership for Economic Prosperity, and it aims to boost entrepreneurial investment and awareness about the region’s opportunities and potential. Today, the Network has grown to include 26 investors with $1.5 billion committed to investing in Latin America and the Caribbean through 2030—momentum that underscores the power of collaboration to create lasting impact. Learn more here: https://lnkd.in/gpG87GW6
We’re looking forward to attending #ImpactWeek in Bilbao, Spain, to engage with leaders across the social and environmental impact ecosystem. Sonen Capital’s Founding Partner Raul Pomares, will be speaking at a session focused on tackling the water crisis through innovative and holistic approaches. Alongside experts like Facundo Etchebehere (Ambition Loop), Ana Klarić (Commonland), and Daniel Valenzuela (Pioneers of Our Time ), Raul will share insights on a systems approach to investment can help to restore water cycles, improve infrastructure, and ensure equitable access for all. Learn more about ImpactWeek: https://lnkd.in/eVqQWnmJ
The New Private Markets Impact & Transition Investor Summit North America 2024 attracted a leading group of LPs, GPs and intermediaries focused on the transition to an environmentally sustainable and socially equitable world. The programming was thoughtful and provocative – debating whether the term “impact investing” is still fit-for-purpose, and diving into themes like circular economy, growing inequality, deep tech and the future of work. Our Head of Impact Engagement, Amanda Feldman, spoke on a plenary panel about operationalizing a 100% impact portfolio commitment. She brought a dose of optimism, outlining the range of opportunities that Sonen sees for foundations and family offices leaning into impact.