In this special edition of the Faith Driven Investor Podcast, we highlight the story of Sam Rhee.

Sam was formerly a CEO and co CIO, global head of Asia at Morgan Stanley before starting the fintech platform, Endowus.

Today, Endowus primarily serves Asian markets with $5 billion in assets under management and has recently raised 95 million dollars in outside capital.

In this unique narrative-style podcast, we hear how the biblical story of Abraham and Lot inspired Sam Rhee to step aside from the role of his dreams for the sake of a colleague and how God used that sacrifice to pave a path for victory.

Brightlight’s Chief Investment Officer, Tim Macready, joins John Coleman and Richard Cunningham for a discussion on the state of faith-driven investing, the opportunities ahead, and the impact of faith values on investment portfolios.

The three delve into the theology and purpose behind faith-driven investing, as well as the role of corporate engagement in influencing companies for good.

The conversation also explores the growth and performance of the faith-driven investing market as well as key market trends.

Tim also discusses his groundbreaking research about the effectiveness of and the opportunity for Faith Driven Investing around the world, providing listeners with practical insights that will help them get in the game.

Chuck Welden, co-founder of Weldenfield, joins the Faith Driven Investor Podcast to discuss faith-driven investing and the impact of real estate on communities.

Weldenfield is a real estate investment company that focuses on multifamily properties and deploys volunteers to live on-site and build relationships with residents. The goal is to create a social fabric and provide opportunities for gospel presentations.

Chuck, Richard, and Luke dive into the importance of measuring key performance indicators (KPIs) to track the impact of work and ministry, as well as the importance of taking risks and managing expectations in early-stage investing.

Chuck also gives some guidance for believers looking to get in the game and steward their capital for the good of others and the glory of God.

If you like this episode, please rate, follow, and share the show with others.

Conference Video Mentioned (Produced in partnership with Faith and Co.)

https://www.youtube.com/watch?v=loFM4eyMqxg&t=196s

In this episode of Marks on the Markets, Richard Cunningham and John Coleman interview Matt Monson, a public equities investor from Sovereign Capital.

The three of them discuss various topics related to the markets, including the performance of large cap stocks compared to small cap stocks, the rise of artificial intelligence (AI) and its impact on businesses, the current state of interest rates, and the implications of international conflicts on the markets.

They also touch on the importance of corporate engagement and proxy voting for faith-driven investors. The conversation concludes with personal reflections on the significance of Passover and the lessons learned from Scripture.

In this episode, John Coleman is joined by Tony Minopoli and Andrew Abela to explore faith driven investing in the Catholic world and in the Catholic Church.

Tony is the President and Chief Investment Officer of the Knights of Columbus Asset Advisors. In that capacity, Tony oversees all elements of the investment strategy and operations for the Knights, predicated on nearly two decades with that institution and a prior career in investment consulting with the Valuation Associates. Through his role with the Knights, he's also helping the Catholic Church more broadly continue to advance its thinking on faith based investing.

Andrew is a professor of marketing and the founding dean of the Bush School of Business at Catholic University. In addition to a storied academic career, which we may delve into, Andrew has worked with institutions like McKinsey and Company and Procter and Gamble, published broadly, and as a leading thinker on faith based, faith based and principled entrepreneurship and investing alike.

The two join John to share about what it looks like for Catholics to engage in Faith Driven Investing both in the modern day and throughout history.

Knights of Columbus Asset Advisors: https://www.kofcassetadvisors.org/

Busch School of Business: https://business.catholic.edu/

In this edition of Marks on the Markets, Richard and John are joined by Bob Doll, the newly appointed President and CEO of Crossmark and a staple in the Faith Driven Investing movement.

Each year, Bob outlines 10 market predictions for the coming months, and in this episode, he shares what he sees happening in 2024, how his predictions are looking after the first quarter, and how the election might affect the markets.

In Matthew 6, Jesus says to store our treasures in heaven, not earth, and in this episode of the Faith Driven Investor Podcast, Finny Kuruvilla joins John and Richard to talk about what that might mean for investors.

They’ll also discuss the importance of investing with a goal and supporting others, investing in the common good, and the role of wealth in the church. They also touch on market trends and Eventide's perspective, as well as healthcare investing and innovations.

If you like what you heard, please share, review, and follow the show.

On this special edition of Marks on the Markets, Richard and Luke are joined by Patrick Farrell, the co-founder of Potomac Angel Capital.

The group connects like-minded investors with mission-driven entrepreneurs for mutual financial benefit, lasting impact, and meaningful relationships.

And in this episode, Patrick is going to dive into the unique opportunities and challenges that come with angel investing.

He and Luke will also highlight some of the specific market trends to be aware of for anyone thinking about early stage investing.

Find the Potomac Angel Capital video here: https://www.youtube.com/watch?v=bvRsD7xB9zM

If you like the content, please follow, rate, and share the show.