David tells the story of CCM, an independent impact investment money management firm, speciallizing in fixed income (Bond investing), paying market rate returns, but they allow the investors to focus on particular geographical or impact themes in deploying their investment funds. CCM started with banks and others covered by the Community Re:Investment Act in the 1990's, moving into the Foundations and other institutional investors, and now wealth management world and other private investors. He discusses the themes and locales of some of their projects, as well as the goals and desires of the investors. For many investors, it is very important to align their investments with their values, and David tells this story as well as anyone, providing specific examples of projects that listeners will find to be very interesting.
Robert A. Stanger & Co.
MCI Megatel Capital
Tactical Investing With Joe Childrey of Probabilities Fund Management
Impact Investing With Fran Seegull of ImpactAssets
Oil, Gas and Real Estate Investing With Ryan Wright
Risk Managed Investing With Randy Swan
Closed End Fund Investing With Chris Lakumb of RiverNorth
Exploring Unique Alternative Investments with Don Deans
Tactical Investing With Andrew Gogerty of Newfound Research
Real Estate Investing with James Hanson
Market Neutral Investing With Gary DiCenzo of Cognios Capital
Equity Research With MarketDNA's Matthew Rossi
Long/Short Credit Investing With Guy Benstead
Evaluating Managed Futures Managers With Mark Melin
Isolating and Capturing Dividend Growth With Ryan Ballantyne
Inside Managed Futures With Roland Austrup
Seizing Tectonic Shifts in Real Estate With Gary Carmell
New Book - "Regulation A+, How the Jobs Act Creates Opportunities for Entrepreneurs and Investors"
Closed End Funds and Business Development Companies
Anfield Capital
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