Nancy Sagar Email and Phone Number
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Like so many of us, I care deeply about making a difference that matters – a difference that helps people today & long after I’m gone. Ambitious? Absolutely. I’m not a billionaire. But through Sustainable & Impact Investing, I believe we all can make a positive impact on causes we care about - without sacrificing returns.Our investments make a difference one way or another. Governments & philanthropy can’t solve complex problems (climate change, poverty, health, human rights, violence) alone. We need the resources of the private sector. And each of us can help by elevating criteria for our investments. I’m proud to be the co-founder of Brighter Investing. We specialize in Sustainable & Impact Investing, providing investment management & financial advice to individuals and families. Services range from retirement, estate planning & portfolio construction to investment-only options so clients can invest thematically without moving from another advisor.Q: Sounds great, but won’t I sacrifice returns?A: That’s an old myth that today’s studies contradict. Sustainable investing isn’t about “green” companies with poor fundamentals. It combines sound financial analysis with environmental, social & governance (ESG) data for ~80% of the world’s largest corporations. How well do they treat their environment, workforce, community, investors? How do they rank among peers? Are they improving, stagnant or worse?Sustainable companies can be well-run with lower turnover, cost of capital & risk than their peers. Impact investors use a more targeted approach: they focus on the impact of a company’s work alongside profit.Speaking of profit, >99% of U.S. companies are committed to just that: profit. We’re different. Brighter is a Public Benefit LLC with a legal commitment to people, planet AND profit. Can you tell I’m passionate about this journey? If you’d like to learn more, let's talk!
Brighter Investing Pbllc
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PresidentBrighter Investing Pbllc Apr 2019 - PresentAtlanta, Georgia, UsWith Brighter Investing, you can invest for the future AND make a difference on environmental, social & other societal problems – without sacrificing competitive returns. At Brighter, we specialize in Sustainable & Impact Investing with a full suite of advisory and investment-only services for individuals, families, organizations & retirement plans. We can help you make a difference by focusing your portfolio on good corporate citizens – well-run companies that strive to make a positive impact on major problems rather than create or ignore them. You can also choose to make a bigger impact by investing more narrowly on a specific cause.Whether you’re investing for your family’s future or just want to learn more about Sustainable & Impact Investing, we’d love to hear from you. You can grow your wealth AND make a difference. Be proud of your portfolio. We'll show you how.
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Climate Crisis Advocate & Public SpeakerThe Climate Reality Project: Atlanta Chapter Mar 2019 - PresentAtlanta, Ga, UsOur mission is to catalyze a global solution to the climate crisis by making urgent action a necessity across every level of society. As a Climate Reality Leadership Corps member, I deliver talks and workshops based on Vice President Al Gore's comprehensive and "10 minute" presentations he delivers around the world. I cover many aspects of climate change, its effects in regions and on populations, and solutions that we CAN IMPLEMENT! If you'd like to discuss a presentation for your company or group, please reach out and we can customize an agenda. -
Vice President Of MarketingJoyn Jul 2015 - Apr 2018Atlanta, Ga, UsRepositioned & rebranded GV Financial Advisors, a 25-year-old Registered Investment Advisory firm. In November 2015, GV became JOYN, the first Behavioral Wealth Management firm in the U.S. Highlights:Defined a new category for the firm’s core financial advisory service. What was previously called “Guided Wealth Transformation,” a concept that was difficult to describe and understand, became Behavioral Wealth Management, a new wealth & investment management discipline grounded in behavioral finance, economics & neuroscience.Led the repositioning, renaming, and rebranding effort that culminated in “WE CHANGED LIVES,” our top-secret official launch party in which 350 unsuspecting guests teamed up to build prosthetic hands for land mine victims in developing countries (and later told us the experience itself was life-changing). Won the Phoenix award from the Public Relations Society of America for the philanthropic launch event and a national branding award for our corporate identity.Collaborated with C-team to create, redevelop and/or hone interactive free workshops that delivered meaningful value to attendees while demonstrating the firm’s expertise and generating new clients. Built & led new day-to-day marketing activities including content marketing, event marketing, general lead generation/nurturing, client engagement, media relations, digital marketing, SEO, media relations and other promotional programs. Result: Following the rebranding, we delivered the two most successful years for client acquisition and recurring revenue in firm history. -
Marketing Strategy ConsultantJoyn Dec 2013 - Jul 2015Atlanta, Ga, UsBefore joining the firm full-time (and rebranding them as JOYN), I dove deep into their business, their vision, their competitive advantages and weaknesses, and the work done by countless prior consultants and agencies. I then developed a bold new positioning strategy and service category, brand strategy, marketing strategy and tactical action plan that would clearly establish them as a far different kind of firm than others in their conservative industry. After selecting an agency partner, I led the development of their major new website along with the brand story, provocative messaging & content, unusual look and feel, and back-end technology to drive new client acquisition strategies. Upon launch, I moved to Atlanta to become their VP of Marketing.
