The Aspen Institute

Economic catalysts drive systems change in our economy by spurring innovation, bridging divides, and addressing societal inequities. This fall, the Aspen Institute presents three insightful discussions with influential change-makers who are reshaping the concepts of work and wealth.

Join Erika Karp (Executive Director of the Finance Leaders Fellowship) on September 9th for the first of three webinars: Values-Driven Investing with Justin Rockefeller.  Justin Rockefeller Cofounder & Chair of The ImPact (a global membership community of families committed to aligning their assets with their values) & Trustee at the Rockefeller Brothers Fund. 

Philanthropy can provide the catalytic capital required to invest in projects and initiatives that unlock opportunities for millions of people who are otherwise underserved by traditional capital markets. For generations, few household family names have been as prominently philanthropic as the Rockefellers. This conversation will explore themes including the role of values-aligned investing in aligning financial assets with personal and family values, working to create lasting solutions for low- and middle-income households, and strategies for engaging the next generation in philanthropic efforts. 

 Those who join us live will have the opportunity to engage real-time in a Q&A session with our speakers. 

 This webinar speaker series is made possible by the Mastercard Center for Inclusive Growth. 

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Justin Rockefeller is Head of Impact at Addepar, a wealth management platform that specializes in data aggregation, analytics, and performance reporting. He joined Addepar pre-revenue in 2012, and was its Global Director of Family Offices for eight years before switching roles in 2020 to better enable Addepar to help its clients align their assets and their values. More than 550 clients use it to track $2.5 trillion, as of February 2021.

Justin co-founded and chairs The ImPact, a global membership community of more than 75 prominent families committed to aligning their assets with their values. The ImPact’s mission is to help families make more impact investments more effectively, and its purpose is to improve the probability and pace of solving social and environmental problems by increasing the flow of capital to investments that generate measurable impact.

At the RBF, Justin serves on its board and investment committee. He helped steer the private foundation towards mission-aligned investing of its endowment, which captured worldwide headlines in 2014. Since 2008, Justin has served on the board of Japan Society, currently as a member of its executive and nominating and governance committees. He is a “TEDster,” and often speaks publicly about aligning values and resources, family offices, and technology.

Previously, Justin was Venture Partner and Principal at Richmond Global, a global venture capital firm focusing on technology-enabled services and mobile technologies in the U.S. and across major emerging markets. Justin was cofounder and chairman of GenerationEngage, a social enterprise connecting politicians and community college students. Notable participants included, among others: Barack Obama; Bill and Hillary Clinton; Colin Powell; Newt Gingrich; Al Gore; and Chuck Hagel. Technology partners included Apple and Google.

Justin’s previous board memberships include: Voxiva, Inc.; Rockefeller Family Fund; Population Council; The International Council of The Museum of Modern Art; the Alliance for the Arts; GenerationEngage; and Mobilize.org. He also served on the National Leadership Council for GLSEN (the Gay, Lesbian, Straight Education Network), and on the NY State Commission on National and Community Service.

In 2002, Justin graduated from Princeton University and then worked for three years at the Museum of Modern Art. He and his professional ballet dancer-turned-entrepreneur wife have two daughters and live in New York.

Justin is a fifth-generation member of the Rockefeller family. 

Erika Karp joined the Aspen Institute as Executive Director of the Finance Leaders Fellowship in January 2024 following 25-plus years of experience in finance and capital markets, with leadership roles spanning sustainable and impact investing, investment banking, asset management, and wealth advising. While on Wall Street, Erika developed a deep belief in environmental, social, and governance (ESG) analysis as a critical input to investment decision-making. From this belief stemmed her vision to leverage the system of capitalism towards a more regenerative and inclusive global economy, in part by advocating for the confluence and strategic deployment of financial, human, and natural capital. Erika most recently served as Executive Managing Director and Chief Impact Officer at Pathstone, an $80B family office and investment advisor. Prior to joining Pathstone, Erika was the founder and CEO of Cornerstone Capital Group, a sustainable and impact investment advisory firm, which she founded in 2013 and scaled from zero to $1.3B AUM before leading the merger with Pathstone in 2021. Previously, Erika was Managing Director and Head of Global Sector Research at UBS Investment Bank, where she created and chaired the Global Investment Review Committee, served on the UBS Securities Research Executive Committee, and served on the Environmental and Human Rights Committee of the UBS Group Executive Board.

Erika speaks on matters of sustainable investing and finance at venues around the world, including the UN Global Compact, the UN Principles for Responsible Investment, the Clinton Global Initiative, the Wharton School, the New York Stock Exchange, the Organization for Economic Cooperation & Development, the White House, the Vatican, and many others. She holds an MBA in Finance from Columbia University and a BS in Economics from the Wharton School. Erika lives in New York City with her wife and three daughters.