Moving Institutional Capital into Employee Ownership

<div class="header alignfull header--article has-background has-tonal-black-background-color"> <div class="header__layout"> <div class="header__content"> <div class="header__metadata"><div class="header__metas"><div class="header__meta header__meta--taxonomy header__meta--tax-category"> Videos</div></div></div> <h1 class="header__title">Archives</h1> <div class="header__metadata"><div class="header__metas"><div class="favorite-block"> <button class="favorite" data-id="226441" data-state="" title="Favorites are not currently available" disabled><span class="favorite__on">Unfavorite</span><span class="favorite__off">Favorite</span><svg class="svg svg--svg-assets-svg-icon-bookmark" role="img" height="15" width="11"><use xlink:href="#svg-assets-svg-icon-bookmark" /></svg></button></div> <div class="header__meta header__meta--date"> June 3, 2026</div> <div class="header__meta header__meta--taxonomy header__meta--tax-program_tax"> Economic Opportunities Program</div></div></div> </div> </div> <figure class="header__media" role="presentation"> </figure> </div> <div class="wp-block-group alignfull is-style-contour-lines is-layout-constrained wp-block-group-is-layout-constrained" style="margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--medium);padding-bottom:var(--wp--preset--spacing--medium)"> <p class="has-medium-variant">Coming soon! <a href="https://www.aspeninstitute.org/programs/economic-opportunities-program/connect/">Join our mailing list</a> to receive a link to this recording when it’s available.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h2 class="wp-block-heading has-h4-variant" id="h-description">Description</h2> <p class="">Employee ownership has a compelling track record, but the model has yet to attract capital at the scale required to address the silver tsunami. That is beginning to change. This panel brings together investors and intermediaries from across the institutional landscape to explore what it would take to make employee ownership a mainstream investment strategy — and what a future looks like in which financial institutions are active partners in expanding ownership across the American economy.</p> <p class="">This video comes from the <a href="https://www.aspeninstitute.org/events/employee-ownership-ideas-forum-2026/">2026 Employee Ownership Ideas Forum</a>, which took place on June 2-3, 2026, in Washington DC and online.</p> <p class="">For more videos from the Forum, <a href="https://www.aspeninstitute.org/events/employee-ownership-ideas-forum-2026/">visit our event page</a> or <a href="https://www.youtube.com/@aspeneop">subscribe to our YouTube channel</a>.</p> <p class="">And <a href="https://pod.link/1503944129">subscribe to our podcast</a> to listen on the go.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h2 id="speakers" class="wp-block-heading has-h4-variant">Speakers</h2> <ul class="wp-block-list"> <li class="">Regina Carls, Managing Director and Head of ESOP Advisory, JPMorganChase</li> <li class="">Jim Sorenson, Founder and CEO, Sorenson Impact Foundation</li> <li class="">Chavon Sutton, Managing Director, Sustainable and Impact Investing, Cambridge Associates, LLC</li> <li class="">Emily Thomas, Executive Director and the Head of Investing with Impact, Morgan Stanley Wealth Management</li> <li class="">Moderator: Jack Moriarty, Executive Director, Lafayette Square Institute</li> </ul> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h2 id="resources" class="wp-block-heading has-h4-variant">Resources</h2> <ul class="wp-block-list"> <li class="">Article: <a href="https://www.jpmorganworkplacesolutions.com/insights/esop-management-how-to-save-time/">ESOP planning: our checklist to save you time</a> </li> <li class="">Website: <a href="https://www.cambridgeassociates.com">Cambridge Associates</a> </li> <li class="">Website: <a href="https://www.morganstanley.com/what-we-do/institute-for-sustainable-investing?cid=ppc-359690551:4290014304:25540504591:134661642271&amp;gclsrc=aw.ds&amp;gad_source=1&amp;gad_campaignid=359690551&amp;gbraid=0AAAAADo3gWHMDTByfY9r5XwLHQQJcU9NP&amp;gclid=Cj0KCQjwof_QBhCgARIsADaMzOe-s8OymwiOYbHg45g5FqMMyZUMcc1qcWxP-UE83wq4lPGRt10qCGwaAp7bEALw_wcB">Morgan Stanley — Institute for Sustainable Investing</a> </li> <li class="">Website: <a