Monthly Archives: November 2021


Are ESGs the New Way to Make Investment Decisions? with Jeff Allen and Eric Nahat

More and more investors are making decisions based on non-financial factors. These factors may have an even larger impact on your investments than the finances.

In this episode, David Vallieres is joined by Jeff Allen, director of planning solutions, and Eric Nahat, advisor and director of the investment committee at Synergy Capital Solutions. David, Jeff and Eric discuss why ESGs are becoming so popular, take a look into the history of ESGs, and discuss where they think they may be going in the future. They also share why you may want to consider a company’s ESG files before investing.

David, Jeff, and Eric discuss:

  • The different aspects of ESG investing
  • Why investors are looking into company’s ESGs before deciding to invest
  • The history behind ESGs and where they may go in the future
  • And more!

Connect with David Vallieres:

Connect with Jeff Allen

Connect with Eric Nahat



Women and Wealth: How DEI Leads to Profitability with Leslie Davis

In addition to being the “right thing to do,” diversity, equity, and inclusion can actually help your organization become more profitable.

In this episode, David Vallieres and Jordann Andrusiak are joined by Leslie Davis, the CEO of National Association of Minority & Women Owned Law Firms (NAMWOLF). They discuss how Synergy Capital Solutions and NAMWOLF aim to achieve their common goal of helping women and other minorities thrive in the legal profession and beyond.

Leslie discusses:

  • How you can tap into NAMWOLF’s country-wide network of first rate law firms
  • NAMWOLF’s comprehensive vetting process for its member law firms
  • How DEI drives efficiencies and leads to more creative solutions
  • And more!

Connect with David Vallieres:

Connect with Jordann Andrusiak:

About Our Guest:

Leslie Davis, the CEO of the National Association of Minority & Women Owned Law Firms (NAMWOLF), is reputed as a business strategist with deep legal knowledge and ability to align business, operations, and strategies to meet key objectives while supporting growth. She delivers significant financial impact to organizations by identifying opportunities to drive business forward. Leslie is a respected leader and trusted advisor with a strong business mindset and legal background providing a foundation for driving business objectives in competitive environments. The leadership she brings results in meeting goals while enjoying collaborative team dynamics and enhanced organizational engagement and culture.