Nick Flores unpacks how Caprock helps 299 families invest $8B with impact intentionality, select top fund managers, and prove that purpose-driven portfolios don’t mean below-market returns.
⭐ My guest today is Nick Flores, Managing Director at Caprock, a multi-family office and founding B Corporation with $8B of assets under advisement and a rigorous approach to impact investing.
In addition, Nick is the former:
- Director of Investment & Entrepreneur Services for Investors’ Circle
- Manager of the Capital Access Program at Green for All
🎙️ In this episode, we talked about:
- Their work helping 299 families invest $8B across six asset classes
- How they select fund managers to invest in
- His origins outside of the world of wealth and how that affects his investment outlook
- What impact intentionality means
- The misconception that impact investing means below-market returns
- What a theory of change is all about
- The biggest gaps in impact investment fund managers across asset classes
- Advice he would give his younger self
- His love of stoicism
- Tools he uses to speed up his typing
- Recommended books
- And lots more
🙏Hope you enjoy it!
📣And please give Nick and Caprock a shout-out on LinkedIn, Slack, or Twitter by sharing this podcast with your people.
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