Podcast appearances and mentions of matthew weatherley white

The Dos Equis man is done. Matthew Weatherly-White has officially taken the crown as the most interesting man. Matthew:-Sent himself to boarding school as a young teenager on the east coast -Ran a multi-BILLION $$ dollar impact investment fund (yes please!) -Hobbies include 5-10 day adventure races through Vietnam -Lives in wonderful Sayultia, Mexico where he owns and operates a hotel (who's coming with?) -Please enjoy… the most interesting man… Matthew Weatherly-White. Leave your thoughts! Even if they're silly ones. #PermissionToShine@PermissionToShine_

Matthew Weatherley-White, Co-Founder of Caprock Group, details his early disillusionment with traditional investment firms that operated solely for financial profit. It's evident that Matthew's path is well-guided by a deep self-awareness. Matthew ponders the existential liberation of always wanting more, deep-rooted emotional responses to money, and how capitalism just might save us all. In this episode, Matthew talks about:                                                Realizing socially responsible investing mirrored his own impact intentions [6:03]            Finding traditional investment firms viewed clients as revenue streams [9:42]       Growing weary of expanding his firm by sacrificing all his time and focus [14:26]    Helping families find alternative metrics to measure financial success [19:15] Optimism that socially responsible investing is the future of capitalism [29:49] Assisting families to navigate values-aligned investing [37:26] Achieving peak professional productivity during a personal sabbatical [46:33]  Resource LinksCaprock is an SEC-registered investment firm providing objective financial advice to families and individualsiPAR  maintains a database of impact-oriented investments to provide transparency and assist investors in creating values-aligned portfolios 

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On this episode, Bryce talks with Dr. Astrid Scholz and Matthew Weatherly-White. Astrid is the Founder & Managing Partner at Sphaera Solutions, co-founder of Zebras Unite, and co-founder of XXcelerate. Matthew is Co-Founder and Managing Director at The Caprock Group. The three discuss the history of philanthropy, mythology and culture, the importance of risk as well as mission alignment when it comes to philanthropy and investment, and more. Learn more on this episode of More Than Profit, Rethinking Risk For Foundations with Dr. Astrid Scholz and Matthew Weatherly-White. Learn more about our work at Access Ventures.

Rethinking Wealth & Investing for Impact: A conversation with Matthew Weatherley-White,Co-Founder of Caprock   The principal architect of Caprock's Impact Investing Platform and the creator of the now-independent impact reporting platform iPAR,Matthew is a sought-after speaker and thought leader in the discipline, most recently being honored as an Industry Pioneer. In addition to keynoting conferences and lecturing at leading business schools around the world, he serves as a strategic advisor to several Impact Investing funds, and has appeared in Barron's, Yahoo Finance TV, International Business Daily, Bloomberg Business Week, Journal of Philanthropy, Forbes, Conscious Company, The New York Times, Financial Times and many more. More recently, he successfully shepherded two pieces of legislation through the Idaho Statehouse, the first authorizing Pay For Success Contracting and the second awarding legal status to businesses structured as Benefit Corporations. Prior to co-founding Caprock, Matthew was a partner in The Owyhee Group, a boutique advisory team within Smith Barney. During his thirteen years with the company, he was a member of Citigroup's elite Leadership Development Program and helped craft the firm's Private Wealth Management platform. Matthew graduated from Dartmouth College, has competed internationally in five different sports and continues to serve as a Director for the Lee Pesky Learning Center, an organization he helped launch 20 years ago.  Bard MBA's Emma Jenkinsspoke with Matthew in the fall of 2018 about his career journey, investing for impact and the advice he would give to someone just starting out in the field.   ImpactReportPodcast.com  

Matthew Weatherley-White is an impact investment advisor at Caprock, but his personality and his passion for life stretch far beyond his day-job. He’s as interested in hiking in the mountains and in crafting a lifestyle, as he is to reshaping markets for the better. He’s inquisitive and he’s a deep thinker, and most importantly he’s not afraid of telling it how it is. We dug into the political stalemates that both the US and Australia are facing in trying to deal with climate change. Matthew spoke passionately about the potential for capitalism to be re-oriented towards environmental resiliency, and to move beyond its very narrow focus of profit-maximisation. And he weighed into the debate on whether investors in public markets can influence the companies they buy, he didn’t hold back. I had a ball speaking with Matthew, we could’ve gone on for hours. I just hope you enjoy it as much as I did. And please do stay tuned till after the credits when Matthew gives us a breakdown of two radical new policy concepts coming out of the US, those being Opportunity Zones, as well as the Green New Deal. You may’ve heard of them but Matthew’s working closely on this stuff so his breakdown is really solid. Check out the show notes on the website at www.Johntreadgold.com Enjoy!

