Description

Learn how Ethic’s Jay Lipman fuses fintech, values-based investing, and advisor partnerships to channel billions into sustainable portfolios.

PODCAST GUEST BIO:

Ethic is working toward a future where all investing is sustainable investing. Backed by almost $100M of funding, they empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals. Their solution has catalyzed $2B of capital into more responsible funds to date.

Jay Lipman is the Co-founder and President of Ethic. He is also a Top LinkedIn Voice for the Green Economy and a member of our Climate Mastermind peer groups at Entrepreneurs for Impact. Check out his entertaining and educational ESG videos here. He claims that his sophisticated English accent is not a factor in his success, but the jury is still out.

(I wonder who reads these podcast summaries. If that's you, Tweet at me here https://twitter.com/DrChrisWedding. 🤣)

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QUESTIONS THAT WE COVERED:

Business

• What does your company do? What makes you unique versus the competition?
• What is one mistake that you see many CEOs making?
• What are 1-2 lessons you’ve learned about funding your growth with outside investors?

Personal

• If you had to start over, what are 1-2 tips you’d give yourself in order to be faster, more effective, and higher impact?
• What are some habits and routines that keep you focused, healthy, and sane — e.g., meditations, exercise, productivity hacks?
• What recommendations do you have for our audience — books, podcasts, quotes, tools?

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PODCAST HOST:

Entrepreneurs for Impact is on a mission to help climate innovators grow faster with new investment capital, share best practices among peers, expand their networks, and reach their full potential.

Our three offerings include:

1. Climate CEO Mastermind Peer Groups — Our invite-only cohorts of 12 executives catalyze personal development and business growth via monthly meetings, annual retreats, and 1:1 coaching and strategy calls. Today’s highly curated Mastermind members represent over $8B in market cap or assets under management.
2. Online course on "Funding Your Climate Tech Startup" — Two-week boot camp offering 500+ climate investor list (with emails), a 5-step process for raising capital, the top 10 startup funding mistakes, and much more.
3. Newsletter — A 3-minute weekly summary of climate tech, startups, better habits, and deep work.

Programs are led by Dr. Chris Wedding — 3x founder, $1B of investment experience, and Duke University and UNC-Chapel Hill professor, with 60,000+ professional students taught, 25 years of meditation, an obsession with constant improvement, and far too many mistakes to keep to himself.