Episode Notes

Jeff speaks with Toussaint Bailey, Founder and CEO of Uplifting Capital, about his creative ventures to shift the landscape of impact investing. 

Guest Bio:

Toussaint Bailey is Founder and CEO of Uplifting Capital. Toussaint aims to align investments with efforts to uplift people, the planet and the economy. He draws on deep experience as a leader in private wealth and a trailblazer in impact engagement.

This episode is sponsored by Helios Quantitative Research.

Founded in 2016, Helios Quantitative Research was created to equip Financial Advisors with new and relevant tools that drastically improve their client's asset management experience, expand their firm's margins, and challenge the old-guard legacy providers as well as the emerging robos of Silicon Valley. We believe that the majority of existing services available to Financial Advisors lack innovation, are too expensive, and enable commoditization in the wealth management industry.

Therefore, we created our own service category – the insourced CIO. Our unique team of skilled and experienced individuals partners with financial advisors across the globe to create, implement, monitor, and communicate quantitative investment strategies that challenge Modern Portfolio Theory and seek to remove as much emotion as possible from investing. In a short time, we have grown to influence over 800 Financial Advisors who collectively manage over $30 billion.