Faith Driven Investor

In this special episode recorded at SXSW in Austin, Texas, hosts Justin Forman and Richard Cunningham sit down with Brent Beshore, founder and CEO of Permanent Equity, to discuss what it means to take a long-term, cathedral-like perspective in business and investing.Brent shares his transformation from an achievement-driven atheist to a faith-focused entrepreneur, highlighting how his approach to private equity challenges industry norms with long-term capital, zero debt, and transparent fee structures. Throughout the conversation, Brent reveals how vulnerability and authentic relationships have been crucial both in his personal faith journey and in building a successful investment firm.Key Highlights:Brent's journey from atheism to faith and how it transformed his perspective on business, family, and achievementThe dangers of "acceptable sin" that starts small but eventually leads to devastating consequencesWhy living in the light through authentic relationships is essential for both personal healing and business successHow Permanent Equity's unique model of 30-year capital and no debt creates true alignment with business ownersThe concept of "cathedral thinking" - building something that may take generations to completeThe importance of community and authentic relationships in combating isolation, especially for successful entrepreneursWhy achievement, control, and self-reliance can be more dangerous addictions than substances

In this May 2025 episode of Faith Driven Investor, hosts Richard Cunningham and John Coleman welcome Deirdre Gibson, ETF Specialist and National Sales Director at Praxis Investment Management, for a wide-ranging discussion on faith-driven investing and current market conditions.Episode Highlights:Understanding ETFs vs. Mutual Funds (2:31-4:42)Gibson explains the structural differences between ETFs and mutual fundsKey advantages of ETFs: tax benefits, liquidity, transparency, and lower minimum investmentsHow ETF structure makes diversified investing more accessible to everyday peopleJesus as a Model for Engagement (7:39-12:03)Gibson shares insights from her Kingdom Advisors conference presentationExamines how Jesus engaged with sinners rather than avoiding themApplies this model to faith-driven investing: avoid, seek, engage frameworkMakes the case for strategic engagement with companies rather than only screening them outThe "Sullivan Principles" and Christian Influence (12:03-15:19)Coleman discusses how the Episcopal Church's 1971 engagement with GM over apartheid led to industry-wide changeHow Christians can use capital ownership to influence corporate behaviorThe missed opportunity when Christians only avoid rather than engageResearch on Faith-Aligned Investing (20:50-24:24)Praxis research reveals significant gap between investor desires and advisor actions70-85% of investors want values-aligned options while only 9% of advisors initiate these conversationsEvidence that clients are making investments outside advisor relationships when values-alignment isn't offeredTariffs and Market Analysis (29:01-41:42)Comprehensive breakdown of the Trump administration's tariff strategy and goalsAnalysis of four key administration objectives: reducing trade deficits, leveling playing fields, securing critical supply chains, and changing allies' position toward ChinaColeman's five-point framework for achieving a "soft landing" through modest and reciprocal tariffsMarket Outlook and Behavioral Finance (42:11-47:05)Disconnect between resilient economic data and fearful consumer/investor sentimentThe phenomenon of "home bias" in investment portfoliosThe importance of maintaining business confidence to avoid recession despite uncertaintyClosing Thoughts on Human Dignity in Economics (48:33-53:19)Discussion of valuing human contributions beyond productive capacityFaith perspective on economic disruption from AI and technology advancementBiblical frameworks for approaching economic uncertainty with confidence

Can you build a thriving business while facing back-to-back life-threatening crises? Travis Penfield did exactly that, transforming his brush with death from a brain tumor and his wife's cancer battle into clarity for scaling 49 Financial to 200+ advisors. His blueprint for bridging the trillion-dollar advisor succession gap prioritizes mentorship over metrics, revealing how personal trials became his greatest business advantage.Join us for this special joint episode of the Faith Driven Investor & Entrepreneur podcast. Key MomentsTravis shares his recent experience meeting Jack Nicklaus and John Maxwell, highlighting Nicklaus's emphasis on family over golf achievementsThe powerful story of Travis's brain tumor in 2016, requiring him to relearn basic functionsHis wife Jacqueline's cancer diagnosis and the emotional journey of shaving her head during chemotherapyThe doctor telling Travis to "prepare as if she's gone" and taking his daughters to San Diego while contemplating single fatherhoodHow these health crises fundamentally changed his approach to business success and identityBusiness Insights49 Financial's three-pillar strategy: handling more complex issues, offering more services, and building more communityThe company's focus on young advisors (22-year-olds) in an industry where the average advisor is in their upper 50sHow 49 Financial is addressing the industry-wide 9% retention rate for new advisorsTravis's shift from "quantity over quality" to "quality over quantity" in building his businessHis vision for bridging the gap between aging advisors with trillions in assets and the next generationFaith PerspectiveHow facing mortality transformed Travis's relationship with God and clarity about prioritiesThe role of childlike faith in entrepreneurship versus the challenges of maintaining bold faith as a business maturesUsing their platform to help clients turn "tax dollars into giving dollars" through strategic charitable planningThe daily struggle of enjoying present moments while awaiting his wife's five-year cancer-free milestoneQuotable Moments"I think maybe a lot of entrepreneurs out there, it is so easy, even as believers, to make our business our identity. And it's such a sneak.""It puts you in a different place in your faith when each one of you experience the thought of losing the other one within a day.""If the business doesn't make it, it's okay. If the business does hit that growth goal, it's okay... I'm going home to my bride.""My heart and why 49, as long as I'm around, is going to be for the young person.""We're going to turn tax dollars into giving dollars."

