Shows
Under the Hood PodcastSloane Ortel of Invest VeganOn this episode of the Under the Hood podcast, host Timothy Douglas has an in-depth conversation with Sloane Ortel, Founder and Chief Investment Officer of Invest Vegan, an ethics-first asset manager based in Provo, Utah.
Sloane says...
"I founded Invest Vegan after more than a decade working in the investment profession. When I was just nineteen years old, I got a job helping a small team at Oppenheimer & Company optimize its trading models.
That was in June of 2007, which means that I experienced the financial crisis firsthand. The profound conflicts of interest that are still endemic to most investment...2024-04-0357 min
The Original Vegan Business Talk By Shane Jeremy JamesEpisode 98: The unique business model of Invest Vegan with Sloane OrtelWe are delighted to welcome Sloane Ortel, the innovative founder of Invest Vegan, to our stage today. Invest Vegan is a registered investment advisor that caters to clients with as little as one dollar to invest, allowing everyone to access the power of compounding and sustainable investing. With a unique approach focused on ethics-first investing, Sloane aims to attract clients who may be disillusioned with capitalism and want their investments to align with their vegan or ethical values, ultimately fostering a sense of community and shared purpose.
With a diverse background in investment management that started when...2023-04-0348 min
Women Working in WealthEp. 7: Diversity and Inclusion in Financial Services with Sloane OrtelIn this special episode, host Lindsey Lewis, CFP®, ChFC® is joined by Sloane Ortel, founder of Invest Vegan, for a Pride Month-focused conversation on the unique challenges of working as a trans person in financial services and how financial professionals can promote investing meaningfully, and successfully, in ways that speak to clients’ values.
Sloane Ortel is the founder of Invest Vegan, an ethics-first registered investment advisor (RIA) that manages distinctive discretionary portfolios of public equities on behalf of aligned individuals and institutions. She is also a co-host of Free Money, a podcast that aims to help investors brea...2022-06-1531 min
Pivot! A Vegan Business Interview SeriesEp. 74: Sloane Ortel of Invest Vegan - How Vegan Values Help Identify Investment Opportunity“My biggest ambition for this firm is to help people imagine themselves as part of something much bigger than they currently see. I think the hypothetical vegan...who is buying stocks of Beyond Meat and praying, might think that there are one or two businesses out there that align with their values, when in reality, there are thousands.”“I hope [I can help] people look at the companies in their portfolio and go, “It never really occurred to me to think about cell phone towers as a vegan business opportunity”—[but they are!] Here are these com...2021-10-1834 min
The Long ViewTadas Viskanta: Luck Plays a Big Role in InvestingOur guest on the podcast today is Tadas Viskanta. Tadas is the director of investor education at Ritholtz Wealth Management. He's also the founder and editor of the popular financial and investing blog Abnormal Returns, which he launched in 2005. Tadas is the author of the book Abnormal Returns: Winning Strategies from the Frontlines of the Investment Blogosphere and has coauthored a number of papers that have appeared in esteemed academic publications like the Financial Analysts Journal. Tadas earned his bachelor's degree in economics and political science from Indiana University and his MBA from the University of Chicago Booth School...2021-10-0546 min
Free Money with Sloane and AshbyThe Impact EpisodeHello and welcome to Free Money, a podcast/newsletter from Sloane Ortel and Ashby Monk about how long-term investors can free themselves from the shackles of short-term thinking.If you’re new here, thanks for signing up!If someone sent this your way or you found this post through Twitter or some other channel, be sure to sign up below. We publish most Tuesdays.And now, a look at the world of impact investing.Your money does something after you invest it.What is that, exactly?At some l...2020-10-2143 minFree Money with Sloane and AshbyThe Impact EpisodeHello and welcome to Free Money, a podcast/newsletter from Sloane Ortel and Ashby Monk about how long-term investors can free themselves from the shackles of short-term thinking.If you’re new here, thanks for signing up!If someone sent this your way or you found this post through Twitter or some other channel, be sure to sign up below. We publish most Tuesdays.And now, a look at the world of impact investing.Your money does something after you invest it.What is that, exactly?At some l...2020-10-2143 min
Free Money with Sloane and AshbyBlack Investors Make a Difference to Your Bottom LineBlack lives matter.And not just in the abstract. When given the proper space and support, Black investors can materially improve portfolio returns. But that almost never happens. In aggregate, only about 1% of the $70 Trillion managed by professional investors is overseen by minority-owned firms.On this episode of Free Money, we were fortunate to speak with Daryn Dodson, a Managing Director at Illumen Capital who knows perhaps more than anyone else what needs to be changed in order to create a more equitable future. We spoke on Friday, June 5th. And because the perspective he...2020-06-1246 minFree Money with Sloane and AshbyBlack Investors Make a Difference to Your Bottom LineBlack lives matter.And not just in the abstract. When given the proper space and support, Black investors can materially improve portfolio returns. But that almost never happens. In aggregate, only about 1% of the $70 Trillion managed by professional investors is overseen by minority-owned firms.On this episode of Free Money, we were fortunate to speak with Daryn Dodson, a Managing Director at Illumen Capital who knows perhaps more than anyone else what needs to be changed in order to create a more equitable future. We spoke on Friday, June 5th. And because the perspective he...2020-06-1246 min
My Worst Investment Ever PodcastSloane Ortel – Believe in YourselfSloane Ortel is an explorer and definer of the connections between capital markets and economic/cultural forces. Our guest today is the publisher of The Sloane Zone, “an email newsletter that comes when you least expect it, and makes more sense than it should”. She holds a bachelor of arts degree in English from Fordham University, was one of the youngest registered representatives of Oppenheimer & Company, and has served and helped establish Newport Value Partners as a consulting analyst. She now works as an independent strategy consultant for big investment organizations after spending nearly a decade supporting the members of C...2019-07-0115 min