12 - Serving high net worth individuals, foundations, and institutions

Upkar Arora of Rally Assets joins us for today’s episode. Upkar is Chief Executive Officer at Rally Assets;  A full-service impact investing firm helping investors align their investments with their values. Rally is a new brand but has a rich history in the impact investment space in Canada under previous ownership under the name Purpose Capital. The firm’s new owner, Upkar Arora, joins us on the podcast to discuss how he’s transitioning Rally Assets from a consulting service provider to a full-service impact investing firm that is now able to fully manage client assets. During the podcast, we discuss a wide range of topics including Rally’s principle of “progress not perfection”, the journey to becoming a full-service provider, and how Rally Assets measures its impact.  And be sure to stay tuned until the end where we hold a mirror up to our industry and discuss potential unintended negative consequences of impact investing. 

If you’re interested in learning more about Upkar, you can follow him on Twitter. Learn more about Rally Assets by visiting its website.