In this timely market analysis, Crossmark Global Investments' Bob Doll joins Richard Cunningham and John Coleman to dissect the dramatic market correction of Q1 2025 and the economic uncertainty driving it.Key Topics Covered:The fifth fastest market correction since WWII and what caused itTrump administration's economic strategy: taking pain upfront for potential gains laterTariffs as revenue generators vs. inflation driversRising recession probability (now 35-40%) amid continued uncertaintyThe "Magnificent 7" tech stocks' slowing cash flow and what it means for portfoliosGeopolitical outlook for Russia/Ukraine, Middle East tensions, and China's vulnerabilitiesWhat could restore market confidence in coming monthsFuture of M&A activity and IPO markets amid regulatory changesFaith-driven investing insights and the need for patience in volatile timesBob shares his current recession probability assessment and what economic indicators he's watching closely. The discussion explores how the administration's aggressive early moves—particularly around tariffs and budget cutting—are creating short-term market turbulence but could potentially lead to economic benefits if properly executed.The conversation concludes with personal reflections on patience, humility, and maintaining proper perspective as faith-driven investors during uncertain economic times.Recorded on April 1, 2025

In this episode of the Faith Driven Investor podcast, hosts Richard Cunningham and Luke Roush welcome Chris Morris and John Farris, founders of LandFund Partners, to discuss their journey from a college classroom to managing 50,000 acres of farmland in the Mid-South.Episode Highlights:The divine intervention that brought John and Chris together at Center College in KentuckyHow a single idea to buy 100 acres evolved into a strategy for acquiring thousands of acresWhy the Mississippi alluvial aquifer makes the Mid-South an attractive region for farmland investmentThe price convergence thesis between Mid-South and Midwest farmland (currently 8,000 vs 15,000 per acre)How LandFund Partners differentiates itself through regenerative farming practices on 100% of their propertiesThe implementation of cover crops and no-till farming to restore soil healthThe three-year timeframe to see results from regenerative practices in the Mid-SouthHow building regional "pods" of farmland creates greater value than the sum of individual parcelsThe importance of being good stewards of both the land and community relationshipsFarmland as an inflation hedge and "gold with a coupon" that generates consistent cash flowThe long-term appreciation potential of farmland (5.2% annually since WWII, 6.2% in their region)Connect with LandFund Partners: Visit landfundpartners.com to learn more about their farmland investment strategy and regenerative approach to agriculture.

In this March "Marks on the Markets" episode, hosts Richard Cunningham and Luke Roush welcome Kingdom Advisors CEO Rob West to discuss the transformative impact of the recent Kingdom Advisors Annual Conference in Orlando.Key Points:About Kingdom Advisors:Founded in 2003 by Ron Blue and Larry Burkett to help Christians plan and manage finances with biblical principlesServes as the gathering place for the Christian financial industryOffers the Certified Kingdom Advisor (CKA) designation - the only designation for biblically-wise financial advice accepted by most major Wall Street firmsConference grew 40% in past two years to 2,700 attendees, significantly outpacing industry normsIndustry Trends:Financial advice evolving from product-driven to values-driven approachesChristian investors increasingly want their faith reflected in every domain of life, including money decisionsMajor financial firms recognize that connecting with clients at a values level creates better outcomes for everyoneIndustry acceptance of faith-based investing products and communities growing rapidlyMarket Opportunity:Approximately 350,000 client-facing financial planners in the USEstimated 90,000 practicing Christians in the field (26%)Kingdom Advisors currently serves about 4,000 members with 1,700 having earned the CKA designationChristians hold an estimated $20+ trillion in investable assetsNext Generation Focus:250 undergraduate students from 25 universities attended the conferenceEight universities now offer CKA alongside CFP (Certified Financial Planner) programsWith 38% of financial advisors retiring in next decade (average age 55), demand for next-gen advisors is highStudents now graduating ready to enter the industry with faith-aligned perspectives from day oneEvolution of Faith-Based Investing:Moving beyond just "avoiding" certain investments to "embracing" impact investmentsGrowing focus on deploying capital to solve problems and create positive changeIncreased emphasis on engagement through proxy votes and shareholder resolutionsNext generation of inheritors viewing wealth differently, prioritizing impact alongside returnsMarket Commentary:Despite current market volatility and uncertainty, biblical principles of economics and wealth creation provide stabilityReturn to more normalized cost of capital (8-12% interest rates) reflects historical norms after decades of artificially low ratesFaith-driven investors can find peace by anchoring to timeless truths rather than timely market fluctuationsClosing Wisdom:From Ecclesiastes 7:12: "Wisdom is a shelter, as money is a shelter, but the advantage of knowledge is this: wisdom preserves those who have it."True wisdom is not just intellectual mastery or best practices—it's knowing Christ personallyFeatured Guest:Rob West, CEO of Kingdom Advisors and host of the nationally syndicated Faith and Finance radio programResources Mentioned:Kingdom Advisors Annual Conference "Redeeming Money"Certified Kingdom Advisor (CKA) designationFaith and Finance radio program (faithfi.com)

