Leanne Karns, Cfa, Mba

Leanne Karns, Cfa, Mba Email and Phone Number

Philanthropist @ Grassroots Nonprofits
Oakland, CA, US
Leanne Karns, Cfa, Mba's Location
Oakland, California, United States, United States
Leanne Karns, Cfa, Mba's Contact Details

Leanne Karns, Cfa, Mba work email

Leanne Karns, Cfa, Mba personal email

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About Leanne Karns, Cfa, Mba

From the very first day of school, I loved math. “End of Story. Goodbye. The end.” - Mad-Eye Moody. So it’s not surprising that I ended up an investor. To borrow again from the same movie, “…we must choose between what is easy and what is right.” – Albus Dumbledore. Choosing what is right is the clear answer to me, so it’s not surprising that I ended up a philanthropist and a nonprofit board member. Whether it’s managing retirement funds for public servants, or raising money to help under-represented groups, it’s important to me to feel that I’m making the world a better place.I have over two decades of experience evaluating management performance, business strategies and financial statements as an investor in over 300 companies. I worked for investment firms representing public and private equity strategies with a focus on high-growth early-stage companies and turnarounds. My expertise spans various industries including health care, technology and retail. I created and implemented a mutual fund’s environmental, social and governance (“ESG”) policy. I quickly discern strategic alternatives and the corresponding investment opportunities. Whether it’s capital allocation decisions, revenue growth strategies or margin expansion potential, after 300 investments it’s easy to apply past lessons learned to prospective investments.Recently, I joined the advisory board of a hedge fund investing in digital assets and I’ve sat on three nonprofit boards. I founded an endowment to support a scholarship program for women studying finance at the undergraduate and graduate level. I led the endowment team through decision-making regarding the legal structure, strategy, goals and tactics. I managed the process to identify, cultivate and solicit donors at two nonprofits culminating in over 800 new donors and $1.2 million raised, inclusive of two 6-figure donations. As an adjunct professor at Mills College, I taught Principles of Investing to undergraduate and graduate level women. I also taught a financial literacy class to children of color at the high school level.I am a CFA Charterholder with an MBA from UCLA and a BS in mathematics and economics from UIUC. I enjoy outdoor activities including hiking (especially while listening to Stuff You Missed in History), swimming, snorkeling and yoga. I also relish a good book, especially the fantasy genre (you had to see that coming!). I also have the travel bug and have visited 27 countries and counting.

