Employee Ownership Investing Course for Foundations
Ownership Capital Lab
Online course · 4 sessions over 6 weeks · For: Owners / executives
A four-session virtual course for foundations and their advisors on putting capital into employee ownership. The first cohort ran in 2025; Ownership Capital Lab takes interest for future courses and tailored education through a form on its site.
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Problems it helps with
- Our foundation talks about wealth gaps but only makes grants
- Program-related investments in EO funds sound risky and unfamiliar
- Our board doesn't know what employee ownership is
- We don't know how to diligence an EO fund
What it covers
- The case for employee ownership as a wealth-building strategy
- How EO funds and transactions are structured
- Investment options for foundations, from grants to market-rate capital
- Evaluating and diligencing EO funds
Topics: Ownership models · Strategy