href="https://sorensonimpactfoundation.org">Sorensen Impact Foundation</a> </li> </ul> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h2 class="wp-block-heading has-h4-variant" id="h-transcript">Transcript</h2> <p class="">Coming soon</p> </div> <div class="wp-block-group alignfull is-layout-constrained wp-block-group-is-layout-constrained" style="padding-top:var(--wp--preset--spacing--medium);padding-bottom:var(--wp--preset--spacing--medium)"> <h2 class="wp-block-heading has-h4-variant" id="h-about-the-employee-ownership-ideas-forum">About the Employee Ownership Ideas Forum</h2> <p class="">The <a href="https://www.aspeninstitute.org/series/employee-ownership-ideas-forum/">Employee Ownership Ideas Forum</a> brings together leading policymakers, practitioners, experts, and the media for a robust discussion on how we can grow employee ownership for the shared benefit of American workers and businesses. It is hosted by the Aspen Institute <a href="https://www.aspeninstitute.org/programs/economic-opportunities-program/">Economic Opportunities Program</a> and <a href="https://smlr.rutgers.edu/faculty-research-engagement/institute-study-employee-ownership-and-profit-sharing">Rutgers Institute for the Study of Employee Ownership and Profit Sharing</a>.</p> </div> <div class="wp-block-group alignfull has-primary-wash-background-color has-background is-layout-constrained wp-block-group-is-layout-constrained" style="padding-top:var(--wp--preset--spacing--medium);padding-bottom:var(--wp--preset--spacing--medium)"> <h2 class="wp-block-heading has-h4-variant" id="h-about-the-rutgers-institute-for-the-study-of-employee-ownership-and-profit-sharing">About the Rutgers Institute for the Study of Employee Ownership and Profit Sharing</h2> <p class="">The purpose of the <a href="https://smlr.rutgers.edu/faculty-research-engagement/institute-study-employee-ownership-and-profit-sharing">Institute for the Study of Employee Ownership and Profit Sharing</a> is to study the various models that have emerged and will emerge of employee ownership shares and profit shares in the corporation and society of the United States and around the world.</p> </div> <div class="wp-block-group alignfull has-primary-light-background-color has-background is-layout-constrained wp-block-group-is-layout-constrained" style="margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--medium);padding-bottom:var(--wp--preset--spacing--medium)"> <h2 class="wp-block-heading has-h4-variant" id="h-about-the-economic-opportunities-program">About the Economic Opportunities Program</h2> <p class="">The Aspen Institute <a href="https://www.aspeninstitute.org/programs/economic-opportunities-program/">Economic Opportunities Program</a> advances strategies, policies, and ideas to help low- and moderate-income people thrive in a changing economy.</p> </div> <div class="wp-block-group alignfull 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aria-label="Previous"> <svg class="svg svg--svg-assets-svg-icon-arrow-left" role="img" focusable="false" height="0" width="0"><use xlink:href="#svg-assets-svg-icon-arrow-left"/></svg> </button> <button type="button" class="card-slider__go card-slider__go--forward" aria-label="Next"> <svg class="svg svg--svg-assets-svg-icon-arrow-right" role="img" focusable="false" height="0" width="0"><use xlink:href="#svg-assets-svg-icon-arrow-right"/></svg> </button> </div> <div class="card-slider__content"><div class="dyn-card"> <div class="dyn-card__wrap"> <div class="dyn-card__media"> <figure class="dyn-card__image"> <a class="dyn-card__image-link" href="https://www.aspeninstitute.org/publications/policy-brief-on-the-study-employee-share-ownership-management-practices-and-labor-productivity-an-analysis-using-establishment-level-micro-data-from-the-us-census/" tabindex="-1"> <div class="dyn-card__image-placeholder"> <span class="a11y">Placeholder</span> </div> </a> </figure> <div class="dyn-card__label"> <span class="has-meta-variant">Publications</span> </div> </div> <div class="dyn-card__content"> <h2 class="dyn-card__title has-h5-variant"><a href="https://www.aspeninstitute.org/publications/policy-brief-on-the-study-employee-share-ownership-management-practices-and-labor-productivity-an-analysis-using-establishment-level-micro-data-from-the-us-census/">Policy Brief on the Study, “Employee Share Ownership, Management Practices, and