In this episode of Faith Driven Investor, we dive deep with Brett Hagler, founder and CEO of New Story, a groundbreaking organization that's reimagining solutions to the global housing crisis. Brett shares his remarkable journey from a successful tech entrepreneur to launching New Story, which has become a pioneer in innovative housing solutions, including their revolutionary work with 3D-printed homes.The conversation explores how New Story is leveraging technology and entrepreneurial thinking to create sustainable housing solutions in developing nations. Brett discusses the challenges and opportunities of operating at the intersection of faith, innovation, and social impact, while sharing powerful stories of lives transformed through their work.Key topics include:The genesis of New Story and Brett's calling to tackle the global housing crisisHow faith informs New Story's approach to innovation and community developmentThe role of technology in creating scalable housing solutionsBuilding sustainable funding models that combine philanthropy with innovationLessons learned from working in developing nationsThe importance of dignity and community in housing solutionsHow faith-driven investors can participate in transformative housing initiativesThis episode offers valuable insights for investors, entrepreneurs, and anyone interested in how faith-driven innovation can create lasting social impact while building God's kingdom through practical solutions to real-world challenges.

Join Richard Cunningham and John Coleman as they unpack all the excitement and insights from the 2025 Global Faith Driven Investor conference. Fresh off the gathering, they share how faith-driven investors are making an incredible impact across every corner of the investment world while pursuing excellence in all they do.Richard and John walk through the amazing transformation happening in public markets, where Christians are moving beyond just avoiding harmful companies to actively engaging and building positive cultures. They share their enthusiasm for what's happening in faith-driven entertainment, including the much-anticipated House of David, and discuss how Christians are reclaiming their legacy of cultural excellence. You'll hear about exciting innovations in real estate investment through Apartment Life's powerful ministry model, and learn how venture capital firms like Eagle Venture Fund are tackling human trafficking head-on.The conversation wraps up with John sharing his perspective on today's market dynamics, from groundbreaking AI developments to major policy shifts shaping 2025. Throughout their discussion, Richard and John highlight an inspiring truth: Christians can achieve remarkable success not despite their biblical values, but because of them. 

Register for the 2025 FDI Conference at: faithdriveninvestorconference.org/Introduction to guests Suzanne Daniel (Pilgrim Foundation) and Dana Wichterman (Impact Foundation), both speakers at the upcoming Global Faith Driven Investor Conference on February 7th, 2025Discussion of their personal journeys: Suzanne's transformation from traditional grant-making to impact investing, sparked by a pivotal experience with a Haiti-based enterpriseDana's initial resistance to faith-aligned investing and her eventual embrace of integrating faith with investment decisionsExploration of the three key approaches to solving world problems: building, investing, and giving How Pilgrim Foundation balances all three approachesThe role of charitable capital in catalyzing transformational businessesInsights on family stewardship: Suzanne's experience discussing money and inheritance with transparencyThe upcoming book "Stewards Not Owners: The Joy of Aligning Your Money with Your Faith" by Dana and Bill WichtermanCurrent state of faith-driven investing: Progress in available investment options and advisory servicesNeed for more accessible options for non-accredited investorsImportance of developing spiritual metrics and standardized measurement frameworksDetails about the Global Faith Driven Investor Conference: Date: February 7th, 2025Theme: Courageous CapitalFeatured speakers including Jeremy Lin122+ global watch partiesRegistration available at Faith Driven Investor website

