Theresa Deibele

Director @Occam Advisors Inc

Portland, OR, US

Advise foundation clients to design, launch, and manage impact investing programs. Counsel clients on structure, governance, and impact metrics to ensure a strong investment diligence process and reduce risks. • Understand local markets and conditions to launch impact investing programs with community foundations and private foundations. Develop investable opportunities that align with value proposition and investment policies of each client. • Actively manage portfolio to diversify sector investments, maintain compliance with applicable investment policies and procedures, and manage risks. Complete annual portfolio assessments for clients. • Successfully deployed $12.3 million in impact investments in Oregon, increasing Oregon Community Foundation’s total impact investments by 41% and completed the first investments to culturally-specific nonprofits and women-owned and BIPOC-owned businesses. • Support Silicon Valley Community Foundation\'s launch of impact investing pilot program, and completed $4.6 million in CDFI investments in affordable housing. • Prepare and draft Annual Impact Reports for impact investing programs. Engage investors with quarterly communication materials. • Advance social justice through vendor diversification, cultural lending practices, and building diverse leadership in lending and investments space.

University of Arizona, Eller College of Management

MPA, Nonprofit Management

Stanford University

Bachelor of Arts - BA, Communications, with Honors in Humanities

University of Arizona, James E. Rogers College of Law

JD