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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.

January 7, 2019 | EP. 28

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.

December 18, 2018 | EP. 27

Using REITs for Sustainable Investing

Sam Adams, CEO, Vert Asset Management

What can financial advisors and their clients learn from Sam Adams about sustainability-focused investing in publicly traded real estate trusts, or REITS? Tune in to learn how Sam worked with experts in the field to create robust ESG metrics for this asset class.

December 6, 2018 | EP. 26

Customized ESG Data Incorporation & Proxy Voting

Jennifer Sireklove, Director of Responsible Investing, Parametric

Join us as Sireklove explains how she has built Parametric's Responsible Investing practice over two years, including customized ESG data incorporation on $20 billion AUM, and firm-wide proxy voting on $100 billion AUM.

November 30, 2018 | EP. 25

2018 Report on US Sustainable, Responsible, and Impact Investing Trends

Meg Voorhes, Research Director, US SIF

I spoke with Voorhes at the 2018 SRI Conference about the recently launched 2018 Report on US Sustainable, Responsible, and Impact Investing Trends.

November 24, 2018 | EP. 24

Broker-Dealer CEO becomes Impact Investing Consultant

Sonya Dreizler, Founder, Solutions with Sonya

Dreizler shares her 15-year journey to merging her business operations expertise with her passion for sustainable investing.

 

November 21, 2018 | EP. 23

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.

 

November 12, 2018 | EP. 22

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.

 

November 6, 2018 | EP. 21

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.

 

October 29, 2018 | EP. 20

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.

 

October 22, 2018 | EP. 19

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.

October 15, 2018 | EP. 18

The 2018 UN Sustainable Investing Conference

Jeff Gitterman - Co-founder, Gitterman Wealth Management

What does a partnership between the UN Capital Development Fund and the asset management industry look like? Here's what Jeff Gitterman, of Gitterman Wealth Management has to say.

October 4, 2018 | EP. 17

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.

September 19, 2018 | EP. 16

The 29th Annual SRI Conference

George Gay, CEO of First Affirmative Financial Network; Jan Mercer Dahms, CEO of the SRI Conference & Community; Greg Vigrass, President of Folio Institutional

A preview of this year's conference.

September 17, 2018 | EP. 15

The Green Money Journal, 25 Years of Impact

Cliff Feigenbaum, Founder & Publisher of The Green Money Journal

Cliff Feigenbaum, Founder & Publisher of the Green Money Journal, talks about developments in sustainable investing.

August 29, 2018 | EP. 14

Why ETFs Are All the Rage

Kari Droller, Vice President, Charles Schwab

Droller tells us why investor appetite for these products is growing.

 

August 22, 2018 | EP. 13

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.

August 13, 2018 | EP. 12

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.

August 9, 2018 | EP. 11

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

July 29, 2018 | EP. 10

SDG #2: Zero Hunger

John Streur, CEO, Calvert Research and Management

Streur brings his 25 years of leadership in sustainable investment to bear on UN Sustainable Development Goal #2: Zero Hunger. How can investors help to achieve this goal during a period of explosive global population growth?

July 18, 2018 | EP. 9

SDG #12: Sustainable Consumption and Production

Maureen Kline, VP Public Affairs and Sustainability, Pirelli Tire North America

UN Sustainable Development Goal #12: Sustainable consumption and production—where the rubber meets the road. Kline explains how the tires on your car today could be the road you drive on in the future!

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