Capitalism On Purpose with John Coleman
Faith-Driven Investing and Philanthropy
This time, I had the pleasure of diving deep into the world of faith-driven investing with John, the co-CEO of Sovereign Capital. Our conversation was rich with insights on how to align investment strategies with personal values, particularly from a Christian perspective, while still achieving market performance. Here are some key takeaways and intriguing points from our discussion:
Key Lessons and Ideas:
Faith-Driven Investing**: We explored how integrating personal values and philanthropy into investment decisions can lead to both market performance and human flourishing. John shared how Sovereign Capital incorporates Christian principles into their strategies without sacrificing returns.
Balancing Performance and Values**: John clarified that Sovereign Capital focuses on non-concessionary investing, aiming for high-performing investment products that also reflect their faith-driven mission. This approach challenges the stereotype that aligning investments with faith leads to lower returns.
Company Culture and Performance**: We discussed the importance of strong, values-driven company cultures. Research shows that such organizations tend to outperform their peers by attracting and retaining talent more effectively.
Activating Investment Capital for Mission**: John emphasized the potential of activating investment capital to align with personal values. He shared how Sovereign Capital invests in companies committed to positive social impact, broadening the definition beyond merely avoiding negative categories.
Building a Culture of Care**: We tackled the challenges of maintaining a culture of care during tough times, such as economic downturns. John highlighted the importance of transparency, communication, and compassion in leadership, even when making difficult decisions like layoffs.
The Challenge of Expectations**: We addressed the common perception that faith-driven investing might lower returns. John asserted that Sovereign Capital aims to break this stereotype by striving for market or better returns while maintaining their faith-driven approach.
Personal Insights:
Belief Systems and Money**: We delved into the belief systems surrounding money, particularly within the Christian faith. John clarified that it’s the love of money, not money itself, that poses a danger. He shared examples of biblical figures who used their wealth for good.
Self-Awareness and Financial Finish Lines**: John shared a personal anecdote about a wealthy friend who capped his net worth and donated the excess to charity. This concept of setting financial finish lines can help individuals focus on meaningful pursuits rather
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Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.
John Coleman
Author, Investor
John Coleman is an investor, writer, and public speaker. A frequent contributor to Harvard Business Review, John and his work have been featured in Forbes, the Washington Post, the New York Times, the Financial Times, and the LA Times among other publications. He previously published Passion & Purpose (HBP, 2011) and How to Argue Like Jesus (Crossway, 2009). A frequent public speaker, John has addressed hundreds of audiences on college campuses, at conferences, and for corporations and non-profits.
John is a Managing Partner at Sovereign’s Capital, which invests in public equities, private equity, and venture capital. He has prior experience at McKinsey & Company, Invesco, and Bridgewater Associates among others. He’s active in the community, with current or prior experience on the boards of Berry College, the DeKalb County School System, the Georgia Student Finance Commission, the Georgia Charter Schools Association, and the Georgia Independent College Association. He’s been recognized as a Term Member at the Council on Foreign Relations, a Presidential Leadership Scholar, and as one of both Georgia Trend’s and the Atlanta Business Chronicle’s “40 Under 40.”
John is a summa cum laude graduate of Berry College, where he was student commencement speaker. He’s an MBA graduate with High Distinction from the Harvard Business School, where he was Class Day Speaker and a Dean’s Award Winner. And he’s an MPA graduate of the Harvard Kennedy School, where he was a George Fellow and a Zuckerman Fellow.
John lives in Atlanta with his wife Jackie, th… Read More