Moving Institutional Capital into Employee Ownership

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.Our speakers include Regina Carls (Managing Director and Head of ESOP Advisory, JPMorganChase); Jim Sorenson (Founder and CEO, Sorenson Impact Foundation); Chavon Sutton (Managing Director, Sustainable and Impact Investing, Cambridge Associates, LLC); Emily Thomas (Executive Director and the Head of Investing with Impact, Morgan Stanley Wealth Management); and moderator Jack Moriarty (Executive Director, Lafayette Square Institute).This video comes from the 2026 Employee Ownership Ideas Forum, which took place June 2-3, 2026, in Washington DC and online.For more information about this session, including a transcript, speaker bios, and additional resources, visit our website.For additional content from the Forum, visit our main event page.To view more sessions and event highlights, subscribe to our YouTube channel.Or subscribe to our podcast and listen on the go.About this event:The Employee Ownership Ideas Forum is an annual event hosted by the Aspen Institute Economic Opportunities Program and the Institute for the Study of Employee Ownership and Profit Sharing at Rutgers University.The Forum convenes participants — including members of Congress, congressional staff, administration officials, employee owners, investors, lenders, researchers, practitioners, and policy experts — around the shared, bipartisan goal of increasing broad-based employee ownership and providing workers and communities with the opportunity to own their share of America’s prosperity and future.The Forum highlights innovative policies and practices, features firsthand experiences and perspectives of employee owners, and fosters dialogue and engagement to drive concrete actions toward expanding employee ownership.We are grateful to our Forum Champions — the Ford Foundation, Prudential Financial, the Sorenson Impact Foundation, JPMorganChase, and EO Equals — for their principal support of the Forum. We also thank McKinsey & Company, a Forum Ally, for its generous contribution.As a 501(c)(3) nonprofit organization, the Aspen Institute is nonpartisan and does not endorse, support, or oppose political candidates or parties. To the extent elected officials are in attendance, they are attending and speaking in their official capacity and not as a political candidate. Further, the views and opinions of our guests and speakers do not necessarily reflect those of the Aspen Institute or of Rutgers University.