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Confluence Philanthropy’s Advisors Forum
Date
June 1, 2022 - June 2, 2022
June 1, 2022 - June 2, 2022
Website
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LOHAS works with its clients and their investment advisors and wealth managers to identify the optimal mix of financial requirements and social or environmental values for investing that delivers both profit and impact.
LOHAS works with its clients and their investment advisors and wealth managers to understand risk/return profiles and explore alternative investment strategies, and then we source, analyze, help structure, and support impact investment transactions.
LOHAS works with a variety of clients on issues most relevant to them, customizing each engagement to meet their needs; but we also focus heavily on key areas and strategies that reflect our team’s expertise and more effectively enable our clients’ aspirations.
Investment seeking both profit and impact comes from a growing variety of sources – from individual investors to organizations to their advisors – and LOHAS works with each to support their specific needs, developing customized strategies and providing hands-on implementation.
Whether keynoting or moderating family office, impact investing, or social impact entertainment conferences, contributing to leading publications, delivering or participating in webinars or podcasts, or providing interviews on key industry topics, the LOHAS team helps drive public discourse on investment delivering both profit and impact.
LOHAS team members leverage vast operational experience and extensive industry relationships to deliver execution-ready impact investing strategies with enabling partner affiliations and hands-on support.
LOHAS operates at the intersection of impact investing and philanthropy, enabling the investment of tax-deductible, charitable contributions and foundation grants into for-profit, private-sector socially and environmentally impactful companies, funds, projects, and entertainment productions, using donor-advised funds, fiscal sponsor programs, charitable trusts, and related structures and strategies to deliver sustainable impact. Visit LOHAS.org
LOHAS Advisors provides social impact investment advisory services to investors and their advisors. Despite the dramatic growth in impact investing, challenges remain in identifying and engaging financially compelling, direct investment opportunities that yield real social or environmental results. LOHAS Advisors empowers individuals and organizations to generate the profitable and impactful outcomes they desire.
LOHAS Capital is dedicated to strategic marketing and fundraising efforts for socially and environmentally impactful businesses, funds, projects, and productions. Leveraging relationships and data within the family office and social impact investor community, LOHAS Capital develops strategies and utilizes specialized technology and techniques to generate capital, awareness, and influencer support for health, sustainability, and social impact ventures. Visit LOHASCapital.com
