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Episode 267 | July 28, 2024

How Climate Conscious Companies are Challenging the Insurance Industry

with Brad Stevenson, CEO and Founder at Premiums for the Planet

Insurance carriers are the second largest money management group and one of the most impactful regulatory industries on earth. How is Premiums for the Planet, a membership-based collective action movement, motivating this industry to incorporate more sustainable investment strategies? Join Founder and CEO Brad Stevenson as we discuss how the collective’s companies are challenging the […]

Episode 266 | July 21, 2024

Why Terra Alpha Actively Engages with Every Portfolio Company

with Tim Dunn, Founder and Chief Investment Officer at Terra Alpha Investments

In 2023 Terra Alpha Investments financed 82% less carbon emissions, 88% less water usage and 35% less waste generation through the firm’s investment portfolio. Tim Dunn is Founder and CIO of this firm that invests in forward thinking companies that are profitably leading the transition toward a sustainable global economy. Terra Alpha engages directly with […]

Episode 265 | July 14, 2024

SFDR in an Emerging Market Context – the Impact of EU Regulations

with Paul Hailey, Head of Impact & ESG at responsAbility Investments AG

Private equity, blended finance, new regulations like the SFDR, lack of infrastructure, government instability: these are just some of the challenges investors face in financing and executing impact projects in emerging markets. My guest today, Paul Hailey, Head of Impact and ESG at responsAbility Investments AG, walks us through how the company’s projects in South […]

Episode 264 | July 7, 2024

How Three Schroders Portfolios Target the “S” in ESG Strategies

with Chris Damm, Asst. Portfolio Mgr., Schroders; Valerie Harrington, Fund Mgr., Blue Orchard & Uzo Ekwue, Fund Mgr., Schroders

As companies and investors continue to navigate the 3D-reset themes of decarbonization, deglobalization and demographic change, Schroders believes that it is important to consider the practical investment implications of these broad trends. In 2024, Schroders sees investors transitioning from simply thinking of ESG risk management and integration to an increasing focus on sustainable opportunities and […]

Episode 263 | July 1, 2024

How Insuring Carbon Lowers the Cost of Capital

with James Kench, Head of Insurance at Kita

James Kench is Head of Insurance at Kita, the company that insures carbon. He is a global finance, (re)insurance & climate risk executive with a career spanning Europe, Asia & the Americas. Carbon insurance provided by Kita unlocks financing and de-risks projects in the carbon markets, a source of investment opportunity and potential liability when […]

Episode 262 | June 23, 2024

Top Advisors Give Strategies for LGBTQ & Multiple Generation Clients

with Marci Bair, CFP® & Victor Orozco, CFP®, CSRIC®, Bair Financial Planning

Bair Financial Planning has been offering investment and lifestyle financial advisory services to clients for 20 years! Initially focused on the LGBTQ community in San Diego, CA, Marci Bair broadened the scope of her firm’s life planning and asset management advice when Victor Orozco joined the firm a decade ago. They now have clientele across […]

Episode 261 | June 16, 2024

Leading Public Policy Advocacy for Social & Economic Justice

with Courtney Thomas, Senior Policy Analyst at HOPE Policy Institute

Courtney Thomas is a passionate advocate for social and economic justice. In her role as Senior Policy Analyst at HOPE Policy Institute, Courtney coordinates and leads public policy efforts to advance economic opportunities for working families in the Deep South. She uses research, outreach and advocacy to advance fair and equitable public policies that center […]

Episode 260 | June 9, 2024

A Passion to Incorporate Sustainability into Business As Usual

with Craig Coulter, EY Global Advanced Manufacturing & Mobility, Strategy & Operations Sustainability Leader

Craig Coulter has 12 years of experience with EY delivering strategy and advisory services to clients large and small with a focus on the environment and sustainability. In Episode 259 of The Sustainable Finance Podcast (SFP) he and I discuss his passion for building businesses, organizations and teams that incorporate sustainability to make it business […]

Episode 259 | June 2, 2024

The Trigen-system Produces Renewable Energy, Hydrogen & Water

with Betsy Schaefer, Chief Marketing & Sustainability Officer at FuelCell Energy

In 2023, FuelCell Energy commenced operations of the company’s Tri-gen system for Toyota North America at the Port of Long Beach, California, where neighboring communities have been significantly impacted by decades of emissions from the ships, trucks, locomotives, and cargo-handling equipment. Betsy Schaefer, FuelCell Energy’s Chief Marketing & Sustainability Officer joins me for this SFP […]

Episode 258 | May 26, 2024

ESG Metrics Convergence Is Critical to Market Transparency

with Laura Callaghan, Associate Director, ESG Services at Novata

Investors and asset managers need quality data that they can compare across companies, industries, and indexes. The critical need for convergence and harmonization of ESG frameworks and metrics globally is the topic of today’s program. Laura Callaghan, Associate Director of ESG Services at Novata, is going to take us behind the scenes into the Service […]