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Today, we're going in depth with Morgan Simon. Morgan has over two decades of experience in investing to achieve values-alignment and systemic change. She is a founding partner of Candide Group, an impact investing advisory firm that serves families, foundations, and other institutions.
In this episode you’ll learn:
- How investing can be used as a tool for systemic change.
- How to build teams around shared values and diverse perspectives.
- A powerful interview technique for discovering how candidates actually think and solve problems.
- Why the future of impact investing may be shaped by a new generation’s definition of wealth and legacy.
Timestamps:
00:00 - Introduction
01:18 - Lessons from 60 Countries and a Rockstar Dad
05:17 - Why Morgan Chose Finance to Drive Social Change
06:39 - The 19-Year-Old Who Took On Lockheed Martin
07:48 - Finding Gaps and Becoming an Entrepreneur
09:29 - How to Build a Community Around Shared Values
11:26 - The Interview Question that Reveals How People Think
13:34 - What Do Your Employees Need to Thrive?
16:06 - Can You Build a 100% Impact Portfolio?
19:26 - Why Impact Investing and Philanthropy Aren’t Enough
22:57 - The Evolution of Impact Investing
26:34 - How the Next Generation is Redefining Wealth
27:48 - Work Ethic Rapid Fire Questions
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Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://ethic.com/work
Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)
Find out more about Morgan and Candide Group (https://www.candidegroup.com/team/morgansimon)
Connect with Morgan on LinkedIn (https://www.linkedin.com/in/morgan-simon/)
