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LOHAS Partner William Nix Helps Launch New SIE Society

LOHAS Partner William Nix Helps Launch New SIE Society

by LOHAS Advisors | Sep 9, 2020 | LOHAS Advisors Team, Social Impact Entertainment

William Nix, Partner at LOHAS Advisors and LOHAS Capital, has co-developed and helped launch the SIE Society on which he will continue to serve as Co-Executive Director. The SIE Society is an organization that will serve as a central hub to connect, empower, and...
Dan Hughes Joins Board of The Giving Back Fund

Dan Hughes Joins Board of The Giving Back Fund

by LOHAS Advisors | Sep 8, 2020 | LOHAS Advisors Team

LOHAS Advisors Founding Partner Dan Hughes has joined the Board of Directors for The Giving Back Fund (GBF), a national nonprofit organization that encourages and facilitates charitable giving by professional athletes, celebrities, high net worth individuals, existing...
Rick Davis Featured in a Refinitiv Podcast on Donor-Advised Funds

Rick Davis Featured in a Refinitiv Podcast on Donor-Advised Funds

by LOHAS Advisors | May 12, 2020 | Donor-Advised Funds, Impact Investing, LOHAS Advisors Team, Social Impact

Rick Davis, Managing Partner of LOHAS Advisors, was recently featured in a recent Refinitiv bi-monthly sustainability podcast episode entitled “Donor-Advised Funds (DAFs) – Untapped Sources for Social Impact Investment?” where he discusses the...
William Nix Joins as a Partner of LOHAS Capital and LOHAS Advisors

William Nix Joins as a Partner of LOHAS Capital and LOHAS Advisors

by LOHAS Advisors | May 12, 2020 | LOHAS Advisors Team, Press Releases

FOR IMMEDIATE RELEASE: May 12, 2020 William Nix Joins as a Partner of LOHAS Capital and LOHAS Advisors Los Angeles, May 12, 2020 (GLOBE NEWSWIRE) — LOHAS has added an industry-leading social impact entertainment expert to its team! William Nix has extensive...
Gender Lens as a Winning Strategy in Impact Investing

Gender Lens as a Winning Strategy in Impact Investing

by Tami Kesselman | Apr 8, 2020 | Impact Investing, LOHAS Advisors Team

This article was originally published on GreenMoney Journal as part of their inaugural “Women and Investing” edition.You can view that article here.  Within the impact investing community, the value of gender diversity as an investment evaluation screen is rarely...
Rick Davis Featured in Confluence Philanthropy Webinar

Rick Davis Featured in Confluence Philanthropy Webinar

by LOHAS Advisors | Mar 9, 2020 | Impact Investing, LOHAS Advisors Team

Endowments portfolios have increasingly well-defined socially responsible investments guidelines across a range of asset classes. However, cash and other liquid allocations are often underutilized as a tool for positive social performance. Join CNote, an online...
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Recent Posts

  • LOHAS Client Impact Deposits Corp. Completes Successful Rebrand
  • Become an Impact Venture Capitalist using Donor-Advised Funds
  • LOHAS Partner William Nix Helps Launch New SIE Society
  • Dan Hughes Joins Board of The Giving Back Fund
  • Webinar: The Healthcare Fund of the Future is Here

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    Will Nix

    Tami Kesselman is a creative and analytical family office strategy advisor, global expansion expert, and leader at expanding financial and impact success within complex systems. A Harvard-educated strategist and former Bain consultant, she is a pioneer and thought leader in impact investing who has spent the past two decades working at the intersection of the highest levels of corporate, intergovernmental, entrepreneurial, and investor communities globally.

    As a Partner at LOHAS Advisors, along with helping drive the firm-wide growth strategy, Tami also works directly with ultra-high net worth clients seeking to migrate portfolios to impact alignment without sacrificing financial returns. With an innate ability to help clients shape portfolios in ways that resonate across generations, she has become highly sought after as increasingly more wealth is transitioning.

    Tami annually lectures at Harvard Business School on the complex intersection of capitalism, sustainability, public policy, business management, and geopolitics, and keynotes at investor conferences globally on the shifting fiduciary demands as global standards evolve. She has facilitated board-level strategy sessions for clients on six continents, annually chairs Opal’s Private Wealth Impact Investing Forum, and serves on the Steering Committee for the NEXUS Impact Investing Working Group and the UN-NEXUS Small Island Resiliency Braintrust. In 2019, Tami also became the worldwide president of Harvard Alumni in IMPACT (Investment – Measurement – Policy – Advocacy – Climate action – Tech4good), a global alumni organization with nearly 1,000 members from 60+ countries, coming from Harvard College and every Harvard graduate school.

