Be Giving Podcast

Be Giving Podcast

By Foundation SourceBusinessNon-Profit
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Be Giving Podcast episodes

  • 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

    37 min

About Be Giving Podcast

From the publisher's feed

Welcome to Be Giving, a podcast from Foundation Source. In this series hosted by Elizabeth Wong, Head of Philanthropic Advisory Services at Foundation Source, we dive into the world of charitable…