Investing in Impact | Impact Investing

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------If you enjoyed this episode, don't forget to subscribe, review, and share this podcast!In episode of the Investing in Impact podcast, I speak with Gideon Cohn and Monica Meng, Co-founders of Good Capital Investment Group, on using the power of divesting and investing to create a portfolio to fit your values.Gideon Cohn co-founded Good Capital Investment Group with the idea that clear, conscious investing can be profitable and accessible. While working as a CERTIFIED FINANCIAL PLANNER™ at Highbridge Financial Group in New York, Gideon saw firsthand how invested money could match client values and social progress. Clients took pride in doing good with their hard earned money. After graduating cum laude from the University of New Hampshire and Boston University’s Certificate of Financial Planning program, Gideon obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. He holds FINRA Series 7 and 63 securities registrations as an Investment Advisor Representative of Commonwealth Financial Network®.Gideon continuously strives to improve our world. He has led humanitarian trips in developing countries, volunteered as a mentor and participated on several committees of a local union. In his spare time, Gideon is a commercially rated pilot and in a previous life, flew cargo planes in Alaska.Monica Meng genuinely believes in doing well, by doing good. She began her career in finance in an analyst program at Citigroup. She worked in product management, sales, and operations on various teams including private equity services, fund services, and supplier finance. After leaving finance to pursue her passion in education, Monica became a preschool teacher in Manhattan before transitioning into education technology. She worked at various ed tech startups (Nomster Chef, ChitChat VR, Knovva Academy) in business development, marketing, and instructional design and as a UX researcher at Google. These experiences have led Monica to co-founding Good Capital where she works to promote socially responsible investing and financial empowerment for women.Monica has a BA from the University of Pennsylvania and an MA from the Harvard Graduate School of Education. She has been featured on the Type A Podcast, How to save the world podcast, and as a workshop leader with Outwild.Good Capital Investment Group is a financial planning and sustainable investing firm striving to be the change we want to see in the world.Securities offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org. Good Capital Investment Group, 660 White Plains Road Suite 540, (914) 458-1284. This communication is strictly intended for individuals residing in the states of CA, CT, IN, MA, ME, MO, NC, NY, VA, VT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.htmlListen to more Causeartist podcasts here.We are powered by:ImpactInvestor - Discover Impact Investors from around the world.Podcast Made with TransistorPodcast cover design Made with CanvaBuild amazing web platforms with Webflow ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------If you enjoyed this episode, don't forget to subscribe, review, and share this podcast!In episode of the Investing in Impact podcast, I speak with Alexander Holt, Founding Partner at Limitless Ventures, on his journey through addiction and how private and philanthropic capital can be a catalyst in prevention and recovery for millions dealing with mental health issues.Limitless Ventures is an independent growth capital sponsor in the lower middle market combining private and philanthropic capital to scale multi-disciplinary solutions for those impacted by mental health challenges and substance use disorder. They are a team looking for opportunities to support recovery across all walks of life.The investment committee represents a broad array of perspectives as they invest along the continuum of care, seeking to solve the continuum of pain. Limitless Ventures believes in excellence, both through team and in the opportunities they seek. The organization is open to all types of thought leadership, seeking balance across neuro-diversity, equity backgrounds and inclusive perspectives.They believe that mental health and addiction broaden the ESG framework, mandating a new category, "H" for Health based impact investment metrics. "ESG+H" is a risk, which their principles, philosophy and portfolio seeks to mitigate and thereby paves the way for standardizing the economic and impact measurements across the healthcare and financial communities.Limitless is not aligned with any sect, denomination, or political party. The firm does not wish to engage in any controversy, neither endorses nor opposes any other causes. The primary purpose is to return capital to our investors and to help people, heal people.Limitless Venture’s Founder Alexander Holt started the “Recovery