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As Seen On:
October 19, 2020 | EP. 101

A New Education & Collaboration Network for Sustainable Finance

Phil Kirshman, Founder, Impact Metropolis

After many years in the asset management industry, Kirshman launched Impact Metropolis as a social network and video hosting site dedicated to the sustainable and impact investing community. According to Kirshman, as sustainable investing becomes more mainstream, collaboration and sharing of information is being impacted. Kirshman describes how Impact Metropolis is both aggregating resources across the sector and providing a platform where individuals and businesses, both new to impact investing and seasoned professionals, can network, promote their services, and connect with others in the field.

October 12, 2020 | EP. 100

Turnkey Group Focuses on Risk & Sustainable Growth in Asian Markets

Tony Wines, CEO of Turnkey Group

Turnkey Group is a global company focusing on high growth markets in Asia. Wines started the company in 2016 to provide a risk and sustainability platform for company strategy. We talked about enhancements to Turnkey’s Sustain-Tech software suite, particularly setting KPIs that include corporate security, regulatory changes, more transparent supply chains, and managing employee health and safety. The enhancements also enable live collaborations between teams in the field and company management.
You can link to Turnkey's website from the Attachments tab of this podcast program.

October 6, 2020 | EP. 99

Re-Nuble: Using Yesterday’s Leftovers to Fuel Tomorrow’s Abundance

Tinia Pina, Founder and CEO, Re-Nuble

Pina walks us through the cutting edge technology that converts food waste into industrial grade organic fertilizer for soil-less and vertical farms. The technology is carbon negative and has the potential to reduce greenhouse gas emissions by 6-12,000 metric tons CO2e per year while increasing produce yields by 20% to 30%. The implications for urban agriculture are extraordinary, and offer an exciting growth opportunity for sustainable finance professionals.
Check out her website for more information.

September 28, 2020 | EP. 98

How Marsh & McLennan Is Addressing the Sustainable Finance Revolution

Alex Bernhardt, Director, Marsh & McClennan Companies Advantage group

Marsh & McClennan, the world's leading professional services firm in the areas of risk, strategy and people, offers sustainable finance capabilities across all four businesses (Marsh, Mercer, Oliver Wyman and Guy Carpenter). In our podcast, Bernhardt talks about how the sustainable finance revolution is impacting asset valuations related to physical and transition climate risk as well as workplace social issues like systemic racism. An important topic given that ESG concerns impact more than $80 trillion in global assets under management.
Alex Bernhardt can be reached at Alex.Bernhardt@oliverwyman.com.

September 21, 2020 | EP. 97

Managing Risk with Fossil Fuel Free Investment Strategies

Peter Krull, CEO & Director of Investments, Earth Equity Advisors

Earth Equity Advisors, a 4-time Best for the World B Corp., specializes in fossil fuel free investment strategies for clients. Krull discusses his methodology, a balanced portfolio strategy focused on lowering risk while continuing to be invested in companies that have long-term growth opportunities in the next economy. Earth Equity Advisors has also recently launched a robo advisory platform for people just starting their investment experience.
See the Attachments tab for information about Earth Equity Advisors SMA and Fossil Fuel Free investment portfolios.

September 14, 2020 | EP. 96

How Can Meditation Help Finance Professionals?

Monique Class, Clinical Instructor of Nursing, Yale University and Sheldon Lewis, Meditation Teacher and Mind-Body Practitioner

Whether you’re a regular meditator or new to the practice, this podcast will help you understand why thousands of finance professionals and people from all walks of life are incorporating meditation into their daily routines. Class and Lewis have been teaching meditation classes together for years--now online because of Covid-19. Class, in addition to teaching at Yale, is a Family Nurse Practitioner and a Clinical Nurse Specialist in Holistic Health at The Center for Functional Medicine in Stamford, CT. She walks us through some of the fascinating science and explains how meditation triggers the parasympathetic nervous system, the part of the brain that calms us down when we’re stressed out. And Lewis, who consults with clinics and is in private practice in New York City, explains how meditation is a natural process we can do anytime, any place. And, remarkably, as he demonstrates, we only need a minute to start feeling better!
For more information check out The Center for Functional Medicine

September 9, 2020 | EP. WEBCAM

Webcam: ESG Fund Performance Amidst Covid-19

Paul Ellis, Paul Ellis Consulting; Katherine Davidson, Portfolio Manager/Global Sector Specialist at Schroders; Marie-Sophie Pastant, Head of the ETF & Index Management team, BNP Paribas Asset Management; Jake Moeller, Senior Investment Consultant at Square Mile Investment Consulting & Research

In investment management, performance during a crisis is a way to highlight a fund’s strength or weakness. Indeed, proving that your fund performed better than the market over a long period can drive AUM growth. In the current crisis, 66% of sustainable funds have performed better than their category average, according to Morningstar Direct data. But, our current challenges aren't over. So, while the resilience of ESG has been documented, can it continue to weather even the biggest of storms?

