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

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.

Sovereign’s Capital: Faith Driven Investing

There are many ways to be a Faith Driven Investor in today’s economy. That phrase applies to different people with different career backgrounds including retail investors to management companies seeking to be fueled by their faith at work.

Ross Roggensack, founder of Oak City Consulting sits down with Luke Roush and Jake Thomsen from Sovereign’s Capital to have a conversation about what a Faith Driven Investor means to them.

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Sovereign’s Capital is an investment adviser registered with the U.S. Securities and Exchange Commission. To the extent this blog includes material from Sovereign’s Capital, please visit the Sovereign’s Capital website.