Shows
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingTurning Brown into Green: How Apeiron Transformed 500K M² of Real Estate into Sustainable Assets (#094)My guest today is Vojkan Brankovic, founder of Apeiron, a principal investment firm that is shaping the future of sustainable real estate investment. Founded in 2013, Apeiron has established itself as a leader in high-impact real asset opportunities, specializing in logistics real estate across Europe.With over 30 years of investment management experience, Vojkan has positioned Apeiron at the forefront of logistics real estate investment, currently managing a portfolio of 500,000 square meters across strategic German locations spanning the full value chain from opportunistic and value-add to core+ strategies.Vojkan's journey into real estate began far from the...
2025-07-081h 26SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingIn Case You Missed It: Must-Hear Impact Highlights From May 2025 (#093)In May, I spoke with four leaders who are reshaping what finance can do – and who it can serve.In this compilation episode, I’ve pulled together the most powerful ideas, turning points, and takeaways from those conversations. If something resonates, you can dive deeper – the links to each full episode are below.Here's the list of featured guests:Nasir Qadree, Founder and Managing Partner of Zeal Capital PartnersNasir launched Zeal in early 2020 – right as the pandemic began. For many, it seemed like the worst possible timing. For him, it...
2025-07-012h 03SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingBuilding a Legacy That Performs: 5-Steps to Creating Values-Aligned Impact Portfolios | Mark Hays (#092)Today’s guest is Mark Hays, Director of Sustainable & Impact Investing at Glenmede — a firm managing $48 billion with a client-to-employee ratio that keeps conversations personal and strategy focused.Mark’s journey into finance started early — running a lemonade stand to save up for a Sega Genesis and learning about markets through a third-grade stock project that didn’t go as planned. That early curiosity eventually led to a career spanning Cambridge Associates, OMERS, Flat World, and J.P. Morgan — where he became the firm’s first U.S. sustainable investing hire.Now at Glenmede, Mark helps clients...
2025-06-251h 55SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingBuilt from Scratch: How ABC Impact Became Asia’s Largest Impact Fund | Sugandhi Matta (#091)My guest today is Sugandhi Matta, Chief Impact Officer at ABC Impact – the largest Pan-Asian impact-dedicated private equity fund, with nearly $900 million in AUM.Sugandhi began her career focused on growth and returns — first at Temasek, and later at Actis. But after a breast cancer diagnosis in her early thirties, she returned to work with a new question: What if she could apply her investing skills to businesses solving real problems?That question led her to LeapFrog Investments — and eventually to ABC Impact, where she became one of the founding partners. From the ground up, she he...
2025-06-181h 32SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingToo Big for Microfinance, Too Risky for VC: Bridging the "Missing Middle" Capital Gap in Latin America | Michelle Arevalo-Carpenter (#090)My guest today is Michelle Arevalo-Carpenter, Co-Founder of IMPAQTO and General Partner at IMPAQTO Capital. Michelle is a human rights lawyer by training, a fund builder by calling, and one of the most compelling system-reimaginers I’ve ever had on the show.Michelle’s journey has taken her from a small apartment in Quito to the halls of Oxford and the UN — and back again. What she learned along the way is that real change doesn’t come from reports or elite institutions. It comes from being close to the problem — and the people.Back in Quito...
2025-06-111h 54SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingIn Case You Missed It: Must-Hear Impact Highlights From April 2025 (#089)This spring, I had the chance to talk with four incredible guests, each with a different take on what it really means to put money to work and invest in line with your values.Across late March and April, we explored climate-smart timber, social finance powered by dormant bank accounts, fully impact-focused wealth advising, and how catalytic capital is reaching places most firms won’t go.Here are the featured guests, along with links to their full interviews.Yasemin Saltuk Lamy, Head of Investment Strategy at Legal & General (L&G)...
2025-06-041h 56SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingImpact Update: What’s Working, What’s Not, and What’s Next with Eric Rice (#088)My guest today is Eric Rice – back for his second appearance on the podcast.When we first spoke, he was running one of the only public equity funds in the impact space available to retail investors. Now, that fund has been shut down, the capital returned, and Eric has moved to private equity – specifically, to SEAF, an investor in emerging market SMEs.This time, we talked about what happened, why it happened, and what it says about the current state of impact.Eric’s core thesis hasn’t changed. The theory of change he devel...
2025-05-2857 minSRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingCommunity Investing Myth Busters: Four Investors Who Go Where Banks Won’t (#087)This 4-in-1 compilation episode is about capital that doesn’t flow on its own. It has to be pushed into places with no pitch decks and no polished management teams. The places where spreadsheets say “too risky,” but the need is obvious to anyone paying attention.This is capital for the common good, yes – but it’s also capital that works. These aren’t grants. These are investments with measurable returns and track records to prove it.In this episode, we revisit conversations with four guests who've built the policies and portfolios to make this kind of capi...
2025-05-212h 18SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingBreaking the Investor Mold: Inside 4 Women-Led Funds Driving Real Impact & Real Returns (#086)This 4-in-1 compilation episode focuses on a persistent disconnect between capital and capability: women are founding businesses at record rates and leading high-performing funds, yet the capital rarely follows.In other words, women are underrepresented both in receiving and managing capital.Today’s episode is about those pushing back against that trend – women-led investment managers and those intentionally channeling capital into women-led businesses.Here are the featured guests:Sharon Vosmek, CEO of Astia & Managing Partner of the Astia FundSharon Vosmek doesn’t see gender equity in ventur...
2025-05-141h 49SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingFrom £10M to £2B: Michele Giddens “Bridges” Impact Purpose with Double-Digit Returns (#085)My guest today is Michele Giddens, Co-Founder and CEO of Bridges Fund Management — one of the early architects of impact investing, before the term was even coined.Bridges now has over £2 billion in AUM invested in private equity and property, but back in 2002, it began with little more than a blank sheet of paper and a conviction that capital could — and should — be used to address some of society’s biggest challenges.Michele and her co-founders, Sir Ronald Cohen and Philip Newborough, believed social and environmental impact didn’t have to come at the expense of returns...
2025-05-071h 28SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingBuilding the Green Bond Market With No Playbook: Lessons From 500+ Deals in Sustainable Finance | Romina Reversi (#084)My guest is Romina Reversi, Managing Director and Head of Sustainable Investment Banking Americas at Crédit Agricole CIB — one of the banks that helped write the very rules of the green bond market, and has stayed near the center of gravity ever since.Romina’s path into banking didn’t start with a mission to change the world. It started with a love of math — and a drive for precision — that took her from the University of Michigan straight onto JP Morgan’s derivatives desk.She worked in equity structuring and sales, building a technical fou...
2025-04-301h 27SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingFixing Finance: Inside Triodos' €6B Pure-Play, Impact-Only Asset Manager | Hadewych Kuiper (#083)My guest today is Hadewych Kuiper, Managing Director at Triodos Investment Management — a pure-play impact investing firm since day one, with a 30-year track record of turning capital into systemic change.However, Hadewych didn’t arrive in finance with a grand plan to change the system. Her journey began in a small town in the north of the Netherlands, where she was raised in a Protestant household that blended structure with a quiet rebellion against rigidity. Her childhood was grounded, shaped by time in nature, and marked by her parents’ early divorce — a rupture that taught he...
2025-04-231h 42SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingZeal Breaks the Mold: How Backing Overlooked Founders Delivers 3–4X on Invested Capital | Nasir Qadree (#082)Today's guest is Nasir Qadree, Founder and Managing Partner of Zeal Capital Partners – a venture platform based in Washington, D.C., that’s reimagining how capital flows by focusing on inclusion, economic mobility, and systems change.Nasir was raised in Atlanta between two very different worlds – one shaped by his hardworking mother and the other by his father’s presence among Atlanta’s elite. He grew up acutely aware of who gets access to opportunity and who doesn’t. That contrast became his driving force.After earning his degree from Hampton University, Nasir entered the finance worl...
