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01: The Opportunity in Values-Aligned Investing
In our inaugural episode, we are joined by Nick Flores from Caprock, a multi-family office and certified B corporation. Nick has developed a career-long passion for impact investing – helping wealth serve as a catalyst for generating positive, measurable impact alongside a financial return. At Caprock, Nick oversees $6 billion in assets and works directly with clients to align their portfolios with their social, environmental and financial priorities.
In this episode we discuss:
- The merits and misconceptions about impact investing
- Why aligning investments with your values does not mean sacrificing financial returns
- What the differences between traditional versus impact investments mean for foundations
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By Foundation SourceIn our inaugural episode, we are joined by Nick Flores from Caprock, a multi-family office and certified B corporation. Nick has developed a career-long passion for impact investing – helping wealth serve as a catalyst for generating positive, measurable impact alongside a financial return. At Caprock, Nick oversees $6 billion in assets and works directly with clients to align their portfolios with their social, environmental and financial priorities.
In this episode we discuss:
- The merits and misconceptions about impact investing
- Why aligning investments with your values does not mean sacrificing financial returns
- What the differences between traditional versus impact investments mean for foundations