Fund” in 2018 with the goal of creating 500,000 sober lives in the next 10 years through LV’s investments. Limitless Ventures is an independent growth capital sponsor in the lower middle market combining private and philanthropic capital to scale multi-disciplinary solutions for those impacted by mental health challenges and the addiction epidemic.Listen to more Causeartist podcasts here.We are powered by:ImpactInvestor - Discover Impact Investors from around the world.Podcast Made with TransistorPodcast cover design Made with CanvaBuild amazing web platforms with Webflow ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In episode 35 of the Investing in Impact podcast, I speak with Adrian Rodrigues, Co-Founder of Provenance Capital Group, on allocating capital into regenerative natural resource investments through blended capital structures.Adrian is a Co-Founder and a Managing Director of Provenance Capital Group where he helps develop blended capital structures that catalyze resilient biological systems and businesses. Before Provenance, Adrian co-founded the boutique consulting firm Hyphae Partners where he helped companies finance and build regenerative business models. Additionally, he worked at Patagonia within its Venture Capital arm Tin Shed Ventures, helping author a standard for Regenerative Organic Agriculture and exploring Regenerative Organic Land Funds. He is an experienced asset allocator, fundraiser, and business model innovator.Adrian spent six years at Morgan Stanley helping long time horizon investors manage their asset allocations and diligence investment opportunities across asset classes and sectors. He has also lectured on food innovation at the University of California Berkeley Haas School of Business and designed and taught an entrepreneurship intensive for farmers at the Stone Barns Center for Food & Agriculture.Adrian is a graduate of Berkeley Haas’ full-time MBA program. At Haas, Adrian was a Portfolio Manager of the Haas Socially Responsible Investment Fund and a Member of the Center for Responsible Business’ Student Advisory Board. He also serves as an inaugural advisor for the Investor Resource Council of J.E.D.I. Collaborative, which aims to frame the business case for embedding equity, justice, diversity and inclusion into our entire food ecosystem. He received a B.A. in English from Williams College, studied English literature at Exeter College, Oxford University, and holds the Chartered Financial Analyst designation.Also mentioned in the podcast:Soil Wealth Report - Croatan InstituteSponsors for Educational OpportunityManagement Leadership for Tomorrow (MLT)About Provenance Capital GroupPCG is a financial services firm focused on allocating capital into regenerative natural resource investments. We offer our clients deep expertise, superior guidance,  bespoke access, and trusted partnership in the transition to an economy that is focused on people, planet, and profit.Listen to more Causeartist podcasts here.Check out the Impact Investor platform here - Discover Impact Investors from around the world.Partner with us - Learn moreWe are powered by:Podcast Made with TransistorPodcast cover design Made with CanvaBuild amazing web platforms with Webflow ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------If you enjoyed this episode, don't forget to subscribe, review, and share this podcast!In this episode of the Investing in Impact podcast, I speak with Liesel Pritzker Simmons & Ian Simmons, founders of Blue Haven Initiative, on using innovative impact investing to enhance competitive returns and positive social and environmental change.Liesel Pritzker Simmons is Co-Founder and Principal of Blue Haven Initiative, where she oversees, as an investment strategist, a portfolio focused on holdings that generate competitive financial returns and address social and environmental challenges. The portfolio spans asset classes, from traditional equities and direct investments to philanthropic programs.Liesel co-founded Blue Haven with her husband, Ian Simmons. Together, they systematically assessed their portfolios based on environmental, social and corporate governance (ESG) criteria and financial performance. The restructured portfolios became the foundation of Blue Haven, one of the first family offices created with impact investing as its focus.Liesel is also Co-Founder of IDP Foundation, a private Chicago-based foundation focused on achieving universal primary education. There, she helped create the IDP Rising Schools Program, which leverages microfinance networks to empower nearly 450 low-cost private schools—established and managed by local entrepreneurs—in some of the least-developed regions of the world.Ian Simmons is Co-Founder and Principal of Blue Haven Initiative, where he oversees a portfolio focused on investments that generate competitive financial returns and address social and