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 potential of Donor-Advised Funds as a philanthropic and social impact investment tool with host Keesa Schreane. With over a hundred billion dollars in assets currently, DAFs remain a largely untapped source of social impact investment though that trend may be changing due to growing attention in healthcare investing—particularly as it concerns the COVID-19 crisis. Tune in to the episode to learn more about Donor-Advised Funds.
Alex Fang Joins LOHAS as a Partner
LOHAS is proud to announce its newest Partner, Alex Fang. With an extensive background in socially and environmentally impactful work, Alex is passionate about aligning tax-advantaged financial structures with impact investing opportunities and is an exciting addition to the LOHAS team.