Social Finance’s Post

Learning about investing can be overwhelming at any age – and the earlier you start to understand, the better. Encourage your kids and grandkids to expand their investing knowledge. Challenge them to read this article see if they can answer the four questions below.

Higher costs and lower endowment returns can create challenges for institutions, so I work with my clients to close the financial gap and keep investment costs in line. Check out this article for more sustainable growth strategies. #TruistBLA bit.ly/3sy3C3e

Higher costs and lower endowment returns can create challenges for institutions, so I work with my clients to close the financial gap and keep investment costs in line. Check out this article for more sustainable growth strategies. #TruistBLA bit.ly/3sy3C3e

Higher costs and lower endowment returns can create challenges for institutions, so I work with my clients to close the financial gap and keep investment costs in line. Check out this article for more sustainable growth strategies. #TruistBLA bit.ly/3sy3C3e

Higher costs and lower endowment returns can create challenges for institutions, so I work with my clients to close the financial gap and keep investment costs in line. Check out this article for more sustainable growth strategies. #TruistBLA bit.ly/3sy3C3e

Social Finance Frequently Asked Questions What exactly is social finance & why is it gaining so much attention in the financial world? Social finance is a term used to describe the practice of using financial tools and strategies to address social and environmental issues. It goes beyond traditional finance by prioritizing positive impact over profit. Who are the main players in social finance & how are they making a difference? There are a variety of players in the social finance space, including impact investors, social enterprises, and community development financial institutions (CDFIs). These individuals and organizations use their resources to fund projects and businesses that have a positive impact on society and the environment. By investing in these people, projects, and businesses, they're working to create a more sustainable and equitable world using their capital. What are the pros and cons of social finance compared to traditional finance? One of the main advantages of social finance is its focus on impact rather than just financial returns, this can lead to more sustainable and ethical investments. However, social finance is often more complex and requires longer-term commitment, which may not be suitable for all investors. It's important to carefully consider the risks and benefits before diving into social finance as an investor or investee. Why should businesses consider social finance over traditional finance? Social finance offers investors the opportunity to align their money with their values. When businesses embed social/environmental impact into their business model, they can attract socially conscious consumers & investors and also contribute to positive change in their communities. Why should everyone care about social finance? Social finance can create a more equitable and sustainable world for all. By supporting businesses and initiatives that prioritize social and environmental impact, we can address pressing issues such as poverty, climate change, and inequities. It's a way for everyone to use their resources for good and make a positive impact. What are examples of successful social finance initiatives led by people of color? Absolutely! Some notable examples include the ConnectUP! Institute Integrated Capital Fund (MN), Impact Ventures (TX), The Guild(GA), @Urbane (PA/NY), Common Future (National) and many more. Follow Social Impact Now for more! #socialfinance #impactinvesting #philanthropy #socialresponsibility

I started learning investment by reading books, but you don’t have to. I progressed my investment journey alone, but you don’t have to. Back to 11 years ago, I brought my father to a bookstore to buy Warren Buffett's book. My father said that I wouldn’t understand the content. It was too hard for my age, and advised me not to waste money on it. I still remembered how he express his surprise, he said: “Wa, stocks (book) ah. You know meh? I also don’t know stocks.” I didn’t say anything, but I told myself: “it is because I don’t know, so I want to buy books to learn.” It was a hard read actually. In the first few months of learning, I will feel sleepy every 1-2 hours. I google, read articles, watch youtube, read books, read financial statements, play with excel models. During this process, I fell in love with finance & investment. It is not just about making money, there is a sense of fulfilment when I can monetise my knowledge. Although I only lost money in the first few years, but that vision gives me unlimited energy to keep learning, reflecting, applying, improving, and never gives up. The process is not always positive and fun. There are multiple times I lost a lot of money and became depressed, see no light. And I don't have the courage to share my pain with people, especially my mother. Because… I was afraid she would ask me to give up, if she did… Then… I might give up. So I choose not to tell her anything. Don’t get me wrong, my mother has good intentions, she doesn't want me to struggle. It was the patterns and dynamics that might impact me. ========== Ask yourself this: “When you choose to do something big and differently, then fail. How many times do you receive the support and encouragement that you want?” Sometimes we just want very simple things: → No pity → No advice → To be listened → Just companion → Similar failed stories and experiences I understand how valuable a support community is. To me, support community is very important for any transformation. We inspire, support and encourage each other, and transform to be a better version of ourselves. If you feel lonely, helpless, powerless in your investment journey. Feel free to reach out to me. We can co-create the best and safest support community in finance & investment. We all have our expertise. We are good at something. If you could have a support community during your learning journey, how does it feel like to you? And how does it feel like if you can support other people along the journey? Share me in the comment. ---- Thank you for reading! 📌 My name is Eric Lee. I’m an investor who went through all kinds of good & bad experiences, survived and thrived. I shared my stories & experiences, to inspire & help you fast-track your journey.

