Bret Keisling is joined by Jack Moriarty, founder and CEO of Ownership America, for a deep look at the recently proposed Employee Equity Investment Act. This bi-partisan, bi-cameral legislation is the product of years of coordination between Ownership America, The ESOP Association, their staffs, and employee ownership supporters.
The bill provides for many EO enhancements including creating opportunities for investment funds to include EO in their portfolios, creating more liquidity at closing for selling shareholders, streamlining rules for SBA 7(A) loans, and utilizing Small Business Investment Companies (SBICs) to help in create new ESOPs and worker co-ops.
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Episode 251 Show Notes
Referenced in this episode:
The EsOp Podcast Episode 251: Jack Moriarty of Ownership America (Part 1)
The EsOp Podcast Episode 243: Adria Scharf - Beyster Fellow, CLEO Director, & More!
The EsOp Mini-cast 216: Rutgers Institute Launches Online EO Course (Includes the information on how to access the online employee ownership course on Coursea.)
About Jack Moriarty
[Source: Ownership America, About]
Jack Moriarty is the Founder and Executive Director of Ownership America, a think tank building the next generation ownership society. Ownership America is creating a movement for broad participation in ownership through policy development and organizing coalitions of grassroots advocates and across the country.
Prior to Ownership America, Jack held a number of strategy and operations roles at early-stage healthcare delivery and technology companies. Jack received his MBA from the Cornell Johnson Graduate School of Management where he was a Roy H. Park Leadership Fellow and named a 2020 "MBA to Watch" by Poets & Quants. Jack is the Policy Institute Analysis Fellow at the Rutgers Institute for the Study of Employee Ownership and Profit Sharing and was named to the Massachusetts Baby Bonds Task Force by Treasurer Deb Goldberg in 2022. He holds a BA and MA in Political Science from Boston University and is an AmeriCorps alumnus.
Learn more about Jack Moriarty and Ownership America:
The EsOp Podcast Episode 176: Ownership America with Jack Moriarty (Part 1)
The EsOp Podcast Episode 177: Ownership America with Jack Moriarty (Part 2)
We'd love to hear from you! To contact us, find us on Facebook at EO Podcast Network and on Twitter @ESOPPodcast. To reach Bret, email Bret@KEISOP.com or find him on LinkedIn at Bret Keisling; he is active on Twitter @EO_Bret. This podcast has been produced by Bret Keisling for the EO Podcast Network, original music composed by Max Keisling, branding and marketing by BitsyPlus Design.
Standard Disclaimer: The views expressed herein are my own and don't represent those of my own firms or the organizations to which I belong. Nothing in the podcast should be construed as guidance or advice of any kind in any field and the fact that I mentioned an organizational website or an advocate or a company on a podcast does not reflect an endorsement, but if you've heard your name or your group's name mentioned on this podcast, I'd love to have you come on and talk about it yourself.