73. “Assets Happen” with Bob Fockler

November 17, 2022
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November 17, 2022

73. “Assets Happen” with Bob Fockler

My guest today is Bob Fockler, former investment banker turned Community builder and asset allocator.

Americans gave away just over 484 billion dollars last year, so I wanted to know what this looks like when it's done right.

Bob is currently the President of the Community Foundation of Greater Memphis, which, as he says, is a billion-dollar financial institution.

This is a great episode that covers:

  • Running a non-profit like a business and why that matters to steward capital well.
  • Paving your own path and leaving investment banking to take on this city's community foundation and why he never looked back
  • Generational giving- who does well and what happens when it blows up
  • Plus, much more!

Please enjoy this week's episode with Bob Fockler, President of the Community Foundation of Greater Memphis!


Links:

https://www.nptrust.org/philanthropic-resources/charitable-giving-statistics/#:~:text=Americans%20gave%20%24484.85%20billion%20in,a%204%25%20increase%20from%202020.&text=Corporate%20giving%20in%202021%20increased,a%2023.8%25%20increase%20from%202020.&text=Foundation%20giving%20in%202021%20increased,a%203.4%25%20increase%20from%202020.

https://www.linkedin.com/in/robert-fockler-a5b418a/

https://www.cfgm.org/

Episode Transcript

John Carter
Tech Vlogger & YouTuber