Learning about investing can be overwhelming at any age – and the earlier you start to understand, the better. Let's encourage your kids and grandkids to expand their investing knowledge! Challenge them to read this article see if they can answer the four questions below 👇

What is Social Finance? Social finance is an approach to mobilizing private capital that delivers a social dividend and an economic return to achieve social and environmental goals. Mobilizing private capital for social good creates opportunities for investors to finance projects that benefit society and for community organizations to access new sources of funds. Source: https://lnkd.in/gTKmiVXy Can we invest in a Better World that Harnesses Social Finance's Power to Drive Positive Change and Foster Inclusive Prosperity? We at the Social Innovation lab are researching and finding ways to find more ways for colleges to invest in community wealth building and making better social finance decisions. Download our report to learn more about how colleges and institutes can drive community impact by embracing Social Finance. Download Now! https://lnkd.in/ge-B4vYb #SocialFinance #ImpactInvesting #FinancialEmpowerment #impactosocial

It’s been an intriguing nine months in 2024. After completing my studies at LSE as a health policy buff, I set out to gain experience in finance—a transition that might seem unconventional at first, but there’s a method to the madness. Joining an investment firm in Lagos, with additional offices in Ghana and the UK, has been one of the best decisions I’ve ever made. Throughout my development work, I observed the persistent funding challenges in the health sector. This discrepancy sparked my curiosity about how money functions differently across sectors: as a lever to enhance service quality in healthcare, and as a tool for generating wealth in finance. To understand these dynamics better, I decided to follow the money—analyzing the key players, principles, and decision-making processes behind financial decisions. This exploration led me to VFD Group Plc, where I took on the role of Soft Power Inclusion Specialist. The truth is, explaining this title fully would be a lengthy discussion, but here’s the essence: in finance, VALUE CREATION is fundamental. My role revolves around understanding and articulating value. I analyze trends, think critically, and assess people and products to communicate their value effectively. Is this a glorified version of branding and communications? Perhaps. But it’s much deeper in practice, involving nuanced decision-making and strategic insight. In this role, I’ve had the privilege of bridging gaps between traditionally isolated sectors, including healthcare and the creative industry. One memorable encounter was with a student at the University of Lagos who combines biology and art. They’re working on creating locally sourced fabrics using designs inspired by molecular structures. This innovative project made me think about how health tech might develop in unique ways and how private funding could support socio-economic initiatives with a genuine understanding of growth and innovation. This journey has been a tremendous learning experience. I’ve gained valuable insights into investment management, capital market structures, and non-traditional asset management. Each step has helped me see how different sectors can connect and support each other in practical and impactful ways. The connections are becoming clearer, and I’m proud of how I’ve navigated my move to Lagos, tracked my progress, and developed my skills in stakeholder and HNI management. Ultimately, I’m embracing my dual identity as a health policy Buff and finance professional. My last policy brief spoke to intersectionality, and I suppose I am my latest case study. Despite long workdays and challenging hours, I’m excited about the path ahead and look forward to continuing this journey of discovery and impact. #HealthPolicy #Finance #ValueCreation #Innovation #CareerJourney #Opportunity #Interdisciplinary