Family Office Impact Investing episode artwork

EPISODE · Feb 3, 2025 · 0 MIN

Family Office Impact Investing

from The Investor Relations Podcast · host Joshua Wilson

Bullet PointsConcept of a "north star" as a guiding principle in life.Intersection of prosperity and purpose in personal and professional pursuits.The balance between financial success and making a positive impact.Importance of aligning personal values with professional goals.Examples of notable entrepreneurs and their philanthropic efforts.Influence of personal experiences on charitable motivations.The role of entrepreneurial spirit in driving social change.Encouragement to support and collaborate with like-minded individuals.The process of introspection to determine personal motivations and causes.Creating a fulfilling path that combines wealth generation with societal contributions.Josh Wilson 00:00:00  How does one determine what their North star is?Ronald Diamond 00:00:03  So when I say my North Star, I again, it's not a panacea, but I do think that I kind of look at myself as the intersection of prosperity and purpose. So I'm a capitalist first, and I'm trying to maximize as much money as I make. But you could do that. And also. Do things that are good and take these entrepreneurs. So when I say to my North Star, it's basically taking these entrepreneurs, these guys like Michael Milken or Bill Gates or Erik Lucas, or I mean, Sergey Brin has a predisposition for for pancreatic cancer. So he's donated $1 billion. Is he going to solve it? I have no idea. But I put my money on him over the American Cancer Society just because he's the way he's wired. So that's what I talk about with my North Star.Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners should consult their own legal counsel, compliance teams, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.Let’s Connect on LinkedIn:https://www.linkedin.com/in/joshuabrucewilson/To Contact Us, Please Visit:https://www.theinvestorrelationspodcast.com/contact/

Bullet Points Concept of a "north star" as a guiding principle in life.Intersection of prosperity and purpose in personal and professional pursuits.The balance between financial success and making a positive impact.Importance of aligning personal values with professional goals.Examples of notable entrepreneurs and their philanthropic efforts.Influence of personal experiences on charitable motivations.The role of entrepreneurial spirit in driving social change.Encouragement to support and coll...

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Family Office Impact Investing

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Bullet PointsConcept of a "north star" as a guiding principle in life.Intersection of prosperity and purpose in personal and professional pursuits.The balance between financial success and making a positive impact.Importance of aligning personal...

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