Barbara Vanscoy Email & Phone Number

www.AlphaImpactAdvisors.comAlpha Impact Advisors offers clients a specialized approach to impact investing, with expertise in both fixed income investing and social impact research and measurement. With over 20 years of experience in impact investing, Barbara VanScoy is uniquely qualified to analyze portfolios and strategies and recommend ways to optimize them to maximize financial and social returns. She has extensive expertise in analyzing investments across a holistic set of impact factors beyond traditional risk and return measures, which can mitigate risk, enhance security selection, and lower portfolio volatility, aiding in the risk-adjusted profile of portfolios.

New Haven, Us

As the Foundation's internal fixed income portfolio manager, Barbara connects the capital markets to financing opportunities that support economic opportunities for people and places. Tasked with optimizing the portfolio from 100% impact to 100% mission, she works to create and support activities that address systemic issues. Portfolio purchases customized to address community needs and priorities through feedback loops. Actively works with issuers and communities to create and innovate investment opportunities that connect communities with capital markets, with specific focus on narrowing racial wealth gap through affordable homeownership.

Ft. Lauderdale, Fl, Us

Respected Thought Leader ▬▬▬▬▬▬▬▬▬▬▬✓ Participated in inaugural and 2nd annual Rural Opportunity Investment Conference sponsored by White House Rural Council. ✓ Worked with senior officials of the White House Administration on the firm’s commitment to invest $100MM in government-assisted rental housing in support of environmental and energy efficiency initiatives.✓ Well-regarded author related to CRA and community development investing, as well as for multiple white papers. ✓ Composed comment letter to bank regulators to influence regulatory changes to the Community Reinvestment Act. Market Research & Analytics▬▬▬▬▬▬▬▬▬▬▬▬✓ As Director of Research, responsible for creating and implementing social impact reporting for CCM, which has become industry benchmark for impact investing. Researched and documented qualified investments on behalf of the CRA Qualified Investment Fund’s shareholders. Portfolio Management ▬▬▬▬▬▬▬▬▬✓ As Senior Portfolio Manager, accountable for asset selection and compliance with portfolio objectives. ✓ Championed shareholder servicing for bank and institutional shareholders. ✓ Created an extensive network of mortgage originators and municipal underwriters to encourage the production of affordable housing, job training programs and affordable health care facilities. Committees ▬▬▬▬▬☛ Valuation Committee Member. Responsible for overseeing the implementation of CCM’s pricing and valuation procedures, as set forth in the Compliance Manual. ☛ Investment Management & Trading Committee Member. Responsible for the trading and investment oversight of all client and all Fund portfolio. ☛ Compliance Committee Member (05/2010-01/2013). The Compliance Committee monitors and reviews any material deviations for which the Advisor acts as adviser or sub-adviser.

Ft. Lauderdale, Fl, Us

Founded and acted as Senior Portfolio Manager, and most recently Chief Impact Investment Officer, responsible for asset selection and community development research of the CRA Qualified Investment Fund and separate accounts since inception through May 2015, investing over $6B in community development. Select Achievements▬▬▬▬▬▬▬▬▬✓ Named among “20 Rising Stars of Fixed Income,” Institutional Investor, May 2008.✓ Integral role in highly distinguished asset growth during tenure, increasing AUM to $2B.✓ Created proprietary software system to allow for tracking, management and measurement of community development assets, investors, and social reporting metrics. ✓ Responsible for community development investing on behalf of bank shareholders resulting in 100% success ratio on over 1,000 public performance evaluations. ✓ Led various investment initiatives on behalf of the Fund and separate accounts, including Small Business Initiative to invest $50MM; Gulf Coast Redevelopment Initiative of $100MM; Rural Community Development Initiative of $100MM; and Hurricane Sandy Initiative of $100MM. ✓ Created one of the first Healthy Communities and Green/environmentally-friendly high credit quality portfolios in the industry. ✓ Part of the team to pioneer cutting-edge investment management process leveraging a research method which combines ESG/impact research with financial analysis. Assisted in the creation and launch of successful new investment strategies.✓ Created add-on to proprietary system to enable merging of financial and ESG data.

Headed up the Community Development Initiative, assisting depository clients with community development investing.

Bachelor Of Science Degree, Finance

Education record