Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

PODCAST

Lead Impact: Creating Positive Social Impact Through Investing with Ivan Anz

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00:34:54

PostedAugust 17, 2022

Episode Summary

As a serial entrepreneur, Ivan Anz has businesses operating in more than ten countries. Among them is PhilanthroInvestors, Inc., a company started to combine traditional venture capital financing with philanthropic principles. Ivan Anz works with those who aspire to invest money, time, and emotion into making a social impact while earning a financial return.

Ivan sits down with host Ron Haik to share how he fostered his entrepreneurial spirit and eventually aligned his business acumen with his drive to generate high-impact improvement in society.



Guest Bio


Ivan Anz

Ivan Anz is an Inc. 500 International Serial Entrepreneur with businesses in more than 10 countries. Amongst them is PhilanthroInvestors, Inc., a licensing and advisory firm he founded in 2019 to combine traditional venture capital financing with philanthropic principles. PI is dedicated to achieving social impact while returning profits for its Philanthroinvestors®. Ivan’s zeal to “Philanthroinvest” drove his 2014 creation of Equity & Help®, a turn-key social-impact housing investment program resulting in recognition in the Inc. 500 for three years in a row: in 2019 at #128 in the nation, rising to #83 in 2020; and in 2020 ranking #3 in Florida, with a 3-year growth of 3,920%.

Learn more about Ivan.



About The Host -

Ron Haik is a Wealth Advisor in Nicola Wealth’s Toronto office, with over 20 years of experience in the financial services industry. He has gained a breadth of experience working with some of the world’s largest financial institutions advising clients in a variety of roles, such as Financial Planner and Investment Advisor, in the areas of domestic and offshore planning for the high net worth segment.

For his full bio, visit: nicolawealth.com/our-team/ron-haik