Labor Productivity: An Analysis Using Establishment Level Micro-Data from the US Census”</a></h2><p class="dyn-card__meta dyn-card__date"><button class="favorite" data-id="221393" data-state="" title="Favorites are not currently available" disabled><span class="favorite__on">Unfavorite</span><span class="favorite__off">Favorite</span><svg class="svg svg--svg-assets-svg-icon-bookmark" role="img" focusable="false" height="15" width="11"><use xlink:href="#svg-assets-svg-icon-bookmark"/></svg></button><time>May 29, 2026</time></p><ul class="dyn-card__meta dyn-card__people"><li class="dyn-card__person">Fidan Ana Kurtulus</li><li class="dyn-card__person">Eric Hoyt</li><li class="dyn-card__person">Paige Ouimet</li><li class="dyn-card__person">Joseph Blasi</li><li class="dyn-card__person">Douglas Kruse</li><li class="dyn-card__person">Richard Freeman</li><li class="dyn-card__person">William Castellano</li></ul> </div> </div> </div> <div class="dyn-card"> <div class="dyn-card__wrap"> <div class="dyn-card__media"> <figure class="dyn-card__image"> <a class="dyn-card__image-link" href="https://www.aspeninstitute.org/publications/employee-ownership-and-esops-what-we-know-from-recent-research-2026/" tabindex="-1"> <div class="dyn-card__image-placeholder"> <span class="a11y">Placeholder</span> </div> </a> </figure> <div class="dyn-card__label"> <span class="has-meta-variant">Publications</span> </div> </div> <div class="dyn-card__content"> <h2 class="dyn-card__title has-h5-variant"><a href="https://www.aspeninstitute.org/publications/employee-ownership-and-esops-what-we-know-from-recent-research-2026/">Employee Ownership and ESOPs: What We Know from Recent Research (2026)</a></h2><p class="dyn-card__meta dyn-card__date"><button class="favorite" data-id="221189" data-state="" title="Favorites are not currently available" disabled><span class="favorite__on">Unfavorite</span><span class="favorite__off">Favorite</span><svg class="svg svg--svg-assets-svg-icon-bookmark" role="img" focusable="false" height="15" width="11"><use xlink:href="#svg-assets-svg-icon-bookmark"/></svg></button><time>May 29, 2026</time></p><ul class="dyn-card__meta dyn-card__people"><li class="dyn-card__person">Joseph Blasi</li><li class="dyn-card__person">Douglas Kruse</li></ul> </div> </div> </div> <div class="dyn-card"> <div class="dyn-card__wrap"> <div class="dyn-card__media"> <figure class="dyn-card__image"> <a class="dyn-card__image-link" href="https://www.aspeninstitute.org/videos/securing-the-future-of-americas-critical-industries/" tabindex="-1"> <img loading="lazy" decoding="async" width="1280" height="720" src="https://www.aspeninstitute.org/wp-content/uploads/2025/05/5-D1-Securing-the-Future-of-Americas-Critical-Industries-through-Employee-Ownership.jpg" class="attachment-large size-large" alt="Securing the Future of America’s Critical Industries" style="object-position: 50% 50%" /> </a> </figure> <div class="dyn-card__label"> <span class="has-meta-variant">Podcasts</span> <span>Videos</span> </div> </div> <div class="dyn-card__content"> <h2 class="dyn-card__title has-h5-variant"><a href="https://www.aspeninstitute.org/videos/securing-the-future-of-americas-critical-industries/">Securing the Future of America’s Critical Industries</a></h2><div class="dyn-card__excerpt">In this discussion from the 2025 Employee Ownership Ideas Forum, panelists discuss the critical role these industries play and how employee ownership can potentially help strengthen and retain these important sectors and the jobs they provide.</div><p class="dyn-card__meta dyn-card__date"><button class="favorite" data-id="76171" data-state="" title="Favorites are not currently available" disabled><span class="favorite__on">Unfavorite</span><span class="favorite__off">Favorite</span><svg class="svg svg--svg-assets-svg-icon-bookmark" role="img" focusable="false" height="15" width="11"><use xlink:href="#svg-assets-svg-icon-bookmark"/></svg></button><time>April 25, 2025</time></p> </div> </div> </div> <div class="dyn-card"> <div class="dyn-card__wrap"> <div class="dyn-card__media"> <figure class="dyn-card__image"> <a class="dyn-card__image-link" href="https://www.aspeninstitute.org/videos/the-employee-ownership-agenda-views-from-the-hill/" tabindex="-1"> <img