Press & Partnerships
Media coverage, features, and conversations about The New Reality, regional capital formation, and the changing investment landscape.
Forbes
Why Local Capital Is the Next Frontier in Investment
Lisa Heathfield makes the case that the largest untapped opportunity in finance isn't a new asset class — it's a new distribution model for capital that connects investors to the places they live.
Financial Planning Magazine
Beyond the 401(k): Rethinking Retirement's Role in Communities
A growing movement of financial advisors is questioning whether the disconnection between retirement savings and community outcomes is serving either.
The Atlantic
The Anxiety of the Successful American
A growing number of financially successful Americans report feeling that something is fundamentally wrong — that the systems they relied on are no longer working as promised.
Bloomberg
BDCs: The 46-Year-Old Investment Vehicle Nobody Talks About
Business Development Companies were created by Congress in 1980 to democratize private investing. Four decades later, they may finally have their moment.
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