Founder and Managing Director, Impact Investing Analytics
Julie is Founder and Managing Director of Impact Investing Analytics, an independent consulting firm specializing in impact investing in domestic, emerging, and frontier markets. Her work focuses on all phases of the equity and debt investment life cycle, risk management, corporate governance, financial and social performance, strategy, and training. Julie has been involved in over $250 million in impact investing transactions in more than 35 countries. She currently serves as Senior Investment and Due Diligence Consultant for start-up ImpactUs, a FINRA broker-dealer impact investing marketplace launching in 2016. Julie is also an investment committee member of the MicroBuild Fund, an OPIC Impact Award winning proof-of-concept global microfinance housing investment fund as an appointee of the Omidyar Network. She served on the Calvert Social Investment Foundation’s investment committee for 12 years. Previously, at PwC’s Strategic Management Services, she consulted to Fortune 500 companies and governments with a focus on global investment, iuncluding sell-side equity and privatizations. Julie worked at Women’s World Banking in the early days of “microcredit” and at a Chicago community center at a pilot women’s employment program.
Julie is an impact investing industry pioneer and thought leader through authorship of over 20 publications and participation in 12 industry standards’-setting groups including the inaugural Global Impact Investing Network’s (GIIN) Impact Investing and Reporting Standards (IRIS) Financial Services Working Group and the Economist Intelligence Unit’s Expert Panel on Financial Inclusion.
Julie was a Fellow at the Lauder Institute of Management and International Studies, where she earned an M.B.A. from Wharton in Finance and Entrepreneurial Management, and an M.A. in International Studies from the University of Pennsylvania in the Portuguese and Spanish programs. She is a Certified Expert in Risk Management from the Frankfurt School of Finance and Management and holds a B.A. from Oberlin College. Julie lives in the Washington DC area with her husband, her children having flown the nest, one to Brazil.