2025-04-161h 28SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingMore Than Timber: How Smart Forestry Beats Market Returns for EFM | Bettina von Hagen (#081)In this episode, I’m talking with Bettina von Hagen, Managing Director & CEO of EFM Investments & Advisory. Since founding Ecotrust Forest Management 20 years ago, she’s been redefining forestry investment – consistently beating traditional market-rate returns while protecting ecosystems, communities, and future generations.Bettina grew up in politically turbulent Lima, Peru, with a scholar father, an artist-entrepreneur mother, and a childhood shaped by earthquakes, curfews, and curiosity. Her love of systems thinking began with a trip to the Galápagos Islands at age 14 and eventually led her to study evolutionary biology before pivoting to business.After earning...
2025-04-082h 00SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingIdle Funds to £10B Market: How Better Society Capital Helped Grow UK Social Impact by 12X | Stephen Muers (#080)Today's guest is Stephen Muers, CEO of Better Society Capital – the UK’s leading social impact-led investor. His path to impact started long before his career, shaped by his upbringing in a Quaker family rooted in values of equality, social conscience, and integrity.Before stepping into the world of impact investing, Stephen spent years in the UK government working on complex policy challenges like prison reform, energy, and child poverty. But no matter how solid the strategies, he saw firsthand how culture often stood in the way of real progress. That realization led him to seek...
2025-04-021h 35SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingInside the First Impact-Only Wealth Management Firm: Veris Walks The Impact Talk | Stephanie Cohn Rupp (#079)My guest today is Stephanie Cohn Rupp, Chief Executive Officer of Veris Wealth Partners — one of the first impact-only wealth management firms in the world, and one of the rare few that has been majority women-owned or led since day one.Stephanie was born in the U.S. and raised just outside Paris by parents who did medical missions in underserved communities. She learned early on that work should serve a bigger purpose. That belief shaped her path — from microfinance in Central Asia to leadership roles at the Omidyar Network, Toniic, and Threshold Group.B...
2025-03-251h 26SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingCatalytic Capital Transforming “Risky” to “Investment Grade” Impact | Yasemin Saltuk Lamy (#078)My guest today is Yasemin Saltuk Lamy, Head of Investment Strategy at Legal & General (L&G), a London-based multinational financial services and asset management company. And believe it or not, her investment journey started when she was only 18.Back then, she had been dreaming of studying in Senegal to experience a French-speaking African economy. But then, the University of Pennsylvania’s study abroad office made her an offer she couldn’t ignore: a $12,000 scholarship to study in Scotland.For most students, that would have been a no-brainer – they would have spent it on books, rent, or may...
2025-03-191h 14SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingA $100 Trillion Opportunity: Empowering Entrepreneurial Households in the 'Unseen Middle' in India | Jyotsna Krishnan, EPIC World (#077)My guest today is Jyotsna Krishnan, the CEO and Co-Founder of EPIC World focused on empowering what she has termed "the unseen middle." Jyotsna leads initiatives to change the financial systems for entrepreneurial households in India, creating replicable models for other regions that share similar market dynamics, like Latin America.She recognized great potential in a segment that comprises 247 million households. According to EPIC World's estimates, there is a $100 trillion opportunity over the next 20 years to serve Indian entrepreneurial households and harness their economic vibrancy.Educated at top institutions, Jyotsna Krishnan honed her financial expertise...
2025-03-111h 10SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingIIX Orange Bonds Lifting MILLIONS of Women in Asia & Africa! | Robert Kraybill (#076)Robert Kraybill is a well-known name in the impact investment space who has created innovative financial products that channel capital into improving livelihoods across emerging markets, particularly in South and Southeast Asia.But his journey didn’t start there.Robert’s first big career move was at Morgan Stanley. Fresh out of Princeton, he was ready to take on the world of investment banking. But before he even made it to his orientation session, he met Durreen Shahnaz – the woman who would later become his wife and, more importantly for this story, the founder of Impact...
2025-03-041h 14SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingThe Next Evolution of Wealth Management: Jed Emerson on Purpose, Capital, and Delivering Impact (#075)Today, I'm thrilled to welcome back Jed Emerson, our first-ever repeat guest on the show.Jed is a true impact pioneer and has spent decades thinking about and exploring how to create impact and value that is in alignment with who you are – your values, your goals, and your purpose.Jed's impact journey began in the gritty Tenderloin district of San Francisco, California, where he founded a homeless youth center at the height of the AIDS epidemic. This experience led to his dissatisfaction with the nonprofit sector, where funding was too often hinged on politics, pe...
2025-02-191h 26SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingIt's NOT ESG – It's Value Enhancement: Private Equity Giant General Atlantic on Sustainability as a Pillar for Growth (#074)Today, I'm talking with Cornelia Gomez, Global Head of Sustainability at General Atlantic. Cornelia is a leader who has uniquely merged corporate social responsibility with real-world business practices.Born and raised in Paris, Cornelia's culturally vibrant yet traditional family shaped her strong sense of justice and commitment to ethical business practices.Starting her corporate journey at Group Casino, in Hong Kong, Cornelia took the lead on improving supply chain sustainability across Asia. Her work involved conducting audits, implementing system changes, and ensuring compliance with labor and environmental standards. She pushed for stronger accountability and higher...
2025-02-121h 37SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingSir Ronald Cohen is Leading a Revolution: Valuing Impact for the $40 Trillion ESG Industry (#073)My guest today is Sir Ronald Cohen, often referred to as "the father of British venture capital" and "the father of impact investing." As Co-founder and President of GSG Impact, Sir Ronald is leading a revolution to transform how the financial world measures and reports a company's value by including its net impact on people and our planet. Early in his career, he co-founded Apax Partners, one of the oldest and largest international private equity firms. His ability to anticipate market shifts – a principle which he calls “the second bounce of the ball” – was key to his suc...
2025-02-051h 22SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingElevar’s Bold Bet on 50 Million Entrepreneurial Households as Growth Engines in Emerging Markets (#072)In this episode, I speak with Sandeep Farias, Founder and Managing Partner of Elevar Equity. If I wanted to describe Sandeep in one sentence, I'd probably say he’s a nomadic child of India’s landscapes who became an impact investing titan.His early life was shaped by his father’s multiple assignments in the State Bank of India. From spending time in the mountains of Mount Abu to the chaos of Bangalore, he found a unique perspective on adaptability and resilience.In our conversation, Sandeep openly talks about the beginnings of his career, where he wen...
2025-01-291h 27SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingScaling Success for the Underserved: Temasek's Eliza Foo on Impact Investing in Asia and Beyond (#071)Impact investing in emerging markets has been viewed as a high-risk proposition fraught with challenges. But my guest today sees these challenges as opportunities for innovation, identifying and investing in solutions that address critical social and environmental needs while building a resilient portfolio with competitive returns.Eliza Foo is a leader in sustainability and impact investing at Temasek, one of the world’s most respected global investment firms, with a portfolio value of USD $288 billion. Temasek operates across public and private markets, investing from its own balance sheet, which allows for great flexibility in pursuing opportunities across as...
2025-01-221h 20SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingThe Women-Led VC Fund Making Healthcare Profitable, Accessible & Scalable | Tara Bishop, Black Opal Ventures (#070)When you think about healthcare innovation, the image of cutting-edge technologies, AI-driven diagnostics, and robotic breakthroughs might come to mind. But is there a way to use these innovations to address the system's biggest challenges – cost, quality, access, and sustainability?My guest today is Dr. Tara Bishop who is the founder and managing director of Black Opal Ventures, and she is uniquely positioned to answer this question. As a fourth-generation physician turned venture capitalist, Tara teamed up with deep-tech veteran Eileen Tanghal to create a fund focused on bridging healthcare and technology. Together, they bring dec...
2025-01-141h 56SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingCracking the Code of Circular Economy: 3 Innovators Redefining Waste into Resources and Revenues (#069)In this 3-in-1 compilation episode, we're revisiting the world of the circular economy. As our planet faces escalating environmental challenges, these three pioneers are lighting the way for sustainable business practices that promote ecological resilience and economic prosperity. These are the innovators whose approaches are making a real difference:Ron Gonen, Founder and CEO of Closed Loop Partners Ron shares how his firm is making a real impact across sectors like consumer goods, food, and technology. By tackling supply chain bottlenecks, building recycling infrastructure, and leading projects like the $150 million bottle-to-bottle recycling facility i...
