Karyn Polak Email & Phone Number

Baltimore, Md, Us

Helping high-net-wealth individuals, families, and organizations invest some of their dollars to make a purposeful difference in their communities. Our goal is to help you find local opportunities that align with your goals and needs, gaining the information and analysis and building the relationships you need for thoughtful decisions. The InLocalyst team will help you make rewarding, intentional, and informed investment decisions; evaluate the effects that these investments have on the community; and make your investments as loudly – or quietly – as you desire. We continuously monitor the local landscape in order to share opportunities with you that may match your investment goals. We will review and conduct the due diligence necessary for those opportunities that you find interesting for both their financial sustainability and their impact. And we'll follow your investments to determine how they match up over time. We are not investment advisors, we are facilitators -- working with your advisors to make local investing easy.

Shift the Prism is a social and economic advisory group supporting changes in mindsets, systems, and approaches – sparking creative engagement and collaboration from the hyperlocal to the national and international level – to advance a more prosperous, regenerative and equal economy that works for all. • We convene cross-sector, cross-function networks to shift mindsets from traditional and siloed to innovative, from one-player to multi-layered, from exclusive to inclusive. We build teams of diverse skills and perspectives – co-creating with those closest to the problems – to solve complex, interdependent problems one sector alone can’t solve.• We bring our policy advocacy to bear to shift systems that are broken or harmful from extractive to restorative, breaking down structural and individual barriers to equity and access and expanding opportunity for those historically invisible, underserved, and excluded.• We shift approaches to capital and business growth via our traditional financial services expertise and our ecosystem of lawyers, accountants, wealth advisors and others towards purpose-driven, impact-focused solutions to a thriving, inclusive, just economy.Representative engagements:• Bring together impact investors with place-based investment opportunities• Advise fintech startups directing a portion of traditional financial transactions towards charitable and workforce development efforts• Advise local small businesses on patient capital, fundraising, and scaling• Catalyze a patient-focused, public benefit biotechnology industry• Increase access, transparency, accountability, and diversity in the judicial clerkship processFOCUS: Strategic Advisor, Policy Advocacy, Social and Economic Equality, Sustainability, Inclusive Economic Growth, Public Benefit Corporation, B Corporation, Place-based Investing, Collective Impact, Workforce Development, Change Management, Legal CounselContact me at: 917-207-1072 or Karyn@ShiftThePrism.com.

Baltimore, Maryland, Us

• Manage ~$8.5M budget to support nonprofits focused on the education, health, and well-being of the communities where employees live and work.

Baltimore, Maryland, Us

• Chief legal officer for top-ten U.S. insurance, investments, and retirement enterprise, the largest subsidiary of Aegon N.V., a Dutch public company listed on Euronext and NYSE, managing over $1.1 trillion in revenue-generating investments. • Member of Americas Management Board (Transamerica leadership team), reporting directly to the CEO. • Responsible for legal, compliance, government and policy affairs, and corporate secretary functions.• Supported integration of new global CEO (Mar 2020), US CEO (Mar 2021), US CFO (Jun 2021), and other senior leaders, as well as transition of former CEO to Board Chair.• Resolved several multimillion-dollar litigation and enforcement matters.• Launched pilot supplier diversity program through review and oversight of outside counsel. Executive sponsor for procurement supplier diversity expansion and Baltimore women’s employee resource group.• Board member of global Responsible Business Investment Committee and Transamerica Institute (nonprofit research arm). Collaborate with Chief Sustainability Officer to enhance ESG strategy, governance, and reporting.

Pittsburgh, Pennsylvania, Us

• Top legal advisor for one of PNC’s three principal business lines (Asset Management), supported a national footprint, managed annual outside counsel spend of $9M and led team of 18+ legal professionals.• Advised on strategy, product development, critical regulatory exams and changes, significant technology issues and complex litigation matters.• Key contributor to enhancement of product review process, conflicts oversight, regulatory reform management, and training infrastructure.• Legal representative to PNC’s Office of the Customer (enterprise-wide strategic priority on client experience) and Founder and Chair of the Legal Department client experience working group.

Pittsburgh, Pennsylvania, Us

Washington, D.C., Us

• Primary firm contact regarding then-recently adopted Sarbanes-Oxley Act; created a JeopardyTM-like game to educate lawyers and clients about the Act.

New York, Ny, Us

• Included secondment to Citi Smith Barney Investment Banking Legal Department to cover equities and high-yield offerings (September 1999-December 1999).• Prepared comprehensive set of underwriting documentation for Deutsche Bank Securities; senior associate on the Prudential Insurance demutualization and IPO; senior associate in the merger of Banco Santiago with Banco O’Higgins and later Banco de Chile.• Member of Mentoring Committee and CLE Committee; organizer of firm’s first-ever women clients event.

London, Gb

• Engaged in a broad variety of transactions, including M&A, corporate finance, public finance and banking transactions.• Drafted SEC comment letter for the Committee on Securities Regulation of the New York State Bar Association; drafted memorandum regarding prospectus delivery rules for the firm's corporate department.• Most junior member to be appointed to firm’s Employment Committee.

J.D.

Bachelor Of Arts & Sciences, Political Science And French

B.A., Political Science And French