environmental challenges. This portfolio spans asset classes, including private and public equity, fixed income, direct investments, alternative investments and philanthropic programs.Committed to initiatives and corporations that advance investing and strengthen democracy, Ian is the President of the Foundation for Civic Leadership and Chair of the Youth Engagement Fund. Ian serves on the board of directors of the U.S. Impact Investing Alliance, Social Finance, Issue One, Organizing for Action, the National Advisory Board for Public Service at Harvard College, and Karibu Homes, an affordable-housing company in Kenya.Blue Haven Initiative IS One of the first family offices created with impact investing as its mission and focus, Blue Haven seeks market rates of financial return on its investments as well as maximum social and environmental impact. It applies a rigorous portfolio-management lens to for-profit and philanthropic capital with the goal of aligning financial performance and public benefit. With this approach, Blue Haven considers the nuanced ramifications of its investment choices while pursuing financial returns appropriate to each asset class or venture.When investing, Blue Haven seeks to put capital to work in highly productive ways: helping mission-driven projects and companies achieve scale, supporting entrepreneurs whose innovations spur change, and partnering with other investors to accelerate economic progress. Active in frontier markets and in the United States, its in-house team and their advisors are dedicated to sourcing direct investments, conducting due diligence and managing its portfolio over time. In addition to funding early-stage, innovative businesses that improve standards of living, create economic opportunity, and deliver products and services cleanly and efficiently to underserved communities, Blue Haven also invests in traditional asset classes through third-party investment managers.Listen to more Causeartist podcasts here.We are powered by:ImpactInvestor - Discover Impact Investors from around the world.Podcast Made with TransistorPodcast cover design Made with CanvaBuild amazing web platforms with Webflow ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In this episode, I speak with Josh Goldman, Ph.D., Co-founder of KoBold Metals, on the future of efficient and sustainable mineral exploration and how EV batteries can create a circular economy for mobility.KoBold Metals is developing artificial intelligence to improve the efficacy, efficiency, and sustainability of critical mineral exploration and development. KoBolds principal investors are Breakthrough Energy Ventures, a climate technology fund overseen by Bill Gates, Jeff Bezos, and other global business leaders and Andreessen Horowitz, the premier Silicon Valley venture capital fund.The mineral exploration company uses machine learning and other scientific computing techniques to increase the ethical supply of critical materials (i.e., Ni, Co, Cu, Li, Pt, and Pd) needed to build electric vehicles and personal electronics.The sustainable and efficient development of new mines will be needed if electric vehicles are to become widespread, but before new ore deposits can be mined, they must be found.KoBold is the first full-stack exploration company that combines the world’s top mineral explorers with an outstanding team of data scientists and software engineers to bring a comprehensive skill set to bear on exploration.Josh earned his Ph.D. in physics from Harvard University for experiments in atomic physics that demonstrated how trapped electrons could be used to make quantum computers. He also holds master’s degrees in history of science from Imperial College London and applied mathematics from Cambridge University, where he was a Marshall Scholar, and a B.A. in physics from Cornell.Josh was an advisor to top executives at oil & gas, electric power, and energy equipment and services firms with the Houston office of McKinsey & Company. Josh was at the forefront of McKinsey’s deployment of advanced analytics, leading operational transformations that delivered 10%+ performance improvements in power and oil & gas equipment engineering design and sourcing and power plant operations. His work on strategy and corporate finance ranged from E&P business unit growth strategy, to electric power utility disintermediation strategy, to acquisition target scans and due diligence.As principal of Phase Change Resources, Josh led business development, sourcing investment opportunities and leading commercial underwriting and valuation of all PCR transactions. He also wrote PCR’s proprietary forecasting and valuation software and led PCR’s big-data digital prospecting efforts.Listen to more Causeartist podcasts here.Check out:ImpactInvestor.io - Discover impact investors from around the world.Podcast Made with TransistorPodcast cover design Made with CanvaBuild amazing