In this premiere 2025 episode of Faith Driven Investor, host Richard Cunningham welcomes David Bahnsen, founder and CIO of the Bahnsen Group, alongside regular contributor John Coleman. The conversation begins with a comprehensive review of 2024's market performance, examining how corporate profits exceeded expectations despite earlier recession fears. Bahnsen provides detailed analysis of current market valuations, particularly focusing on the concentration risk in the top 10 companies of the S&P 500 and potential opportunities in small-cap stocks.The discussion shifts to the implications of Trump's upcoming presidency, with particular focus on deregulation, M&A activity, and trade policy. Bahnsen offers a detailed critique of protectionist positions on the Nippon Steel deal, while Coleman provides perspective on global security implications. The episode also features insights from Coleman's recent piece on Pax Americana and the enduring strength of American innovation and economic leadership.The conversation concludes with deeper reflection on purpose and meaning, drawing from Bahnsen's 2024 book "Full Time Work and The Meaning of Life," and exploring Christian perspectives on work as a divine calling rather than a curse. Both guests share powerful closing thoughts on God's work in history and the promise of new beginnings in 2025.Time Stamps: 00:00 - Introduction and holiday reflections 09:45 - 2024 market review 18:30 - Current market valuations and concerns 27:15 - Trump administration and economic policy 35:40 - Discussion of Nippon Steel deal 42:20 - Global security and Pax Americana 48:15 - Work and meaning 53:30 - Closing reflections

Show Notes:The evolution and impact of Faith Driven Investor's first standalone conference in 2024Why wealth isolates and how FDI is creating safe spaces for high-capacity investorsInside look at FDI+ launch weekends and the movement's expansion plans for 2025The three personas showing up to FDI: the intimidated, the scaling entrepreneurs, and the teachersKey partnerships forming with Next and Blue TrustDetails on the upcoming February 7th, 2025 global conference themed "The Riskiest Thing is to Do Nothing"How watch parties have spread from Chicago to Ukraine, building unexpected communitiesBehind-the-scenes look at how FDI's leadership team is structuredClosing reflections on obedience and seeing the Holy Spirit's movement in unexpected places

In this compelling episode of Faith Driven Investor, Nick Bonner shares his transformative journey in Christian real estate investment and the innovative solutions he's developing to address inefficiencies in church property usage.Key Topics Discussed:The Great Opportunity Report's findings on church growth and the critical role of real estateAnalysis revealing that churches typically only utilize their buildings 5% of the weekThe stark contrast between business and church property ownership (12% vs 84%)Development of the Open Doors model for shared church spacesThe concept of transforming church buildings into community hubs with multiple revenue streamsThe vision for democratizing faith-driven real estate investment through a Christian impact REITPersonal testimony of surrendering business plans and experiencing God's redirectionNotable Insights:Approximately $1 trillion in equity is locked in church buildings aloneCurrent church property models often burden pastors with responsibilities outside their core missionThe potential for shared spaces to create "divine collisions" and new ministry opportunitiesHow investment capital (150x larger than donation capital) can be leveraged for kingdom impactThe importance of maintaining Jesus as the central focus rather than the dream itselfFeatured Guest: Nick Bonner brings extensive experience from CBRE, the Pine Tops Foundation, and various real estate ventures. His unique perspective bridges commercial real estate expertise with faith-driven investment strategies.

In this episode of the Faith Driven Investor podcast, hosts Richard Cunningham and John Coleman welcome special guest Ross Roggensack to break down the 2024 U.S. election results and explore their potential impact on the economy and markets. As President Trump begins his second term, the discussion delves into the implications of his policies on various sectors, from venture capital and private equity to foreign conflicts and inflation. The conversation also takes a introspective turn as the hosts reflect on the importance of humility and seeking God's guidance in both personal and professional life. Join us for a thought-provoking discussion that combines faith, finance, and the ever-changing political landscape. Please note that the views expressed by the hosts and guests are their own and do not necessarily represent the opinions of Faith Driven Investor.

This episode delves into the critical issue of online sexual exploitation and human trafficking, exploring innovative approaches to combat these pervasive problems. Dr. Lisa Strohman, a clinical psychologist with FBI experience, and Wes Lyons, a venture capitalist, offer their expertise and insights into this complex challenge.The discussion begins with Dr. Strohman shedding light on the alarming tactics used by the pornography industry to target children through seemingly innocuous platforms like educational apps and online games. She emphasizes the urgent need for better education and awareness to protect young minds from early exposure and potential addiction.Wes Lyons then introduces a unique perspective on fighting human trafficking by treating it as an economic problem. He explains how his fund, Eagle Venture Fund, invests in technologies designed to disrupt the business model of trafficking networks. The conversation explores various innovative solutions, from AI-powered tools that detect suspicious activities to platforms that help businesses avoid inadvertently supporting trafficking operations.The episode also addresses emerging challenges posed by artificial intelligence and deepfakes, highlighting real-world cases that demonstrate the evolving nature of online exploitation. Throughout the discussion, both guests stress the importance of collaboration between technology developers, businesses, and advocacy groups in creating effective solutions.Despite the gravity of the subject matter, the conversation concludes on a note of cautious optimism. Our guests share encouraging developments in the fight against exploitation, including the power of educating youth and the potential for technology and business strategies to make a significant impact.This episode offers listeners a comprehensive look at the intersection of technology, business, and social responsibility in addressing one of the most pressing issues of our time. It challenges us to consider how we can all play a part in protecting the vulnerable and creating a safer digital world.

