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.
Economic Forecasts - "No Spin Forecasts" - With Dr. Bob Dieli
Investing in Small Balance Real Estate - Fairway America - with Matt Burk
Managed Futures - Equinox Chesapeake Strategy - with Jerry Parker, original "Turtle Trader"
VC Investing in Tech Start ups - Coastal Grove Partners - with Ali Mahrouyan
FinTech Investing thru Mobi724 - with Marcel Vienneau
Investing in Convertibles - SSI Investment Management - with George Douglas, CFA
"Fed Up - An Insider's Take on Why the Federal Reserve is Bad for America" - with Author Danielle DiMartino Booth
Rastegar Equity Partners - Commercial Real Estate Investing - With Ari Rastegar
RealtyShares.com - Online Real Estate Marketplace - with Amy Kirsch
Jeff Johnson, CEO of Epus Energy - Eliminating the "Middle Man" and Investing in Producing Wells
The Power of Podcasting - with Paul Roberts, Owner of OC Talk Radio
Story Telling Tips with Charley Wright
Cyr Financial - Relative Strength/Momentum Investing - with Christian Cyr
Reaves Asset Mgt - Utilities and Energy Investing - with Jay Rhame
Commodity Asset Management - Investing in Niche Commodities - with Nate Polachek
Investing in the Energy Sector with Elliott Gue
Stillwater Capital - Hedged Strategies - with Bryan Goligoski
Blind Squirrel Entertainment - Video Game Venture Fund - with Drew Bradford
HedgeConnection.com - Connecting Hedge Funds with Allocators with Lisa Vioni
Premise Capital - Frontier Based Tactical Investing - With Jason Rolence
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