"The capacity for truly independent thought is first of all rare, and second of all lonely. And so to pursue that as an investor is critically important, yet really, really difficult." Matthew Weatherly-White is the co-founder and Managing Director of the CAPROCK Group. A multi-family office based in Boise,ID with over 2 Billion dollars under management. Matthew has accomplished a ton, but maybe most interesting about him is his philosophical approach to investing, and the numerous mental models he applies to the endeavor. If you're interested in exploring philosophical questions within Impact Investing, this is the episode for you. From applying mental models to your investment approach, to evolution, tribalism and Adam Smith, to shareholder activism, opting out, and why true impact investors are still so rare, and what it takes to develop the required skills to be one - this episode is designed to make you think deeply about impact investing, and how the markets, and the people working in them, operate as a whole. "If the enemy of the good is perfect, then capital doesn't flow for fear of being wrong or unprofessional, or years later being looked back at with derision." Shaping The CAPROCK Group's initiative in Impact Investing, Matthew is a sought-after speaker and thought leader in the discipline. In addition to keynoting the 2013 European Commission's Annual Award for Social Innovation, Matthew has guest-lectured on sustainable business management and non-financial value creation at Harvard, Tuck, Kellogg, Booth and the American University in Paris business schools, has presented at conferences throughout the US and Europe, serves as a strategic adviser to several Impact Investing funds, and has been quoted in Barron's, International Business Daily, Bloomberg Business Week, Forbes and The New York Times. More recently, he successfully shepherded two pieces of legislation through the Idaho Statehouse, the first authorizing Pay For Success Contracting and the second awarding legal status to businesses structured as Benefit Corporations. Prior to co-founding The CAPROCK Group, Matthew was a partner in The Owyhee Group, a boutique advisory team within Smith Barney. During his fourteen years with the company, he was a member of Citigroup's elite Leadership Development Program and helped craft the firm's Private Wealth Management platform. Matthew graduated from Dartmouth College, has competed internationally in five different sports and continues to serve as a Director for the Lee Pesky Learning Center, an organization he helped launch nearly 20 years ago. When not working, Matthew can usually be found outside, running, skiing, mountaineering, cycling... and generally encouraging his daughter to enjoy wilderness with the same irrational exuberance as her father.​ Show Notes and Resources: Caprock Group Integrated Impact Investing Matthew's Vlog on the Vatican Bank experience IPAR Bloomberg - Masters in Business Interview The Most Fascinating Impact Investor You've Never Heard Of Social Justice Fund  Devin Thorpe | Your Guide to Impact Investing Jed Emerson SOCAP Jed Emerson SOCAP talk Deval Patrick Bain Capital The Origin of Consciousness in the Breakdown of the Bicameral Mind Book of Five Rings Sapiens Meditations   www.facebook.com/impactinvestingpodcast www.twitter.com/impinvpodcast  

Sept. 9 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Matthew Weatherley-White, who is the co-founder of THE CAPROCK Group. He was a member of Citigroup’s elite Leadership Development Program and helped craft the firm’s Private Wealth Management platform. This commentary aired on Bloomberg Radio.

Read the full Forbes article and watch the interview here: http://onforb.es/25Ll7ac. Subscribe to this podcast on iTunes by clicking here: http://bit.ly/ymotwitunes or on Stitcher by clicking here: http://bit.ly/ymotwstitcher. The CAPROCK Group, led by Matthew Weatherley-White, has recently launched a new tool for their family office clients to help them better see the impact they have with their investments. The tool, called iPAR, allows clients to drill down on their investments to see the impact in a simple, easy-to-use format. CAPROCK has about $3 billion under management, about 30 employees and five offices. The firm’s revenue model is to charge clients fees for managing their money. Weatherley-White adds, “The only people who have the privilege of paying us are our clients, on either a flat fee or a percentage of assets advised. We accept no compensation from any other source.” He says the firm is profitable and generates a gross operating margin of 25 percent. Of the firm’s $3 billion, $1 billion has been invested for impact. While Weatherley-White says he doesn’t consider himself a social entrepreneur, I think he better be careful or he’ll become one. Certainly he is an impact investor. Read the full Forbes article and watch the interview here: http://onforb.es/25Ll7ac. Please consider whether a friend or colleague might benefit from this piece and, if so, share it.

Matthew Weatherley-White discusses the growth of impact investing and transcending the embedded tribalism of public companies and capital markets by initiating impactful conversations.

October 30, 2014 - Read the full Forbes article and watch the interview here: http://onforb.es/1FXzL27. Subscribe to this podcast on iTunes by clicking here: http://bit.ly/ymotwitunes or on Stitcher by clicking here: http://bit.ly/ymotwstitcher. As we look closer at where the leaders are in the impact investing world, we’re finding more evidence that high-net-worth families and individuals are among those who have the greatest experience in the space. Matthew Weatherley-White runs The CAPROCK Group, a multi-family office that focuses on impact investing. On Thursday, October 30, 2014 at 5;00 Eastern, Weatherley-White will join us for a live discussion about impact investing. Tune in here then to watch the interview live. In preparation for the interview, Weatherley-White explained, “I find the notion that capital markets should not be morally reflective laughable. Of course they reflect our morals. The question is not whether or not they should reflect our morals. The question is ‘What morals do we want them to reflect.’” Similarly, he asks capitalists to consider the impact of all of their investments, “I am a full-throated capitalist, and passionate advocate for the power of the capital markets to effect change. And I would encourage anyone who feels similarly to ask a simple question: ‘if we accept the premise that every investment decision has an impact, what is the impact we seek?’”