Shows
YourStake, YourStoryEP 22: The PAX Principles: Darryl Lyons, CEO, on building his firm with intention and incorporating Biblically Responsible InvestingFrom Mobile Home to Financially Home: Darryl's JourneyDarryl shares his personal journey growing up in a mobile home to eventually founding PAX Financial Group. He recalls, "I was edging the skirting of our mobile home. And if you get too close to the skirting, you crack it. And so I just thought, how do people have houses with foundations? I just became curious about money."While biblical values were not originally a focus, about five years ago Darryl had an awakening to fully live out his faith, making Biblically Responsible Investing (BRI) core to...2024-04-1121 minYourStake, YourStoryEP 21: The Queen Bee of ESG: Paula Glick on Honeytree's Disciplined, Integrated ApproachThe Journey to Intentional ESG IntegrationPaula discusses her early career experiences at ESG research firms Sustainalytics and MSCI, which illuminated opportunities to more systematically and holistically weave ESG into the investment process. Rather than relegating ESG to a siloed, reactive overlay, Paula set out to put ESG factors on equal footing with traditional financial metrics.Honeytree's Investment ProcessIn part of this episode, Paula dives into the details of Honeytree's two-phase investment process.1. Applying 25 ESG qualification criteria to filter a broad index down to a concentrated set of companies2024-03-2723 minYourStake, YourStoryEp 20: Hospicing the Old, Midwifing the New: Building the Financial Future with Angela Barbash, CSRIC, CoFounder & CEO at ReValue InvestmentsRevalue is a values-driven investment firm founded in 2013 by Angela Barbash, an experienced investment advisor with over 20 years of service. The firm's mission is to assist individuals in aligning their finances with their values by divesting from the extractive economy and investing in the regenerative economy.Revalue focuses on providing investment options in the public markets that support impact-oriented communities and organizations. They work closely with clients to identify their desired impacts and narrow down their investment preferences, including the type of organizations, investment structures, and specific impact areas such as community development, renewable energy, or local...2024-02-1423 minYourStake, YourStoryEp 19: Harnessing unique data to develop competitive advantages with Bill Davis, Founder & Portfolio Manager at Stance CapitalWelcome to the latest episode of "Your Stake, Your Story," in this episode we welcomed Bill Davis, the founder of Stance Capital. With our co-founder and host, Gabe Rissman, the discussion navigates through Bill's unique career path, which spans from the direct mail industry to renewable energy, ultimately leading to his groundbreaking work in applying complex data models to ESG investing. His expertise sheds light on the intricate dynamics of the ESG landscape, and the challenges and triumphs in aligning investment strategies while finding ways to incorporate values without compromise into the portfolio-building process."You can't scale...2023-12-1931 minYourStake, YourStoryEp. 18 - From JP Morgan to Eden Financial: A Journey of Entrepreneurship and Impact - ft. Nycole Freer, CFP, BFA[00:01:05] Priorities shift during pandemic. [00:04:11] Children's book on financial education.[00:08:10] Values as a big deal. [00:11:36] Emotional safety in investing. [00:17:56] ESG and financial performance. [00:19:59] Values based investing future.
2023-05-1720 minYourStake, YourStoryEp. 17 - Achieving Sustainability with System Change Investing. - ft. Frank Dixon of Global System Change[00:01:28] System Change Investing. [00:03:53] Economic and political systems. [00:07:27] System Change Investing.[00:14:19] Corporate Support for Climate Policy. [00:17:32] Financial Advisors and System Change. [00:22:16] Using capital markets for sustainability.
2023-05-0422 minYourStake, YourStoryEarth Day Special! Ep. 16 - Are your portfolios tobacco free? - ft. Rebecca Brown CFP, of Tobacco Free Portfolios[00:02:31] Financial advisors and tobacco-free. [00:04:35] Tobacco's unsustainable impact. [00:08:42] Youth and tobacco industry marketing. [00:13:21] Harmful effects of smoking. [00:17:48] Tobacco-free finance pledge. [00:22:20] ESG ratings for tobacco companies. [00:26:31] Tobacco-free investing.
