Moving Institutional Capital into Employee Ownership

<p>Employee ownership has a compelling track record, but the model has yet to attract capital at the scale required to address the silver tsunami. That is beginning to change. This panel brings together investors and intermediaries from across the institutional landscape to explore what it would take to make employee ownership a mainstream investment strategy — and what a future looks like in which financial institutions are active partners in expanding ownership across the American economy.</p><p>Our speakers include Regina Carls (Managing Director and Head of ESOP Advisory, JPMorganChase); Jim Sorenson (Founder and CEO, Sorenson Impact Foundation); Chavon Sutton (Managing Director, Sustainable and Impact Investing, Cambridge Associates, LLC); Emily Thomas (Executive Director and the Head of Investing with Impact, Morgan Stanley Wealth Management); and moderator Jack Moriarty (Executive Director, Lafayette Square Institute).</p><p>This video comes from the 2026 Employee Ownership Ideas Forum, which took place June 2-3, 2026, in Washington DC and online.</p><p>For more information about this session, including a transcript, speaker bios, and additional resources, <a href="https://www.aspeninstitute.org/videos/moving-institutional-capital-into-employee-ownership/"><u>visit our website</u></a>.</p><p>For additional content from the Forum, <a href="https://www.aspeninstitute.org/events/employee-ownership-ideas-forum-2026/"><u>visit our main event page</u></a>.</p><p>To view more sessions and event highlights, <a href="https://www.youtube.com/@aspeneop"><u>subscribe to our YouTube channel</u></a>.</p><p>Or <a href="https://pod.link/1503944129"><u>subscribe to our podcast</u></a> and listen on the go.</p><p>About this event:</p><p>The <a href="https://www.aspeninstitute.org/events/employee-ownership-ideas-forum-2026/"><u>Employee Ownership Ideas Forum</u></a> is an annual event hosted by the <a href="https://www.aspeninstitute.org/programs/economic-opportunities-program/"><u>Aspen Institute Economic Opportunities Program</u></a> and the <a href="https://smlr.rutgers.edu/faculty-research-engagement/institute-study-employee-ownership-and-profit-sharing"><u>Institute for the Study of Employee Ownership and Profit Sharing at Rutgers University</u></a>.</p><p>The Forum convenes participants — including members of Congress, congressional staff, administration officials, employee owners, investors, lenders, researchers, practitioners, and policy experts — around the s