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Podcast Archives: Technology and Analytics

Episode 45 | May 20, 2019

Generating Alpha Through Active Portfolio Management at Brown Advisory

Karina Funk, Partner, Portfolio Manager, and Head of Sustainable Investing at Brown Advisory

Funk shares her three criteria for choosing companies with sustainable business advantages (SBAs) for the Brown Advisory Large Cap Sustainable Growth Portfolio, which invests in companies that will thrive in a resource-constrained world.

Episode Webinar | April 16, 2019

Climate Risk 2019: Global Capital Markets and Public Policy Options

Lisa Woll, CEO, US SIF; Jeff Gitterman, Co-founding Partner, Gitterman Wealth Management; Claudine Schneider, Founding President & former U.S. Congresswoman, Solar Alliance; Francis Condon, Executive Director - Sustainable & Impact Investing, UBS Asset Management

From 1998 to 2017 the global economic cost of climate-related disasters skyrocketed 151% over the previous 20 year period to $2.25 trillion. Join our expert panelists for a discussion about future climate risk assessment options for companies, investors, financial advisors and policymakers.

Episode 31 | January 28, 2019

How Women Entrepreneurs Can Build the Business Ecosystem of the Future

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 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 23 | November 21, 2018

MSPI: The World’s First Social Performance Index

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.  

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 21 | November 6, 2018

Ethical Markets Media and the SDGs

Hazel Henderson, Founder, Ethical Markets Media

Henderson brings her 40 years of foresight, insight, and integrity to a discussion of the UN Sustainable Development Goals.  

Episode 20 | October 29, 2018

Due Diligence in Impact Investing

Eva Yazhari, CEO, Beyond Capital; Hummayun Javed, Senior Analyst, Align Impact

Yazhari and Javed discuss their 5-point process for due diligence in Impact 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.

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