loading="lazy" decoding="async" width="1280" height="720" src="https://www.aspeninstitute.org/wp-content/uploads/2025/05/12-D1-The-Employee-Ownership-Agenda-Views-from-Capitol-Hill.jpg" class="attachment-large size-large" alt="The Employee Ownership Agenda: Views from the Hill" style="object-position: 50% 50%" /> </a> </figure> <div class="dyn-card__label"> <span class="has-meta-variant">Videos</span> </div> </div> <div class="dyn-card__content"> <h2 class="dyn-card__title has-h5-variant"><a href="https://www.aspeninstitute.org/videos/the-employee-ownership-agenda-views-from-the-hill/">The Employee Ownership Agenda: Views from the Hill</a></h2><div class="dyn-card__excerpt">A new Congress and presidential administration always bring about change for any issue. However, employee ownership stands out as unique because it has been an issue of strong bipartisan support. As this new Congress and administration begins, what is on the horizon for employee ownership? What are the legislative opportunities and challenges? Policy experts discuss these questions in this conversation from the 2025 Employee Ownership Ideas Forum.</div><p class="dyn-card__meta dyn-card__date"><button class="favorite" data-id="76177" data-state="" title="Favorites are not currently available" disabled><span class="favorite__on">Unfavorite</span><span class="favorite__off">Favorite</span><svg class="svg svg--svg-assets-svg-icon-bookmark" role="img" focusable="false" height="15" width="11"><use xlink:href="#svg-assets-svg-icon-bookmark"/></svg></button><time>April 25, 2025</time></p> </div> </div> </div> <div class="dyn-card"> <div class="dyn-card__wrap"> <div class="dyn-card__media"> <figure class="dyn-card__image"> <a class="dyn-card__image-link" href="https://www.aspeninstitute.org/videos/fireside-chat-the-ownership-advantage/" tabindex="-1"> <img loading="lazy" decoding="async" width="1280" height="720" src="https://www.aspeninstitute.org/wp-content/uploads/2025/05/4-D1-Fireside-Chat-The-Employee-Ownership-Advantage.jpg" class="attachment-large size-large" alt="Fireside Chat: The Ownership Advantage" style="object-position: 50% 50%" /> </a> </figure> <div class="dyn-card__label"> <span class="has-meta-variant">Podcasts</span> <span>Videos</span> </div> </div> <div class="dyn-card__content"> <h2 class="dyn-card__title has-h5-variant"><a href="https://www.aspeninstitute.org/videos/fireside-chat-the-ownership-advantage/">Fireside Chat: The Ownership Advantage</a></h2><div class="dyn-card__excerpt">In this conversation from the 2025 Employee Ownership Ideas Forum, leaders from employee-owned companies discuss how ownership drives business success.</div><p class="dyn-card__meta dyn-card__date"><button class="favorite" data-id="76134" data-state="" title="Favorites are not currently available" disabled><span class="favorite__on">Unfavorite</span><span class="favorite__off">Favorite</span><svg class="svg svg--svg-assets-svg-icon-bookmark" role="img" focusable="false" height="15" width="11"><use xlink:href="#svg-assets-svg-icon-bookmark"/></svg></button><time>April 25, 2025</time></p> </div> </div> </div> <div class="dyn-card"> <div class="dyn-card__wrap"> <div class="dyn-card__media"> <figure class="dyn-card__image"> <a class="dyn-card__image-link" href="https://www.aspeninstitute.org/videos/strengthening-small-business-through-employee-ownership/" tabindex="-1"> <img loading="lazy" decoding="async" width="1280" height="720" src="https://www.aspeninstitute.org/wp-content/uploads/2025/05/D2-Strengthening-Small-Business-Through-Employee-Ownership.jpg" class="attachment-large size-large" alt="Strengthening Small Business Through Employee Ownership" style="object-position: 50% 50%" /> </a> </figure> <div class="dyn-card__label"> <span class="has-meta-variant">Videos</span> </div> </div> <div class="dyn-card__content"> <h2 class="dyn-card__title has-h5-variant"><a href="https://www.aspeninstitute.org/videos/strengthening-small-business-through-employee-ownership/">Strengthening Small Business Through Employee Ownership</a></h2><div class="dyn-card__excerpt">In this discussion from the 2025 Employee Ownership Ideas Forum, panelists discuss what employee ownership looks like in small businesses and how employee ownership can increase their strength and resiliency. </div><p class="dyn-card__meta dyn-card__date"><button class="favorite" data-id="76189" data-state="" title="Favorites are not currently available" disabled><span