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Social Impact Advisory Services

 
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Your organization’s investments are more than a set of assets. You want to create a positive social impact beyond financial returns.

Through Foundation & Institutional Advisors, our Social Impact Advisory Services team will work with your board, investment committee and staff at any stage of the journey – from education to capital deployment to valuation and tracking – tailoring our services to your existing work and long-term strategy. We can help develop real impact investment strategies that expand traditional grant making and other community activities. We can help your organization take advantage of program-related investments or other investment structures to create true impact in the communities and areas you care about.

 
Deborah Kasemeyer

Deborah Kasemeyer

Senior Vice President and Director of Community Development & Investments
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(312) 444-4031
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Deborah Kasemeyer

Deborah Kasemeyer

Senior Vice President and Director of Community Development & Investments
 
Deborah Kasemeyer is a Senior Vice President and Director of Community Development & Investments where she oversees Northern Trust’s community development capital deployment and an Impact Investment portfolio of over $1.5 billion. An early adopter of innovative community finance structures, she has developed expertise in Social Impact Bonds (SIB) also known as Pay for Success, having closed five transactions which are targeting issues such as quality Pre-K in Chicago, homeless in Denver and homeless and substance abuse in Salt Lake City.

Deborah Kasemeyer is a Senior Vice President and Director of Community Development & Investments where she oversees Northern Trust’s community development capital deployment and an Impact Investment portfolio of over $1.5 billion. An early adopter of innovative community finance structures, she has developed expertise in Social Impact Bonds (SIB) also known as Pay for Success, having closed five transactions which are targeting issues such as quality Pre-K in Chicago, homeless in Denver and homeless and substance abuse in Salt Lake City.

She works to fill capital gaps in underserved communities across the US through direct investment in Community Development Financial Institutions (CDFIs), high performing non-profits, social enterprise businesses, Low Income Housing Tax Credits (LIHTC), New Market Tax Credits (NMTC), and Small Business Investment Companies (SBIC). Northern Trust was successful in the 2016 round of NMTC awards and received $60 million in tax credits to be used in innovative and comprehensive community development projects.

With 22 years of experience in Community Development at Northern Trust, she has also managed Northern Trust’s Community Reinvestment Act (CRA) program over that time where it has received nine consecutive Outstanding CRA ratings spanning 22 years of evaluation. Prior to her community development work, Deborah was a commercial lender working in the Northern Trust’s Middle Market Lending Group and later the Neighborhood Lending Group.

She graduated from DePauw University with a B.A. in Economics. Board memberships include IFF, a large regional CDFI headquartered in Chicago, the National Association of Affordable Housing Lenders (NAAHL) headquartered in Washington DC and Akola, a social enterprise business headquartered in Dallas and Uganda.

David C. Rose

David C. Rose

Sr. Consultant, Corporate Social Responsibility
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(312) 557-9232
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David C. Rose

David C. Rose

Sr. Consultant, Corporate Social Responsibility
 

David C. Rose is a Vice President and Senior Consultant in Community Development and Investment Group within Corporate Social Responsibility at Northern Trust - Chicago, and a member of the Social Impact Advisors team. David is responsible for analytical support and develops methodologies to track community development activities and community impacts for Community Reinvestment Act compliance, regulatory reporting, and other purposes.

David has nearly thirty years of experience employing various datasets to monitor neighborhood health; analyze housing markets and lending activity; and other topics relating to community development and revitalization. Prior to joining Northern Trust in 2008, David served as Director of Research, Technology and Operations, at National Training and Information Center in Chicago. He had previously worked as an Industrial Consultant at the RichMark Group.

He earned a B.A. in English and Economics from Drake University in Iowa and a M.A. in Economics from the University of Southern California in Los Angeles.

David has provided data analysis on home mortgage lending, predatory lending, and foreclosures; FHA fraud and abuse; and the Community Reinvestment Act. He has provided interviews to the New York Times, Wall Street Journal, and Crain's Chicago Business. He has also appeared on local radio and television stations on foreclosure and predatory lending issues.

Featured Insights

 
Designing an Effective Community Scan by David Rose

In their efforts to strengthen the communities they serve, community leaders often need to identify the needs and service gaps of a community or learn about its existing resources and potential partnerships. To answer these questions and help build their development strategy, leaders can turn to a community scan. While its focus can be as narrow or as broad as needed, a comprehensive community scan will include demographics, social factors, economic data, housing data and anchor institutions.

 

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This information is not intended to be and should not be treated as legal advice, investment advice or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.

Certain affiliates of Northern Trust may be utilized in providing investment management services, including Northern Trust Investments, Inc. and 50 South Capital Advisors, LLC, which are registered under the Investment Advisers Act of 1940.

This information, including any information regarding specific investment products or strategies, does not take into account the reader’s individual needs and circumstances and should not be construed as an offer, solicitation or recommendation to enter into any transaction or to utilize a specific investment product or strategy. This presentation is neither an offer to sell, nor a solicitation of an offer to buy an interest in an investment fund.