Marc de Sousa-Shields is my guest in this episode, he is an international sustainable development and investment consultant. He co-founded and was first Executive Director of the Social Investment Organization (SIO) of Canada. He has been an advisor to the United Nations and was a Member of the US Social Investment Forum International Committee. He wrote Sustainable and Responsible Investment in Emerging Markets for the World Bank-International Finance Corporation and led a USAID project on Transitions to Private Capital. He has written for leading on-line corporate sustainability magazines including Triple Pundit and Sustainable Brands and is author of The Sustainable Century by Design or Disaster (forthcoming), [www.TheSustainableCentury.net]
TheSustainableCentury.net blog, and the Sustainable Century Podcast. The hardest things he has done are convincing his mother-in-law to make social investments, and organic urban gardening in a semi-tropical climate. He has worked and traveled in over 80 countries and when not on the road, Marc lives in Mexico.
753: Dave Wolcott: Opportunity Investing In Times Of Crisis
My guest in this episode is Dave Wolcott. Dave started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey…
752: Brett Swarts: Building A Tax Deferred Exit Strategy
My guest in this episode is Brett Swarts. Brett is the Founder of Capital Gains Tax Solutions. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 10…
751: Gene Trowbridge: What You Need To Know Syndicating Real Estate Deals
My guest in this episode is Gene Trowbridge from Trowbridge Law Group. Gene has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996. Awarded the CCIM designation in 1977, Gene continues to serve as a member of the CCIM faculty and achieved Senior Emeritus Instructor status, upon 40 years…