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.
CLS Investments Portfolio Management with Case Eichenberger
IMCA Speaker - "Power Your Retirement Plan Clients with Financial Welness" with Patrick Delaney of T. Rowe Price
IMCA Speaker - "Making Sense of Low and Minimum Volatility" with Dana D'Auria, CFA of Symmetry Partners
IMCA Speaker - "The Future of Wholeselling" with Frank Maselli
IMCA Speaker - "Reclaiming Conversation - The Power of Talk in the Digital Age" with Sherry Turkle
IMCA Speaker - "Makers and Takers, The Rise of Finance and the Fall of American Business" - Rana Foroohar
IMCA Speaker - The Millenial Mindset with Nathan Harness, PhD
IMCA Speaker - Cutting Edge Tax Strategies from Michael Kitces
IMCA Speaker - Advice for Wealth Managers from Jonathan Powell, Advisor Coach
IMCA Speaker - The DOL Fiduciary Rule with Fred Reish
IMCA Education with Devin Ekberg
IMCA Conference - Dorsey Wright with Andy Hyer
Sunrise Capital and CalAlts with Jason Gerlach
Arixa Capital and the Real Estate Symposium at UCLA
Sean Walters - Exec Director of the IMCA - Investment Management Consultants Assoc
The Consumer Spending Index, with Eric Clark of Alpha Brands
Divcon Score, The Way To Analyze Company Growth, with Ryan Ballantyne of Reality Shares
Oil and Gas Investing in Existing Wells with Epus Energy
Energy Chain Investing with Miller Howard
Pinnacle Sherman Tactical Funds
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