Walking the Talk
Jessica Brooks, Sunwealth
Walking the Talk | August 31, 2021
Sunwealth’s Jessica Brooks: Investing in a better world for all of our kids
I was tucking my oldest son into bed when the question came. “Mom, have you ever wanted to go to bed and not …
Walking the Talk | June 30, 2021
Lisette Cooper: Shareholder activism for our daughters’ daughters
On a winter evening in early 2017, I met with a close friend, a former venture capital professional, for dinner in Harvard Square. …
Ivy Jack, NorthStar Asset Management
Walking the Talk | April 15, 2021
Ivy Jack: This moment demands more than investing money
As a child growing up in Baptist churches in Louisiana, I would hear older folks say “Prayer changes things.” Throughout tough periods over …
Walking the Talk | February 16, 2021
Nick Flores: Channeling my passions and purpose into my portfolio
Back in 2017, I started receiving questions about my personal portfolio from industry peers.1 Like me, none of them had a $10+ million …
Walking the Talk | January 25, 2021
Patricia Farrar-Rivas: How I invest for equity
I grew up the daughter of an Air Force officer and a homemaker. We did not have a lot of money, but as …
Walking the Talk | September 17, 2020
Matthew Patsky: Finding my tribe in an unexpected place
Most middle-school-aged children are focused on their small life bubble: impressing their friends with their new sneakers or making sure they do their …
Walking the Talk | July 27, 2020
Nia’s Kristin Hull: How I invest in environmental sustainability and social change
I grew up without money, and so earning a living—rather than investing—was a primary pursuit for me. While I recall my parents arguing …
Walking the Talk | June 17, 2020
Erika Karp: How I have invested in the road less traveled
It feels like a hundred years ago that I first walked onto the vast trading floor of one of the world’s largest global …
Walking the Talk | May 11, 2020
Brent Kessel: Expanding what’s possible with money
I was born and raised in apartheid South Africa and lived there until I was ten. As I grew, the terrible inequity I …
Walking the Talk | March 30, 2020
Matthew Weatherley-White: How I invest my own money
A Coronaddemdum. It is fascinating to read this piece in the throes of the Corona volatility. I wrote it sometime last fall, long …
Walking the Talk | March 23, 2020
Beth Bafford: Making my money work for my kids and their future
It has been nearly four years since I wrote about my process to align my investment portfolio with my values. Back then, in …