August 31, 2020 | EP. 95

Palladium Catalyzes Inclusive Growth Towards Financial & Social Impact

Christina Shim, Managing Director, Commercial Innovation Practice for the Americas & Head of New York office at Palladium

Shim talks about Palladium’s focus on inclusive growth beyond Covid-19. By acting as a  catalyst, Palladium helps individual companies, for example a mining company or a multinational chocolate company, to broaden their thinking to include the circular economy. By collaborating across sectors, including governments, NGO’s, and local economies, a company can achieve both profitable and sustainable growth.

August 24, 2020 | EP. 94

Refinitiv Expands ESG Data Integration to Lipper Funds

Elena Philipova, Global Head ESG Proposition at Refinitiv

Philipova talks about the July 7 debut of Refinitiv’s Lipper Fund ESG Scores, which is expanding ESG data integration to the universe of funds Lipper tracks. We also discuss enhancements in Refinitiv’s ESG scoring methodology, making it more data driven by addressing major challenges like materiality, transparency stimulation, and size bias, and providing more industry-peer comparisons for advisors and companies.

August 17, 2020 | EP. 93

How Kesi Gibson Makes Sustainable Fashion Possible and Profitable

Kesi Gibson, Chief Executive Officer, Founder, Club Debut & Founder, Creative Director, KYU BY KESI

How can the fashion industry promote the UN Sustainable Development Goals? Gibson talks about Club Debut, her value-driven, sustainable fashion platform for independent designers and creatives, as well as her own design line, KYU BY KESI, and how these companies are "Putting Humanity Back into Fashion (TM)."

August 10, 2020 | EP. 92

Companies that Prioritize Diversity & Transparency Outperform Peers

Yusuf George, Managing Director of Corporate Engagement, JUST Capital

George talks about the results of JUST Capital’s recent surveys on racial equity and workforce diversity, including how companies in the Russell 1000 Index disclose their workforce demographics. Strikingly, a small group of companies that disclose their demographics by race/ethnicity, gender, and job category have outperformed their peer groups by 6% (May 31, 2019 - May 31, 2020).

August 3, 2020 | EP. 91

Nuveen Survey Shows Dramatic Increase in Responsible Investing

Megan Fielding, Senior Director, Responsible Investing at Nuveen & Head of Strategic Partnerships

Here are just a few striking data points Fielding talks about: (1) US investors poured $20.6B into ESG focused funds in 2019. (2) 70% of advisors cite superior risk management and better performance as the top reasons why their high network clients invest in responsible investing, as opposed to 39% in 2018. (3) For the first time a majority of investors, 53%, cited performance as their main motivation for investing in responsible investments.

July 27, 2020 | EP. 90

Bruce Herbert: Using Shareholder Engagement to Change Corporate Behavior

Bruce Herbert, CEO of Newground Social Investment, SPC & Investor Voice, SPC

Herbert is an independent shareholder advocate, and a pioneer in the field beginning in the 90s when he served on the national governing board with the Interfaith Center on Corporate Responsibility (ICCR). He talks in detail about the engagement process and how to convert an adversarial approach into a conversation that brings results, including working with McDonalds, one of the largest users of potatoes, to get farmers to decrease their use of toxic pesticides.

July 20, 2020 | EP. 89

Rocky Mountain Institute and the Banking Sector Unite on Climate Finance

Radhika Lalit, Director, Center for Climate Aligned-Finance, Rocky Mountain Institute

Lalit talks about Rocky Mountain Institute’s new Center for Climate-Aligned Finance, which is bringing the financial sector to the table to evaluate how to bring their portfolios into alignment with a zero-carbon future. The Center is collaborating with Wells Fargo, Bank of America, Goldman Sachs, JP Morgan Chase and other partners to develop an engagement platform with sectors such as oil and gas, steel, and utilities to drive decarbonization. Visit climatealignment.org for more details.

July 7, 2020 | EP. 88

Putting Gender on the Agenda through Public & Private Market Partnerships

Vicky Lay, Managing Director, Head of Impact Investing at Artesian (Alternative Investments)

Lay co-creates investment strategies like the Women's Economic Empowerment Bond Fund and SheSyndicate Foundation to bridge global gender gaps in impact partnership with the United Nations Capital Development Fund and Equileap. She brings capital, human endeavor and innovation together in partnerships dedicated to women’s economic empowerment.

June 22, 2020 | EP. 87

Schroder’s ESG Funds Are Outperforming the Competition

Katherine Davidson, Portfolio Manager/Global Sector Specialist at Schroders

Davidson explains how those corporations with good customer relationships and more sustainable corporate cultures pre-pandemic are more resilient during the pandemic, starting at the Board level and including a strong investment in their employees.