    Tami’s passion is working 1:1 with individual investors and single family offices, helping them identify and accelerate the positive ripple effects of allocating capital more effectively to improve the world while protecting their portfolio returns over the next decade and beyond.

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    With extensive experience in the environmental and social impact sectors serving in strategy, business development, company funding, and project financing roles, Rick Davis’ professional career spans legal, technology, financial, and entrepreneurial pursuits, with leadership roles in venture-backed and publicly traded companies advising CEO’s, developers, and governments around the world.

    As the founder of LOHAS Capital, he has developed a keen understanding of the challenges ventures with a beneficial societal impact face in raising capital, the groundbreaking advances in marketing and database technologies, the opportunity inherent in newly available company fundraising and project financing strategies, and the rapidly expanding global investor appetite for healthier, more sustainable, and socially impactful solutions; and he has a passion for capitalizing on the confluence of all these elements in positively shaping the future of our planet and populous.

    Rick has a degree with honors from Rice University and law and graduate business degrees from the University of Texas. Among other environmental pursuits, he is an advisor and an investment committee member of the Caribbean Basin Sustainable Energy Fund, a $100 million joint fund focused on renewable energy projects and delivering social impact in Central America and the Caribbean.

    As a founder and managing partner of LOHAS Advisors, Rick recognizes the challenges in moving beyond ESG public markets to direct impact investing, and he is dedicated to helping individuals and organizations achieve their growing desire to generate greater impact with the causes they value most.

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    Jared Gonsky is a partner at LOHAS Advisors where he bridges the gap between asset owners and managers that want to make a meaningful impact, and the innovative social enterprises and funds that address today’s most pressing challenges. He is an expert in impact investing and leads the firm’s support for intergenerational wealth transfer.

    Jared’s knowledge and expertise in sustainability run deep. Following his travel and time abroad in the mid-2000s, Jared came to the realization that the inequitable business practices and unsustainable use of resources that frustrated him at home were increasingly being replicated globally. He quickly identified this as an urgent issue and took it upon himself to help lead the change towards transformative business models that create healthier systems.

    With this goal in mind, Jared began his impact-focused journey as a management consultant at ERM where he helped set up the company’s new Energy, Climate Change and Sustainability practice, and led projects for leading fortune 500 firms across Oil & Gas, Consumer Products, Transportation, and Healthcare. Here he established his technical expertise and led a wide range of sustainability projects including sustainability program design, life cycle analysis (LCA), carbon & water footprinting, CSR reporting, green building, and energy efficiency. In this regard, Jared helped company’s collect ESG data, measure and manage impact long before investors understood their importance.

    Following his time at ERM, Jared then went on to lead project financing and commercial activities for a variety of clean technology ventures in the area of energy, waste conversion, sustainable buildings, and infrastructure. Notably, he worked at DuPont in alternative fuels, and led emerging markets for the carbon recycling firm LanzaTech, which was recently named #27 on Fast Company’s list of the world’s most innovative companies. Jared also supported social enterprises including Autism Workforce, a consulting practice that helps hire and manage employees with autism, and ExerciseBuddy, an app that helps instructors teach fitness to students with autism and related disorders.

    Jared started his career during the dot-com boom in the late 90s with CGI Capital where he performed due diligence and evaluated direct private investments in tech-based firms. He earned his BS degree in cell biology, magna cum laude, and his MBA from the University of Illinois. He also holds certifications in sustainable enterprise, corporate social responsibility, and impact investing.

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    Dan Hughes is one of the most sought after and in-demand strategic business advisors – consulting, coaching and guiding numerous innovators, CEO’s, business owners and start-up entrepreneurs to develop their stories, identify and secure strategic partnerships and funding sources, and align with champions and influencers.

    In 2003, he co-founded Broadlook Technologies and in the span of a decade, tens of thousands of global users recognized Broadlook as an innovation leader in real-time data crawling, parsing and aggregation to power leading recruiting and HR, B2B sales and marketing, and data service operations.  

    Today, Dan is an active investor, sits on boards of non-profit endeavors and commits his active consulting practice towards social impact entrepreneurship and endeavors.

    He is a partner with LOHAS Capital and managing member of LOHAS Advisors, dedicated to helping social impact innovators in finance, health, wellness, education, women empowerment, and affordable housing.  LOHAS Advisors works specifically with Family Offices and Foundations to identify direct and private placement investments in socially responsible opportunities that matters most to them.

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