Self-directed investors are avoiding the stock market roller coaster by investing in non-publicly traded, alternative assets, through their self-directed IRAs. These retirement plans offer the same tax advantages as regular IRAs, but allow for a broader array of nontraditional investments that traditional brokerage accounts do not. This also enables individuals to build retirement wealth through investments that reflect their personal interest or, in other cases, their ethics. One such class of nontraditional investments is social investing, also called sustainable investing or impact investing.
Examples of social investing are assets that fit into the broader category of environmental, social, and corporate governance (ESG); they foster positive social change, social justice, and protect the environment. Investors are discovering ways to invest in causes that are meaningful to them; these may be renewable energy options that reduce carbon footprint, shares in cooperative farms that lift people out of poverty, or funds that include corporations with excellent employee relations or human rights records.
During this moderated panel webinar, you will learn:
Date: Tuesday, March 30th, 2021
Time: 1PM ET
Brittany leads marketing efforts to promote education on self-directed IRAs and oversees the team responsible for helping investors set up their accounts to make alternative investments – which include real estate, private equity, lending and more.
Social Impact Strategist, Philanthropic Advisor and Community Engagement Specialist
Motivated by challenging work and marketing strategically designed programs which tackle the United Nations Sustainable Development Goals. Expertise in utilizing charitable giving and insurance strategies. Areas of expertise include:
Social Impact Investing | Financial Analytical Skills | Sales and Marketing | Philanthropic Planning Strategies | Business Development | Generational Philanthropic Coach | Impact Investment Opportunity | Generational Wealth Transfer Strategies
David Simms is Managing Partner and Founder of Talanton, a values-driven impact investment firm. He focuses on opportunities to create jobs, bring hope, and transform lives for people living in poverty in the developing world, with a special focus on East Africa. Talanton mobilizes purpose-driven investment capital through a unique model into a pooled social impact fund where the investments generate scalable, sustainable and transformational impact by being invested in growth-stage companies creating good jobs in the developing world. Investment returns then flow back into the investors’ self-directed IRA, donor advised fund, family foundation, or source of origin thereby preserving and growing the investor’s capital for future investing or giving.
Prior to founding Talanton, David served as executive chairman of Opportunity International, a global microfinance organization serving 10 million clients and lending $1.3B annually. He has chaired the U.S., Global, and MicroEnsure boards over decades of involvement with Opportunity—from when it served fewer than 1,000 families.
David’s career spans executive roles in financial services, management consulting, government, and nonprofits. He has served as a Partner with Bridgespan, S.E.V.P. at MBNA America, CEO of the American Red Cross Washington/Baltimore Blood Services Region and was a White House Fellow. David started his career at Bain.
He holds an MBA and a JD from Harvard and has earned two bachelor’s degrees in economics and applied science from the University of Pennsylvania (summa cum laude).