Full Name
Margret Trilli
Job Title
CEO & Chief Investment Officer
Company
ImpactAssets
Speaker Bio
Margret Trilli
Chief Executive Officer and Chief Investment Officer
ImpactAssets
Margret Trilli is the CEO and Chief Investment Officer of ImpactAssets and ImpactAssets Capital Partners, where she leads the organization in its mission to increase the flow of capital into impact investing. Together, the firms manage over $3.5 billion in private impact investments, annually investing nearly $400 million in 250-300 private companies and funds and shepherding nearly $300 million across 13,000 grants each year. Her responsibilities include executive leadership, strategic growth, and the management of investment strategies, serving institutional investors, foundations, and philanthropists.
Her career spans over 25 years, encompassing executive leadership, investment, and operational roles at prominent financial institutions such as Barclays Global Investors/Blackrock and Charles Schwab. This extensive experience has provided her with a deep understanding of investment management, product management, strategy, and business development.
Beyond her work at ImpactAssets, Margret is recognized as a leader in impact investing and philanthropy. She has served on numerous boards and investment committees supporting organizations focused on energy resilience, community infrastructure, and serving low-income and disadvantaged communities. She has been featured in media outlets worldwide, including Financial Times, Fortune, Forbes, Barron’s, Chronicle of Philanthropy, Money & Meaning, and Real Leaders. She holds a degree in Economics from the University of California, Santa Barbara, and graduated from Stanford Graduate School of Business.
Chief Executive Officer and Chief Investment Officer
ImpactAssets
Margret Trilli is the CEO and Chief Investment Officer of ImpactAssets and ImpactAssets Capital Partners, where she leads the organization in its mission to increase the flow of capital into impact investing. Together, the firms manage over $3.5 billion in private impact investments, annually investing nearly $400 million in 250-300 private companies and funds and shepherding nearly $300 million across 13,000 grants each year. Her responsibilities include executive leadership, strategic growth, and the management of investment strategies, serving institutional investors, foundations, and philanthropists.
Her career spans over 25 years, encompassing executive leadership, investment, and operational roles at prominent financial institutions such as Barclays Global Investors/Blackrock and Charles Schwab. This extensive experience has provided her with a deep understanding of investment management, product management, strategy, and business development.
Beyond her work at ImpactAssets, Margret is recognized as a leader in impact investing and philanthropy. She has served on numerous boards and investment committees supporting organizations focused on energy resilience, community infrastructure, and serving low-income and disadvantaged communities. She has been featured in media outlets worldwide, including Financial Times, Fortune, Forbes, Barron’s, Chronicle of Philanthropy, Money & Meaning, and Real Leaders. She holds a degree in Economics from the University of California, Santa Barbara, and graduated from Stanford Graduate School of Business.
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