Join Richard Cunningham and John Coleman as they examine frontier markets and the 2024 Pramga Investment Market Study alongside Patrick Lowndes, Andrew Winker, and Tamanno HodjihanovaThe Genesis Story: How Patrick Lowndes' software exit led to pioneering research in frontier marketKey Research Findings: Deep dive into Pragma's 2024 Investment Market Study examining over 100 fundsBeyond Charity: Understanding the crucial shift from aid to sustainable business developmentThe Local Edge: Why having boots on the ground and local leadership matters in frontier marketsStrategic Deployment: Creative ways to use DAF assets and philanthropic capital for kingdom impactFeatured Organizations: Transformational SME, Angel Investment Network, and other pioneering fundsResource Highlight: Download the complete 2024 Pragma Investment Market StudyScripture Focus: The team shares insights from Exodus, Matthew, and the Sermon on the Moun

"We're not just creating a job. We're creating a way that people have security and sustainability for them and for their family." - Keren Pybus Job creation and upskilling have a significant impact on individuals, families, and communities, providing stability, security, and opportunities for growth.Donor agencies have shifted their focus from pure aid to trade facilitation and capacity building, creating more opportunities for job creation.Collaboration and partnership among competitors and different stakeholders are essential in addressing global challenges and creating sustainable solutions.Investors and entrepreneurs can make a positive impact by aligning their passion and skills, seeking God's wisdom, and connecting with like-minded individuals and organizations.Having faith-driven investors on board can provide support, encouragement, and prayer during the entrepreneurial journey.00:00 Introduction and Purpose of the Joint Release04:03 Introducing Solving the World's Greatest Problems05:09 Guest Introductions and Backgrounds07:00 The Importance of Job Creation and Upskilling16:25 Changing Perspectives and Collaborative Approaches23:36 Impact Stories: Transformation through Job Creation and Upskilling28:40 Advice for Investors and Entrepreneurs35:59 The Power of Faith-Driven Investors38:00 Conclusion

Join us as we delve into the intricacies of today's economic landscape, from the Fed's recent rate cuts to the performance of the 'Magnificent Seven' stocks. John Coleman alongside Richard Cunningham offers valuable insights on private equity, venture capital, and real estate markets, while also addressing the potential impact of the upcoming U.S. election on the economy. Learn how to navigate these complex times with both financial acumen and spiritual wisdom.Takeaways: The Fed's recent rate cut is a significant shift after a long period of high rates.Historically, rate cuts can correlate with recession, but the current economic indicators are mixed.The S&P 500's performance is heavily influenced by a few large-cap stocks, known as the Magnificent Seven.Private markets are experiencing sluggishness due to fewer exits and challenges in fundraising.Real estate markets are facing unique challenges, particularly in the office and residential sectors.The upcoming election is expected to bring volatility, with differing impacts on the economy depending on the outcome.Government spending inefficiencies are a pressing issue that needs addressing.Wisdom and discernment are crucial in managing financial resources effectively.Power and money should be viewed as tools for good, not ends in themselves.Praying for wisdom in financial decisions is essential for stewardship.Chapters:00:00Introduction and Overview of Q3 202402:55The Federal Reserve's Rate Cuts and Economic Implications10:25Market Reactions and Predictions14:18Public vs. Private Markets: Trends and Challenges22:19Real Estate Market Dynamics27:23Election Year Insights and Economic Commentary43:05Wisdom and Stewardship in Financial Matters

Join Justin Forman as he honors the life and legacy of Richard Garnett, a faith-driven entrepreneur, investor, and actor who recently passed away after a courageous decade-long battle with cancer. This poignant episode features a powerful teaching from Richard himself, focusing on investing in what truly matters. As we reflect on Richard's recent passing, his message takes on new depth and urgency. Tune in for an inspiring exploration of intentional living, generosity, and the art of cherishing each moment.

