Rick Davis, LOHAS Advisors Co-Founder and Managing Partner

LOHAS Advisors Co-Founder and Managing Partner

Rick Davis

LOHAS Advisors Co-Founder and Managing Partner

Rick Davis

Rick Davis, LOHAS Advisors Co-Founder and Managing Partner

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.

Rick graduated with honors from Rice University and has a law degree, MBA, and Masters in Latin American Studies from the University of Texas at Austin. Beginning in 2008, he spent a decade focused on sustainability initiatives, developing and financing projects in the cleantech, energy efficiency, and renewable energy sectors for commercial and industrial customers while charting strategic direction for various enterprises in the clean energy and water conservation sectors.

Among other environmental pursuits, Rick 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. He also writes and speaks frequently on alternative investment strategies and under-leveraged sources of investment capital for use in impact investing.

As the Co-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, organizations, and their advisors achieve their growing desire to obtain market-rate financial returns while also generating meaningful social and environmental impact with the causes they value most.

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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.