Rick Davis Featured in Confluence Philanthropy Webinar

March 9, 2020

Rick Davis Featured in Confluence Philanthropy Webinar

Endowments portfolios have increasingly well-defined socially responsible investments guidelines across a range of asset classes. However, cash and other liquid allocations are often underutilized as a tool for positive social performance.

Join CNote, an online investment platform that directs capital to community lenders; LIIF, a low-income communities focused CDFI; and LOHAS Advisors, an advisory firm working with innovative cash deposit models, to learn about how cash can be better invested to deliver direct benefits to communities without increasing risk, access, or returns. This Confluence Philanthropy webinar will discuss the need to deploy cash more thoughtfully, the range of activities it can support, and the various instruments and platforms available to investors.


Cash For Impact

by Confluence Philanthropy Webinar

Cash as a Social Impact Asset Class - Confluence Philanthropy Slide

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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.

From strategic direction to optimal messaging and positioning to deal preparation to campaign development to market building and (if needed) to fundraising, LOHAS helps guide its impact clients along their paths to success.

LOHAS works with a variety of clients on activities 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.

There a growing variety of parties delivering both profit and impact - from companies to funds to projects and productions - and LOHAS works with each to support their specific needs, developing customized campaign strategies and providing hands-on implementation.

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.

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.