Faith Driven Investor

Marks on the Market: The Work Beneath the Boom Host Richard Cunningham and Luke Roush of Sovereign’s Capital sit down with Kyle Pieratt, President and CEO of Vermeer Mountain West, for a ground-level look at the infrastructure cycle reshaping American markets. Before a data center goes up, someone has to bring in the water, the power, and the fiber. Kyle’s team sells the equipment that puts those lines in the ground. Right now, they can’t get enough of it. Kyle leads Vermeer Mountain West, an...

Host John Coleman sits down with Brent Beshore, founder of Permanent Equity, for a conversation about what changes when an investor stops carrying weight that was never theirs to carry. Brent Beshore did his first private equity deal before he knew what private equity was. Today he runs a firm that buys companies with no intention of selling, and he is convinced the opposite of faith is self-reliance. Recorded live at the final Main Street Summit in Columbia, Missouri, this conversation moves...

The Crash Everyone Is Waiting For Host Richard Cunningham and co-host Luke Roush sit down with Hank Bowen, who helps lead investor relations and capital formation at Sovereign's Capital, for a conversation that reads the market from the allocator's chair and grounds it in Scripture. Investors have been saying "this can't go higher" for years, and markets keep proving them wrong. Hank's explanation is simple: it's hard to get a dramatic repricing when everyone is waiting for one. Meanwhile, pr...

Discipleship of the Balance Sheet Host Justin Forman sits down with Aimee Minnich, Co-Founder of Impact Foundation, for a conversation that traces the shift from writing checks to deploying capital as an act of discipleship. Aimee Minnich says the donor-advised fund era taught a generation of Christians how to give money away. It didn't teach them how to invest it. Nearly two decades into building one of the fastest-growing platforms for faith-driven capital, she's convinced the next chapter ...

What Comes After You Win Scott Highmark has spent two decades watching high achievers reach the very top of their field — competitively great, by any definition — and arrive there lonely. That question sits underneath this month's Marks on the Market, too: what does a market pricing in near-5% rates, a resilient jobs report, and an AI-fueled earnings boom actually ask of the people stewarding capital through it? Hosts Richard Cunningham and Luke Roush sit down with Scott Highmark, Co-Founder,...