Impact Investing in Primary Care: Challenges: Opportunities, and Models

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PCDC’s Primary Care Innovation Circle event, co-hosted with Calvert Foundation and sponsored by The Shelley and Donald Rubin Foundation, drew nearly 40 individuals including investors, lenders and primary care providers. The event focused on identifying challenges and opportunities to enhance impact investments in primary care. View segments from the event below.


Ronda Kotelchuck, CEO, PCDC and Lisa Hall, CEO, Calvert Foundation open the event and introduce the day’s panel discussions.

Panel 1: Models and Collaborations for Primary Care Impact Investing

Focusing on the challenges and barriers that CDFIs face, the group discussed models and collaborations for investing in community-based health facilities and how to translate impact of investments to investors and the community.

Moderator: Annie Donovan, NCB Capital Impact
Panelists: Judith Kende, Low Income Investment Fund; Tom Manning, PCDC; Oramenta Newsome, Local Initiatives Support Corporation (LISC); Nancy Wagner-Hislip, The Reinvestment Fund

Panel 2: Bridging the Primary Care Gap: How Can CDFIs Connect with the SRI Market?

Led by experts in the investor and funder sectors, panelists focused on solutions that address challenges discussed in the earlier panel, including investment strategies for foundations, banks, individuals and policy makers to help scale up primary care investment.

Moderator: Lisa Hall, Calvert Foundation
Panelists: Antony Bugg-Levine, Nonprofit Finance Fund; David Erickson, Federal Reserve Bank of San Francisco