Summary: In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with David Lynn of Mission-Driven Finance, an impact investing firm created to fill the gap between philanthropy and traditional investments in order to accelerate positive social change.


Bio: David Lynn co-founded Mission Driven Finance in 2016 after spending 20 years working in the financial and philanthropic sectors and looking for a way to blend those two worlds. Prior to focusing on impact investing, David specialized in family office investment portfolios including both private investments and risk management through derivatives. Most recently, David has been the investment manager for the Price Group, a family office and charitable foundation environment, including directly running an actively managed equity derivatives portfolio and serving as a director with the Price Philanthropies Foundation. With a long dedication to community involvement, David has served in a leadership capacity for a variety of nonprofit and philanthropic initiatives, including San Diego Grantmakers, San Diego Impact Investors Network, Education Synergy Alliance, Mission Edge San Diego, San Diego Social Venture Partners, and San Diego Humane Society.


Key quotes:

“If you’re a small business or social enterprise or nonprofit and you need 300 grand and you don’t own hard assets and you’re not on the venture capital path you’re really out of luck . . . we said that is a perfect place to be moving capital.”
“It should be easy to invest in your community – that is really the goal. Our big focus is to create more opportunities to let non-accredited investors be able to invest in the things they care about. It’s still not easy.”

Socials:

FaceBook: https://www.facebook.com/MDFinanceSD/
Twitter: https://twitter.com/MDFinanceSD
LinkedIn: https://www.linkedin.com/company/mdfinancesd/
Insta: https://www.instagram.com/mdfinancesd/

Website:


https://www.missiondrivenfinance.com/


Additional resources:

Angels of Main Street is a community of investors with no minimum wealth or income requirement to join.  If you’d like to be part of a community of diverse investors who want to make a difference with their dollars, please join us in Angels of Main Street!

Voiceover Credit:


Intro and outro are voiced by Marina Verlaine. She can be contacted at [email protected]


Check out past episodes here!

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