Appendix B. Interview with Rick Frazier

Acknowledging the contributions and support received from friends and colleagues was one of the most satisfying writing tasks for the authors of Firms of Endearment. At about the time the book was published, three of those contributors, Rick Frazier, Jeff Cherry, and Peter Derby, decided to devote themselves to the idea of creating investment portfolios composed of firms guided by a multi-stakeholder operating system, or “firms of endearment.” In this interview with Raj Sisodia, Rick Frazier, founding partner of Concinnity Advisors, LP, provides an update on the status of their journey.

You have been at this for quite some time, Rick, so your commitment can hardly be questioned. Are you also being fueled ...

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