Nick Flores unpacks how Caprock helps 299 families invest $8B with impact intentionality, select top fund managers, and prove that purpose-driven portfolios don’t mean below-market returns.

⭐ My guest today is Nick Flores, Managing Director at Caprock, a multi-family office and founding B Corporation with $8B of assets under advisement and a rigorous approach to impact investing.

In addition, Nick is the former:

- Director of Investment & Entrepreneur Services for Investors’ Circle

- Manager of the Capital Access Program at Green for All

🎙️ In this episode, we talked about:

- Their work helping 299 families invest $8B across six asset classes

- How they select fund managers to invest in

- His origins outside of the world of wealth and how that affects his investment outlook

- What impact intentionality means

- The misconception that impact investing means below-market returns

- What a theory of change is all about

- The biggest gaps in impact investment fund managers across asset classes

- Advice he would give his younger self

- His love of stoicism

- Tools he uses to speed up his typing

- Recommended books

- And lots more

🙏Hope you enjoy it!

📣And please give Nick and Caprock a shout-out on LinkedIn, Slack, or Twitter by sharing this podcast with your people.

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