class="favorite__on">Unfavorite</span><span class="favorite__off">Favorite</span><svg class="svg svg--svg-assets-svg-icon-bookmark" role="img" focusable="false" height="15" width="11"><use xlink:href="#svg-assets-svg-icon-bookmark"/></svg></button><time>April 25, 2025</time></p> </div> </div> </div> <div class="dyn-card"> <div class="dyn-card__wrap"> <div class="dyn-card__media"> <figure class="dyn-card__image"> <a class="dyn-card__image-link" href="https://www.aspeninstitute.org/videos/asus-dr-christos-makridis-speaks-at-the-2025-employee-ownership-ideas-forum/" tabindex="-1"> <img loading="lazy" decoding="async" width="1280" height="720" src="https://www.aspeninstitute.org/wp-content/uploads/2025/05/D2-ASUs-Dr.-Christos-Makridis-Speaks-at-the-2025-Employee-Ownership-Ideas-Forum.jpg" class="attachment-large size-large" alt="ASU’s Dr. Christos Makridis Speaks at the 2025 Employee Ownership Ideas Forum" style="object-position: 50% 50%" /> </a> </figure> <div class="dyn-card__label"> <span class="has-meta-variant">Videos</span> </div> </div> <div class="dyn-card__content"> <h2 class="dyn-card__title has-h5-variant"><a href="https://www.aspeninstitute.org/videos/asus-dr-christos-makridis-speaks-at-the-2025-employee-ownership-ideas-forum/">ASU’s Dr. Christos Makridis Speaks at the 2025 Employee Ownership Ideas Forum</a></h2><div class="dyn-card__excerpt">In this clip, ASU’s Dr. Christos Makridis speaks at the 2025 Employee Ownership Ideas Forum.</div><p class="dyn-card__meta dyn-card__date"><button class="favorite" data-id="76243" data-state="" title="Favorites are not currently available" disabled><span class="favorite__on">Unfavorite</span><span class="favorite__off">Favorite</span><svg class="svg svg--svg-assets-svg-icon-bookmark" role="img" focusable="false" height="15" width="11"><use xlink:href="#svg-assets-svg-icon-bookmark"/></svg></button><time>April 25, 2025</time></p> </div> </div> </div> <div class="dyn-card"> <div class="dyn-card__wrap"> <div class="dyn-card__media"> <figure class="dyn-card__image"> <a class="dyn-card__image-link" href="https://www.aspeninstitute.org/videos/employee-ownership-and-the-future-of-the-american-worker/" tabindex="-1"> <img loading="lazy" decoding="async" width="1280" height="720" src="https://www.aspeninstitute.org/wp-content/uploads/2025/05/D2-Employee-ownership-and-The-Future-of-the-American-Worker.jpg" class="attachment-large size-large" alt="Employee Ownership and The Future of the American Worker" style="object-position: 50% 50%" /> </a> </figure> <div class="dyn-card__label"> <span class="has-meta-variant">Videos</span> </div> </div> <div class="dyn-card__content"> <h2 class="dyn-card__title has-h5-variant"><a href="https://www.aspeninstitute.org/videos/employee-ownership-and-the-future-of-the-american-worker/">Employee Ownership and The Future of the American Worker</a></h2><div class="dyn-card__excerpt">In this discussion from the 2025 Employee Ownership Ideas Forum, panelists discuss the role of employee ownership in helping create a brighter future and better jobs for the American worker.</div><p class="dyn-card__meta dyn-card__date"><button class="favorite" data-id="76183" data-state="" title="Favorites are not currently available" disabled><span class="favorite__on">Unfavorite</span><span class="favorite__off">Favorite</span><svg class="svg svg--svg-assets-svg-icon-bookmark" role="img" focusable="false" height="15" width="11"><use xlink:href="#svg-assets-svg-icon-bookmark"/></svg></button><time>April 25, 2025</time></p> </div> </div> </div> </div> </div> <div class="wp-block-group is-layout-constrained wp-block-group-is-layout-constrained"> <h2 class="wp-block-heading has-h4-variant" id="h-about-this-post">About This Post</h2> <div class="wp-block-group is-layout-constrained wp-block-group-is-layout-constrained"> <h3 class="wp-block-heading has-kicker-variant" id="h-people-authors">People/Authors</h3> <div class="post-taxonomies"> <div class="post-taxonomies__layout"> </div> </div> </div> <div class="wp-block-group is-layout-constrained wp-block-group-is-layout-constrained"> <h3 class="wp-block-heading has-kicker-variant" id="h-series">Series</h3> <div class="post-taxonomies"> <div class="post-taxonomies__layout"> <ul class="post-taxonomy"><li class="post-taxonomy__term"><a 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