June 10, 2020 | EP. 86

Sustainalytics Taxonomy Expands to Address Emerging Social Challenges

Heather Lang, Executive Director, Sustainable Finance Solutions at Sustainalytics

Program recorded May 7, 2020: Lang explains how governments, international and local banking systems, are working with Sustainalytics’ Sustainable Finance Solutions to issue sustainability bonds and loans to address two areas that are being particularly hard hit by COVID-19: Health Care and Socio-economic Impact Mitigation. She notes that the recent uptick in social bond issuance bodes well for tackling emerging social challenges, alongside environmental issues.

June 2, 2020 | EP. 85

Next Gen Advisor Steers Resilient Course During the Pandemic

Noel Pacarro Brown, CIMA, CPWA, The Conscious Wealth Management Group & First Vice President at Morgan Stanley

A Forbes Top Next Gen Wealth Advisor and 2nd generation Managing Partner in the practice founded by her mother, Brown works with institutions, family offices and high net worth individuals. As co-chair of the Consulting Group Advisory Council at Morgan Stanley, Brown regularly speaks and writes about practice management for financial advisors. We also talked about the protocol they use to address any kind of market or economic crisis, which has been especially successful during the current investor panic around Covid-19.

May 27, 2020 | EP. 84

Impact Fund Targets Advanced Technologies in US & Latin America

TONY SAXTON: Co-Managing Partner, Terra Impact Fund; Founder & Managing Partner, Terra Group Holdings. PAUL SAVOLDELLI: Co-Managing Partner, Terra Impact Fund; CEO, Americas Management Group

The Terra Impact Fund uses private equity capital to target growth of sustainable technologies across multiple economic sectors in the US and Latin America, like ecotourism, sustainable agriculture, and waste-to-biofuel energy. We talked about their innovative partnership: Saxton finds new opportunities and Savoldelli provides the infrastructure to manage and scale up the new businesses. For example, ecotourism provides local communities with hundreds of sustainable jobs, as well as private funding for schools and healthcare clinics.

May 18, 2020 | EP. 83

Envision Solar: Easy, Fast, Scalable EV Charging Solutions

Desmond Wheatley, President, CEO & Chairman of the Board at Envision Solar

Envision Solar International produces sustainable technology innovations for EV charging, outdoor media, and energy security. Wheatley explains how Envision’s portable charging stations are completely self-contained, and require no permits, installation or customer contact during delivery.

May 11, 2020 | EP. 82

Trucost Analyzes S&P Global’s Climate Risk

Rochele J. March, Manager, ESG innovation and Analytics at Trucost, part of S&P Global

Trucost is the sustainability analytics division of S&P. In 2019 March and her team did the first analysis of S&P Global using TCFD (Task Force on Climate-Related Financial Disclosures) metrics to look at S&P Global’s physical and transition risks related to climate change. March discusses the findings.

May 5, 2020 | EP. 81

Janet Wong: Advancing Diversity in the Boardroom

Janet Wong, CPA and Board Member of the Thirty Percent Coalition

Minority women are responsible for 40% of consumer spending in the U.S., but they make up only 2% of corporate board membership. Wong, a retired partner with KPMG, works with numerous high powered gender and minority focused nonprofits to advocate for bringing more diversity into the boardroom.

April 27, 2020 | EP. 80

Lessons from the Pandemic: Ignoring Science Carries Steep Cost

Georg Kell, Chairman of the Board at Arabesque

Kell, who is also a regular contributor to Forbes and the founding executive director of the UN Global Compact, talks about his recent article on the four lessons we should learn from the pandemic. Our conversation focused on Lesson #2: Prevention is better than cure. Kell discusses the danger of ignoring scientific evidence on climate change as well as infectious diseases, and explains that corporate sustainability and sustainable investment affirm that values and purpose are the enduring features of resilient organizations.

April 24, 2020 | EP. 79

“Leapfrog” Technologies Make Investing in LDC’s Less Risky

Esther Pan Sloane, Head, Partnerships, Policy and Communications at UNCDF

Pan-Sloane discusses how UNCDF (United Nations Capital Development Fund) is using advanced technologies, like digital banking and communication platforms, for crisis management (Covid-19 response for example) and to support capital flow for infrastructure investment in LDCs (Least Developed Countries).

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Welcome!

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­­Join Paul as he interviews sustainable finance experts from top companies and global organizations like Trucost, United Nations Capital Development Fund, FTSE Russell, and Allianz Global Investors.

Listen to thought leaders like Amit Bouri, CEO at the Global Impact Investing Network; Mona Naqvi, Head of ESG Product Strategy, North America at S&P Dow Jones Indices; Peter Schechter, Co-Founder at Immigrant Food; and Rachel Gutter, President at International Well Building Institute.

Paul regularly consults with RIAs on ESG marketing and advisor education. He has written for Investments and Wealth Monitor, and co-convened the 2018 and 2019 Sustainable Investing Conferences at the United Nations.

 

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