There is growing momentum in Employee Ownership, driven by:

• Experience and tax benefits with (S-Corp) ESOPs
• Demographics with retiring baby-boomer business owners
• Growth of partial employee ownership strategies driven by private equity funds (like KKR, Ownership Works)
• Bipartisan support & increasing legislative action
• Growth of new models such as Employee Ownership Trusts

However, it can be hard for investors and advisors to know where to get started. 

This webinar, hosted by Francesco Collaborative and Ownership Capital Lab, helps investors and advisors at many stages understand more of the dynamics of employee ownership investing & hone their sense for what they want to learn next.

We hear from:

• Alison Lingane, Founder, Ownership Capital Lab, on recent Employee Ownership landscape updates;
• Kelli Reagan Hickey, Director of Formation, Francesco Collaborative, on the connection between Catholic Social Teaching and employee ownership.

This recorded session was followed by a private discussion with Philip Reeves, Founding Partner, Apis & Heritage Capital Partners, on their new Legacy Fund II, then a closed door discussion among accredited investors.