web platforms with Webflow ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------If you enjoyed this episode, don't forget to subscribe, review, and share this podcast!In this episode of the Investing in Impact podcast, I speak with Craig Jonas Ph.D., CEO and Founder of CoPeace on using the holding company model to create a long term impact investing approach.Dr. Craig Jonas is a lifelong entrepreneur with success across business, academic, and athletic industries. Craig has over 30 years of experience in management with a passion for team-building and drawing individuals with big ideas together.Craig founded CoPeace in 2018 after serving as COO of Basketball Travelers and BTI Events, an elite sports event management and media conglomerate, for over 20 years. In his role, Craig supervised international sporting events and tours worldwide. He served as the head or deputy head of the American delegation for the Summer and Winter World University Games from 2007-17.Craig has always had a passion for bringing true impact to global sport, supporting the idea that sports can bring cultures and people closer together. He was one of the first American coaches to travel to South Africa post-apartheid to host basketball clinics for local youth. Craig also represented the United States at the International Olympic Academy in Greece after earning national basketball “Coach of the Year'' honors.Previously, Craig served as vice president for business development for the broadcast media technology firm, Sportvision, best known for bringing revolutionary visual enhancements to live sports broadcasts, including American football’s yellow first-down line and baseball’s strike zone. Prior to Sportvision, Craig served as the executive vice president of Coach’s Edge and helped initiate its $100- million merger with Sportvision.Craig earned his doctorate in conflict management from the University of Kansas, where he also taught leadership, marketing, and management courses to undergraduate and masters students. As an undergraduate student, Craig attended Carleton College in Minnesota, and went on to complete his graduate degree at Colorado State University. Craig is a father of two sons. He lives with his wife, Seanna, and dog, Fergus, in Colorado.About CoPeace:CoPeace is a first-of-its-kind holding company in the impact investing space. We are building a portfolio of carefully-screened, for-profit companies which are achieving measurable social and/or environmental impact, while providing competitive returns to investors.A unique CoPeace feature is that a direct investment in the company, and its holdings, is accessible to the average investor, not just wealthy accredited investors. CoPeace is a Certified B Corp and also registered as a Public Benefit Corporation (PBC). As a Certified B Corp and PBC, CoPeace meets the highest verified standards of social and environmental performance, transparency, and accountability and is one of only 400 companies worldwide with both B Corp and PBC designation.Listen to more Causeartist podcasts here.We are powered by:ImpactInvestor - Discover Impact Investors from around the world.Podcast Made with TransistorPodcast cover design Made with CanvaBuild amazing web platforms with Webflow ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------If you enjoy this podcast, please rate and review the show. It's a huge help. Thanks!In episode 34 of the Investing in Impact podcast, I speak with Sean Doherty, Chairman of the JDRF T1D Fund, on using a combination of venture capital and philanthropy to drive cures for type 1 diabetes (T1D) by catalyzing private investment.Sean Doherty led the concept-creation, design and capital financing of the Fund, and he has driven its strategy since inception. Sean retired at the end of 2018 from his role as Managing Director of Bain Capital, LP, a private global investment firm which he joined in 2005 as the firm’s first general counsel.  In this role he built a pioneering and industry-leading deal lawyer and risk management group during a time of rapid growth and institutionalization of the alternative asset industry. He also had a diverse operational and constituency management role at Bain Capital, where he led crisis management, press and external communications, government relations, branding and philanthropic initiatives and was deeply involved in governance matters and capital raising. Earlier in his career he worked at Ropes & Gray LLP and was a law clerk to a federal district judge in Boston. Prior to law school, he was a Lieutenant in the U.S. Navy, in which he served on a Middle East Force frigate from 1990-94.Sean and his wife, Suzy, have been involved with JDRF since 2002 when their son Finn was diagnosed with T1D at the age of 2. He served on the JDRF International Board and its Executive Committee from 2016 to 2019 following more than a decade of service on the JDRF