96.5% of high net-worth inheritors fire their parent’s financial advisors, with a fifth of them saying those advisors were “out of touch.” Nearly all Millennials (92%) have a positive impression of impact investing. As wealth transfers to these Next Gen investors, how should advisors respond? We invite Next-gen and ocean investor, Steven Fox, and CapShift’s Managing Director of Client Experience and Impact Investments, Jesse Simmons, to share their perspectives.
Show Notes
Chapters:
(:43) Introduction
(2:35) NextGen Investors Navigating Intergenerational Conversations about Impact Investments
(4:39) Are there any misconceptions about Impact Investing? How do you deal with them?
(6:09) How would you characterize the difference between generations?
(8:00) How do you navigate decisions about figuring out missions and values?
(10:06) Steve’s Impact Investment Example
(13:00) What was the conversation like when you brough up II with your financial advisor?
(14:30) Urgency, decision making, and asset implementation aligned with goals/values
(16:37) Ill-equip advisor scenarios
(19:06) Difficult conversation example – Risk
(21:06) Navigating impact portfolio convos w/clients
(23:01) Impact investing journey highlights for Steve
Sources:
Additional Resources:
Disclosures:
Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing in this podcast constitutes an offer, solicitation of an offer, or advice to buy or sell securities. For detailed disclosures, please visit: https://capshift.com/social-media-disclosures/
Climate and AI led all venture deals in the last quarter of 2023, demonstrating climate’s rapid ascent as a field for investment and innovation — particularly in the alternatives space. In this episode, our founder Adam Rein, who’s seen the field grow since its infancy, is joined by ex-CapShifter and current climate VC Emma Kulow to discuss market trends, investment philosophy, and helping clients build a climate-aligned portfolio.
Show Notes
Chapters:
(:39) Guest introductions
(3:38) How does someone get started with climate investing
(6:10) Profiles of clients who might be interested in climate
(8:00) Exciting solutions
(11:49) Comparing public and private markets
(15:39) Greenwashing: what is it?
(16:38) A-ha moments
(19:03) Closing
Sources:
(6:56) The Great Wealth Transfer - https://www.forbes.com/sites/forbesfinancecouncil/2023/03/09/the-great-wealth-transfer-will-radically-change-financial-services/?sh=340e1f615339
(13:06)The ABCs of Climate Investing Primer - The-ABCs-of-Climate-Investing-Primer.pdf (capshift.com)
(17:20) Cleantech 1.0 - https://www.technologyreview.com/2023/12/27/1085892/six-takeaways-climate-tech-boom/
Additional Reading:
CapShift’s climate resources - https://capshift.com/explore/climate/
Morgan Stanley, “Individual investors’ interest in sustainability is on the rise” - https://www.morganstanley.com/ideas/sustainable-investing-on-the-rise
Disclosures:
Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing in this podcast constitutes an offer, solicitation of an offer, or advice to buy or sell securities. For detailed disclosures, please visit: https://capshift.com/social-media-disclosures/
What, exactly, is an impact investment? How does their financial performance stack up against typical investments? What should you make of the recent ESG backlash? CapShift’s resident impact investment expert Will Mucci and Conor Douglass, PR professional at Milk & Honey —childhood best friends — debunk common myths, and deliver the essentials you need to know to get started with impact investing.
Sources:
Additional Reading:
Disclosures:
Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing in this podcast constitutes an offer, solicitation of an offer, or advice to buy or sell securities. For detailed disclosures, please visit: https://capshift.com/social-media-disclosures/
Impact investing can be intimidating — but it doesn't have to be. Capsule, a podcast by CapShift, demystifies impact investing concepts, delivering information that you can act on today. Our first episode drops in April of 2024.