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November 11, 2019 | EP. 62

Renewables Expert Peter Fusaro Says Clean Energy Has Arrived

Peter Fusaro, Senior Advisor to AV Group Ltd.

Fusaro shares key findings from his research: (1) renewables are now affordable, with costs declining 40-90%, (2) U.S. corporate buying of renewable energy has doubled in the last two years, and (3) renewables are great investments for pension funds.

November 7, 2019 | EP.

Impact Investment for Sustainable Wealth at Bair Financial

Marci Bair, Founder & CEO, and Victor Orozco, Managing Partner - Bair Financial Planning

Bair and Orozco serve a diverse community of female executives, LGBT couples and business owners who expect consumer and investment choices to reflect their personal values.     

October 22, 2019 | EP. 60

The 2019 Sustainable Investing Conference at the United Nations on Dec. 10

Jeffrey Gitterman, Co-Founding Partner, Gitterman Wealth Management

Gitterman talks about the extraordinary lineup of speakers for this year’s conference on the “business case” for Sustainable, Impact and ESG Investing. Financial advisors will dialogue with corporate executives like Jeffrey Eckel, Chairman, President and CEO of Hannon Armstrong,  asset managers like Saker Nusseibeh, CEO Hermes Investment Management, and ESG index builders like Mona Naqvi, Senior Director and Global Spokesperson for ESG Indices, S&P Dow Jones Indices.

October 7, 2019 | EP. 59

Green Alpha Advisors Invests in Next Economy Leaders

Betsy Moszeter, Chief Operating Officer at Green Alpha Advisors

Moszeter talks about the 10th anniversary of the Next Economy Index SMA portfolio and its competitive returns since the 2008 launch.

September 23, 2019 | EP. 58

The SDG Groove--Music and Dance Teach Kids about the SDGs

Jade Zaroff, Founder at Entertainment For Change

Zaroff is launching a campaign to introduce Entertainment For Change, a program that's bringing the #SDGGROOVE, an exciting compilation of music and dance, into schools to teach kids about the UN Sustainable Development Goals.

September 16, 2019 | EP. 57

Next-Gen Leaders at the Frontier of ESG Stewardship

Peter Lupoff, CEO at Net Impact

Lupoff is passionate about mobilizing next-generation leaders to use their skills and careers to make a positive impact on the world.

August 19, 2019 | EP. 56

The DWS ESG Gatekeeper for Municipal Bond Credit Analysis

Adam Kennedy, Vice President of Municipal Bond Research at DWS

Kennedy and team provide ESG spotlight credit information to investors in the firm’s municipal bond SMA portfolios. We discuss ESG issues related to bonds from New York, Ohio and California.

August 4, 2019 | EP. 55

2019 FTSE Russell Smart Beta Survey: Interest in ESG Rising

Tony Campos, Director ESG Product Management Americas for FTSE Russell

Campos discusses the growing interest of global asset owners in combining Smart Beta with ESG for risk management.

July 29, 2019 | EP. 54

The JUST Factor Report and Index Beating Performance

Lorraine Wilson, Director, Investment Products at JUST Capital

Wilson talks about the latest JUST Factor Report and explains the unique way in which a JUST Capital index was constructed and has performed  by comparison with the Russell 1000 Index.

July 14, 2019 | EP. 53

2019 SDG Advocates Raise Awareness for the UN’s Sustainability Agenda

Robert Skinner, Executive Director at UN Office for Partnerships

Skinner talks about the 2019 class of SDG advocates recently appointed by the Secretary General to highlight achieving the UN SDG’s agenda for peace and prosperity for people and the planet.

July 9, 2019 | EP. 52

30 Years of ESG Investing at Neuberger Berman

Jonathan Bailey, Head of ESG Investing at Neuberger Berman

Bailey, Neuberger Berman’s second generation leader of ESG investing, talks about the firm’s 30 years of competitive performance in active portfolio management.

July 3, 2019 | EP. 51

Hazel Henderson and Tim Nash Present the 2019 Green Transition Scoreboard

Hazel Henderson, Founder and President, Ethical Markets Media and Tim Nash, The Sustainable Economist and Founder of Good Investing

Henderson and Nash talk about the main focus of this year’s Green Transition Scoreboard: Transitioning to Science-Based Investing.

June 25, 2019 | EP. 50

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.

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.

 

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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