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.
NAAIM Conference - Jonathan Wallentine - Actuarial Management
NAAIM Conference - Mike Dean - DFG Advisory
NAAIM Conference - Michael Gayed - Pension Partners
NAAIM Conference - John McClure - Profit Score
NAAIM Conference - Tyler Wood - Market Technicians Association
NAAIM Conference - Paul Schatz - Heritage Capital
McMillan Analysis Corp
2 Minute Summary of McMillan Analysis Corp and The Great American Dividend Machine
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Triton Pacific Investment Corp - Business Development Company
2 Minute Summary of Stadion Money Management and Asbury Research
Asbury Research
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2 Minute Summary of Silver Portal Capital and Newfound Research
Newfound Research
Silver Portal Capital
Altegris Investments and the Strategic Investment Conference in San Diego
2 Minute Summary of Closed End Fund Advisors and The Ultimate Wealth Report
The Ultimate Wealth Report
Closed End Funds Advisors
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