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.

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Cash For Impact

by Confluence Philanthropy Webinar

Cash as a Social Impact Asset Class - Confluence Philanthropy Slide

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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.

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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.