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Ceo / Co-FounderSpruuce Sep 2012 - Nov 2013Identified & validated customer problems and led MVP development for a SaaS/social platform that would ultimately tackle these problems faced by higher institutions, students and alums: 1. Weak, antiquated or invisible infrastructure for university alums to hire from their alma maters2. Ineffective or non-existent programs for interns and recent grads to capitalize on alum networks to land summer internships and permanent jobs in cities beyond their campus home3. Soft post-graduation employment rates among recent grads which negatively affect -- those students' lifetime earnings-- college rankings that use employment and earning data for recent grads-- quality of future student applicants-- student loan default rates -- the perceived value of alum degrees, which can affect alumni engagement and donations4. Lost social media membership/advertising/recruiting revenue when alum conversations are owned by social media giants who monetize those conversations5. Sporadic alumni club participation that affects alumni fundraising performance. 6. Lack of systems for alums to easily promote and do business with each other7. Nonexistent data to help students and graduates optimize their career paths and connect with the people who could best help them in their journey8. No social hiring systems
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Marketing Executive & Management ConsultantConsultant To Ceos Of Early-Stage & Emerging Growth Companies Sep 2002 - Mar 2013Guided CEOs and led their teams to develop & execute new business strategies & plans. My specialty: early-stage/emerging growth companies in a plethora of industries: SaaS, e-commerce, enterprise IT services, computer manufacturing, healthcare, biotech/pharma, internet advertising, nonprofit, construction, legal, utilities, management consulting, packaged goods, publishing, fashion, professional services, web & mobile applications. (After all, innovation comes from outside your building and your industry!)My projects typically involved leading new product development, positioning, branding, marketing plans, budgets, marketing operations, analytics systems & marketing channels. Developed messaging, websites, landing pages, social media content, sales collateral & sales training. Designed & executed highly targeted marketing campaigns for lead generation, nurturing, customer acquisition & thought leadership. In some cases I sold directly for clients (and built a $100MM+ pipeline for one firm in 2 years) though most campaigns relied on heavy internet marketing: great web development, SEO, SEM, PPC, blogging, content development/syndication and social media marketing.
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Vp MarketingRexter Jul 2011 - Jan 2013Altadena, Ca, UsRexter is the 1st web+mobile professional relationship app that helps you do far more than just manage thousands of business contacts. Rexter analyzes & prioritizes them each day to create your KILLER CALL SHEET - a short list of the most valuable people to contact based on YOUR GOALS. Plus it automatically syncs & organizes your contacts, emails, meetings & smartphone calls into one account you can access everywhere via the web & our mobile apps.If you're dying for a better way to manage your network, sign up at http://www.rexter.com today. Then let me know what you think! -
Vp Marketing, Co-FounderGivigiv Aug 2011 - Jan 2012Who needs another necktie? We all need more FUN! At the time, GIVIGIV (now LivnGiv) was an early-stage mobile experiential gifting company focused on carefully-curated bars & bistros in Los Angeles, San Francisco, and New York. We firmly believed in shifting rampant consumerism toward meaningful experiences with important people in our customers' lives.I joined the founder (and was soon named co-founder) to build the brand & messaging, hone our initial customer segment, tightly test customer acquisition & development methods/costs, develop the financial models for fundraising, and finish building the web/mobile/Facebook technology to achieve our goal: Allow consumers to instantly send drinks & food right to their friends' smartphones.
