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Rick Davis Featured in a Refinitiv Podcast on Donor-Advised Funds

May 12, 2020

Rick Davis Featured in a Refinitiv Podcast on Donor-Advised Funds
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Rick Davis, Managing Partner of LOHAS Advisors, was recently featured in a recent Refinitiv bi-monthly sustainability podcast episode entitled “Donor-Advised Funds (DAFs) – Untapped Sources for Social Impact Investment?” where he discusses the potential of Donor-Advised Funds as a philanthropic and social impact investment tool with host Keesa Schreane. With over a hundred billion dollars in assets currently, DAFs remain a largely untapped source of social impact investment though that trend may be changing due to growing attention in healthcare investing—particularly as it concerns the COVID-19 crisis. Tune in to the episode to learn more about Donor-Advised Funds.

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Alex Fang Joins LOHAS as a Partner

Alex Fang Joins LOHAS as a Partner

May 23, 2023

LOHAS is proud to announce its newest Partner, Alex Fang. With an extensive background in socially and environmentally impactful work, Alex is passionate about aligning tax-advantaged financial structures with impact investing opportunities and is an exciting addition to the LOHAS team.

Alex Fang Joins LOHAS as a Partner

Alex Fang Joins LOHAS as a Partner

May 23, 2023

LOHAS is proud to announce its newest Partner, Alex Fang. With an extensive background in socially and environmentally impactful work, Alex is passionate about aligning tax-advantaged financial structures with impact investing opportunities and is an exciting addition to the LOHAS team.

Impact Investing

The data is irrefutable that impact investing is not merely a “trend” but rather an irreversible change in perspectives that is encompassing investors of every age, gender, and nationality. LOHAS helps its clients tap into this growing investor desire to support people and planet when seeking profit.

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Whether keynoting or moderating family office, impact investing, or social impact entertainment conferences, contributing to leading publications, or 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.

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LOHAS’ deep industry knowledge and relationships expand investment options and help build supportive partner relationships that increase the efficacy and benefits of your venture to investors.

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