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April 9, 2020 | EP. 76

Advising Clients for the Long Term during the Pandemic

Laura J. LaTourette, CFP, Family Wealth Management Group

LaTourette brings more than 20 years of financial planning experience to help her diverse LGBTQ clientele keep focused on long term ESG investment strategies while managing their short term needs during this pandemic. In the podcast she also explains her focus on legacy planning and diversity initiatives.

April 6, 2020 | EP. 75

Morningstar’s 2019 Sustainable Funds Landscape Report

Jon Hale, Global Head of Sustainability Research at Morningstar, Inc.

A couple of the most encouraging findings from this report are the strong performance of sustainable funds compared to the total mutual fund universe and the dramatic increase in asset flows to sustainable funds during 2019, especially during the record-breaking 4th quarter.

April 1, 2020 | EP. 74

Enviva’s Wood Pellets: A Low Carbon Renewables Solution

John Keppler, Chairman & CEO of Enviva LP

Keppler explains how 3.5 million metric tons of wood pellets allow heat generators and power producers to reduce their carbon footprint by up to 85% on a lifecycle basis and help meet their renewable energy generation goals. Enviva recently announced its 18th consecutive distribution increase and has generated an annualized total return to unitholders of about 24% since its initial public offering in 2015.

March 23, 2020 | EP. 73

Climate Risk Is a Present and Future Business Critical Issue

Joey Lake, Chief Operating Officer at The Climate Service (TCS)

Climate Risk is the largest idiosyncratic risk left unmeasured in the world today by asset managers and companies. Investors can capture climate risk opportunities not yet priced into company data by the markets.

March 18, 2020 | EP. 71

Climate Change a Risk to All Stages of the Corporate Value Chain

Elliott Harris, UN Assistant Secretary-General, Chief Economist Dept. of Economic and Social Affairs United Nations

Harris explains how 40 years of scientific data from the Intergovernmental Panel on Climate Change (IPCC) shows the potential for Climate Risk to all stages of the business value chain, across all countries and economic sectors.

March 18, 2020 | EP. 72

Harnessing the Power of Science to Build Scalable Impact Solutions

Michele Demers, Founder and CEO, Boundless Impact Investing

Demers’ science-based research methodology provides investor-friendly, rigorous and cost-effective impact assessments by experts in financial analysis and environmental informatics.

February 12, 2020 | EP. 70

How to Scale Your Cleantech Startup Faster

Kristin Barbato, Founder & CEO, Build Edison; Co-Founder, Dynamo Energy Hub

Barbato talks about Build Edison, her consulting company that de-risks and grows innovative technologies into revenue generating businesses, and Dynamo Energy Hub, a unique networking platform for clean techs, energy industry leaders, investors, and policymakers created to connect key stakeholders in the clean energy space.

February 4, 2020 | EP. 69

How WELL Certification is reducing global GHG Emissions

Rachel Gutter, President, International Well Building Institute (IWBI)

Gutter tells listeners how the International WELL Building Institute is advancing health and well-being for people around the globe through better buildings and communities and stronger organizations. The WELL Building Standard is now used by over 10,000 WELL Accredited Professionals (WELL APs) world-wide, and there are over 500 million square feet of certified or registered built infrastructure across 58 countries to date.

January 26, 2020 | EP. 68

Fixed Income Investing Accelerates Among UNPRI Signatories

Patrick Drum, Manager of Saturna Sustainable Bond Fund and Amana Participation Fund at Saturna Capital, Portfolio

Drum discusses the enormous potential for sustainable and green sovereign fixed income markets, especially given that 40% of global sovereign wealth fund assets are owned by less than 6% of the UN Principles for Responsible Investment (UNPRI) signatories in the Middle East and Southeast Asia.

January 14, 2020 | EP. 67

Attacking the $800B Climate Infrastructure Deficit with Venture Debt

John McCartney, Founder at Artesian Capital Management

The global climate infrastructure deficit is $800 billion--a year! McCartney explains how Artesian Capital Management’s High Impact Green Bond Fund blends green bonds, venture debt, and asset backed securities related to clean energy infrastructure projects to address this serious funding shortfall.  

December 15, 2019 | EP. 66

Impax approaching $20B AUM in Low Carbon Economy Investments

David Richardson, Executive Director of Business Development at Impax Asset Management

After two decades and with almost $20 billion in AUM, Impax’s investment thesis is driven by cost reductions in renewable energy technologies and government commitments to reduce CO2 emissions by the UK and the EU, as well as by “We Are Still In” member states, cities, and companies in the US.

December 11, 2019 | EP. 65

Turnkey Solutions for Donor Advised Fund Impact Investing

Adam Rein, Co-Founder of CapShift

Rein highlights CapShift’s data and advisory services on over 500 qualified, public and private impact investment options for the $110 billion donor advised fund (DAF) market.

November 24, 2019 | EP. 64

Insights from the GIIN Investor Forum 2019

Amit Bouri, Chief Executive Officer & Co-Founder at The Global Impact Investing Network (GIIN)

Bouri highlights conversations about the role of fiduciary duty, scaling impact investing with integrity and how to measure impact in addressing the UN Sustainable Development Goals.

November 21, 2019 | EP. 63

How Key Risk Indicators Influence Fixed-Income Investment

Alessia Falsarone, Head of Sustainable Investing, Senior Portfolio and Risk Strategist for Developed Markets Fixed Income at PineBridge Investments

Falsarone explains how applying fewer financially material metrics in the portfolio selection process creates a better backdrop for risk adjusted out-performance in developed credit markets.

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.

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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