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How can systems thinking be applied to the global food supply? My guest today, Lauren Baker, is Deputy Director, Global Alliance for the Future of Food, a unique coalition of global philanthropic foundation members. We discuss her inspiring project, Beacons of Hope, which showcases global initiatives that are working to achieve sustainable, equitable, and resilient food systems.
H/L Ventures is forging a new way to build companies with a unique approach that combines Daily Active Engagement with every portfolio company and a focus on investing in growth, impact, and diversity, with a strong preference for diverse founding teams. Oliver Libby, who co-founded H/L Ventures in 2009, and I talk about creating impact through a hands-on approach to business modeling for early stage private companies that blends the best of venture studio and investment firm on one platform to help grow companies from early stage to exit.
Wendy Nystrom Lloyd is the founder of Basher Productions, LLC, and she’s on a mission to help people find their solution to pollution. Wendy is an expert in pollution and environmental risk management and a certified construction risk insurance specialist (CRIS). I was recently a guest on Environmental Social Justice (ESJ), the webinar program Wendy created and produces. On today’s program we talk about opportunities to collaborate in educating investors and their advisors about these important issues.
For advisors, the sometimes overwhelming amount of information on implementing sustainable investing can be daunting. My guest today, Gabe Rissman, is going to tell us about a streamlined method for finding out what clients care about and personalizing how to talk about it. Rissman is Co-Founder and President of YourStake, which received the top ESG / SRI portfolio analysis and reporting tool rating in the T3/Inside Information advisor software survey in May 2022. And in June YourStake was nominated as a finalist for the WealthManagement.com #wealthies awards as an Industry Disruptor and Top Technology Provider.
William Burckart is the CEO of The Investment Integration Project (TIIP), a consulting firm that develops turnkey solutions to help investors manage systemic risks and opportunities in Sustainable and ESG Investing. Burckart co-authored "21st Century Investing: Redirecting Financial Strategies to Drive Systems Change" in 2021 with sustainable investing pioneer Steve Lydenberg, and was a guest speaker for the 2021 edition of RIA Channel‘s “ESG Practice Playbook”, where we discussed the value and importance of collaboration in sustainable investment.
Net Zero emissions by 2050 is the new North Star for major corporations, governments and investors. In order to achieve this goal, corporate players across all sectors of the global economy must be held accountable. My guest today is Pratima Divgi, Head of Capital Markets, CDP North America. She leads engagement with the financial sector to measure and manage the climate and environmental impact of companies and guide them in deploying more sustainable practices. We discuss CDP’s efforts to help corporations generate structured data that helps them to assess, analyze and benchmark trends into the making of financial decisions. Then, using the Task Force for Climate Related Financial Decisions (TCFD) scenario analysis, companies can determine their readiness on climate and environmental strategies. This data is shared with 700 financial institutions that review how companies in a sector are preparing for the Net Zero economic journey.
Today I’m speaking with Dewi John, Head of UK & Ireland Research at Refinitiv Lipper about how global ESG investment fund flows are shifting away from high growth strategies and into equity income strategies. We also talk about how investors in the UK and EU prioritize ESG and sustainability issues by comparison with US investors. And how the valuation of global companies with high ESG rankings is being impacted by popular sustainable investing themes and methodologies. At the same time, SFDR in the EU, SDR in the UK, and the SEC in the US are working toward alignment of global regulatory infrastructure over time.
My podcast guest today is Sam Adams, CEO and Founder of Vert Asset Management. Sam is on a mission to help advisors invest sustainably for their clients. Adams and I talk about the book he has co-authored with Larry Swedroe, Your Essential Guide to Sustainable Investing. Each of the co-authors has brought their unique perspective to the issues and topics they address in this writing partnership. Adams and Swedroe bring clarity to the ratings, acronyms and fund offerings, giving investors a clear plan for making sustainable investing choices.
The world’s largest asset owners own approximately $61 trillion in institutional assets worldwide. They are exposed to the whole economy in good times and bad times, and they unequivocally support stakeholder capitalism. Michael Ferrari is Chief Science Officer & Chief Data Scientist at Engine No. 1, an activist shareholder of major corporations like Exxon Mobil. Today we are discussing why Engine No. 1 is asking companies to move beyond business as usual and focus on the material Environmental, Social and Governance (ESG) issues that impact business performance, profitability and society over the long term.
According to Choir, the finance world has been listening to the same voices for far too long. FinanceChoir has developed the industry’s first diversity certification for financial conferences, with the goal of amplifying the voices of financial professionals who are women, non-binary people, and people of color. Co-founder Liv Gagnon is with us today to talk about how this certification can help your company or organization stay relevant, reach more people, and publicize your conference’s commitment to diversity, equity, and inclusion. Gagnon explains the process, which includes a thorough assessment of your most recent conference, calculates your Choir Score™, and provides you with tailored and actionable guidance.