2025-01-081h 51SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingSRI360 Revisited: Is Your Portfolio Aligned With Your Values? (#068)In this episode, instead of bringing you a long-form interview with a world-class investor, I thought I’d do something different. This time, I’m revisiting the book that inspired this podcast: Sustainable and Responsible Investing 360: Lessons Learned from World-Class Investors.As we step into a new year, it’s the perfect time to reflect on the choices we make and remind ourselves how sustainable and responsible investing became significant in the first place. We’ll explore why so many investors now see it as a future-proof investment trend and why more are considering the broader impact their po...
2025-01-031h 10SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing4 Changemakers Leveraging Capital to Bridge Profit, Social Justice, and Environmental Impact (#067)In this 4-in-1 compilation episode, I’ve brought together the compelling stories of four changemakers who are rethinking how we use capital to create measurable social and environmental impact. Each of these guests takes a unique approach to closing the gap between profit and purpose, showing how financial tools and innovative strategies are driving true systemic transformation.Here are the featured guests:Ed Marcum, Managing Partner, Working Capital FundEd unpacks how his team is tackling systemic labor exploitation in global supply chains. By channeling investments into advanced tools like AI ma...
2024-12-272h 04SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingThe Secret Behind Osmosis’ $17B Success: Using Data to Crush ESG Stereotypes for Scalable Impact | Ben Dear (#066)Last week, my guest, Ben Dear, the founder and CEO of Osmosis Investment Management, started sharing his extraordinary journey – a 17-year journey of career pivots that ultimately led him to create one of the most innovative sustainable investment funds. We paused at the pivotal moment when he founded Osmosis, which now manages over $17 billion in assets.Today, we’re continuing the Osmosis story and diving into the groundbreaking strategies behind its success. Ben explains how his team developed a systematic, data-driven approach to investing, using their resource efficiency factor to measure carbon, water, and waste manag...
2024-12-191h 35SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingNo Quick Wins, No Shortcuts: The Grit That Took Ben Dear from Zero to $17bn – A Real-Life Sustainable Fund Raising Odyssey (#065)Today, I’m joined by Ben Dear, founder and CEO of Osmosis Investment Management, and this is the first part of a story that is anything but ordinary.It's a true odyssey that began in a small town in England, passed through many entrepreneurial experiments, and ultimately led him to found Osmosis – a $17 billion sustainable investment fund.But Ben’s journey was far from an overnight success. He faced academic struggles, tried his hand at various careers – including managing a Jamaican restaurant and building a software testing company he later sold for millions – and learned important...
2024-12-121h 29SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingEssential Yet Undervalued: Helen Avery on GFI's Mission to Crowd-In Natural Capital Investment (#064)Biodiversity loss isn’t just an environmental issue – it’s a financial opportunity hiding in plain sight. But here’s the thing: while it’s just as important as tackling carbon emissions, natural capital is still flying under the radar for most businesses and investors.That’s where today’s guest, Helen Avery, comes in. Helen is the Director of Nature Programs at the Green Finance Institute (GFI), and she’s on a mission to flip the script. Working at the crossroads of finance and nature, she is helping break down the barriers that are keeping private investment from...
2024-12-031h 11SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingRiding the Next Big Disruption: Tech VC Serena Betting Big on Bold Climate & Water Innovations (#063)When you think of venture capital, you might picture fast-paced deals, tech unicorns, and ambitious growth strategies. But what if it could also drive real, measurable change for the planet?That’s exactly the vision behind Serena, whose co-founder Xavier Lorphelin joins me today. Xavier is here to explain, among other things, why the firm integrates impact considerations into every decision, moving beyond the traditional investment approach.Serena isn’t a typical VC firm. Founded by entrepreneurs for entrepreneurs, it blends financial ambition with a mission to support innovative startups that serve a better world. With...
2024-11-201h 35SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingIn Case You Missed It: October’s Impact Leaders on Revolutionizing Microfinance & Energy Efficiency (#062)Last month I had insightful conversations with two leaders in impact investing and sustainability. The first was with Rochus Mommartz, who is the CEO of responsAbility, and the other was with Jonathan Maxwell, who is the founding partner and CEO of Sustainable Development Capital. This episode is a special one which serves as a recap of the episodes from last month. It features a couple of key clips from each conversation in one place so you can jump around and get a feel for both the episode and the guest. Here’s the full list of t...
2024-11-132h 06SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingPublic Fixed Income Drives 10X More Impact Than PE, VC & Public Equities Combined! - Nuveen's Steve Liberatore Tells Us How (#061)When we think of impactful investments, public fixed income probably isn’t the first thing that comes to mind. Yet, it’s driving far more capital into climate finance than we see in private equity, venture capital, and public equities combined. It’s not just statistics – it’s proof of the powerful impact fixed income can achieve.To learn more about the role of fixed income in sustainable impact investing, I’m speaking with Steve Liberatore, Head of ESG and Impact for Global Fixed Income, at Nuveen, one of the world’s largest asset managers. A true pioneer...
2024-11-061h 49SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingBetting Big on Energy at the Edge: SDCL Finds Double-Digit Returns Off the Grid | Jonathan Maxwell (#060)Here's something I learned in this interview: We're wasting three-quarters of the world’s energy, half of its food, and a third of its water. That’s a crazy amount of lost resources! But what if, instead of just seeing this as an environmental problem, we saw it as a huge economic opportunity?The truth is, we don’t need to wait for new technology, or find new resources, or produce more – we just need to use what we already have more efficiently. After all, if massive investments in renewable energy haven’t significantly reduced global emissions, and fossil...
2024-10-291h 54SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingCOP16 Special: Profitable Nature-Based Investing - 4 Leaders Paving the Way for a Greener, Sustainable Future (#059)In honor of COP16, the biodiversity 'Conference of the Parties', which begins next week in Cali, Colombia, I’ve put together a special compilation episode featuring four insightful conversations on nature-focused investment strategies. Each segment explores different approaches to nature-based investing, highlighting the diverse asset classes and strategies designed to protect and enhance natural capital. Here are the featured guests:1. Alina Donets, Lead Portfolio Manager at Lombard Odier Investment ManagersAlina Donets manages the LO Funds-Natural Capital portfolio, which invests in publicly traded companies focused on biodiversity and the circular economy. The fund ad...
2024-10-151h 45SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingInside a $5 Billion Mission: How Private Debt & Equity Are Transforming Emerging Markets | Rochus Mommartz, responsAbility (#058)Welcome back to the second part of the interview with Rochus Mommartz, the visionary CEO of responsAbility and a true impact warrior.With his specialized impact asset management house, Rochus is on a mission to create accessible opportunities for all, focusing on sectors that touch on the core needs of underserved populations – sustainable agriculture, climate finance, and financial inclusion.Today, responsAbility manages $5 billion in assets, directing its investments into the private markets of emerging economies where traditional financial services are either nonexistent or insufficient. Its portfolio covers more than 70 countries in Asia, Africa, Latin America, an...
2024-10-081h 27SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingReinventing Microfinance in Emerging Markets: From Subsidies to Sustainable Investment | Rochus Mommartz, responsAbility (#057)Rochus Mommartz has spent decades creating opportunities for people in emerging markets. Today, he's with us to share his insights and his experiences from that incredible journey.Rochus is the CEO of responsAbility, a pioneer in impact investing that has evolved from a leader in microfinance to a prominent force in impact investing across Latin America, Africa, and Asia. It is known for its investment approach, using sustainability-based assessments that have been proven and refined over many years.ResponsAbility has played a crucial role in building financial inclusion frameworks, helping microfinance institutions evolve into sustainable, profitab...
2024-10-021h 01SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingAfrica’s Great Doubling: How Vital Capital Seizes PE Profits & Purpose in Overlooked Opportunities Providing Essential Services (#056)Today, I'm speaking with Nimrod Gerber, Managing Partner of Vital Capital, a private equity firm that is redefining impact investing in emerging markets, particularly in Sub-Saharan Africa.Vital Capital focuses on providing essential services such as healthcare, food production, water, and sustainable infrastructure, often through "overlooked opportunities" – greenfield projects that carry higher risks but also promise financial returns and deliver meaningful societal impact.With over $400 million assets under management, Vital Capital has made a significant impact, improving the lives of more than 22 million people by providing first-time access to critical resources like clean water and he...
