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.
TrimTabs - Supply, Demand, Free Cash Flow - With Charles Biderman
NAAIM Conference - Venk Reddy
NAAIM Conference - Steve Landis
NAAIM Conference - Rob Bernstein
NAAIM Conference - Patrick Beaudan
NAAIM Conference - Ken Graves, out-going President of NAAIM
NAAIM Conference - Jason Erickson
NAAIM Conference - Jane Fox
NAAIM Conference - Gary Harloff, PhD
NAAIM Conference - Emily Frazier, Current President of NAAIM
NAAIM Conference - Carl Sera
NAAIM Conference - Brad Hartman
Video Game Venture Fund - Blind Squirrel Entertainment, with Drew Bradford
Hedge Connection - Bringing Hedge Funds and Allocators Together, with Lisa Vioni
Behavioral Portfolio Management - Asset Mgr. AthenaInvest, with Dr. Tom Howard
Harvest Returns - A Crowdfunding Platform for Agriculture Investing, with Chris Rawley
Emerging Market E-Commerce Investing with Kevin Carter
Freedom Financial Funds, with Michael Klein
Incline Investment Management, with Ted Parkhill
RealtyMogul.com - Commercial Real Estate Investing with Elizabeth Braman
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