This article was recently featured on Impact Entrepreneur. Read more here. Did you know that your donated funds and assets can be invested in for-profit ventures that allow society to mitigate and adapt to the effects of the climate crisis and produce a return on...
*Note: this article was originally published on Impact Entrepreneur. You can read the original article here. Many people dream of earning a producer’s credit while helping to catalyze the production of a movie, video game, musical, or play that they care about....
Check out the recording from an interview LOHAS Managing Partner Rick Davis gave to Impact Entrepreneur at this year’s SOCAP 2022 in San Francisco. In this interview, Rick shares an overview of LOHAS, our mission as an impact investment advisory firm, and our...
(This article was featured in the February 2022 issue of Franchise Journal)By Rick Davis Perhaps more than any other firm, at LOHAS, we work with a wide range of exciting impact investment funds addressing the issue of social inequity. We are honored to support...
Many families face an ongoing tension between the decision-maker “Patriarch” perspective and the younger “NextGen” perspective on how to approach investing and whether alpha should have primacy in investment decisions — with social, educational, justice,...
Donor-Advised Funds (“DAFs”) are quite the hot topic in the world of philanthropy and impact investing. Seems everyone has a perspective on how DAFs could be better utilized or why they’re underleveraged. Most of the news stories (correctly) center on the topic of...