2024-09-192h 02SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingNancy Pfund's Secret Sauce: How DBL Partners' Double-Bottom Line Defined Impact Investing (#055)My guest today is Nancy Pfund, the visionary founder and managing partner of DBL Partners. She invested in Tesla when others ridiculed the idea of electric cars transforming the auto industry. DBL was among the first to see Tesla's potential, driven by a commitment to decarbonize transportation and create jobs in an industry most believed would never succeed. Today, they’re not just an investor but a pioneer in the field of impact investing, proving that financial success and social impact can indeed go hand in hand. Nancy's journey into impact investing began with a stro...
2024-09-101h 37SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingFinTech & Capital Markets for the Underbanked: Quona Capital Brings the Margins into the Mainstream (#054)Today, I'm speaking with Monica Brand Engel, a Co-Founder and Managing Partner of Quona Capital, an impact pioneer focusing on financial inclusion in emerging and frontier markets. Quona’s mission is to generate impact and returns by investing in micro, small, and medium-sized businesses across South and Southeast Asia, Latin America, and Africa. The company is dedicated to transforming lives in underserved and underbanked communities through fintech solutions that bridge the gap between emerging markets and advanced financial infrastructures. It offers a range of financial products that meet the unique needs of consumers in these ma...
2024-09-031h 58SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingMillion-Dollar Missions: A 2-In-1 Episode on How These Investors Are Reshaping the World (#053)This episode is a two-for-one, and that’s because the podcast recently hit its second year anniversary. To celebrate, I’ve been curating special compilation episodes, featuring some of the best segments over the past two years of SRI360. Today, I’m revisiting two extraordinary guests who have harnessed the power of impact investing to create a better, more sustainable world. What ties these two pioneers together is their commitment to setting the stage for a future where investment is not just about profit, but about purpose. Here are the featured guests: Basil D...
2024-08-211h 12SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingImpact Investing Excellence: A Compilation of Four Leading Minds Working On Social Change (#052)In celebration of the SRI360 podcast's second anniversary, I’ve prepared a special four-in-one episode featuring curated segments from four extraordinary leaders in impact investing and social change. These stories highlight their unwavering commitment to using finance as a tool for positive change, showcasing how these pioneers are leading the way in sustainable and responsible investing. Here are the featured guests:1. Jenn Pryce, President and CEO of Calvert Impact Capital. Under her leadership, Calvert Impact Capital has raised nearly $3.5 billion, investing in communities and businesses overlooked by traditional finance in over 100 countries. Jenn’s st...
2024-08-131h 22SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingHow Science-Based Impact Investments Are Saving Our Planet with Lena Thiede, Co-Founder of Planet A Ventures (#051)In a society pushing most planetary boundaries, how can venture capital step in and scale the technologies we need to change the world?That’s the power behind Planet A Ventures, led by environmental advocate and policymaker Lena Thiede.Lena is a co-founding partner of Planet A — a cutting-edge green tech venture capital fund that only invests in European startups with a proven and significant positive impact on the environment. They’ve already hit an important milestone, raising an impressive €160 million in 2023 that has been put into action for backing and scaling startups with groundbreaking green te...
2024-08-061h 15SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingInside TPG’s The Rise Fund: Maya Chorengel on Managing the Largest Global Impact Platform (#050)What happens when Bono meets impact investors? They create The Rise Fund!In this episode, I’m speaking with Maya Chorengel, the co-managing partner of The Rise Fund — the world’s largest global impact platform committed to achieving measurable, positive social and environmental outcomes while securing financial returns for its investors.Founded by TPG, a private equity firm with $224 billion in AUM, The Rise Fund was launched in partnership with U2’s Bono and Jeff Skoll, and now boasts $9 billion in AUM. The fund invests in growth-stage, high-potential, mission-driven companies that have the power to change the worl...
2024-07-241h 42SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingSRI Investments That Surprisingly Worked: Lessons Learned from World-Class Investors (#049)Today’s episode is a follow-up to our first “best of” compilation in celebration of our 2-year anniversary as the SRI360 podcast. I’m highlighting some of my favorite and most interesting responses from one of the most popular questions in my interviews.Tune in to hear what these world-class investors in sustainable and responsible investing had to say.This episode features:François Bourdon: ESG Investing (02:18)Managing Partner, Nordis Capital. Full episode.Michael O'Leary: Impact Investing & Activism (03:41) Partner and Co-Head of L Catterton...
2024-07-1627 minSRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingFederated Hermes' Blueprint for Biodiversity Investing and Quantifying Positive Impact Outcomes | Ingrid Kukuljan, Head of Impact & Sustainable Investing (#048)Biodiversity is essential for the survival of humankind, yet we threaten it every day as a society. But what’s most concerning is how it’s vastly overlooked by companies in the investment space, not realizing how their future returns depend on having healthy ecosystems. To help shift this narrative is my guest Ingrid Kukuljan, Head of Impact and Sustainable Investing at Federated Hermes. Ingrid’s journey begins in Croatia, where her childhood experiences with nature laid the foundation for her future career. She started as an equity research analyst at Lazard, where she quickly made h...
2024-07-091h 08SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingSRI Investments That Didn't Work: Short Lessons Learned from World-Class Investors — 2 Years of Insights (#047)To celebrate the SRI360 podcast's 2nd anniversary, I've created a “best of” episode with some of my favorite responses from one of the most popular questions in my interviews: the lessons learned from investments that didn’t turn out as expected.This episode features:1. Bram Bos: Green Bonds Investing (02:12) Managing Director, Goldman Sachs Asset Management. Former Lead Portfolio Manager of Green, Social, and Impact Bonds at NN Investment Partners. Listen to his full episode.2. Jennifer Pryce: Community Investing (03:45) President and CEO of Calvert Impact Capital...
2024-06-2427 minSRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingThe Future of Sustainable Fashion: Enabling the Circular Economy in the Apparel Sector | Karla Mora, Alante Capital (#046)Have you ever thought about what happens with the clothes you toss out, or all the unsold items in malls? The apparel industry is a $3 trillion market that mass-produces tons of garments. Yet, a large portion of these items end up as waste without ever being sold.For many brands, it’s more cost-effective to write off unsold items as waste rather than consolidating and reselling them — a practice that leads to huge amounts of perfectly good merchandise being thrown away, along with the packaging waste that comes with it.So, how do we c...
2024-06-121h 45SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingMainstreaming Natural Capital Investing: How Apple & Partners Invest in Forestry & Carbon Removal To Generate Returns | Martin Berg, Climate Asset Management (#045)Have you ever stopped to think how we’re treating biodiversity like it’s free to use? Our planet’s biodiversity does a great service for all humankind, and it's time we give it the financial value it deserves.This is the core of natural capital investing, and today’s guest, Martin Berg, is here to share its inner workings.He is the CEO of Climate Asset Management, and he made his way into climate finance at the UN’s first Climate Change Conference following the Kyoto Protocol. Martin's commitment to climate and nature-based solutions has led hi...
2024-06-051h 42SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingImpact Investing: A Win-Win for Health & Wealth | Kieron Boyle, Impact Investing Institute (#044)Research shows that 81% of adults would like their investments to do some good as well as provide a financial return. However, the skepticism surrounding impact investing and limited awareness of the tools, standards, and regulations that support it holds many investors back in their impact journey.What the world needs now is greater advocacy for integrating social good into mainstream investment practices, which is precisely what we're going to explore with today’s guest, Kieron Boyle. Kieron Boyle is a visionary leader working on shaping policy around impact investing for social good. Currently, he’s the...
2024-05-211h 33SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingCan Impact Investing Return DOUBLE Digits? | Anish Majmudar, M&G plc. (#043)Portfolios looking to make a real-world impact are increasingly considering real assets as part of their investment strategies.With a trillion-dollar investment gap in our global infrastructure, this seems like a smart move. Real asset investing is not only driving progress worldwide, it’s also a smart long-term investment to secure our planet’s future.But some may ask… what is the real extent of impact that real assets can generate? In this episode, we’re going to find out. My guest is Anish Majmudar, the Head of Real Assets at M&G plc whos...
