Momentus Securities

Equities.com recently highlighted Momentus Securities’ separately managed account (SMA) impact investing initiative with RBC Global Asset Management. This initiative will provide impact-driven investors with direct access to diversified pools of government-guaranteed small business loans in disinvested communities originating from mission-driven lenders. Learn more here: https://lnkd.in/eQNEtdns

We are thrilled to collaborate with RBC Global Asset Management on the launch of a separately managed account (SMA) impact investment initiative to support underserved communities across the nation.. This initiative will provide #CapitalMarkets impact-driven investors with direct access to diversified pools of government-guaranteed #SmallBusiness Loans in underserved communities that are originated by community lenders like #CDFI, #CDC, #MDI Read the full release here: https://lnkd.in/gPr_-ESt

We want to express our gratitude to Senior Program Officer Kristen Scheyder from Citi Foundation for sitting down with us to discuss Citi Foundation’s impact strategy, why they chose to support Momentus Securities, and some of the challenges and opportunities yet to come. Since their initial investment, we have hit a number of key milestones including being approved by the U.S. Small Business Administration (SBA) as an SBA Pool Assembler in the 7(a) Loan Guarantee Program. Read more of the Q&A session between Momentus Capital and Kristen Scheyder from Citi Foundation here: https://bit.ly/3Sv8RL4

Thank you Citi for mentioning us in your latest article. As a registered broker-dealer and FINRA member, we are committed to revolutionizing mission-driven investing by tackling the sector's current scale and liquidity limitations. At Momentus Securities, we provide investors with a variety of mission-driven investable assets by linking mission-based organizations to capital markets, thereby creating both financial and impact returns. Learn more about our groundbreaking services here: https://lnkd.in/gcfrKgqR Check out Citi’s blog on expanding capital access for CDFIs and driving financing into underserved communities:  http://citi.us/4cItJq1

CDFIs have historically relied on government, philanthropy and program-related investments for the liquidity they need to make loans. But to sustain the loan volume they achieved during the pandemic, CDFIs are increasingly willing to explore "new to them" capitalization strategies. Read about three trailblazing organizations that Citi Foundation is supporting to lead the way in helping CDFIs unlock new sources of capital to drive greater impact in low-income and underserved communities across the country. Calvert Impact Momentus Securities Scale Link Momentus Capital Brandee McHale Joe Meginnes Beth Bafford Jennifer Pryce Krystal Langholz Jaime Aldama Mikiyon Alexander Ellis Carr Brett Simmons Andrea Levere Joyce Klein #opportunityfinance #CDFIs

We are incredibly proud to see Mikiyon Alexander, our Head of Coverage and Municipal Securities Principal, recognized for his dedication, expertise, and significant contributions to the financial services and banking industries. His recognition is a testament to his hard work, determination, and passion for community development.

We are incredibly proud to see Tian Wu, our Head of Debt Capital Markets, recognized as a 2024 AAPI Power Player by PoliticsNY and amNeyYork. This recognition highlights her unwavering commitment to the community and her significant contributions in fostering positive change. 

A big thank-you to Mastercard Strive Community for hosting the Strive USA Summit. Momentus Securities joined with other panelists to discuss important solutions for how public-private partnerships support underserved small businesses. The discussion also focused on driving additional capital to CDFIs so they can scale their lending to small businesses and community organizations delivering critical social services. Excited to get the word out about how Momentus Securities is a different kind of investment bank working to create social impact. Read more about the summit here: https://bit.ly/4dnkXic

Momentus Securities is recognized as a "Top Broker Dealer" for 2024 by Financial Services Review. Momentus Securities, part of the Momentus Capital branded family of organizations, is a registered broker-dealer, FINRA member that is a rarity: an investment bank with a social purpose. Learn more about how Momentus Securities is disrupting traditional practices to create a more inclusive, equitable financial future: https://lnkd.in/e-yiUz73

Our president Jaime Aldama participated at the 2024 Global Inclusive Growth Summit, hosted by the Mastercard Center for Inclusive Growth to discuss secondary markets for small business loans and the role of new technologies in increasing liquidity for CDFIs. We are honored to share this platform with Joyce Klein of The Aspen Institute, Catherine Berman of CNote and Sandy Fernandez of Mastercard Strive USA to discuss secondary market liquidity for CDFIs.