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Podcast Archives: Investment Portfolio Analysis

Episode 50 | June 25, 2019

Taking an Entrepreneurial Approach to Advising Family Offices and Foundations

Karen Wawrzaszek, Senior Director of Financial Planning at Sullivan, Bruyette, Speros & Blayney

Wawrzaszek discusses the firm’s entrepreneurial approach to strategic planning and investment advice across multiple generations of family wealth.

Episode 41 | April 15, 2019

Sustainable Funds US Landscape Report: More Funds, More Flows, Strong Performance in 2018

Jon Hale, Global Head of Sustainability Research, Morningstar

Hale gives us the numbers from Morningstar’s 2019 Sustainable Funds US Landscape Report showing strong performance across the board for sustainable investing in 2018.

Episode Webinar | April 11, 2019

How to Bridge the Generational Divide and Transition Your Sustainable Practice

Randy Kaufman, Senior Vice President, EMM Wealth; David Aaron, Co-CEO and Chief Investment Officer, EMM Wealth; Glen Macdonald, Bronfman Rothschild Managing Director, Impact Investing Advisor

Our panelists discuss their approaches to sustainable and impact investment integration for multiple-generation, high net worth clients, including how wealth advisors and foundations are using ESG risk and impact measurements to optimize portfolio strategies and participate in growth opportunities in the transition to a low-carbon economy. Learn how the divide between multi-generational investors can be […]

Episode 37 | March 16, 2019

ESG Metrics and Shareholder Advocacy Drive Appleseed’s Top Performance on Morningstar World Allocation

Matt Blume, Portfolio Manager and Head of ESG Research, Appleseed Capital

APPLX ended 2018 with performance in the top 5% of Morningstar’s World Allocation category for 1, 3 and 10 years. Blume tells us how shareholder advocacy can influence the integration of ESG metrics into the long term value creation of companies owned in the Appleseed Fund (APPLX), for which his firm is the adviser.

Episode 36 | March 9, 2019

“The Purpose of Capital”: Blended Value and Impact Investing Across the Generational Divide

Jed Emerson, Founder, Blended Value Group; Senior Fellow at Center for Social Investing, University of Heidelberg, Germany

In this episode Emerson talks about his eighth book, The Purpose of Capital, and shares insights from his personal and professional journey as an internationally recognized Thought Leader in impact investing, social entrepreneurship and strategic philanthropy.

Episode 28 | January 7, 2019

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

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 22 | November 12, 2018

Risk Analysis in Public and Private Markets

Ian Simm, Founder, CEO Impacts Asset Management

Simms shares how to address 3 shortcomings of risk analysis in public and private market investing.  

Episode 19 | October 22, 2018

Montcalm Capital Fund: Great Companies Doing Great Things for the Planet

Holly Ruxin, CEO-Founder, Montcalm TCR

Investing in companies that are solving the world’s most pressing environmental and social problems—that’s why Holly Ruxin created the Montcalm Capital Fund.

Episode 17 | October 4, 2018

Just the FACTS Stock Selection

Jordan Kimmel, Portfolio Manager, Gitterman Wealth Management

Just the FACTS investors! That’s what Jordan Kimmel’s stock selection process is all about. Listen to what Jordan, portfolio manager at Gitterman Wealth Management, has to say about ten years of developing this successful investment strategy.

Episode 13 | August 22, 2018

SDG #16: Peace, Justice and Strong Institutions

Erika Karp, founder and CEO, Cornerstone Capital

Karp, founder and CEO of Cornerstone Capital, and advisor to the UN Global Compact, the Clinton Global Initiative and the World Economic Forum, is passionate about UN Sustainable Development Goal #16: Peace, Justice and Strong Institutions. In this podcast she talks about how she incorporates Goal #16 into all her portfolio strategies.

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