41 min
#118: Impact Investing with $8 Billion Under Advisement — Nick Flores, Managing Director at Caprock Entrepreneurs for Impact
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- Entrepreneurship
⭐ 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.
--
👍 Please leave a review or rating on your favorite podcast player. This is the #1 way that more listeners can discover the amazing climate CEOs and investors I get to interview here.
--
🌎 Entrepreneurs for Impact is on a mission to help climate innovators grow faster with new investment capital, share best practices among peers, expand their networks, and reach their full potential.
Here's our weekly newsletter — A 3-minute summary of climate tech startups, better habits, and deep work trends: https://entrepreneursforimpact.substack.com
Our main program is a Climate CEO Mastermind peer group community: https://entrepreneursforimpact.com
Our invite-only cohorts of 12 executives catalyze personal development and business growth via monthly meetings, annual retreats, and 1:1 coaching and strategy calls. Today’s highly curated Mastermind members represent over $8B in market cap or assets under management.
Programs are led by Dr. Chris Wedding — 4x founder, $1B of investment experience, and Duke University and UNC-Chapel Hill professor, with 70,000+ professional students taught, 25 years of meditation, an obsession with constant improvement, and far too many mistakes to keep to himself.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/entrepreneurs-for-impact/message
⭐ 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.
--
👍 Please leave a review or rating on your favorite podcast player. This is the #1 way that more listeners can discover the amazing climate CEOs and investors I get to interview here.
--
🌎 Entrepreneurs for Impact is on a mission to help climate innovators grow faster with new investment capital, share best practices among peers, expand their networks, and reach their full potential.
Here's our weekly newsletter — A 3-minute summary of climate tech startups, better habits, and deep work trends: https://entrepreneursforimpact.substack.com
Our main program is a Climate CEO Mastermind peer group community: https://entrepreneursforimpact.com
Our invite-only cohorts of 12 executives catalyze personal development and business growth via monthly meetings, annual retreats, and 1:1 coaching and strategy calls. Today’s highly curated Mastermind members represent over $8B in market cap or assets under management.
Programs are led by Dr. Chris Wedding — 4x founder, $1B of investment experience, and Duke University and UNC-Chapel Hill professor, with 70,000+ professional students taught, 25 years of meditation, an obsession with constant improvement, and far too many mistakes to keep to himself.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/entrepreneurs-for-impact/message
41 min