2024-05-141h 22SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingHow This Impact VC is Transforming Plastic Waste Management by Investing in the Circular Economy | Lucy Mortimer, Archipelago Ventures (#042)When you think of the circular economy, it’s inevitable to also bring up the significant challenges in the transition to this model, such as high transition costs, logistical complexities, inconsistent regulatory support, and low business and consumer participation. Regardless of its complexities, there’s hope in impact venture capital. To share how venture capital investing is playing a huge role in overcoming these barriers is today’s guest, Lucy Mortimer, a founding partner of Archipelago Eco Investors and Archipelago Ventures. She’s a visionary force who is paving the way towards a circular economy through funding innovati...
2024-05-061h 58SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingImpact-Driven Forestry Investing: Biodiversity & Climate Returns Beyond Business As Usual | Charlotte Kaiser, Head of Impact Finance, BTG Pactual TIG (#041)Traditional timberland investing has historically attracted those with long investment horizons, drawn by its reputation as a solid inflation hedge and ability to deliver cash yields competitive with public equities over the long term. But imagine investing in forests not just for profit, but as a powerful agent of global sustainability and conservation. It’s a powerful win-win!This episode is all about impact-driven timberland investments and my guest is Charlotte Kaiser, a visionary leading the charge at BTG Pactual’s Timberland Investment Group (TIG) as the Head of Impact Finance.After her firs...
2024-04-231h 10SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingWall Street's Green Bond Warrior: From Creating GB Principles to Financing the Energy Transition | Marilyn Ceci, JP Morgan (#040)The world of finance has proven that it has the power to drive the global decarbonization effort and advance interest in ESG investments. Learn how this is happening with one of the architects of the Green Bond Principles. Today's guest is Marilyn Ceci, a titan in the world of sustainable finance. She started in interest rate sales at JP Morgan, making her way to Head of ESG Debt Capital Market, and is now the Managing Director and Senior Advisor to the Center for Carbon Transition. With over three decades of experience, Marilyn spearheaded ESG debt capital mark...
2024-04-151h 16SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingHow To Generate Alpha & Impact in Emerging Markets with THIS Cutting-Edge ESG Quant Strategy | Asha Mehta (#039)Emerging and frontier markets are full of opportunities often overlooked by the mainstream investment community.Today’s guest will help us understand these markets and prove how systematic investing in publicly listed equities can unlock their potential for alpha and impact generation.Meet Asha Mehta, the managing partner & CIO at Global Delta Capital, a US-based equity long-only investment manager focused on harnessing the power of capital to fuel social and economic development in international, emerging, and frontier markets.With a background that begins with medical and anthropological studies at Stanford and a well-traveled up...
2024-04-081h 39SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingCreating Blue Haven Initiative: A Millennial’s 100% Impact-Focused Single-Family Office | Liesel Pritzker Simmons, Co-Founder (#038)Millennials care much more about how their investments affect the world around them. Since they’re set to inherit the largest wealth transfer in history, we’re seeing a shift toward impact investing.Today’s episode is proof.My guest is Liesel Pritzker Simmons, a millennial who’s rewriting the rules of wealth management with her single-family office, Blue Haven Initiative. It’s one of the world’s first family offices to go all-in with impact investing across all asset classes, transforming their wealth into catalysts for social and environmental impact through strategic investments. We begin...
2024-03-251h 31SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingSocial Finance's CEO Shares Everything You Need To Know About Social Impact Bonds | Adam Swersky, CEO, Social Finance (#037)In the pursuit of social change, every bit of investment can make a difference. Learn how Social Finance is leading the charge through social impact bonds.Today, I’m interviewing Adam Swersky, CEO of Social Finance (UK), the non-profit enterprise responsible for creating the world’s first social impact bond. He’s here to talk all about social impact bonds and has been at the forefront of designing solutions that bring together finance with social impact since he joined the organization in 2014. After studying economics at Cambridge, Adam became a project leader at the Boston Consult...
2024-03-181h 25SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingHow BlackRock Invests in Green Bonds & ESG Fixed Income | Ashley Schulten, Head of ESG Investing, Global Fixed Income (#036)What if your investments could be a force for global change? At BlackRock, the world’s largest asset management company, they’re steering capital towards a sustainable future with green bonds and ESG fixed-income investing.In this episode, I’m speaking with Ashley Schulten, the Head of ESG Investment for Global Fixed Income at BlackRock. After graduating from Vanderbilt University, Ashley entered the world of finance as a bond trader at First Union. From there, she evolved in the financial world at institutions like BNP Paribas, J.P. Morgan, and Goldman Sachs, before landing at BlackRock. At...
2024-03-111h 18SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingScaling Purpose-Driven Startups with Impact Venture Capital | Impact Evangelist, Gordon Eichhorst (#035)Imagine your portfolio as a catalyst for change, where each investment contributes to solving the world's most pressing social and environmental challenges. That's the promise of impact investing. Today, we're discussing everything you need to know about impact venture capital investing with a guest whose career trajectory embodies this ethos like no other—Gordon Eichhorst, a trailblazer in impact venture capital.Gordon's journey into investing begins unconventionally. While he studied both engineering and economics at UCLA, he started his professional life by designing and launching spacecraft as an aerospace engineer and member of th...
2024-02-261h 45SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingCalSTRS CIO, Chris Ailman, on His Visionary ESG Strategy for the World’s Largest Educator-Only Pension Fund (#034)Does your pension fund contribute to a more sustainable world? CalSTRS does and has been since the 1970s/80s. To lead this conversation is the very first pension fund guest for SRI 360°, Chris Ailman, one of the world’s most recognized and respected Chief Investment Officers. Multiple award winner, Chris currently acts as CIO of CalSTRS, managing its $311.5 billion portfolio, making it the second-largest pension fund in the United States and the largest educational pension fund in the world.With over 39 years of expertise in institutional investment, Chris has become a thought leader in...
2024-02-191h 26SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingThe Key to Successful Renewable Energy: Investing in Battery Energy Storage Systems w/ Ben Guest, Gresham House Energy Storage Fund (#033)The transition from traditional investment in energy production to renewable energy represents a significant shift in addressing climate change challenges.To help us understand the intricacies of investing in renewables and utility-scale battery energy storage systems, I am joined by Ben Guest, the Managing Director of Gresham House New Energy Division.Ben has over 29 years of investment experience that spans the investment spectrum across infrastructure, technology, public equities, and venture capital asset classes.He has been a pioneer investor in battery energy storage systems since the early development days of the sector.
2024-02-121h 26SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingInside Paul Miller's Pioneering 'Tech for Good' VC Investment Strategy (#032)In this episode, I speak with Paul Miller, Managing Partner and CEO at Bethnal Green Ventures, which has invested in over 150 startups that aim to create a more sustainable planet, an inclusive society, and healthy lives. Paul is a trailblazer who spearheaded early-stage impact venture capital investing in the early 2010s at a time when this was highly unusual for VCs to do.He was awarded an Officer of the British Empire award for services to startup investment in 2020.Miller's early exposure to social and environmental issues, thanks to his parents' activism, laid...
2024-01-291h 26SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingMichael O'Leary on Shareholder Activism, Citizen Capitalism, and Impact Investing in the Consumer Sector (#031)In the fast-evolving world of impact investing, few individuals stand out as prominently as Michael O'Leary. Recently appointed as a Partner and Co-Head of L Catterton Impact Fund, Michael has a wealth of experience and a compelling vision for responsible capitalism.Formerly a Managing Director at Engine No. 1, Michael made headlines globally by orchestrating one of the most successful impact-focused activism campaigns in history.Despite holding a mere 0.02% of share capital, Engine No. 1 successfully replaced three members of Exxon's board, underscoring the potency of impact activism.He was also on the founding team...
2024-01-151h 31SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingDemystifying ESG & Impact Investing: How To Create Measurable Change w/ Harald Walkate (#030)In this episode, I am joined by Harald Walkate. Harald isn't just another voice in the sustainability space. He's a seasoned navigator, guiding us across the complex landscape of ESG and impact investing.With 25 years of experience, he's seen both sides of the table, working with major asset managers and corporations. This unique perspective fuels his passion for bridging the gap between good intentions and real-world impact. He's a champion of blended finance, a powerful tool that blends public and private resources to tackle urgent challenges like climate change and poverty.Born in Leiden, Netherlands...
