Dive deep into the latest in Ownership Capital Lab’s annual report series that provides a comprehensive snapshot of the emerging and rapidly growing employee ownership (EO) investment landscape.
🗓️ January 27 | 11:00–12:00 PM PT / 2:00–3:00 PM ET
Hello Mark,
Join us on January 27 for an unveiling of the annual State of the Employee Ownership Fund Marketplace, published in December of 2025. This report is the latest in Ownership Capital Lab’s annual report series that provides a comprehensive snapshot of the emerging and rapidly growing employee ownership (EO) investment landscape.
Our report offers a detailed look at the EO fund landscape, including a comprehensive analysis of 29 specialized employee ownership funds with an estimated $865 million in assets under management.
Get key findings and insights from the just-released State of the Market report
See what’s actually happening in the EO investing market—what’s growing and what’s shifting
Explore emerging EO fund models and capital structures shaping the next phase of this investment space
Understand why employee ownership is increasingly viewed as a scalable, values-aligned investment strategy—not a niche
Learn about our forthcoming EO Fund Explorer
This conversation is designed for investors, fund managers, philanthropic leaders, policymakers and others. We welcome anyone interested in how employee ownership is scaling as an investment strategy, whether new or longstanding in this space!
Ownership Capital Lab is a dedicated field builder and financial backbone for scaling employee ownership investing, with a focus on converting capital into durable, broad-based ownership outcomes for working people. Anchored by the Employee Ownership Capital Roadmap—a North Star for mobilizing $1.5 billion in the next few years, $10B by 2040 and $100B+ beyond—we connect investors, funds and opportunities through market-making, education, infrastructure and capital mobilization to enable a step-change in ownership at scale: first tens of thousands, then hundreds of thousands, and ultimately millions of new worker-owners. We design new financial products to help carry employee ownership into the mainstream and build the critical market infrastructure needed to scale, including digital platforms, growth supports for EO funds and data benchmarking. Our aim is to transform ownership in America—so workers, businesses and communities thrive together
Ownership Capital Lab, c/o The ImPact, 1178 Broadway, 3rd Floor #4066, New York, NY 10001
