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Episode 32 | February 4, 2019

The Case for Active Management in ESG and Impact Investing

with Scott Klimo, CIO and Portfolio Manager, Saturna Capital

Klimo believes that today’s ESG investor seeks to identify companies that are setting the standard in environmental, social and governance policies and practices. These companies are moving toward best practices with specific, measurable signposts that active managers use to gauge progress and performance.

Episode 31 | January 28, 2019

How Women Entrepreneurs Can Build the Business Ecosystem of the Future

with Danielle Kayembe, CEO and Founder, GreyFire Impact

Kayembe, a female futurist and serial entrepreneur who works on projects at the intersection of women, technology and social impact, tells us how her company advises female founders on scaling their businesses,  raising capital and seizing opportunities that the male-centered investment ecosystem is unprepared to understand.

Episode 30 | January 21, 2019

How Investors Can Participate in the UN Capital Development Fund’s Public-Private Partnerships

with Esther Pan Sloane, Head, Partnerships, Policy & Communication, UNCDF

Learn how Pan Sloane and her team build public-private partnerships with professional asset management firms to fund development in the UN Least Developed Countries (LDCs).

Episode 29 | January 10, 2019

Funding Municipal Infrastructure through the UN Capital Development Fund

with Jaffer Marchano, Global Program Manager of Municipal Investment Finance (MIF) Program in New York

Marchano, municipal finance expert with the UNCDF, talks about the upcoming launch of the International Municipal Development Fund and how investors can address climate risk issues in developing countries.

Episode 28 | January 7, 2019

Is a Decline in Shareholder Trust Negatively Affecting Revenue Growth and EBITDA?

with Jessica Long, Managing Director, Strategy & Sustainability, Accenture

Long and I discuss research from the Competitive Agility Index about the impact to revenue growth and EBITDA in both B2B and B2C companies following a decline in stakeholder trust.

Episode 27 | December 18, 2018

Using REITs for Sustainable Investing

with Sam Adams, CEO, Vert Asset Management

What can financial advisors and their clients learn from Sam Adams about sustainability-focused investing in publicly traded real estate trusts, or REITS? Tune in to learn how Sam worked with experts in the field to create robust ESG metrics for this asset class.

Episode 26 | December 6, 2018

Customized ESG Data Incorporation & Proxy Voting

with Jennifer Sireklove, Director of Responsible Investing, Parametric

Join us as Sireklove explains how she has built Parametric’s Responsible Investing practice over two years, including customized ESG data incorporation on $20 billion AUM, and firm-wide proxy voting on $100 billion AUM.

Episode 25 | November 30, 2018

2018 Report on US Sustainable, Responsible, and Impact Investing Trends

with Meg Voorhes, Research Director, US SIF

I spoke with Voorhes at the 2018 SRI Conference about the recently launched 2018 Report on US Sustainable, Responsible, and Impact Investing Trends.

Episode 24 | November 24, 2018

Broker-Dealer CEO becomes Impact Investing Consultant

with Sonya Dreizler, Founder, Solutions with Sonya

Dreizler shares her 15-year journey to merging her business operations expertise with her passion for sustainable investing.  

Episode 23 | November 21, 2018

MSPI: The World’s First Social Performance Index

with Bonnie Lyn de Bartok, CEO, MacCormick

de Bartok describes how she developed the world’s first Social Performance Index, the MSPI, which measures companies’ social performance against best practices standards and in relation to their financial performance.