2024-01-041h 19SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingDemystifying ESG & Impact Investing: How To Create Measurable Change w/ Harald Walkate (#030)In this episode, I am joined by Harald Walkate. Harald isn't just another voice in the sustainability space. He's a seasoned navigator, guiding us across the complex landscape of ESG and impact investing.With 25 years of experience, he's seen both sides of the table, working with major asset managers and corporations. This unique perspective fuels his passion for bridging the gap between good intentions and real-world impact. He's a champion of blended finance, a powerful tool that blends public and private resources to tackle urgent challenges like climate change and poverty. Born in Leiden, Netherlands...
2024-01-031h 17SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingShorting for Change: Nordis Capital's Unique Strategy to Influence ESG Policies in Public Equities w/ François Bourdon (#029)In the world of hedge funds, where the focus on environmental, social, and governance (ESG) factors is often considered secondary, Nordis Capital stands out as a pioneer.Born in a small farming town near Montreal, François Bourdon's journey into sustainable investment is as unique as the hedge fund he co-founded. From working in agriculture to earning the moniker "Mr. Risk Manager" on the trading floor, Francois's diverse experiences shaped his path.After pursuing actuarial mathematics at Concordia University, François joined MetLife and later transitioned to risk management. Subsequently, he held diverse roles at Fi...
2023-12-181h 12SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingWorking Capital Fund's Fight Against Labor Exploitation in Global Supply Chains (#028)In this episode, we explore Ed Marcum's unique journey from Santa Cruz to leading the charge against labor exploitation as the Managing Director of Working Capital Fund.Marcum's career choices were heavily influenced by his parents' commitment to social activism. After studying political science at UC Berkeley, Marcum had a brief but impactful tennis career, instilling in him lessons of resilience and hard work.Following his tennis stint, Marcum recognized the need to integrate business skills into mission-driven work. Pursuing an MBA at Wharton broadened his skill set, opening the door to impact investing. This...
2023-12-041h 08SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingAndrew Behar on Unleashing the Power of Shareholder Advocacy to Drive Change (#027)Andrew Behar, the CEO of As You Sow, is a well-known advocate for shareholder advocacy. With a rich background in documentary filmmaking, entrepreneurship, and technological innovation, he brings a unique perspective to shareholder advocacy.Behar's journey as a shareholder advocate was influenced by his personal experiences. Growing up near Long Island Sound in Connecticut, he witnessed the environmental impact of industry on his surroundings. These early observations of environmental degradation left a lasting impression on him.Before dedicating himself to shareholder advocacy, Behar explored entrepreneurial endeavors, including a medical device company that earned him five...
2023-11-201h 29
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing25 Years of Biodiversity Impact Investing in Latin America, Empowering Communities with a Women-Run Fund | Tammy Newmark, EcoEnterprises Fund (#026)In this episode, I am speaking with Tammy Newmark, CEO and Managing Partner of EcoEnterprises Fund. Billed as ‘An Investment Fund for Nature’, EcoEnterprises Fund has pioneered investing in small businesses in Latin America that preserve the integrity of natural capital while contributing to local economies and biodiversity.Originally an “East Coast Girl”, Tammy completed her undergraduate studies at Smith College in Massachusetts in the US. Following her studies, a desire to move to New York and her mother’s serendipitous cocktail party meet led to Tammy working at JP Morgan Chase, which was her first step into the w...
2023-11-081h 19
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingHow Lendlease Creates Sustainability Real Estate Returns, Positive Social Impact, Spaces Where Communities Thrive, Journey to Carbon Net Zero & More | Micah Schulz, Lendlease (#025)In this episode, I am chatting with Micah Schulz, Head of Office at Lendlease Australia.Micah grew up on the Sunshine Coast in Queensland, in a farming area, and living on what he describes as a ‘hobby farm’, with horses, cows, and chickens. He studied Business Management, majoring in Real Estate & Development at the University of Queensland in Brisbane, a decision which could perhaps be attributed to serendipity, rather than a lifelong desire to work in this field. Having thought about a career in Physiotherapy, he was advised against this by a Physiotherapist, who told him the latter...
2023-10-201h 17
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingHow Ambienta Invests in Environmental Sustainability for Top-Decile Private Equity Returns | Stefano Bacci, Partner & ESG Manager (#024)In this episode, I sit down with Stefano Bacci, Partner and ESG Manager at Ambienta, a private equity asset manager that was purpose-built to pursue environmental sustainability investing in resource efficiency and pollution control. Ambienta is the largest private equity fund manager in Europe dedicated to investing entirely in environmental sustainability.Stefano grew up in Milan, (despite maintaining that he is culturally from Tuscany!). When choosing his career path, he was advised by his parents – both chemists – not to follow in their footsteps if he ever wanted to make any money (!) which led him to study Chemical Engi...
2023-10-041h 00
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingThe Power of ESG Shorting: How Investing in Sovereign Bonds Impacts Government Policy, BlueBay's Impact-Aligned Bond Fund, and More | Mark Dowding, BlueBay Asset Management (#023)Mark Dowding is Chief Investment Officer at BlueBay Asset Management. Mark is a macro fixed income specialist who meets regularly in that context with global policymakers and has been actively involved in sovereign ESG engagement. He began his career in 1993 as a fixed income portfolio manager, after earning his economics degree at the University of Warwick.In today’s episode, Mark speaks about his early career, how he came to be the Head of Global Fixed Income at Invesco at only 28 years of age, his move to Frankfurt to work with Deutsche Asset Management and wh...
2023-09-1859 min
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingHigh Yield Sustainable Fixed Income: How SDGs + Engagement outperform index, deliver positive change to society & environment | Mitch Reznick | Head of Sustainable Fixed Income, Federated Hermes (#022)Mitch Reznick is the Head of Sustainable Fixed Income at Federated Hermes and the Co-Portfolio Manager of the company’s SDG Engagement High Yield Credit Fund. With over 23 years experience in the corporate credit industry, he was previously the Co-Head of Credit Research for the global credit team at Fortis Investments, and prior to that was an associate analyst in the leveraged finance group at Moodys Investors Service in New York.Mitch has a Master’s in International Affairs from Columbia University, a Bachelor’s in history from Pitzer College and is a CFA charterholder. He is Co...
2023-08-2551 min
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingAI-Enabled Sustainable Investing: The Mainstreaming of ESG, How AI & ESG Analytics Are Revolutionizing Sustainability & Investing | Daniel Klier, ESG book (#021)Daniel Klier is CEO at ESG Book, part of the Arabesque Group, a global group of financial technology companies offering sustainable investment, advisory and data services through their advanced ESG and AI capabilities. Prior to joining Arabesque, Daniel was Global Head of Sustainable Finance for HSBC, where he developed the global climate strategy for the bank and led the development of the sustainable finance business across the corporate bank, retail bank, and asset management business. He joined HSBC in 2013 as Group Head of Strategy in London, following nine years as a Partner at McKinsey & Company....
2023-08-0947 min
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingRevolutionizing Sustainable Agriculture: Real Asset Investing in Hi-Tech Controlled Environment Greenhouses, Distributed Abundance & More | Dave Chen, Equilibrium (#020)Dave Chen is CEO at Equilibrium, a sustainability driven, real asset investor in the agriculture and food, and carbon transition infrastructure. He is responsible for strategy, executive leadership, and developing the firm’s investment products and asset strategies. Dave is a preeminent thought leader in sustainable real asset investing, particularly in the realm of agriculture and food investments that achieve measurable impact investment results while realizing financial returns attractive to institutional investors.Prior to joining Equilibrium, Dave was General Partner at OVP Venture Partners, CEO/Co-Founder of GeoTrust (acquired by VeriSign in 2006); Founder of The As...
2023-07-2444 min
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingMicrofinance & Impact Investing at Scale: BlueOrchard CEO, Philipp Mueller on Empowering Entrepreneurs, Transforming Lives, Driving Positive Social Change, and More…(#019)Philipp Mueller is Chief Executive Officer of BlueOrchard, a leading global impact investment manager and member of the Schroders Group, that connects millions of entrepreneurs in emerging and frontier markets with investors. Philipp joined BlueOrchard in 2018 from Partners Group, where he served in a number of capacities in Switzerland and in the UK, most recently as Senior Vice President of Investment Solutions. Phillipp holds an MBA from ETH Zurich and a master’s degree in Law from the University of Zurich.During today’s discussion, we discuss Philipp’s time as an Officer in the Mountain Infantry during...