New England Chapter Board, including two years as its President.He received a J.D. magna cum laude from Harvard Law School and a B.A. magna cum laude in Government from Harvard College. He serves on the boards of directors of two companies with T1D programs and is also a member of the board of trustees of Thayer Academy in Braintree, MA.About The JDRF T1D FundA philanthropic vehicle run as a venture capital fund. Launched in December 2016, the T1D Fund was established to create a new investment market aimed at delivering solutions to people living with or at risk of developing T1D.They are now one of the largest disease-focused venture philanthropy funds in the world, with $100m in assets and our philanthropic dollars are spurring private investment to ultimately secure the billions we need to generate cures.The portfolio consists of therapeutics, diagnostics, devices and vaccines, with an emphasis on cure-oriented therapies.Listen to more Causeartist podcasts here.Check out the Impact Investor platform here - Discover Impact Investors from around the world.Partner with us - Learn moreWe are powered by:Podcast Made with TransistorPodcast cover design Made with CanvaBuild amazing web platforms with Webflow ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------If you enjoyed this episode, don't forget to subscribe, review, and share this podcast!In this episode of the Investing in Impact podcast, I speak with Joshua Haynes, Managing Partner at Masawa Fund on working in 35 countries, speaking 7 languages, and using natural medicine, technology, and workplace wellness to help billions of people live impactful lives in the global economy.Joshua's story and path is incredibly powerful. He overcame depression, anxiety, and an eating disorder. Tough childhood raised on welfare by a single mother = grit + perseverance.He displays over 20 years leading curation at the nexus of innovation, technology, and social impact. He served as a Peace Corps Volunteer, data analyst, software developer, consultant, digital product + service designer.Joshua also served as a Diplomat in the Obama Administration (USAID), managed $190M in impact grant funding for the US & Swedish Govs, pioneered new impact partnership types and ways of working.Degrees from Boston University (Finance); The Fletcher School, Tufts University (MBA).Masawa is the mental wellness impact fund. Through a laser focus on financial viability, social impact maximization, and founder resilience + organizational health, we nurture capital to nurture minds.Masawa invests in organizations with products proven to directly or indirectly result in improved mental wellness:Natural healing approaches: nutrition, exercise, natural medicine, mindfulness, etc.Technology-accelerated recovery: software and hardware innovations Workplace wellness: approaches to impact people where they spend the most timeListen to more Causeartist podcasts here.We are powered by:ImpactInvestor - Discover Impact Investors from around the world.Podcast Made with TransistorPodcast cover design Made with CanvaBuild amazing web platforms with Webflow ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------If you enjoy this podcast, please rate and review the show. It's a huge help. Thanks!In episode 33 of the Investing in Impact podcast, I speak with Michael Pellman Rowland, Impact Expert and Board Member at Baseline Wealth Management, on the future of food technology and how it helps mitigate the threats of climate change.Michael previously worked as a Senior Vice President in wealth management for 15 years at Morgan Stanley in New York. He specializes in portfolio management, financial planning, and impact investing.Michael graduated with an economics degree from Hamilton College and has held Certified Financial Planner (CFP) and Accredited Domestic Partnership Advisor (ADPA) designations. He is an active thought leader in impact investing and was recently included in the inaugural list of Forbes Top Millennial Wealth Advisors. He is passionate about food sustainability and has a column on Forbes.com that covers the ‘future of food.’ Michael and his wife dedicate a large part of their free time to animal welfare.About Baseline WealthBaseline's mission is to make a difference for their clients, while also delivering financial returns. Environmental, social and governance (ESG) considerations can help decide where best to invest. By putting ESG factors at the heart of their investment process, the company believes they can generate outcomes for clients while also addressing some of the greatest challenges on Earth.Baseline has developed a robust in-house expertise on ESG investments, and apply this knowledge to client portfolios so that it aligns perfectly with financial and personal goals. As an extension of this initiative, the company leverages its expertise in Impact investing, sourcing unique and bespoke investment opportunities that are positively reshaping the world as we know it.Listen to more Causeartist podcasts here.Check out the Impact Investor platform here - Discover Impact Investors from around the world.Partner with us - Learn moreWe are powered by:Podcast Made with TransistorPodcast cover design Made with CanvaBuild amazing web platforms with Webflow ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.com

