(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...