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Co-Founder / Evp Of Marketing & Product DevelopmentMarketing M.O. 2004 - 2008Scottsdale, Arizona, UsAfter launching as a boutique sales & marketing consultancy with a unique pay-for-performance revenue model, we pivoted into SaaS. I conceived and built (with extremely limited resources) the core functionality, 1200 pages of guided IP, and a "solve your marketing problem in 3 clicks" wizard for our first product, Marketing M.O, the Intelligent Marketing Platform. I also devised the strategy to create a second product (currently known as Growth Panel, www.growthpanel.com), to offer white-label tools to corporate teams and consultants.Both products systematize the marketing function to focus on driving revenue & profit to achieve company goals using wizards, interactive best practices, spreadsheets, calculators & education in 29 marketing subjectsThe Marketing M.O. IP has also been licensed to other firms including a CEO mentoring product. Customers (quite accurately) called it "A lifetime's worth of marketing experience packed into a single product" and thanked us profusely for creating it. -
Founder/Producer/ScreenwriterFine Frenzy Entertainment Aug 2001 - Nov 2004Concerned with the dearth of female-focused feature films, I built a slate of projects, negotiated option contracts, raised seed capital, pitched projects, coached writers, and personally adapted a novel for the screen. I also developed business plans & provided creative consulting for other independent film producers. Completed a wide variety of producing & screenwriting seminars.I started this portion of my career by working as an unpaid reader for three producers, then became an assistant to the producers and director of development at Silver Lion Films. I was later promoted to Director of Finance before deciding I was ready to move out on my own.
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Managing Director, New MediaImagitas (Acquired By Pitney Bowes) Aug 1996 - Jul 2001Fort Mill, Sc, UsBuilt new advertiser-supported revenue platforms (web, print and phone) for government agency partners including the U.S. Postal Service. Defined, recruited and led new functional areas to successfully launch and manage those products. Created business and operating plans for new media ventures. -
National Account ExecutiveIti Marketing Services (Acquired By Apac) Aug 1995 - Jul 1996Recruited to build ITI’s client base in new industries outside the company’s core competencies. Sold high-volume telemarketing services to clients including HBO and the U.S. Olympic Committee.
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Vice President & General ManagerOmaha Racers, Continental Basketball Association Aug 1993 - Aug 1995Drove performance in corporate sales, marketing and operations with P&L responsibility. Restructured the sales organization, changed the arena layout to create more luxury seating, and introduced new sponsorship packages to set company records for attendance, sponsorship sales and ticket revenue. Created and sold media, in-store, and in-arena promotions to clients including IBM, American Airlines, Burger King, Budweiser, Miller Brewing and Pepsico. Won international attention for in-game promotions.
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Assistant General Manager / Director Of Public RelationsGrand Rapids Hoops, Continental Basketball Association Aug 1991 - Aug 1993Led corporate sales, marketing, operations & public relations for the league’s most profitable franchise. After selling out our existing arena advertising inventory, I created and sold lucrative new inventory and corporate sponsorship packages to regional brands that had passed on the team's sales pitches for several years. Set new franchise records for sellouts, capacity filled, ticket revenue and sponsorship revenue.
Nancy Sagar Education Details
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Ucla Anderson School Of ManagementMarketing & Entrepreneurship -
Peking UniversityFinancial Analysis Of Chinese Companies
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Tel Aviv University - Coller School Of ManagementMarketing: Building Customer Equity
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University Of MichiganCommunications
Frequently Asked Questions about Nancy Sagar
What company does Nancy Sagar work for?
Nancy Sagar works for Brighter Investing Pbllc
What is Nancy Sagar's role at the current company?
Nancy Sagar's current role is President, Brighter Investing :: Sustainable & Impact Investing Advisors for visionary nonprofits, foundations & everyday folks! Activist for climate & people. Avid hiker, photographer, adventurer..
What is Nancy Sagar's email address?
Nancy Sagar's email address is na****@****ail.com
What is Nancy Sagar's direct phone number?
Nancy Sagar's direct phone number is +140431*****
What schools did Nancy Sagar attend?
Nancy Sagar attended Ucla Anderson School Of Management, Peking University, Tel Aviv University - Coller School Of Management, University Of Michigan.
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