2023-04-1927 minYourStake, YourStoryEp. 15 - Being financial activists - ft. Maureen Maguire, CFP, AIF, and Vanessa Jilot, CFP, CRPC, of Terra Blue Wealth ManagementIn this episode of Your Stake Your Story, we are joined by Maureen Maguire, CFP, AIF, and Vanessa Jilot, CFP, CRPC, the founders of Terra Blue Wealth Management, an ESG-only wealth management firm. Together they discuss how they met and founded Terra Blue, how they look at ESG investing, the role of activism and politics in investing, and share their experiences serving clients across wide generation gaps to accomplish the same goal: protect the planet, and have a strong financial future.In this episode, Gabe, Vanessa, and Maureen discuss:How Maureen and Vanessa tackle E...2023-04-0528 minYourStake, YourStoryEp. 14 - How aware of investment harm are you? - ft. Marco Vangelisti, CFA, founder of EK4TWhen Marco Vangelisti first started in finance, he was part of a Quant Team using performance analysis tools and optimization packages for Wall Street portfolio managers. Soon after, Marco managed investment equity portfolios on behalf of large foundations and endowments focused and was part of a $20 Billion emerging market equities, long-only, strategy that had the best 10-year track record at the time, and outperformed their index by 13%. His model worked, and the team delivered fantastic returns to his clients, including environmental foundations.However, as time went on and Marco explored the stocks behind the portfolio, h...2023-03-2239 minYourStake, YourStoryEp. 13 - How to serve a diverse set of clients and advisors through strong data, and comprehensive manager due diligence - ft. Fabian Willskytt, Associate Director at Align ImpactFabian is an Associate Director at Align Impact, leading public markets research primarily across areas of fund manager selection and due diligence, leading reporting on financial and impact factors, and finally leading portfolio construction and implementation of client portfolios for both clients and B2B partners.
Listen to Fabian and Gabe discuss the important area of Fund Manager Due Diligence, how to utilize engagement as a way to drive change, and how firm commitments to ESG topics can lead to greater management for investment products.
In this episode, Fabian and Gabe discuss:
How Fabian got into this industry after a...2022-12-1432 minYourStake, YourStoryEp. 12 - An often overlooked mega-trend: Planet-based proteins - ft. Elysabeth Alfano, CEO, VegTech Invest Elysabeth Alfano, CEO of VegTech, is the fund manager and advisor to the world’s only plant-based ETF, EATV. She is driven and passionate about addressing climate change in a matter of years not decades. Often, many reports say we have till 2050, but she argues that we need to look at 2030 as the date we need new systems in plate to reap the existential rewards by 2050. While many issues related to climate change like renewable energy and green transportation are imperative to a healthier planet, looking at how agriculture contributes 14.5% of the world’s greenh...2022-11-3026 minYourStake, YourStoryEp. 11 - How beekeeping brought me into ESG investing- ft. Jonathan Kvasnik, ChFC of Cherokee Investment ServicesBeekeeping also created an opportunity for clients of his to shift investments into ESG funds, every year, Jon would give each client a small jar of his honey, and there sparks a curiosity around how the honey was made, sharing ideas on how bees connect to the environment, societies and even governance bring clients to say, “I like this idea and I didn’t think I could put money into issues that I care about, so how can I make this work?”For many clients, starting a conversation around do they want ESG is not an impactful lens t...2022-09-2122 minYourStake, YourStoryEp. 10 - Using an AND approach to creating good in the world - ft. Michael Reynolds, CSRIC®, AIF®, CFT-I™of Elevation Financial.In this episode, Michael and Gabe talk about:The trend of more investors being interested in protecting and growing their wealth, but also creating more good with their money in the world.How Michael finds his client's ESG interest in his use of a questionnaire, and further conversations with what ESG means to each client.The challenges around making the transition to ESG and how the space is constantly evolving.The power of shareholder advocacy to drive change at a company level and how to assess that through a client’s investments.The future of ESG terminology as ne...2022-08-1032 minYourStake, YourStoryYourStake, Your Story Ep. 9 - The Future of Investing should be Values-Based ft, Meghan Lape-Lefevre, AFC®, CFP®, EA® Welcome to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing. In this episode, Gabe Rissman talks with Meghan Lape-Lefevre, AFC®, CFP®, and EA® of Conscious Impact Financial. Meghan founded her practice in 2020 while in Germany and has since moved to Colorado where she uses values-based investing to align her clients' beliefs with their investments. In this episode, Meghan and Gabe talk about:-How her clients are passionate about what they invest in and how values-based investing allows for positive returns a...2022-07-2721 minYourStake, YourStoryYourStake, Your Story Ep. 8- Why you ought to talk about societal issues with your money manager ft, Kate Barron-Alicante, CFP, Director of Impact and Advisor at Abacus Wealth PartnersWelcome to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing!