In this episode of the Faith Driven Investor Podcast, Richard Cunningham, Andrew Behrman, and Chris Kim discuss the private equity world and the secondary market. They explain that private markets offer unique benefits such as diversification and active involvement but also come with trade-offs like limited access and illiquidity. The conversation focuses on the secondary market, which allows investors to offload their positions in private funds. They discuss the recent growth of the secondary market and its importance in providing liquidity in a time of lower distributions. 

In this episode of the Faith Driven Investor Podcast, Richard Cunningham and Luke Roush interview Jason Illian, the founder of Highmount Capital. They discuss Highmount's recent investment in Dude Perfect, a popular content creation group known for their Youtube channel and live shows. Jason shares his background and the importance of family in his life. He also highlights the trust and influence that Dude Perfect has built with families and the potential for future growth and expansion. The conversation explores the business model of content creation and the impact that faith-driven investors can have on culture through their capital.

In this episode of the Faith Driven Investor podcast, Richard Cunningham and John Coleman interview Brandon Pizzurro, Chief Investment Officer at Guidestone, to discuss the state of the US markets. They cover topics such as the performance of the S&P 500, the dominance of big tech companies, the potential for a small cap rotation, the impact of artificial intelligence on the market, and the possibility of rate cuts and inflation. The conversation also provides insights into the current trends and dynamics in the US markets and discusses the possibility of a soft landing for the economy, with declining rates and inflation reaching a more normalized level.Brandon Pizzurro leads the investment-related lines of business within GuideStone. In this capacity, he serves as President and Chief Investment Officer of GuideStone Capital Management, LLC, the investment adviser to GuideStone Funds, and President of GuideStone Investment Services, which provides investment advisory services to nonprofit institutions. He is also an Interested Director of the Board of Directors of GuideStone Funds. Mr. Pizzurro is a member of the executive leadership team for the parent company, GuideStone, and chairs both the organization's Committee on Faith-Based Investing, which directs GuideStone's faith-based research efforts, and the Investment Management, Allocation and Risk Committee, which approves all new investments for use on the GuideStone platform. He is also a voting member of GuideStone's Institutional Portfolio Committee. 

Richard and John check in on two of the key trailblazers of the Faith Driven Investor Movement, Aimee Minnich & Jeff Johns of The Impact Foundation, to learn how Donor Advised Funds (DAFs) can help investors who want to use their capital for God's Kingdom.The four of them discuss the power and necessity of impact investing, the history and mission of Impact Foundation, and the importance of innovation and entrepreneurship in the charitable sector. Aimee also shares her recent experience testifying in front of legislators about rules surrounding donor-advised funds and gives practical next steps for those who want to get in the game with impact investing. 

In this episode of the Faith Driven Investor podcast, Richard sits down with Henry Kaestner and Andrew Firman about the returns, rewards, and risks involved in investing in Africa. They discuss the opportunities and challenges of investing in the continent, the importance of spiritual integration in business, and the potential for economic development in Africa. They also highlight specific examples of innovative solutions being developed by African entrepreneurs to address real problems in the region. The conversation emphasizes the need for mentorship and support for African founders and encourages faith-driven investors to consider investing in Africa.

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: 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=bvRsD7xB9zMIf you like the content, please follow, rate, and share the show.

The Faith Driven Investing Movement always starts with heart change, but it shouldn't end there. Christians are called to take action. We put our hands and feet in motion in response to God's transformation in our lives.A lot of Faith Driven Investors believe that, but many of us struggle with a practical question.Where do we start?This is not a prescriptive or presumptuous movement, but in this podcast episode, we want to hone in on some of the themes and ideas people have been talking about this year and give you some practical and actionable takeaways.John Coleman will join Richard Cunningham for an in depth look at how investors around the world can start to get in the game.

We've barely made it past January and we're already seeing incredible work happening in the Faith Driven Investing Movement around the world and across various asset classes. From the conference streamed in over 100 major cities to small group meetings and an intimate gathering of Fund Managers, God is moving through Faith Driven Investors who are taking on this charge to build, give, and invest for God's glory. So in today's episode of the Faith Driven Investor Podcast, we're going to hear Justin Forman and Henry Kaestner will share about the current state of Faith Driven Investing and show how you can get off the sidelines and get in the game, to be part of this exciting work. They mention a handful of videos and resources that we'll link belowDear Investor VideoWichterman StoryPotomac AngelLearn more about Groups

Today on the show, we're highlighting an asset class that we haven't talked about much in the past. Our host, Luke Roush will be joined by Trevor Hightower to talk about investing in agriculture.The two will talk about how this unique industry brings a ton of potential for positive returns and redemptive impact. They'll also discuss how God has worked in Trevor's life through setbacks, mentors, and unexpected opportunities.

