This week on Swimming with Allocators, Earnest and Alexa welcome Ian Fuller, Co-founder and CEO of Westfuller Advisors. The discussion centers on integrating social justice into investment strategies and the impact investing landscape. Ian shares his journey from aspiring political scientist to wealth management, emphasizing the importance of aligning investments with clients' values. He discusses the challenges of founding Westfuller Advisors, the firm's values-driven approach, and the methodology for incorporating clients' values into investment decisions. The episode highlights the potential for impact investing to drive meaningful social change and financial success. Also, don’t miss our insider segment as Tosh Ernest, Head of Catalyst 2045 at Silicon Valley Bank (SVB) discusses her work to drive investment in underrepresented founders, highlighting the economic potential of diverse innovation and the need for data-driven approaches to overcome systemic barriers in venture capital.
Highlights from this week’s conversation include:
Westfuller Advisors is a values-driven investment advisory and wealth management firm dedicated to providing advice, strategy, and investment management for mission-aligned individuals, families, nonprofits, and foundations globally. Committed to fostering a just and equitable society, Westfuller integrates clients' values into tailored financial solutions. Learn more: https://westfulleradvisors.com/
Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world’s most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB’s parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.