My guest today is Wendy Diamond, International Social Entrepreneur and Impact Investor, Best Selling Author of 10 books, TV Personality, and as she calls herself, a Do Gooder supporting the Underdog. She has Three Guinness World Records, and has appeared on Oprah, The Today Show, and Bloomberg, and has been a keynote speaker at the United Nations, Harvard University and Davos. Today we’re going to be talking about some of the disruptive technologies she invests in, like Renewable Energy, Artificial Intelligence, Blockchain, Fintech and Virtual Reality, as well as Women's Entrepreneurship Day Organization (WEDO), a non-governmental volunteer organization she founded. Women's Entrepreneurship Day Organization is celebrated in 144 countries and universities and colleges worldwide with the mission to empower Women in business and alleviate poverty. We’re thrilled to have her join us today.
Americans have $1 trillion invested in employer-sponsored retirement plans. Yet many people making payroll deduction contributions to these plans are not aware of the Sustainable and ESG-focused investment options available in these plans. My guest today, Michael Rhim, is working to solve this problem. He’s the Principal at PRM Consulting Group and Lead Author of the IEN’s Guide to Sustainable Retirements. Rhim has more than 30 years experience as the practice leader for defined contribution retirement plans at PRM and is a regular contributor and advisor to the IEN’s Sustainable Retirements Initiative.
Sonia Kowal, today’s podcast guest, made the following statement in a LinkedIn article in 2021, “ESG research and integration is part of an investment process to try and improve investment returns. It is not necessarily tied to values, ethics, morality, or mission.” But Kowal, who has been President of Zevin Asset Management since 2009, knows that values and ethics were central to the development of socially responsible investing. Kowal talks to us about the mission of Zevin Asset Management, which is a 100% employee-owned, majority women-owned firm, and the legacy of the company’s founder, Robert Zevin, who was a pioneer in sustainable investing. A philosophy that is obviously working because the company has a 20-plus-year performance track record that has been tested over a variety of market conditions.
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 guest is Steven Rothstein, Managing Director of the Ceres Accelerator for Sustainable Capital Markets, who is here to offer our listeners his perspective on how this proposed rule will support investors and their advisors in evaluating companies’ GHG emissions reporting.
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 that helps companies build best-in-class ESG business models. In our conversation Chadda leads listeners through the various stages of compliance. Chadda is a member of the Forbes Business Council with over 20 years of experience in the world of corporate finance. I’m very glad we’ve been able to get on her busy schedule for today’s conversation.
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 is Patrick Uribe, CEO of Util, the fintech company which recently launched a new sustainability analytics platform that allows users to explore and compare the SDG impacts of almost 50,000 listed companies as well as mutual funds and EFTs in order to screen investments and generate portfolio reports.
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 today’s program I’m speaking with Lorraine Spradley Wilson, Chief Impact Officer and Head of ESG at Novata, about why 2022 is the year to pursue more transparent ESG data measurement and reporting in the private markets.
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. Listen in to find out Schroders’ take on why engaging US investors to benefit from these trends requires a shift towards aligning with their priorities on climate transition and social impact, and a more pragmatic and investment-led focus on mitigating risks and uncovering opportunities.
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 investment solutions that meet their clients objectives for working with global leaders in responsible investment and portfolio customization. Albahary and I focus on two thematic portfolio strategies: Empowerment and Community Health and Wellness.
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 guest today is Denise Hayman-Loa, Co-Founder of Carii & Connective.Network. After just seven years, the firm was awarded Best Digital Community Building Platform of 2022 by Acquisition International Magazine. Hayman-Loa worked for 29 years in Financial Services on client relationships, risk management and technology. So I’m excited to get her perspective on how businesses and organizations can use digital communication tools to enhance and amplify messaging for their clients.
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, created the Racial Justice Initiative, which provides a complete corporate profile on racial equity issues for companies in the Russell 1000 Index. My guest today is Olivia Knight, Racial Justice Initiative Manager at As You Sow. Knight explains how As You Sow uses the scorecard to engage companies on policy changes and to file shareholder resolutions.
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 distributed by gender! So what’s happening to opportunity for women? My guest today, Vicky Lay is mission driven to change these percentages. She’s Partner and Head of Impact Investments at Artesian Alternative Investments. Artesian is a global alternative investment management firm specializing in public and private debt, venture capital, and impact investment strategies. Lay launched the $100 millon Artesian Female Leaders VC Fund on November 29, 2021.
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 from 2 to 10 energy innovation networking communities (Dynamo Hubs) this year alone as well as how this expansion is influencing Build Edison’s, Barbato’s consulting company, work of scaling innovative cleantech companies.
What should we be expecting in the ESG investment landscape during 2022? To answer that question I have Anuj Shah on the program today. I can’t think of anyone more qualified to discuss the top ESG Trends for 2022. Shah is a Partner at Close Group Consulting, which, since their founding in 2017, has worked on the design and implementation of ESG integration mandates for asset managers and owners with a combined AUM of $1.7tn. Tune in for our conversation about their recently published ESG Trends Report, The List.
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.