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.
4th Annual Liquid Alternative Strategies Summit - Index IQ - Sal Bruno
4th Annual Liquid Alternative Strategies Summit - Granite Shares - Will Rhind
4th Annual Liquid Alternative Strategies Summit - Infinity Q - James Velessaris
4th Annual Liquid Alternative Strategies Summit - Lake Partners - with Rick Lake
4th Annual Liquid Alternative Strategies Summit - Joint Venture Events Group - with Don Friedman
4th Annual Liquid Alternative Strategies Summit - Boston Partners - with Paul Heathwood
Impact Investing - Serenity Shares - with Scott Sacknoff
Absolute Return Fixed Income - Wavelength Capital Management - with Mark Landis
Solar Energy Financing - Wunder Capital - with Bryan Birsic
Commodities Trading - Coloma Capital Futures - with David Burkart
Commodity Investing - ETF Securities - with Max Gold
IMN's Alternative Investment Symposium - Student Housing Investing - with Brian Nelson of Nelson Brothers Professional Real Estate
IMN's Alternative Investment Symposium - MacDonald Realty Group - with Jay Keener
IMN's Alternative Investment Symposium - Noble Street Advisors - with Jim Hibbert
IMN's Alternative Investment Symposium - Securities Transfer Corp - With Matthew Smith
IMN's Alternative Investment Symposium - Investing in Life Settlements with Conestoga Intnl - with Michael McDermott
IMN's Alternative Investment Symposium - ADISA - with Tony Grego
How a Podcast Convinced Me - Short Interview of Charley Wright
Lessons Learned with author, journalist and columnist Roger Lowenstein
Alpha Driven Strategies - BenchmarkPlus - with Robert Ferguson
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast