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.

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LOHAS operates at the intersection of impact investing and philanthropy, enabling the investment of tax-deductible, charitable contributions and foundation grants into for-profit, private-sector socially and environmentally impactful companies, funds, projects, and entertainment productions, using donor-advised funds, fiscal sponsor programs, charitable trusts, and related structures and strategies to deliver sustainable impact. Visit LOHAS.org

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LOHAS Capital is dedicated to strategic marketing and fundraising efforts for socially and environmentally impactful businesses, funds, projects, and productions. Leveraging relationships and data within the family office and social impact investor community, LOHAS Capital develops strategies and utilizes specialized technology and techniques to generate capital, awareness, and influencer support for health, sustainability, and social impact ventures.

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LOHAS Advisors provides impact investment consulting services to investors and their advisors. Despite the dramatic growth in impact investing, challenges remain in identifying and transacting on financially compelling, direct investment opportunities that yield real social or environmental results. LOHAS Advisors empowers individuals, organizations, and their financial managers to generate the profitable and impactful outcomes they desire. Visit LOHASAdvisors.com

Rick Davis, LOHAS Advisors Co-Founder and Managing Partner

LOHAS Capital Founder and Managing Partner

Rick Davis

LOHAS Capital Founder and Managing Partner

Rick Davis

Rick Davis, LOHAS Advisors Co-Founder and Managing Partner

With extensive experience in the environmental and social impact sectors serving in strategy, business development, company funding, and project financing roles, Rick Davis’ professional career spans legal, technology, financial, and entrepreneurial pursuits, with leadership roles in venture-backed and publicly traded companies advising CEO’s, developers, and governments around the world.

Rick graduated with honors from Rice University and has a law degree, MBA, and Masters in Latin American Studies from the University of Texas at Austin. Beginning in 2008, he spent a decade focused on sustainability initiatives, developing and financing projects in the cleantech, energy efficiency, and renewable energy sectors for commercial and industrial customers while charting strategic direction for various enterprises in the clean energy and water conservation sectors.

Among other environmental pursuits, Rick is an advisor and an Investment Committee member of the Caribbean Basin Sustainable Energy Fund, a $100 million joint fund focused on renewable energy projects and delivering social impact in Central America and the Caribbean. He also writes and speaks frequently on alternative investment strategies and under-leveraged sources of investment capital for use in impact investing.

As the Founder and Managing Partner of LOHAS Capital, he has developed a keen understanding of the challenges ventures with a beneficial societal or environmental impact face in raising capital, the opportunity inherent in newly available fundraising and project financing strategies, and the rapidly expanding global investor appetite for healthier, more sustainable, and socially impactful solutions; and he has a passion for capitalizing on the confluence of all these elements in positively shaping the future of our planet and populous.

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Rick Davis at a Health Tech Austin Event