Posts in Featured
“Permanent Capital” as a Strategy for Values-Aligned Investing

Much of the capital available to Small and Medium Enterprises (SMEs) around the world, especially in the U.S., is in the form of private equity. The majority of this capital is allocated via Private Equity (PE) firms that are generally structured with 10-year terms, and the investment target is 3x to 5x return in 3 to 5 years on each investment they make.

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10 Tangible ways to Integrate Your Faith as an Advisor

I have worked in wealth management since 2004 and over the course of my career, I’ve experienced two big paradigm shifts that have dramatically changed how I see myself at work. The first of which was coming to understand God’s design for us to live integrated lives, combining the sacred and the secular, which has been discussed thoroughly on this website as well as the podcast and I am so grateful for Henry and William driving that conversation, because living compartmentalized lives does not lead to our flourishing.

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Working From Home Under Lockdown

As the Bay Area wakes up to life under lockdown, and companies across the country are encouraging people to work from home encouraging “social distancing,” my thoughts flash back to lessons I learned from running a business under lockdown a decade ago. My family and I lived in Afghanistan where I helped run a media company with a Department of Defense contract, and a travel and logistics company. We lived in a shared compound of our home and the office, so we effectively “worked from home.”

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Faith Driven Perspectives and a Hub of Tools to Respond to COVID-19

It’s no secret that everyone’s day-to-day lives have been turned upside down by the coronavirus. While this particular pandemic is new, there’s much to learn from Scripture and other believers. Many difficult decisions await in the days ahead. And we should remind ourselves that as believers, “Worry is not our friend and panic is not our way.”

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Presenting Our New FDI Video Trailer!

It’s estimated that Christians manage over 150 trillion dollars. That's over half the world's wealth. That’s 200-300x what is given (around the world) philanthropically each year. Capital has influence. Yet many of us are content to let others determine our investment strategy.

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Financial Performance and Social Impact – Being of One Mind

When it comes to investing, many people today believe you have to choose between financial performance and social impact. Many tend to see these two goals in a kind of a see-saw relationship, where if you want to ‘shoot the lights out’ on performance it will likely come with ethical compromise, and if you want to maximize social benefit it will likely mean accepting a lower rate of return.

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