We speak with Kate Barron-Alicante, CFP, Director of Impact and Advisor at Abacus Wealth Partners. She helps people connect their money to build the life, the legacy & the world they want to see. In this episode, she sits down with co-founder Gabe Rissman to talk about her pathway to ESG investing, why she wants her clients to talk about the issues they're considering along with their investing goals, and how a client's exampling what thei...2022-06-1546 minYourStake, YourStoryYourStake, YourStory Ep. 7- Making an Impact & Imaging What the Future Holds, ft. Zach Stein, Co-Founder and CEO of Carbon CollectiveGabe Rissman 00:07Hi, everyone, and welcome to YourStake, Your Story. We are a video series focused on best practices around ESG. And really focusing on the financial advisor experience and what your challenges are and what's out there and what you might be worried about thinking about excited about. Today, I'm really excited to be speaking with Zack Stein, who is the co founder of carbon collective. Zack, really glad to have you on. Zach Stein 00:34Thanks so much for having me again. Gabe Rissman 00:36So do...2022-05-3159 minYourStake, YourStoryYourStake, YourStory Ep. 6 - Investing with Your Values without Compromise, ft. David Roth, BFA(TM) and Michelina Roth, Co-Founders of Fair Planet Advisors Gabe Rissman 00:06Hi and welcome to another episode of your steak your story. We're a video series with advisors and for advisors focused on highlighting best practices around values based investing. Today I'm really excited to have Dave and michelina with me. Dave has been working in the financial industry for more than 20 years. And fair planet advisors represents the culmination of Dave's years of professional experience, combining his passion for protecting the goals and dreams of his clients, and doing so in a sustainable matter. And Melina is excited to bring her passion for in...2022-05-1638 min
YourStake, YourStoryYourstake, YourStory Ep. 5 - Why ESG is the GPS of Investing, ft. Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, LLCGabe Rissman 0:00 Hello and welcome to your steak your story. We're a video series with advisors for advisors, highlighting best practices of ESG and sustainable investing. Today I'm really excited to have Jeff Gutterman, a trusted advisor. And Jeff has a really great resume Jeff is a widely recognized leader in the ESG and sustainable investing field. Jeff's the creator of the smart, sustainable metrics applied to risk tolerance investing solutions, a suite of global climate aware allocation strategies available to financial advisory firms and individual investors. With over 30 years of experience as a financial advisor, Jeff be...2022-05-0251 minYourStake, YourStoryYourStake, YourStory Ep. 4 - People, Planet, & Profit- Being A Socially & Environmentally Conscious Person, ft. Sylvia Panek, AIF®, Investment Advisor & Financial Planner at Natural Investments“...the publicly traded market was really built off of 19th, 20th century mentality where really, it was just, ‘make the money, be as profitable as you can, be as successful as you can.’ It really only is, I'd say, the advent of the Internet, where people became much more aware of their impact and what's happening and all these negative, extra maladies that can come from mining natural resources overseas, or sweatshop labor...it's still relatively nascent and just growing in this collective society's consciousness, and the market has not quite caught up yet.”Welcome in to another...2022-04-2245 minYourStake, YourStoryYourStake, YourStory Ep. 3 - Financial Literacy is Incomplete Without Financial History, ft. Phuong Luong, Principal Financial Planner at Saltbox Financial“I didn’t grow up with wealth, and my friend group, a lot of people didn’t grow up with wealth either. They didn’t grow up with that level of financial literacy or financial exposure that people who do grow up with wealth or work in finance do.”Welcome in to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing.Joining us today is Phuong Luong, CFP®, Principal Financial Planner at Saltbox Financial. She specializes in financial planning for individuals and...2022-04-2146 minYourStake, YourStoryJason HowellTune in to hear from Jason Howell, founder of the Jason Howell Company, a family wealth management firm that specializes in helping community stakeholders feel good about their money. He's a former US congressional candidate, a Certified Financial Planner, Certified Private Wealth Advisor, and Chartered SIR Counselor.2022-03-1154 minYourStake, YourStoryJames BrewerJames Brewer[00:00:00] Gabe Rissman: Hello everyone. And welcome to another episode of your Stake, your story of video series, focused on highlighting best practices of financial advisors within the ESG space. Today I'm really excited to have James Brewer here. And James has a pretty good resume. James is an MBA, a CFA CFS LA, a CFP who empowers people to make smarter money choices aligned with their values, goals, and passions, a certified financial planner.He has been named to the 20 best financial advisors in Chicago by expertise and 20 17, 20 18, 20 21. And now 2022, his, b...2022-02-2459 min