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Podcast Archives: Investment Portfolio Analysis

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.

Episode 12 | August 13, 2018

SDG #5: Gender Equality

Allyson McDonald, CEO, Work Capital

McDonald discusses how gender equality is at the heart of all 17 UN Sustainable Development Goals, especially as it relates to private and public market investment strategies.

Episode 11 | August 9, 2018

SDG-related Investment Opportunities

Holly Ruxin, CEO and founder, Montcalm TCR

UN Sustainable Development Goal-related investment opportunities in the transition to a low-carbon economy are expanding rapidly. Hear how you can take advantage of these opportunities from Holly Ruxin, CEO and founder of Montcalm TCR, a certified B Corp wealth management firm

Episode 8 | July 10, 2018

SDG #6: Clean Water and Sanitation

Garvin Jabusch, CIO, Green Alpha Advisors

Jabusch sees water-related investment opportunities in the Next Economy through the lens of clean water and sanitation.

Episode 7 | July 5, 2018

SDG #15: Life on Land

Leslie Samuelrich, President, Green Century Asset Management

Life on Land, UN Sustainable Development Goal #15, brings out the best in Samuelrich. In this podcast she talks about how shareholder engagement with companies and their supply chains can produce good business results.

Episode 6 | June 29, 2018

SDG # 4: Quality Education

David Sand, Chief Impact Strategist, Community Capital Management

Quality Education, UN Sustainable Development Goal #4, is part of the investment strategy at Community Capital Management. David Sand, Chief Impact Strategist, tells us why education is a critical part of how to do successful fixed income investing.

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