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.
Private Asset Management - Harloff Capital Management - w/Gary Harloff
Sector Rotation Strategy - State Street Global Advs'rs - w/ Michael Arone
Tax Efficient & Socially Responsible Investing - Advisor Partners - w/Rahul Agrawal
Qualified Opportunity Zones - The Galena Fund - w/Dan Fullmer
2020 Economic Forecast - No Spin Forecast - w/Dr. Bob Dieli
Investing in Gold & Precious Metals - APMEX & OneGold- w/Ken Lewis
Market and Stock Selection - Weiss Ratings - w/Mike Larson
Web-Based Subscriber & Investment Mgr Service - TimerTrac.com - w/Dave Garrett
Tactical Credit Strategy - Shelton Capital Management - w/Guy Benstead
Long/Short Strategy Investing - Invenomic Capital Management - w/Ali Motamed, CFA
RITA Conference- 29 & 30 Oct, San Antonio, TX
Self-Directed IRA's - The Retirement Industry Trust Assoc - w/Mary Mohr
Multi-Family Real Estate Investing In So. Calif Coastal Region - Beach City Capital - w/Jason Muller
Residential Real Estate Development w/Pre-Approved Lots - Triad Development Corp- w/Mike Cutbirth
AltsLA Conference 2019 - Incline Investment Management- w/Ted Parkhill
AltsLA Conference 2019 - Commercial Real Estate Lending - Freedom Financial - w/Michael Klein
AltsLA 2019 Conference - Millennium Trust for Tax Qualified Asset Custody - w/Ted Parker
AltsLA Conference 2019- Venture Capital Investing thru Crypto CurrencyTokens- Bardi Credit - w/George Salapa
AltsLA 2019 Conference - CAIA - w/Bill Kelly
Drug Delivery Technology Investing - Cure Pharmaceutical- w/Rob Davidson
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