2023-07-0344 min
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingRevolutionizing Aquaculture With Impact Investing: Change Agent Amy Novogratz on AquaSpark’s Mission to Transform Global Food Systems, the Ecosystem Portfolio Approach and much more (#018)Amy Novogratz is Co-Founder of AquaSpark, a global investment fund based in Utrecht, the Netherlands. AquaSpark is a holding company of innovative, novel solutions to some of aquaculture’s biggest challenges, investing in companies developing a sustainable, optimal food system all along the aquaculture value chain.Amy’s career as a change agent has focused on building collaborative solutions to some of the world’s most pressing challenges. Her early career highlights include helping set up SPAN, the Social Policy Action Network; developing and producing ‘Chat the Planet’, a web and television entity that bridged young peop...
2023-06-0757 min
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingLeapFrog Investment's Stewart Langdon | Impact Investing, Helping Millions Out of Poverty (#017)Stewart Langdon is Partner and Co-Head of South Asian Investments at LeapFrog Investments, a private equity impact investment firm that invests in financial and healthcare services businesses providing essential services to low-income populations in emerging markets. Stewart leads financial services investments, primarily in India, and digital financial services across Asia and Africa, with a focus on deal sourcing and execution. Prior to joining LeapFrog, Stewart’s career encompasses corporate finance, investment banking, and capital markets advisory as a vice president at Rothschild & Co. He specialized in the insurance, banking, and telecom sectors across Asia, Africa, and the Midd...
2023-05-151h 01
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingSaturna’s Patrick Drum on Islamic Finance, Faith-Based Investing, Sharia Compliance, Sustainable Outcomes, ESG and Much More…(#016)Patrick Drum leads the Environmental, Social & Governance investment research at Saturna Capital, a private investment management firm with $5.5 billion in assets under management. He is the portfolio manager for Saturna’s Sustainable Global Fixed Income Fund; the Amana Participation Fund (the oldest and largest family of funds in the United States following principles of Islamic finance), and the firm’s institutional subsidiary, Saturna Sdn. Berhad in Kuala Lumpur, Malaysia. Drum holds a BA in economics from Western Washington University and an MBA from Seattle University Albers School of Business and is a CFA® Charterholder and Certified Financial Planner...
2023-04-261h 05
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingSustainable Forestry Investing: New Forests' Head of Impact & Advocacy, Radha Kuppalli on her Carbon Forestry Strategy, Climate Change Mitigation, Carbon Finance, the Bio-economy & More…(#015)Radha Kuppalli is Managing Director of Impact and Advocacy at New Forests, a leading asset manager in institutional funds management business, providing forestry and land-based investment solutions through sustainable forestry investments. Her 20-year career has been focused on driving capital markets toward investing in climate change solutions and sustainable development.Radha is a director of the Board of New Forests Pty Ltd, member of the company’s Executive Committee, and a member of all Investment Committees. She is also a Non-Executive Director for Timberlink Australia and Greening Australia and chairs Greening Australia’s investment committee. She...
2023-04-111h 07
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingColumbia Threadneedle's Simon Bond - Social Bond Impact Investing with Investment Grade Bonds & More (#014)Simon Bond is Executive Director of Responsible Investment Portfolio Management and until recently, was the portfolio manager of the Threadneedle UK Social Bond Fund and the Threadneedle (Lux) European Social Fund at Columbia Threadneedle Investments, the asset management arm of Ameriprise Financial, which has total assets under management of $593 billion (as of 30 June 2021). With over three and a half decades of experience in the fund management industry, Simon is a recognized specialist in corporate credit.In this episode, we discuss Simon’s early career, starting as a desk assistant in the investment management department of Hambros Bank un...
2023-03-101h 12
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingDutch Entrepreneur Peter Arensman on Agritech Investing, Future Food Fund, Food Supply Chains & more (#013)Peter Arensman is an experienced entrepreneur and investor in sustainable agriculture and food chains. He is a Founding Partner of the investment company People, Planet, Profit, and the venture capital investment firm, Future Food Fund.Growing up on a farm in the Netherlands, Peter went on to study for a Masters in Business & Economics at the University of Rotterdam. Following his graduation, he took a job with he American global food firm, Cargill, but soon realized that working for a large corporation wasn’t for him, recognizing he was an entrepreneurial at heart. This led him to firs...
2023-02-131h 00
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingFounder & CEO of Closed Loop Partners, Ron Gonen on Investing in the Circular Economy, Why it's a Financial Competitive Advantage, Verifying Impact, Measuring Outcomes & Much More… (#012)Ron Gonen is the Founder and CEO of Closed Loop Partners, a New York-based investment firm comprised of venture capital, growth equity, private equity, project-based finance, and an innovation center that’s focused on building the circular economy. Ron spent his early childhood years in Israel, moving to Philadelphia around the age of five. He studied History and Economics at the University of Massachusetts and after graduating, joined Andersen Consulting as a trainee, then moved on to Deloitte Consulting. In 2004 he co-founded RecycleBank while studying for his MBA and then he went on to become New York City...
2023-01-0645 min
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingFORE Partnership's Basil Demeroutis on Integrating the "E" and "S" of ESG in the Built Environment, Delivering Social & Environmental Outcomes in Real Estate Investing, and Much More (#011)Basil Demeroutis (@Basil_FORE) is the Managing Partner of FORE Partnership, a purpose-driven real estate investment firm active in the UK and Western Europe. Basil founded FORE Partnership believing in a low carbon future in which property can be a force for social good and his mission has been to prove that driving environmental sustainability and positive social outcomes is good for investors’ financial returns. Basil is passionate about sustainable property and has aligned FORE Partnership’s investment strategy with his, and the company’s investors’ core values.Born in Toronto, Basil studied Aerospace Engineering at Cornell Universi...
2022-12-121h 04
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingImpact Investing Pioneer Jean-Philippe de Schrevel on Bamboo Capital Partners, SDGs, NGOs and More (#010)Jean-Philippe de Schrevel is the Founder and Managing Partner at Bamboo Capital Partners, an impact investing platform which provides innovative financing solutions to businesses in emerging markets. He has dedicated most of his career to the development of the impact investing field, during which time he has launched eight investment funds and raised over $1 billion across a variety of asset classes and sectors.Jean-Philippe spent the early years of his life in Kinshasa in the Democratic Republic of Congo, moving with his parents to Belgium at the age of seven and then going on to study Development...
2022-10-281h 10
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingDemocratizing Impact Investing Through Public Equities: Eric Rice on BlackRock's Global Impact Fund (#009)Eric Rice is Head of Impact Investing at BlackRock and the portfolio manager and the architect of the world’s first diversified public markets impact investing strategy, Global Impact. Global Impact is an alpha-oriented strategy that invests in companies whose goods and services help address the world’s great problems, as defined by the UN Sustainable Development Goals. He also collaborates with other investors at BlackRock to help germinate additional impact and sustainable investment strategies.Blackrock is the world's largest asset manager, which has reported more than US $10 trillion in AUM as of January 2022. Eric grew up in Ber...
2022-10-2554 min
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingSocial & Sustainable Capital Co-Founder & CEO, Ben Rick on Social Impact Investing in Social Enterprises Helping Vulnerable People, Lending to Charities and More (#008)Ben Rick (@SASCapital_Ben) is the Co-Founder and CEO of Social and Sustainable Capital, a company that provides flexible capital to enable social sector organizations grow their social impact, tackle society’s most pressing challenges, and improve the lives of disadvantaged people across the United Kingdom.After graduating from the University of Manchester Institute of Science and Technology (now part of Manchester University) in 1993 with a degree in Management Science, Ben’s plans to train as an accountant changed rapidly when by chance, he attended a Goldman Sachs recruitment event and was offered a Management Trai...
