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On this CHATS segment of the "Financial Perspectives" podcast, William Reynolds hosts a dynamic conversation with Josh Hile - CEO of Citizen Mint - as they explore how impact investing in private markets is transforming the investment landscape by delivering competitive financial returns while addressing critical global challenges.

The traditional investment paradigm has long separated profit-seeking activities from philanthropic endeavors—but that's changing rapidly. Josh explains how younger investors are rejecting this binary approach, instead seeking investments that generate returns while creating positive outcomes for society and the environment. This shift coincides with extraordinary market opportunities in sectors addressing urgent needs like renewable energy infrastructure, affordable housing, and innovative private equity structures.

We dive deep into the compelling risk-return profiles of impact investments that challenge common misconceptions. Renewable infrastructure investments typically deliver 12-14% returns with half the volatility of public markets. Affordable housing can achieve 15% IRRs with remarkably stable tenancy and recession-resistant characteristics. These aren't concessionary investments—they're powerful portfolio diversifiers that happen to create meaningful positive change.

The conversation explores how artificial intelligence is dramatically reshaping energy demands, creating unprecedented opportunities in sustainable infrastructure. By 2030, US data centers alone will become the sixth-largest energy consumer globally, driving massive capital deployment toward renewable energy solutions.

Whether you're an experienced investor or just beginning to explore how your portfolio can reflect your values, this episode provides actionable insights into an investment approach that refuses to compromise between purpose and profit. Listen now to discover how private market impact investments could transform your portfolio while helping address society's most pressing challenges.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.

The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.