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June 17, 2019 | EP. 49

Allianz Global Investors Combines Active Management and Shareholder Advocacy

Christian McCormick, CFA, Director and Senior ESG Specialist with Allianz Global Investors

McCormick shares his experience of shareholder advocacy--in 2018 the firm participated in 8,500 shareholder meetings. Alliance GI reported poor links between executive pay and company performance and voted against 74% of compensation proposals in the U.S.

June 9, 2019 | EP. 48

How MPOWERD Is Becoming a Global Leader in Solar Powered LED Lighting

Seungah Jeong, President and CEO MPOWERD INC

Since I interviewed Jeong a year ago, MPOWERD has increased the number of people whose lives benefit from Luci lights to 3 million from 2.3 million. In this interview she shares how they’ve become the leader in solar powered portable lighting, and as a centennial partner for Save the Children Foundation are distributing 10,000 Luci lights globally in 2019.

June 3, 2019 | EP. 47

AB’s Municipal Impact Strategy Delivers Performance and Opportunity

Eric Glass, Senior Vice President and Senior Portfolio Manager, Fixed Income Impact Strategy at AllianceBernstein

Listen to the story of how Glass created AllianceBernstein’s Municipal Impact Strategy to invest in underserved and low-socio-economic status communities. Glass explains how investing healthcare, education, mass transit, water/waste water and renewable energy infrastructure can generate a 4% tax-exempt yield on investment.

May 30, 2019 | EP. 46

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.

May 20, 2019 | EP. 45

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.

May 13, 2019 | EP. 44

Growing Impact Investing and Reducing Greenwashing

Gil Crawford, CEO MicroVest

Impact investing is growing fast but greenwashing is increasing due to lack of regulatory oversight. Crawford brings his 25 years of experience in micro finance and the capital markets to this discussion of the World Bank’s newly launched operating principles designed to reduce greenwashing in the impact investing landscape.

 

May 8, 2019 | EP. 43

How Nuveen Is Addressing the Responsible Investing Taxonomy Problem

Amy O'Brien, Head of Responsible Investing at Nuveen, a TIAA company

How do advisors and asset managers integrate portfolio strategies, shareholder activism and other investor motivations? O’Brien describes Nuveen’s rigorous, platform-wide approach.

May 3, 2019 | EP. 42

S&P Dow Jones Indices Launches New ESG Indices

Mona Naqvi, Senior Director and Global ESG Spokesperson for S&P Dow Jones Indices

Mona Naqvi discusses her group’s launch of the S&P 500 ESG Index, the basis for a UBS Asset Management ETF that's now available. She also discusses the creation of numerous ESG indices and her ongoing work with Japan’s government pension investment fund (GPIF), the world’s largest, to systematically reduce exposure to high carbon companies through the S&P Carbon Efficient Indices.

April 16, 2019 | EP. Webinar

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.

April 15, 2019 | EP. 41

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.

April 11, 2019 | EP. Webinar

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 bridged through ESG and Impact investing and how sustainable and impact investing is changing the way strategic philanthropy integrates with overall portfolio strategy.

 

April 8, 2019 | EP. 40

Adding Trillions to the Global Economy through Educational Opportunities for Women and Girls

Joe Keefe, President, Pax World Funds

Keefe shows how integrating global social and environmental policies that support better education for women and girls can potentially add trillions of dollars to economic growth.

April 1, 2019 | EP. 39

Opportunities for Women Advisors: The Invest in Women Conference 2019

Dorothy Hinchcliff, Executive Editor, Financial Advisor Magazine

Hinchcliff explains how the Conference, now in its 5th year, helps women in finance develop partnerships with investors as stewards of family wealth. Keynote speakers span the generations of activist women leaders who are addressing the most pressing financial and social issues.

March 25, 2019 | EP. 38

Achieving SDG #9: U.S. Needs $3 Trillion for Sustainable Infrastructure Upgrades

Hazel Henderson, Founder & President, Ethical Markets Media
Where does capital need to be deployed in the US to build resilient infrastructure, foster innovation, and promote inclusive and sustainable industrialization? Henderson explains how her Green Transition Scoreboard tracks the requirements for funding.
March 16, 2019 | EP. 37

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.

March 9, 2019 | EP. 36

"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.

March 4, 2019 | EP. 35

Blending Behavioral Finance and Multi-generational Impact Investing Advice

Randy Kaufman, Senior VP & Strategic Growth Advisor, EMM Wealth

Kaufman talks about how incorporating behavioral finance principles with impact investing advice can strengthen client relationships with family offices and foundations. She especially likes working with women who are stewards of family wealth.

February 23, 2019 | EP. 34

Beyond Risk & Return: Purpose Driven Investment at Bernstein

Michael Lear, Vice President & CFA, Bernstein Private Wealth Management

After two decades integrating impact and values-driven purpose into equity and fixed income portfolio strategies for entrepreneurs, foundations and family offices, Lear is a man on a mission: using public and private capital market funding to help his clients achieve sustainable investment goals.

February 15, 2019 | EP. 33

Digital Assets 2019: How Blockchain-based Capital Markets Are Creating Financial Value

Vincent Molinari, Co-Founder, Templum, Inc. and Jane King, CEO, LilaMax Media

King and Molinari talk about how digital assets will continue to change the way we use financial assets. Advisors and investors will learn how blockchain-based technologies can reduce cost and diversify ownership and how regulators are responding.

February 14, 2019 | EP. Webinar

How Women Are Disrupting the Finance Industry Business Model

Erika Karp, CEO, Cornerstone Capital; Danielle Kayembe, CEO, GreyFire Impact; Jeff Cohen, Senior Analyst, SASB

Whether it's the gender pay gap, board of directors seats and equal opportunity for career advancement, or greater access to private market capital funding for female-owned-and-run startup businesses, women are disrupting the status quo in the banking and finance industry. Our diverse panel of experts raise awareness of these issues in their work every day and advocate for a more transparent industry dialogue related to gender and inclusion materiality metrics.

February 4, 2019 | EP. 32

The Case for Active Management in ESG and Impact Investing

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.

January 28, 2019 | EP. 31

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.

January 21, 2019 | EP. 30

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

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).

January 10, 2019 | EP. 29

Funding Municipal Infrastructure through the UN Capital Development Fund

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.

Podcast Archive

Welcome!

Join Paul as he interviews thought leaders and influencers in the sustainable finance world-- people like Hazel Henderson, John Streur, Allyson McDonald and Jeff Gitterman.

A nationally recognized expert on sustainable investing, Paul has been interviewed by the Wall Street Journal and is a featured columnist at FA Magazine. He travels the country presenting on panels and interviewing the people you want to hear, including sustainable finance experts from Morningstar, Schwab, Calvert and Impax.

Formerly a franchise advisor with Ameriprise for 23 years, and now the principal at Paul Ellis Consulting, Paul keeps his eye solidly on the value proposition for financial advisors and investment professionals.

More About Paul