2022-09-2054 min
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingThriving On Discomfort, Astia CEO Sharon Vosmek on VC Investing in Women-Led Companies, Eliminating Bias in Venture Capital Investing and More (#007)Sharon Vosmek (@Vosmek) is the CEO of Astia & Managing Partner of the Astia Fund ($100 million) and a founding member of Astia Angels. Astia is the pre-eminent organization working to ensure the success of high-growth start-ups founded and led by women. Sharon is well-known around the globe for her opinions, research, and commentary on the importance of women leadership being integral to innovation and high-performing entrepreneurial companies.Her work began in the political sector, where she worked for US Senator Dennis DeConcini. She became very interested in global economics and women's economic participation, in particular, the policies and...
2022-08-311h 11
The Scott Michlin Morning ProgramThe Scott Michlin Morning Program; ”Algebra the Beautiful,” San Juan College Math Professor G. Arnell Williams (Gerald)Today Scott is joined by Gerald Arnell Williams professor of math at San Juan College to discuss his new book,
Algebra the Beautiful.
2022-08-2431 min
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingNN Investment Partners Lead PM Green Bonds, Bram Bos on What Makes Green Bonds 'Green', Greenwashing and 'Labelmania' (#006)Bram Bos is Lead Portfolio Manager of Green, Social and Impact Bonds at NN Investment Partners. He has over 20 years of portfolio management experience, including previous roles at Unilever, APG Asset Management, Nomura, and Fullerton Fund Management.Bram’s early career began in his native Holland, took him to Singapore for several years and then back to Holland, where he went on to build the green bond franchise at NNIP following its inception in 2015, back before interest in green bonds really exploded. The flagship NN (L) Green Bond Fund focuses exclusively on green bonds and combines a cle...
2022-08-2349 min
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingFrom Investment Banker/SRI Sceptic to SRI Evangelist, Marisa Drew, Chief Sustainability Officer at Credit Suisse on the Great Wealth Transfer, Millennial Values, Achieving Net Zero and More (#005)Marisa Drew is the Chief Sustainability Officer for the Standard Chartered Bank in London as of July 2022. However, this discussion will not be about Standard Charter Bank because my interview with Marisa took place some months back when I was finishing my book, Sustainable and Responsible Investing 360º. At that time, she was the Chief Sustainability Officer for Credit Suisse, where she had worked for nearly 19 years. Today's discussion will concern Marisa's experience at the Credit Suisse sustainability program. Marisa’s investment banking career spans over thirty years. During an eleven-year stint at Merrill Lynch, she was...
2022-08-111h 03
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingTrillium Asset Management CEO, Matt Patsky on Impact Through Global Public Equities Investing, Joan Bavaria, Community Impact Investing CDs, Mark Zuckerberg & The Onion, and More (#004)Matt Patsky (@mattpatsky) is the CEO and Lead Portfolio Manager of the Trillium ESG Global Equity Srategy and Portfolio Manager of the Trillium Sustainable Opportunities Strategy. Matt began his career at Lehman Brothers in 1984 and has over three decades of experience in investment research and investment management. In 1994 he became the first sell-side analyst in the United States to publish on the topic of socially responsible investing.In this episode, we discuss how early in his career, Matt wrote a sustainability business plan in his first job out of school at L...
2022-08-011h 18
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingJed Emerson, Tiedemann Advisors, Global Lead Impact Investing on the Evolution of Impact, George Roberts & REDF, the Role of Investing in the Post-Growth World, and More (#003)Jed Emerson (@BlendedValue) is an internationally recognized thought leader in impact investing, social entrepreneurship and strategic philanthropy and the Managing Director and Global Lead Impact Investing with Tiedemann Advisors. He has extensive experience leading, staffing, and advising funds, firms, social ventures, and foundations in pursuance of financial performance alongside social/environmental impact. Jed has authored numerous articles and papers on the subject, including the first book on impact investing (Impact Investing: Transforming How We Make Money While Making a Difference). In 2018 he released his eighth book, The Purpose of Capital: Elements of Impact, Financial Flows...
2022-07-251h 10
Escape To Into A Life-Enhancing Full Audiobook Right Now.Sustainable & Responsible Investing 360°: Lessons Learned from World Class Investors by R. Scott ArnellPlease visithttps://thebookvoice.com/podcasts/1/audiobook/580127to listen full audiobooks.
Title: Sustainable & Responsible Investing 360°: Lessons Learned from World Class Investors
Author: R. Scott Arnell
Narrator: Graham Rowat
Format: Unabridged Audiobook
Length: 13 hours 31 minutes
Release date: July 17, 2022
Ratings: Ratings of Book: 5 of Total 1
Genres: Accounting & Finance
Publisher's Summary:
Sustainable & Responsible Investing 360° is a must-listen for anyone wanting to know more about investing for positive social, environmental, and ethical impact—with market returns. These are the stories and tactics of those leading the way as Sustainable and Responsible Investing goes mainstream. Recent events have exposed the disturbing inequities and injustices of today's inte...
2022-07-171h 31Enjoy Offering of Full Audiobooks in Non-Fiction, EducationSustainable & Responsible Investing 360°: Lessons Learned from World Class Investors - R. Scott ArnellListen to this audiobook in full for free onhttps://epod.spaceTitle: Sustainable & Responsible Investing 360°: Lessons Learned from World Class InvestorsAuthor: R. Scott ArnellNarrator: Graham RowatFormat: UnabridgedLength: 13:31:43Language: EnglishRelease date: 07-17-2022Publisher: Ascent AudioGenres: Business & Economics, Personal FinanceSummary:Sustainable & Responsible Investing 360° is a must-listen for anyone wanting to know more about investing for positive social, environmental, and ethical impact—with market returns. These are the stories and tactics of those leading the way as Sustainable and Responsible Inve...
2022-07-171h 31Download High-Quality Full Audiobooks in Business & Economics, Accounting & FinanceSustainable & Responsible Investing 360°: Lessons Learned from World Class Investors by R. Scott ArnellPlease visithttps://thebookvoice.com/podcasts/1/audiobook/580127to listen full audiobooks.
Title: Sustainable & Responsible Investing 360°: Lessons Learned from World Class Investors
Author: R. Scott Arnell
Narrator: Graham Rowat
Format: Unabridged Audiobook
Length: 13 hours 31 minutes
Release date: July 17, 2022
Ratings: Ratings of Book: 5 of Total 1
Genres: Accounting & Finance
Publisher's Summary:
Sustainable & Responsible Investing 360° is a must-listen for anyone wanting to know more about investing for positive social, environmental, and ethical impact—with market returns. These are the stories and tactics of those leading the way as Sustainable and Responsible Investing goes mainstream. Recent events have exposed the disturbing inequities and injustices of today's inte...
2022-07-171h 31
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingLombard Odier Portfolio Manager, Alina Donets on Natural Capital Investing, Planetary Boundaries, High Conviction Portfolio Construction, Circularity, the Bio Economy, and More (#002)Alina Donets is the lead portfolio manager of LO Funds-Natural Capital at Lombard Odier Investment Managers and has been managing sustainability portfolios for nearly nine years. She is a globally recognized specialist in water and sustainable investment, and during her career has developed several new strategies with proprietary impact, thematic, and ESG-centered processes. In this episode we will be doing a deep dive on biodiversity and investing in natural capital.The LO Funds-Natural Capital invests in publicly traded companies that contribute to the preservation of natural capital or create solutions for the circular biodiversity e...
2022-07-1457 min
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingCalvert Impact Capital CEO, Jenn Pryce on Community Investing, Investing Where Banks Won’t, the Seychelles Blue Bond, and the Community Investment Note with 100% Repayment Record (#001)Jenn Pryce (@JennPryce) is President and CEO of Calvert Impact Capital, a global investment firm investing in communities, people, and businesses that are overlooked by traditional finance in the United States and in over 100 other countries. Essentially, they’re putting their money where banks won’t.Jenn learned the power of community at the start of her career working in the Peace Corps in Africa teaching math in Gabon. She then worked as an equity research analyst for Neuberger Berman before making her way to the investment banking team at Morgan Stanley’s London office and th...
2022-07-1455 minSRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible InvestingSRI 360 Podcast IntroWelcome to the SRI 360º Podcast where I interview world-class Sustainable & Responsible investors and bring you the lessons that they’ve learned so you can find out what they are doing and how they are doing it.
2022-07-0501 min