Hello CCSD Community
Thanks for checking out our monthly newsletter that highlights Conscious Capitalism in action. This month, you will find:
- Local story of impact – Bair Financial Planning
- Current and future landscape of Impact Investing
- Event Recording – Future of Conscious Capitalism
San Diego In Action
With the continued impact of Covid-19, 2021 provides an opportunity to center and focus on value systems. We are highlighting stories of local San Diego companies that are guided by their higher purpose and value creation. Here is one story.
Company: Bair Financial Planning. An independent San Diego wealth management firm founded over 29 years ago specializing in helping females in leadership, LGBTQ+ families, and successful business owners make important financial decisions that impact their future.
Sharing by: Marci Bair, President
Purpose: As a conscious business leader we can make a positive impact through environmental sustainability, social responsibility and corporate governance (ESG). Our High Impact Portfolios align our clients’ money with their values. These portfolios integrate sustainability and ESG criteria in our investment selection process.
How have the values of your organization showed up during this challenging past year?
We have donated to more causes that reflect the Conscious Capitalism values and we have added more investment dollars to our ESG investment portfolios that foster & support Socially Conscious and Sustainable companies.
How has the business continued or adjusted to create value for and with key stakeholders?
We have been purposeful when we are selecting vendors to work with to make sure they match our values and we try and educate our clients why we choose the companies and charities that we support.
What is something you’ve learned during these challenging times?
We are all in this together and we need to all support each other.
What is something you’re looking forward to in the near future?
See everyone in person!
What is something that excites you about your work or industry?
We’ve seen a major increase in investors wanting to invest their money with sustainable and socially conscious companies which we are excited about. We’ve been educating the public for a long time but the word is getting out there and real money is moving in the right direction to make real positive change. (see next section that is very aligned to this)
We’d love to hear and learn from your story as well! Fill out this simple form to share.
Conscious Capitalism in Action
All investing has an impact. But is it positive or destructive? Impact and Sustainable Investors are an essential part of the capital markets ecosystem. And investors, whether professional or individual, can achieve both profit and purpose. Listen to some highlights of Erika Karp, Executive Managing Director and Chief Impact Officer at Pathstone, and Ibrahim AlHusseini, Founder of The Husseini Group and Full Cycle Climate Partner, as they talk about the current and future landscape of impact investing.
Click the images above to listen to these short clips. To listen to the entire conversation you can find the recording HERE.
Future of Conscious Capitalism
At our event on April 22nd, we learned about the history of Conscious Capitalism, where we are today, and looking forward from Conscious Capitalism Inc. (CCI) CEO, Alexander McCobin. We heard the personal Conscious Capitalism journey of Curtis Hite, CEO of Improving and CCI board member.
We got an update about the Conscious Capitalism movement in San Diego from our local chapter board members. We heard how the pandemic impacted a local business and how they leaned on their values and people in their organization to help navigate these uncertain times. And answered smart questions from you all.
If you were unable to join us, we invite you to watch the recording HERE or click on the image below.
Thank you for your continued support of our evolving community. For showing up as a conscious stakeholder. For living and spreading the principles of Conscious Capitalism. Your participation will help ensure Conscious Capitalism becomes the norm in San Diego, and beyond. Your kind contributions will help Conscious Capitalism San Diego support you in this journey. We look forward to connecting with you all throughout the year!
Conscious Capitalism San Diego is a public charity qualified under Section 501(c)(3) and 170(b)(1)(A)(vi) of the Internal Revenue Code. Our tax identification number (EIN) is: 47-1869847