Harvard Social Enterprise Conference > Building Wealth In Communities: Tactics and Financial Challenges

Anmol Mehra

February 11, 2023 |by secon2023 | Comments Off on Anmol Mehra

Anmol is currently a social impact oriented housing investor and developer in Austin, Texas with a focus on higher density, mixed-income housing. ·He is also the co-founder and CEO of the Plug-in-House: a modular, low-cost, quick-build home for urban infill and affordable housing. Previously he worked for 15 years as an equity research analyst and portfolio manager for Fidelity Investments in Boston. He received a Bachelor of Science degree in Mathematics and Actuarial Studies from the University of Texas at Austin and an MBA from McCombs School of Business, also from the University of Texas. Anmol is a graduate of the Harvard Kennedy School of Government with a focus on urban planning and housing policy. Anmol is the Board Chair of Urbanity Dance, a Boston-based contemporary dance nonprofit; a Board member of The Food Project, a Boston-based urban farming and youth education nonprofit; and a Board member with Music For All, a national music education and advocacy nonprofit. Anmol also is an advisor, consultant, and investor to numerous nonprofits, social enterprises, and investment funds. Anmol was named a 2022 Axios Austin Power Player.


Jesse Van Tol

February 11, 2023 |by secon2023 | Comments Off on Jesse Van Tol

Jesse Van Tol is NCRC’s President and CEO. He has been with NCRC since 2006 and has held a variety of leadership positions, most recently as Chief Operating Officer, as well as senior positions in the organizing and membership, communications, policy and research teams. His work championing fair and responsible banking has resulted in $548 billion in new investments in low- and moderate-income communities through Community Benefits Agreements with 20 banking institutions. He is a popular speaker and lecturer, and has appeared on NPR, in the New York Times, Wall Street Journal, Washington Post and many other outlets.

Jesse serves on the board of the Maryland Consumer Rights Coalition, and the executive committee of Americans for Financial Reform. He was a Senior Fellow with Humanity in Action, an international human rights group, and a communications institute Fellow with Opportunity Agenda. He also sits on a variety of advisory boards, including the Federal Reserve Board’s Consumer Advisory Council, and Fannie Mae and Freddie Mac’s Affordable Housing Advisory Councils. He is a member of the consumer advisory councils of Bank of America, Fifth Third, Huntington National Bank, IBERIABANK, JP Morgan Chase, KeyBank, Quicken Loans and Santander.

Jesse received his bachelor’s degree in History and International Studies from the University of Wisconsin-Madison, and is part of the current NeighborWorks Achieving Excellence cohort at Harvard’s Kennedy school.


Granvel Tate

February 11, 2023 |by secon2023 | Comments Off on Granvel Tate

Mr. Tate has more than 15 years experience in real estate and finance. He began his career at Goldman, Sachs & Co. in the Financial Institutions Group. He moved on to work at such distinguished organizations as Bank of America, Forest City Ratner Companies, Mercy Housing and General Growth Properties. Prior to forming 1025 Advisors, Inc., Mr. Tate worked with Invest Atlanta where he oversaw five financing programs for multifamily construction and redevelopment. He holds a B.S. in Business Administration from Florida A&M University and an MBA from Harvard Business School.


Lourdes Germán

March 22, 2022 |by secon2023 | Comments Off on Lourdes Germán

Lourdes German began her career specializing in public finance as an attorney advising state and local governments in their public finance transactions at the international law firm Palmer & Dodge (now Locke Lord, LLP). Following that work, Lourdes joined the public finance department at Fidelity Investments, where she served as a Vice President who launched and led the company’s municipal finance efforts in the Northeast and opened Fidelity’s New York office for public finance investment banking. Following Fidelity, Lourdes’ professional experiences include serving as General Counsel and Vice President of Municipal Investment research at Breckinridge Capital Advisors and serving as a Director of the Lincoln Institute of Land Policy. At Lincoln, Lourdes helped grow a global campaign on municipal fiscal health via activities that included serving as a speaker in the first bi-partisan congressional briefing focused on municipal finance and serving as an expert advisor to the United Nations in support of the launch of the UN Sustainable Development Goals. In her capacity supporting the UN, Lourdes served as one of the co-authors of the book, Finance for City Leaders, published by the United Nations Press in 2016.