Leanne Karns, Cfa, Mba's Current Company Details
Grassroots Nonprofits

Grassroots Nonprofits

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Philanthropist
Oakland, CA, US
Employees:
10
Leanne Karns, Cfa, Mba Work Experience Details
  • Grassroots Nonprofits
    Philanthropist
    Grassroots Nonprofits
    Oakland, Ca, Us
  • Various Investment Firms
    Investor
    Various Investment Firms 2007 - Present
    Invested in private equity impact funds.• L.P. in Higher Ground Labs, a VC investing in technology for progressives.• L.P. in How Women Invest, a VC investing in women founders in seed to Series B rounds. Provided due diligence on multiple prospective investments as a subject matter expert.• Strategic L.P. in Genesis Vault Capital, a hedge fund investing in digital assets.Provided fundamental equity research for a mutual fund, hedge fund and separately managed accounts. Used valuation and ESG factors to manage risk. Analyzed financial statements. Built financial models. Wrote investment memos. • Identified an undervalued medical device company. The growth levers included insurance coverage expansion, new product introductions, sales force leverage and acquisitions. Margins were expanding from production efficiencies. It was the market leader in its niche. Despite acquisitions, leverage was low. It returned 35% in five months. • Identified an international J.V. in the nascent eBook and eReader industry. It was bought by a strategic investor nine months later for a 75% return.• Identified an undervalued retailer with a strong brand and balance sheet on the cusp of fixing operational issues. An activist was involved and there was a change in management. The Company planned to close unprofitable stores equal to 7-15% of the store base. It quadrupled in two years.• Identified a leading chemical producer with pricing power on its 52-week lows. It was expanding production capacity in a market with tight demand-supply and high barriers to entry. Management historically returned 50% of earnings to shareholders via dividend and share repurchases. The shares returned 170% in two years.• Identified a second step conversion thrift bank through a custom screen. It was conservatively run and traded below book value. It returned 22% CAGR through the three year conversion anniversary date when regulations first allow a buyout.
  • Grassroots Nonprofits
    Philanthropist
    Grassroots Nonprofits 2007 - Present
    Fundraised and developed strategy, goals and tactics for grassroots start-up organizations. Built relationships with allied groups. Taught financial literacy classes.• Founded an endowment providing scholarships for women. Managed fundraising process to identify, cultivate and solicit donors, culminating in over 300 donors. Instituted a donor appreciation program. • Raised over $1 million for the endowment in cash, pledges and bequests, inclusive of two 6-figure donations. • Raised $275,000 in political contributions. Built donor base of approximately 500 donors. Led fundraising team of nine volunteers. Made personal asks, created marketing collateral and organized fundraising events. Recruited keynote speakers including Stacey Abrams and Gabby Giffords. • Developed curriculum and taught financial literacy classes to women at Mills College and children of color at the high school level. Recruited guest speakers. • Acted as Treasurer for UCLA Anderson Alumni Network, Bay Area.• Recruited and managed volunteer teams of 65 people.• Developed online training for survivors of domestic violence.• Streamlined the new member application process for a business association.• Wrote a quarterly newsletter.
  • Various Entities
    Board Director
    Various Entities 2007 - Present
    Furthered my impact through dedicated board service. • Advisory board member at Genesis Vault Capital, a hedge fund investing in digital assets. Genesis donates 1% of the management fee to educate minority youth about blockchain technology.• Board member at Financial Women of San Francisco, which advances the success of women in finance. Oversaw membership, communications and individual giving.• Steering committee co-lead and fundraising chair at a grassroots progressive political group.• Board member and treasurer at UCLA Anderson Alumni Network, Bay Area.

Leanne Karns, Cfa, Mba Skills

Financial Modeling Equity Valuation Valuation Hedge Funds Private Equity Investments Financial Statement Analysis Alternative Investments Equity Research Management Mergers And Acquisitions Portfolio Management Equities Asset Allocation Financial Analysis Investment Management Finance Asset Management Strategy Due Diligence Capital Markets

Leanne Karns, Cfa, Mba Education Details

Frequently Asked Questions about Leanne Karns, Cfa, Mba

What company does Leanne Karns, Cfa, Mba work for?

Leanne Karns, Cfa, Mba works for Grassroots Nonprofits

What is Leanne Karns, Cfa, Mba's role at the current company?

Leanne Karns, Cfa, Mba's current role is Philanthropist.

What is Leanne Karns, Cfa, Mba's email address?

Leanne Karns, Cfa, Mba's email address is le****@****cla.edu

What schools did Leanne Karns, Cfa, Mba attend?

Leanne Karns, Cfa, Mba attended Ucla Anderson School Of Management, Graduate School Of Business - University Of Cape Town, University Of Illinois Urbana-Champaign.

What skills is Leanne Karns, Cfa, Mba known for?

Leanne Karns, Cfa, Mba has skills like Financial Modeling, Equity Valuation, Valuation, Hedge Funds, Private Equity, Investments, Financial Statement Analysis, Alternative Investments, Equity Research, Management, Mergers And Acquisitions, Portfolio Management.

Who are Leanne Karns, Cfa, Mba's colleagues?

Leanne Karns, Cfa, Mba's colleagues are Cindy Eisman, Scott Broene, Lalit Geriya, Theodore J Manos, Jordan Zimmerman (Aka W. Jordan Zimmerman, M.a., M.s.).

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