Reflection is a key part of investing, and in this special Christmas edition of Marks on the Markets, host John Coleman is joined by Jake Thomsen and Ross Roggensack to give us a year in review and a look ahead at what's ahead for 2024. They look back on major trends and topics like Artificial Intelligence or inflation and offer their reflections on what the Christmas season means to them.Learn more about the ministry at Faithdriveninvestor.org

Our ministry receives tons of questions around angel investing. What is it? How does it work? How can I get started?In this episode, experienced investor and advisor, Mark Klopp, joins our host John Coleman to answer these questions and more as he provides us with a basic overview of Angel Investing. For more, check out this page:https://www.faithdriveninvestor.org/angel-networks

What does it look like to lead in the midst of chaos, brokenness, and division?The recent events in Israel and Gaza have made the brokenness of the world even more acute and visible. There are a lot of thoughtful places where you might go to find perspective on politics, faith or even breaking news, but we wanted to bring something different to the table.We've brought on two friends of the Faith Driven Movement, Mordechai Wiseman and Bader Mansour, to talk about what it's like to lead businesses in the face of tragedy.Bader Mansour is the founder of NAZDAQ, a company that develops data solutions in Nazareth. He comes from a unique perspective as both a Palestinian and an Israeli citizen. Most importantly, he identifies a follower of Jesus of Nazareth. As an executive for a network of 17 churches and one of the founders of a local seminary, Bader is also a recognized national leader within the Arab-speaking Christian community. Mordechai Wiseman runs an investment fund and a consulting firm, and is the founder and chairman of Israel Firstfruits, an economic development agency for the local community of faith in Israel. He is also founder of the Messianic Business Fellowship, which is the only national network for marketplace believers in Israel, both Jews & Arabs. The two have worked together for many years, have a deep relationship that transcends ethnic roots, and are rooted in their love for Jesus.  They graciously joined the Faith Driven Entrepreneur podcast for a conversation about how their faith has informed their perspectives on leadership, identity, and the current conflict. Find out more about the work they're doing in this video that premiered at the Faith Driven Entrepreneur Conference: https://www.youtube.com/watch?v=ySOzMWsSc3U

What does Faith Driven Investing look like for a global firm dedicated to bringing prosperity across the world?Today's guest, Mark Stoleson, has wrestled with this question before as the CEO and Partner of Legatum, a global firm that wants to improve people's lives by increasing prosperity across the world. He joins us to talk about their approach, the power of building frameworks, and what it's like to think globally about Faith Driven Investing.

John and Luke are joined by David Erickson, the Chief Investment Officer of Ascension Investment Management for this month's edition of Marks on the Markets.Ascension Investment Management helps their clients reach socially responsible investment goals without sacrificing returns. They do this by delivering high-quality comprehensive investment solutions that enable clients to better carry out their mission by allowing them to focus on the big picture.In this episode, David unpacks their approach in more detail, gives an overview of what he's seeing in the market, and helps us understand the value of thematic investing. If you like this episode, be sure to follow, review, and share the show.Relevant Links:https://ascensioninvestmentmanagement.com/

How can Christians thoughtfully approach the topic of artificial intelligence?How should we use it? What are the ethical considerations? Is it good or dangerous?These are relevant questions for Faith Driven Investors as AI continues to be a topic for conversation in both the business world and the broader culture. That's why we're excited to feature James Cham on the podcast. James is an early-stage venture capitalist and a partner at Bloomberg Beta, a Silicon Valley-based firm that invests in the “new world of work.” Conversations about Artificial Intelligence and Machine Learning are a big part of his day-to-day life. In this crossover episode, he talks with the Faith Driven Entrepreneur hosts about wrestling through the ever-changing landscape of technology with wisdom, discernment, and a redemptive vision of the world.

In this edition of Marks on the Markets, we're joined by frequent collaborators, Justin Speer and Phil Jung.Justin is the Principal and Senior Analyst at Sovereign's Capital where he focuses on Private Equity. Phil also works with Sovereign's as a Venture Capital Partner.The two join John to give an overview of private and public markets as we head into Fall.

Despite the size and scale of the continent, there aren't many female fund managers in Africa.Today's guest is trying to fix that.Adesuwa Rhodes launched her firm, Aruwa Capital, because she saw untapped investment opportunities in West Africa in the small to lower mid-market. Aruwa has a specific goal to close the gender gap in Africa and become a case study that shows the business value of investing in women as fund managers, entrepreneurs, consumers and stakeholders in society.She joins the show from her home in Lagos, Nigeria.

Looking for a quick summary of recent market trends in various industries?We've got you covered with our monthly Marks on the Markets series on the podcast.This week, Finny Kurruvilla joins us to talk about public equities with a specific focus on biotech and healthcare.

