2022 Oak City Retreat Recap

Each year we host a retreat in Asheville, NC for our clients, their boards and committees, investment managers that we know or use and friends of the firm. I liken it to summer camp with the following two distinctions: the food is way better than summer camp and instead of playing kickball, we hear from investment managers to help frame the conversation around redemptive institutional investing. This first video is a quick recap and is followed by some of our favorite conversations from the week.

2022 Retreat Recap

All Investing Has Impact: John Coleman

Brindlee Mountain Fire Apparatus: James Wessel

Creation Investments: Patrick Fisher

Sovereign’s Capital Access Fund + Lumos Capital

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