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------If you enjoy this podcast, please rate and review the show. It's a huge help. Thanks!In episode 32 of the Investing in Impact podcast I speak with Joe Waltman, Executive Director of GiveCrypto and Product Manager at Coinbase on using crypto and blockchain technologies to deliver funds directly in the hands of the impoverished and the unbanked.GiveCrypto is a nonprofit created by Brian Armstrong, the founder of Coinbase, to distribute cryptocurrency to people living in poverty. By using crypto and blockchain technologies, the organization put funds directly in the hands of individuals living in difficult circumstances around the world.Join the world's most trusted place to buy and sell cryptocurrency. Try Coinbase here. (affiliate link)Examples we discuss on how GiveCrypto has impacted lives around the world:Direct crypto payments to individuals living in refugee camps where currencies are forbidden inside the campsDirect crypto payments to women living with domestic violence issues and no financial means to leave their abuserHelping local merchants accept crypto paymentsHelping impoverished individuals set up crypto walletsDelivery simple financial services to individuals left behind by traditional banking systemsAccording to Groundswell, there is substantial evidence that unconditional cash transfers are an effective way to help people. Distributing crypto is similar to transferring other forms of money to people. The organization expects many recipients will find ways to convert the crypto into their local currency. Some may transact crypto-to-crypto as well. It may also help spark economic growth by giving access to property rights and financial services on an open network. A great deal of work needs to be done to test these hypotheses and see what it most effective.The GiveCrypto MissionThe mission is to financially empower individuals by distributing cryptocurrency to those most in need. GiveCrypto connects donors and recipients anywhere in the world. Over the past three years, they've impacted the lives of thousands of individuals and their families via direct crypto transfers.Over one billion people have a smartphone but don't have access to basic financial servicesThe organization not only identifies recipients in need and distribute funds to them - they also connect those people to a truly open financial system. All it takes is access to the internet.Crypto democratizes the philanthropic process. As a society and donors, we can send cryptocurrency directly to any recipient and they’ll receive it instantly. This includes people without bank accounts and those living in places where fiat money is “broken”.Watch the how it works video.How will the fund operate?GiveCrypto.org will be an evergreen fund (or endowment) that is designed to live and grow forever. It will grow in value based on new donations and if the value of cryptocurrency continues to grow.What types of currencies will you accept?GiveCrypto.org is cryptocurrency agnostic. The organization currently accept the following currencies: BTC, BCH, ETH, LTC, XRP and ZEC.Is my donation tax deductible?Yes. Donations through the site are tax deductible through our fiscal sponsor the Pledge Group. You will need to provide your name and email (and receive a receipt) for the donation to be tax deductible. You can also donate anonymously but the donation will not be tax deductible.How do you prevent fraud?The organization uses a combination of data collection validated with backchecks, verifiable evidence and blockchain analysis to minimize and prevent fraud.Where do recipients use the funds?The organization recruits at least one vendor that accepts payment in cryptocurrency. Additionally, recipients hold the crypto and exchange it between themselves. In the future, GiveCrypto will offer cash-out options.Are you programs OFAC compliant?Yes. They've have drafted a comprehensive sanctions compliance policy and screen all of our program participants against all relevant lists.See more FAQs here.Listen to more Causeartist podcasts here.Check out:Partner with us - Learn moreImpactInvestor.io - Discover impact investors from around the world.Podcast Made with TransistorPodcast cover design Made with CanvaBuild amazing web platforms with Webflow ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you’re launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.👉 Learn more or schedule a discovery call at pifadvisory.co...