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In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Morgan Simon, co-founder of Candide Group, an investment firm working with families, foundations, athletes, and cultural influencers who want their money working for justice.

Key Takeaways:

“How do we make sure that impact investment isn’t just another form of wealthy people getting to decide what the world is going to look like? That means being really intentional about community engagement, design, governance, and ownership – and seeing how to use investment models to encourage that transfer of community resources and control.”

“Money is the source of independence and power…For instance, when we talk about poverty, that’s really more about autonomy and the ability to make great choices for yourself and your family and your community, versus any particular metric around how much money is in your bank account. When we address that more holistic view, it leads to very different investment approaches.”


Morgan Simon has two decades of experience making finance a tool for social justice. In that time she has influenced over $150B and is a regularly sought out expert on impact investing. Her book, “Real Impact: The New Economics of Social Change” has been featured everywhere from Harvard Business School to the United Nations. She is a regular voice in media and an active investor as Founding Partner of Candide Group, a Registered Investment Advisor.

Get In Touch:

Buy the book from an indie retailer:
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Additional resources:

Episode Credit:

Intro and outro are voiced by Marina Verlaine. She can be contacted at


Check out past episodes here!