What does it look like to invest in emerging markets around the world?Today's guest, Patrick Fisher has been working to provide profitable solutions to difficult social and environmental challenges since 2007. At that time, he left a successful career at JPMorgan to start Creation Investments, a global impact investing firm focused on developing economies.He joins us today to talk about the state of emerging markets across the world and to provide a vision for others to get involved. You may recognize Patrick from episode 100, which is linked here: https://www.faithdriveninvestor.org/podcast-inventory/episode-100-patrick-fisher-and-the-big-deal-with-microfinancingWant to learn more about how Christians can invest in emerging markets? Check out our series “Building Growth with Room to Magnify” here: https://www.faithdriveninvestor.org/video-library#building-growthIf you enjoy this episode, don't forget to follow, review, and share the podcast.

Sometimes you just have to flip the script and shake things up, and that's exactly what we did with this episode.On a special edition of Marks on the Markets, we play a little musical chairs and put John Coleman, who usually hosts the show, in the hot seat so he can field questions about the state of the markets so far in 2023.He joins Richard Cunningham to talk about venture, the debt ceiling, AI, public markets, and more. Plus, Richard gives some exciting updates about what's happening across the movement. If you like this episode, make sure to follow, review, and share the show.

Many investors from other religious backgrounds are asking the same core question we are: how do my beliefs shape the way I think about my work? While theological differences will always come up, we can still learn from their perspectives. That's why we've invited Michael Eisenberg back on the show. Michael has joined us before both on the podcast and at the conference, providing us with incredible insight about how the Hebrew Scriptures give us practical wisdom in business. We welcome Michael back for an open conversation about how his Jewish faith influences his views of investing. Find the episode at the link in the comments and don't forget to rate, review, and follow the show.

Sometimes you just have to flip the script and shake things up, and that's exactly what we did with this episode.On a special edition of Marks on the Markets, we play a little musical chairs and put John Coleman, who usually hosts the show, in the hot seat so he can field questions about the state of the markets so far in 2023.He joins Richard Cunningham to talk about venture, the debt ceiling, AI, public markets, and more. Plus, Richard gives some exciting updates about what's happening across the movement. If you like this episode, make sure to follow, review, and share the show.

Most of us know the verse in Genesis where God says it's not good for a person to be alone. But do we let that affect our view of investing?We understand the truth but still find ourselves going through our careers in isolation. We keep our guard up and our heads down. What would it look like to change that narrative? What would happen if we rallied around each other, both personally and professionally? What would that lead to?Brent Beshore and Marcus Stroud join us today to talk about how they've found great joy in building a community of investors and to give practical guidance on how others can do the same.Check it out wherever you get your podcasts and don't forget to review, follow, and share the show with others.Events mentioned in this video:Main Street Summit: https://www.mainstreetsummit.com/

The venture capital landscape has changed dramatically in recent years. How can investors move forward responsibly? How can we care for the entrepreneurs we've invested in? How do we find hope in the midst of challenges?We cover these questions and more in this month's edition of Marks on the Markets.Host John Coleman is joined by two leaders in the venture capital and growth equity space: Brandon Allen, Co-founder and Managing Partner at TXV Ventures and Phil Jung, Partner at Sovereign's Capital to discuss how they're navigating the rocky state of venture capital and growth equity.Like this content?You can support us by rating, following, and sharing the show with others.

They say not to bring up religion and politics at the dinner table. Throw business in there, and you have the recipe for quite a complex conversation.We tackle all three in this episode of the Faith Driven Investor podcast.We're joined by Michael Hall and Tim Hurley, two Christian leaders whose private organizations have partnered with public institutions to seek the common good in their communities. Michael does this as the VP of acquisitions for Launch Capital Partners, an impact private equity firm that welcomes refugees and internationals while promoting thriving communities through a relationship-oriented property management model and community partnerships.Tim Hurley is the executive director of the Movement Foundation, which is the philanthropic vessel for Movement Mortgage to pour profits back into their communities. The organization focuses on funding much-needed infrastructure, education and support to underserved areas in the U.S. and around the world.The two join us today to talk about how Christian organizations can partner with the government to advance the common good while sustaining profitable returns for their stakeholders

The collapse of institutions like Silicon Valley Bank sent ripple effects around the world and brought many to a place of fear, doubt, and instability.  So how should we faithfully think through these recent events?We tackle this topic on this special episode of Marks on the Markets.Host John Coleman is joined by Justin Speer, a Principal and Senior Analyst on the Public Equities team at Sovereign's Capital, and Zack Mansfield, who has over 15 years of experience working with high growth entrepreneurs, venture capitalists, and other members of the innovation economy. As the current Managing Director of Venture Banking Group at Signature Bank, Zack has a deeply personal connection to this conversation.Join these three as they wrestle through challenging questions and discuss how they have found hope in Christ despite the instability surrounding all of us.