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Join us as we delve into key trends, insights, and strategies specifically tailored for financial advisors. Whether you’re seeking to better serve NextGen clients or build impactful portfolios, Capsule has you covered. We’ll feature expert guests, thought-provoking discussions, and practical advice, Capsule equips you with the knowledge and tools to meet the growing demand for impact investing solutions.
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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 C…
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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 …
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Unpacking Impact Investing Myths and Need-to-Knows
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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 …
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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 2024.By supportx7
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