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Episode 158 | May 11, 2022

Wanted by the SEC: Comments on Proposed GHG Emissions Rule

with Steven Rothstein, Managing Director, Ceres Accelerator for Sustainable Capital Markets

The Securities and Exchange Commission just proposed a draft rule that will require companies to report their GHG emissions, and is welcoming public comments on the draft (by May 20). This is a great opportunity for investors and their financial advisors to share their thoughts and concerns about corporate sustainability with the SEC. Today’s podcast […]

Episode 157 | May 8, 2022

Why Small and Mid-sized Businesses Need to Nail Down SEC Compliance

with Nidhi Chadda, Founder and CEO at Enzo Advisors, LLC

In today’s program we’re going to learn why small to midsize companies across all sectors need to nail down their SEC compliance frameworks or risk being left behind as major corporations  with bigger budgets and more staff take the advantage. Nidhi Chadda is the Founder and CEO of Enzo Advisors, a female-founded, minority-owned advisory firm […]

Episode 156 | May 1, 2022

Util Uses AI To Align Company Products & Services with the SDGs

with Patrick Wood Uribe, CEO at Util

The UN Sustainable Development Goals (SDGs) set targets in 2015 for ending poverty and hunger, improving education, and protecting the environment at a global scale. Since then investors, asset managers and financial advisors have been working to identify the impact of publicly traded companies’ products and services on all 17 SDGs. My podcast guest today […]

Episode 155 | April 24, 2022

Why Private Markets Need More Transparent ESG Data

with Lorraine Spradley Wilson, Chief Impact Officer and Head of ESG at Novata

Novata is a technology platform that’s pioneering a unique approach to ESG measurement, data collection, benchmarking and reporting in the private markets. This public benefit corporation recently closed a $21 million Series A Funding Round supported by the consortium of leading institutions in social justice, financial data and private market advisory that created it. On […]

Episode 154 | April 18, 2022

Schroders on Seeing ESG Through a US Lens

with Marina Severinovsky, Head of Sustainability, North America at Schroders

It’s time to progress the ESG conversation with US investors, according to Marina Severinovsky, the Head of Sustainability, North America at Schroders. Severinovsky is on the program today with an important message for our listeners – policy, regulation, corporate action, and investor interest are all aligning to support the expansion of ESG in the US. […]

Episode 153 | April 10, 2022

Client Demand at Laird Norton Drives the “S” in ESG Integration

with Ron Albahary, CFA and Chief Investment Officer at Laird Norton Wealth Management

In my conversation today, Ron Albahary, Laird Norton Wealth Management’s CIO tells the story of how their clients set the stage for the firm’s initiative to spotlight social issues. Laird Norton’s clients include multigenerational family offices, foundations, and nonprofits. Since 2021 Laird Norton has been partnering with Calvert Research and Management and Parametric to create […]

Episode 152 | April 3, 2022

A New Seamless Digital Platform To Generate Community & Revenue

with Denise Hayman-Loa, CEO and Co-Founder, Carii, Inc and Connective Network

If you’re in financial services, you need to belong to the right digital communications platforms. But these platforms present a host of challenges, like lack of privacy and fragmentation across multiple tools. Let alone the fact that the business doesn’t own the data. All of these challenges limit your connectivity, efficiency, and control. My podcast […]

Episode 151 | March 27, 2022

The Racial Justice Initiative Scores Russell 1000 Index Companies

with Olivia Knight, Racial Justice Initiative Manager at As You Sow

In May 2020, the world witnessed the horrific death of George Floyd, shocking Americans into confronting the racial injustice experienced by Black Americans daily. This event forced a re-evaluation of our most fundamental beliefs about racial justice and institutions and became a catalyst for change. As You Sow, the nation’s leading non-profit in shareholder advocacy, […]

Episode 150 | March 20, 2022

Artesian Jumpstarts VC Funding for Female-led Startups

with Vicky Lay, Partner and Head of Impact Investments at Artesian (Alternative Investments)

Here is some disturbing data from the Harvard Business Review. Startups with female only founders receive less than 3% of global VC funding. And female founders and employees own only 11% of total startup equity versus 89% for men. Also disturbing according to the study is that most investors believe that entrepreneurial talent is evenly […]

Episode 149 | March 13, 2022

Dynamo Energy Hub: Bringing Top Clean Energy Innovators Together

with Kristin Barbato, Founder & CEO at Build Edison and Co-Founder and President of Dynamo Energy Hub

In Q1 of 2020, Dynamo Energy Hub Co-Founders responded to the pandemic by pivoting their business model and expanding the digital programming component. How did they do it and did it work? Dynamo Co-Founder and President Kristin Barbato is on the program today to talk about this successful transformation. Barbato and I discuss their growth […]