Events & webinars
March 26, 2025 | 11:00 AM – 12:30 PM PT (2:00 PM – 3:30 PM ET) — Virtual
Employee ownership fund spotlight: 2025 investment opportunities
If you are interested in employee ownership (EO) investing, but don’t know where to begin, this educational session is for you! Meet three EO funds working to address wealth gaps and preserve small businesses and economies across the United States.
In this dynamic session, hear from Mosaic Capital Partners, the only current employee ownership SBIC (Small Business Investment Company), Common Trust, and Essential Owners Fund.
This session is the first of an ongoing “EO Fund Spotlight” series that will run throughout 2025, co-hosted by Ownership Capital Lab and Francesco Collaborative.
Our featured funds & speakers:
Ian Mohler, Partner, Mosaic Capital Partners
Mosaic, the only current employee ownership SBIC (Small Business Investment Company), is an employee ownership-focused private equity firm. Mosaic’s employee ownership buyout strategy empowers employees while providing business owners an impactful, differentiated change-of-control transaction opportunity.
Zoe Schlag, Co-founder and Managing Partner, Common Trust
Zoe leads our investment practice, and helps companies organize capital that doesn’t compromise their values. She has worked for over a decade in impact investing, including with TechStars and Schmidt Futures, and sees Common Trust’s work as a critical component to leaving the economy better than we found it.
Isabelle Steichen, Operating Partner, Essential Owners Fund
Isabelle brings a proven track record in operations, sales and business development to the Essential Owners Fund team, which helps essential workers become owners in the companies they power. The Fund invests in middle market, essential industry companies and utilizes employee ownership as a tool to create economic stability for essential workers, reduce operating volatility for companies, and generate meaningful returns for investors.
Host: Alison Lingane, Founder, Ownership Capital Lab
Alison is Founder and CEO of the Ownership Capital Lab, which focuses on capital as a growth and scale lever for impact-first employee ownership. The Lab identifies, pilots, and supports the uptake of strategies for financing employee ownership at greater scale.
Host: Katherine Katcher, Director, Partnerships & Capital Mobilization Initiatives, Ownership Capital Lab
Katherine builds programs and partnerships, drives research, and creates educational programming to move capital into employee ownership, to scale the model nationally.
Host: Felipe Witchger, Co-Founder, Francesco Collaborative
Why attend:
- Each of these fund’s model to advance EO and their focus areas.
- How these funds balance the goal to create impact with the need to create returns for investors.
- A broader range of EO funds–what makes them similar and what sets them apart.
- How to follow up with each fund if you want to learn more about how you can be a part of helping to realize the deep impact of employee ownership.
DISCLAIMER: This session is provided for educational purposes only and does not constitute nor should be construed as legal, tax, investment, financial, or other advice. Nothing contained in the session or related materials constitutes a solicitation, recommendation, or offer to buy, or a solicitation of an offer to sell, any securities. Neither Ownership Capital Lab nor Francesco Collaborative has reviewed any of the information for investment purposes, nor can guarantee the accuracy of any information about any fund manager, and does not endorse or recommend any specific manager. Always conduct your own due diligence, or consult a licensed financial advisor or broker before making any and all investment decisions.