2021 Oak City Retreat: Real Assets

This post is part of a 5-part series highlighting some of the most impactful sessions from our inaugural retreat in the NC mountains in the spring of 2021. In our first year and given the COVID-related constraints, this was mostly a gathering of some foundations (staff + boards) and investment managers that we know well. As the retreat expands, we hope that it will be an encouragement to other foundations, endowments, and family offices to see the collective influence that capital can have on a broken world. We also hope it will be an encouragement to up and coming managers: that there are institutional investors excited to use capital to love our neighbors and bless the world.

Real Assets: Non-Correlated Redemptive Impact

Rounding out this five-part series is our Real Assets Panel. Daniel Ward of Oak City Consulting sits down with team members from Ceres Farms, Callis Capital, and PA Capital (update: PA Capital is now Apogem Capital) to discuss why we invest in real assets alongside of other more traditional investment options like public and private equities.

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To the extent this blog includes material from Callis Capital, Apogem Capital or Ceres Farms, please visit their respective websites for information and disclosures (see links).

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2021 Oak City Retreat: Faith Driven Investing with Sovereign’s Capital

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2021 Oak City Retreat: The Power of Investing to Change the World.