Building Wealth Future Generations Are Proud Of | Morgan Simon (Candide Group)

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

—

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/)

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