Copper Leaf Financial DH Advisory Group

Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomed investment expert Apollo D. Lupescu, PhD. Apollo is a globally recognized speaker who has delivered hundreds of lectures and seminars to financial professionals and individual investors on various investment topics. He is Vice President at Dimensional Fund Advisors, a premier global investment firm managing over $600 billion in assets for institutional investors and clients of select financial advisors including Copper Leaf Financial. Apollo has the unique ability to convey the technical aspects of investing in a manner that is understandable and relatable to investors of various levels of financial acumen.

More about Apollo D. Lupescu, PhD:

Apollo is currently Dimensional’s “secretary of explaining stuff.” In this role, he frequently presents around the country and the world at financial advisor professional conferences and individual investor events. Prior to joining Dimensional, Apollo served in a variety of roles with the US Department of State, from which he formed his own consulting firm, Apollo Consulting Group. His interests in finance and investments led him to teaching engagements at the University of California, Santa Barbara. Apollo received his PhD in economics and finance from UCSB and holds a BA from Michigan State University, where he competed in and coached water polo.

What are the five tenets of evidence-driven investing and how does this approach differ from other ways of investing?

Some have defined evidence-driven investing as: "The process of systematically reviewing, appraising and implementing academic research findings to aid the delivery of optimum investment solutions to investors". But what does that mean in practical terms, and how can we use these principals to help you achieve your goals?

Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring investment expert Jared Kizer, CFA® of Buckingham Wealth Partners, this townhall covered the history and utility of this approach and the reasons why we find it so compelling.

Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomed Jared Hoffman, Managing Director of Strategic Initiatives for Buckingham Strategic Partners. Jared is a public speaker who educates firms and clients on best practices around cybersecurity with an emphasis on the behavioral aspect of it. Jared is also a member of Infraguard, a partnership between the FBI and public/private sector created to share information and trends on cybercrime tactics and defenses.

As part of Copper Leaf Financial’s focus on sustainability we were very excited to welcome Janice St. Onge, President of the Flexible Capital Fund, winner of the 2022 VBSR Innovation & Inspiration Award.
 
The Flexible Capital Fund, L3C (Flex Fund) is a Montpelier,
Vermont based Community Development Financial Institution (CDFI) which provides creative, unique financing to Vermont's growth-stage companies in sustainable agriculture and food systems, forest products, and clean technology sectors.

The Flexible Fund has made investments in several well-known
Vermont companies including Vermont Smoke & Cure, Grow Compost of Vermont, Liz Lovely, Inc., Encore Renewable Energy, Ceres Greens, Aqua Vitea, LLC, Bolton Valley Resort, and many others.
 
This virtual townhall was hosted by Michael L. Thompson, CAP®,
AIF®, AEP® of Copper Leaf Financial and features Janice St. Onge, President of the Flexible Capital Fund.

We welcomed Paul Hawken, author of nine books including six New York Times bestsellers. Paul is also the founder of Project Regeneration which is creating the world’s largest listing of solutions to the climate crisis.
We discussed Regeneration, a radical new approach to the climate crisis, one that weaves justice, climate, biodiversity, and human dignity into a seamless tapestry of action, policy, and transformation that can end the climate crisis in one generation. Paul talked about what needs to be done and how to do it on all levels of agency, from a classroom to a CEO.