On August 22nd, LEBEC partnered with Morgan Stanley to host an intimate roundtable in downtown Miami, bringing together leading foundations, asset managers, and entrepreneurs committed to transformative impact in South Florida. The discussion focused on achieving a portfolio approach to impact through innovative strategies for endowments, grant-making, and investments that address the pressing needs of local communities.

Moderated by Alix Lebec and Julia Wilkinson of LEBEC, the event featured a dynamic panel of speakers, including Alecia Dillon (Health Foundation of South Florida), Brittany Morgan (The Miami Foundation), David Sand (Community Capital Management), Arindam Nag (CentSai), and Kristin Goodman (Nuveen). 

Participants explored critical challenges such as South Florida’s housing crisis, unaffordable healthcare, and gaps in financial education.

Key takeaways included the importance of recoverable grants, multi-asset financial instruments, and mission-related investments in addressing these systemic issues. By leveraging innovative models and structuring investments to reduce risk and attract additional capital, attendees discussed actionable solutions for fostering affordability and resilience across the region.

The event underscored the power of collaboration and best-practice sharing, with attendees including representatives from the Knight Foundation, Wolfson Family Foundation, DeLuca Foundation, Miami Homes for All, and Catalyst Miami.