Why we gathered

This breakfast was the first public preview of the upcoming EO Capital Roadmap, the full version of which will be released this December. The Roadmap draws on insights from more than 150 fund managers, investors, employee-owners, field builders and policymakers from across the country.

We’ve been asking: How can we grow employee ownership investing to a meaningful scale—and do it in a way that keeps impact and integrity at the center?

The data confirms what so many of us are feeling: this movement is gaining real traction, and the next chapter will require coordination, creativity and capital. Scaling this vision will take all of us—aligning purpose, resources and imagination to make ownership the norm.

Our shared North Star 

The Roadmap lays out an ambitious goal: mobilizing $1.5 billion by 2030 and $10 billion by 2040 into employee ownership investments that build wealth for workers and strengthen local economies.

To get there, we’ve identified four critical Action Areas:

1. Mobilize Investment – unlock growing sources of catalytic, impact and institutional capital

2. Power the Narrative – ignite demand with coordinated stories, proof points and visible champions

3. Deepen Infrastructure – build the backbone this space needs and deserves

4. Advance Policy – create the enabling conditions for scale