Faith, Tech, & The Future of Investing | Julia Valentine and David Friedman

In this episode of The Alternative Investor, Matt Johns sat down with Julia Valentine, and David Friedman. The conversation covers a broad range of topics including faith-driven investments, the evolving landscape of technology, and the intersection between personal values and financial portfolios. They discuss the importance of values alignment in investments, how it fits with ESG (Environmental, Social, and Governance) considerations, and the emerging trend of faith-based investing. They also delve into the impact of AI on financial services and society at large, including the ethical implications and the future role of family offices. The episode highlights the growing need for educational tools and structural changes to better integrate personal beliefs with investment strategies. The conversation concludes with predictions on the future of financial markets, including the role of women in the impending wealth transfer and the customization of technology to better fit individual values.

00:00 Meet Julia Valentine and David Friedman
00:28 Faith, Alignment, and Finances
01:40 Discussion on Values-Driven Investments
02:37 The Role of Financial Advisors in Values Integration
04:04 Kingdom Advisors and Educational Efforts
04:32 Challenges in Faith-Based Financial Conversations
06:40 The Evolution of ESG and Faith-Based Investing
09:29 The Importance of Aligning Investments with Values
20:59 Governance Structures in Faith-Based Funds
25:13 Family Offices and Next-Gen Impact
29:34 Wealth Transfer and the Role of Women
31:37 Emerging Investment Vehicles and AI's Role
32:25 The Rise of Music and Sports as Asset Classes
33:11 Women in Family Offices and Foundations
42:01 Ethical Implications of AI in Business
52:56 Future Trends in Family Offices and Technology
57:48 Conclusion and Final Thoughts

Connect on LinkedIn:
Julia Valentine: www.linkedin.com/in/jvk2001/
David Friedman: www.linkedin.com/in/uhnw/


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DISCLAIMER: This video represents the views and opinions of it's guest and does not reflect the views and opinions of HoneyHive Capital Partners LLC. Nothing in this video nor any communications from it should be treated as constituting financial, investment, legal, tax or other advice of any kind, or as a recommendation to buy or sell an interest with respect to any investment.