Talks & Publications
Social Impact Investing - a random walk
February 24, 2022
University of Puget Sound
Review of learnings from over 20 years of access to wealth.
Investor Insights on B2C Fundraising
October 12, 2018
Startup Week in Seattle, WA
Shaula will be part of a panel of investors sharing tips on how to invest in Food & Beverage, Fashion and Retail.
Money, Power and Meaning
September 13, 2018
Whidbey Institute, Wa
Gain insight into what money means to us by investigating our own assumptions and how they affect how we show up in the world, inform our descriptions of scarcity and abundance, and charge the intersection of our personal finances and sense of well-being. Shaula is just one of an amazing group of speakers for this event.
Impact Investing
June 26, 2017
Seattle Foundation, Seattle, WA
Shaula presented along with the team from the Forterra Strong Communities Fund, to a group of donor advised fund holders about the case for Impact Investing, and why the new Forterra Strong Communities Fund is an exciting opportunity.
Impact Investing
December 5, 2013, 6:00pm
Impact Hub, Seattle, WA
An open event, hosted by ImpactAssets and Social Venture Partners, to gather the Seattle community interested in investing for social and environmental impact, as well as financial return. Tim Freundlich and Jed Emerson of ImpactAssets will be visiting from San Francisco and will participate in a panel with me to discuss the growth of impact investing and the broad spectrum of opportunities within this field. The event begins at 6:00 pm at Impact Hub Seattle in Pioneer Square and the program will start at 6:30 pm. Please register here if you are able to attend.
Audacious Philanthropy with SVPI
November 10, 2012
Portland, OR
Shaula joined Tim Freundich of Impact Assets to talk about different investments they've done together and share experiences with seeking impact across the investment part of your portfolio.
Forum on local investing
June 15, 2012
Portland, OR
Shaula joined investors from LION and Natural Investments to talk about the challenges and joys of local investing in this forum put on by Springboard Innovation, who is working to build the local stock ecosystem.
Financial Modeling
April 10, 2012
Seattle, WA
Exploring the Excel weeds of rolling up monthly projections into annual projections using OFFSET, and more! Shaula presented to the Bainbridge Graduate Institute Entrepreneurship class taught by Michael Libes.
Impact Investing
December 20, 2011
Seattle, WA
Brian Howe invited Shaula to present to his Law and Social Entrepreneurship class at Seattle University. She loves this slide deck and her breakdown of classes of Impact Investment and would be happy to give it again.
Early Stage Investing
November 10, 2010
San Francisco, CA
Shaula brought an investor point of view along with Moderator Tom Balderston (Balderston Capital) and David Kirkpatrick (SJF Ventures) to a panel discussion about term sheets and valuations with early stage ventures.
Donor Advised Funds
June 18, 2010
Shaula joined Elise Lufkin of Calvert Giving Assets, Inc to talk to the Financial Planning Association of Puget Sound about Donor Advised Funds.
Angel Investing
April 20, 2010
Investor's Circle Conference, San Francisco, CA
Shaula represented the Angel Investor perspective & role on a panel about one company's journey from application to funding.
Social Finance
Friday, October 23, 2009
Social Venture Network Conference, La Jolla, CA
Shaula spoke on a panel about financing sustainable startups and how to approach early investors so they remain your friends and family after the second round.
Global Cooperatives
Saturday, October 3, 2009
Get Your SLICE: Strengthening Local Independent Cooperatives Everywhere , Seattle, WA
Shaula was part of an afternoon panel talking about examples of cooperatives from around the globe.
Read Mondragon's 2008 annual report from their website.
Social Venture Capital Investment Competition
The 2009 SVCIC took place at the University of North Carolina the last weekend of March and Shaula served on the panel of judges. Read some gleanings from that experience here.
A founding member of theSeattle Impact Investing Group.
Barron's Penta
December 3, 2012
Shaula was profiled as one of five impact investors in Barron's December Penta issue.