Rick Davis Featured in Confluence Philanthropy Webinar

March 9, 2020

Rick Davis Featured in Confluence Philanthropy Webinar

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 investment platform that directs capital to community lenders; LIIF, a low-income communities focused CDFI; and LOHAS Advisors, an advisory firm working with innovative cash deposit models, to learn about how cash can be better invested to deliver direct benefits to communities without increasing risk, access, or returns. This Confluence Philanthropy webinar will discuss the need to deploy cash more thoughtfully, the range of activities it can support, and the various instruments and platforms available to investors.


Cash For Impact

by Confluence Philanthropy Webinar

Cash as a Social Impact Asset Class - Confluence Philanthropy Slide

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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.