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Podcast Archives: Stakeholder Advocacy

Episode 107 | January 4, 2021

Diversity Wins, Inclusion Matters

Eve Ellis, Wealth Advisor, William Blair

Ellis, together with Nikolay Djibankov, leads the Matterhorn Group at William Blair, a full-service wealth advisory group developing and executing sophisticated financial and philanthropic plans for individuals, businesses, and nonprofit institutions. Ellis and I talk about their two portfolios: The Gender Parity Strategy and the The Matterhorn/Refinitiv Diversity & Inclusion Strategy. Ellis explains how the […]

Episode 46 | May 30, 2019

New Challenges, New Opportunities: The 2019 US SIF Conference

Lisa Woll, CEO at US SIF: The Forum for Sustainable and Responsible Investment

Woll discusses hot topics on the agenda for this year’s conference, like potential changes in the Department of Labor guidelines for ESG investment strategies in ERISA-governed retirement plans and this year’s key advocacy initiatives being deployed by the Global Sustainable Investment Alliance.

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