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.
Investors Alley - Tim Plaehn
HedgeCoVest
Money Masters Stock Report and Greenwich Wealth Management
Fig Tree Capital Ventures
Summary of Vision Capital Management and Impact Investing of Texas
Impact Investing of Texas
Vision Capital Management
Investors Alley - Bret Jensen
Summary of Dynasty Wealth and Dr. Mark Skousen Interveiws
Dr. Mark Skousen
Dynasty Wealth Investing
Turner Analytics and Turner Trends
Stock Trader's Almanac & Probabilities Fund
NAAIM Conference Summary
NAAIM Conference - Ben Warwick - Quantitative Equity Strategies
NAAIM Conference - David Walton - Statis Trade
NAAIM Conference - Ken Graves - Capital Research Advisors
NAAIM Conference - Ralph Doudera - Spectrum Financial
NAAIM Conference - Dudley Lehmer - Eagle Mountain Advisors
NAAIM Conference - Larry McMillan - McMillan Analysis Corp
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast