Episode 213 - Seeds vs. Silos: A Sneak Peek of the 2026 FDI Conference

Join hosts Henry Kaestner, Justin Forman, and Luke Roush as they preview the upcoming 2026 Faith Driven Investor Conference, exploring the transformative theme "Seeds vs. Silos" and what it means for how we steward capital in service of God's kingdom.

Key Investment Topics:

• Understanding the J-curve of investing and why seed capital requires patience before bearing fruit
• The convergence of giving, investing, and building into unified asset allocation focused on mission
• First-loss capital strategies: How philanthropic capital can unlock larger investment tranches
• The urgency of African investment: Addressing 80% of the world's poor by 2030 through market-driven solutions
• Redefining risk from an eternal perspective rather than purely financial metrics

Powerful Quotes:

"We're planting these seeds and the seeds are planted in the ground and they go down. And with the J-curve, all of a sudden it's underground, it doesn't look like it's great, and then it comes back up someplace further away, far enough away from where you planted it so that maybe you don't even get credit for it." - Henry Kaestner

"It's not a failure of the system, usually, in terms of people using the platform God's given them. It's usually a failure of nerve." - Luke Roush

"The tragedy is when you go into some of these dark places, tragically we find that darkness is more coordinated than the church." - Justin Forman

Episode Description:

Six years into the Faith Driven Investor Conference journey, the movement has reached an inflection point. What began as storming and forming is now transforming into coordinated action as investors, advisors, and fund managers converge around a unified mission: solving the world's greatest problems under God's power for His glory.

This preview episode unpacks the conference theme "Seeds vs. Silos," challenging investors to move beyond accumulation mindsets (the barns and silos of our age) toward scattering seeds that grow underground before bearing fruit in unexpected places. Henry, Justin, and Luke explore how the J-curve of investing mirrors spiritual growth—requiring faith during the valley period when capital is deployed but results aren't yet visible.

The conversation addresses critical shifts in the faith-driven investing ecosystem: the three-sided marketplace now including river guide advisors, the convergence of philanthropic and investment capital into unified asset allocation maps, and real-world examples of first-loss capital unlocking larger investment opportunities in emerging markets. With top-quartile performers now visible across virtually every asset class—from multifamily real estate to African venture funds—the movement has matured beyond feel-good stories to demonstrable excellence because of, not despite, biblical values. The hosts issue a clarion call for urgent action in Africa, where 80% of the world's poor will live by 2030, and challenge investors to rethink risk from an eternal perspective rather than merely financial metrics.