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

May 12, 2020

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

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Alex Fang Joins LOHAS as a Partner

Alex Fang Joins LOHAS as a Partner

May 23, 2023

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.

Alex Fang Joins LOHAS as a Partner

Alex Fang Joins LOHAS as a Partner

May 23, 2023

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.

Impact Investing

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.

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How We Help

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.

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Practice Disciplines

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.

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Donor-Advised Funds

Social Impact Entertainment

Intergenerational Wealth Management

Sustainability Strategies

For-Profits for Nonprofits

Who We Help

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.

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Family Offices

HNWIs and UHNWIs

Advisors/Managers

Foundations

Nonprofits

Corporations

Thought Leadership

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.

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Media and Resources

Events

Who We Are

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.

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