24 - Dan Somers on making big ideas investible and measuring impact

We all can see big ideas, but its often not clear how to translate them into investible ideas. Impact investment is one of the highest profile ideas just now, so we have Dan Somers of impact investors Boundary Capital to talk about this. He talks about how they drew investible themes out of the big idea, and how that works when it comes to looking at companies. Inevitably, this involves measuring impact. We discuss the Boundary approach, how the market looks at it and the challenge of comparability. We also give investors ideas about how to get started in this area. Boundary Capital - https://www.boundarycapital.com/ (https://www.boundarycapital.com/) Dan would love more book ideas, and to discuss anything we raised on the podcast, and can be contacted at dan@boundarycapital.com. Suggested books: https://www.amazon.co.uk/Thinking-Fast-Slow-Daniel-Kahneman/dp/0141033576/ref=sr_1_1?crid=26Q2WIQ8RX7IC&dchild=1&keywords=thinking+fast+and+slow&qid=1619698089&sprefix=thinking+fast%2Caps%2C164&sr=8-1 (Thinking, Fast and Slow) by Daniel Kahneman https://www.amazon.co.uk/Descartes-Error-Emotion-Reason-Human/dp/0099501643/ref=sr_1_1?crid=1RI34XF68YXRU&dchild=1&keywords=descartes+error&qid=1619698142&sprefix=descar%2Caps%2C163&sr=8-1 (Descartes' Error: Emotion, Reason and the Human Brain) by Antonio Damasio