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.
ExchangeRight Real Estate
DailyAlts.com
Eagle Mountain Advisors
Ntnl. Assoc of Real Estate Investment Trusts
Dual Momentum Investing - by Gary Antonacci
Summary - ADISA and Angel Investors Network
Angel Investors Network
Sprott Global Resource Investments
The Wealth Research Institute
Sumary of interviews with Sprott Global and Wealth Research Institute
ADISA - The Alternative Direct Investment Securities Assoc
FairCap Partners
TrimTabs Investment Research
Buy gold and Silver Safely
AlphaCore Capital
Wealth Empire
Summary of Interviews with National Retail Properties and Turk Capital
Turk Capital
National Retail Properties (NNN)
Swiss Infinity Global
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