The market for investments that consider return AND something more is evolving. It is confusing, nebulous, and sometimes exploited politically or otherwise. Do you need a little help separating the noise from what matters to you? I will facilitate sessions with the investment teams, the C-Suite, Boards, and families that are working through those challenges.

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Informed by my experience in private equity fundraising, immersive study of yoga philosophy, and the integration of both into a book on conscious leadership, I have a broad and differentiated perspective on investments, funds, and business models.

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I see things through a holistic lens that includes the character of the leaders, the cultures of the investment businesses, motivations of the people, due diligence considerations beyond profit, fund structures, and how teams add value to their investments.