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22 minutes | Jun 18, 2021
Growing quality jobs that don't damage the planet's health
In this episode you’ll hear about: Why SDG#8 seeks to promote inclusive and sustainable economic development and decent work for all by 2030.How the Empress Tree is so effective at sequestering carbon.Ways World Tree plans to help 10,000 small farmers over five years cultivate crops and provide 100,000 jobs.How this impact investment brought new clients to Common Interests.Related video: Sustainable companies treat employees as assetsUnited Nations SDG#8 InformationWorld TreeResponsible VacationFair Trade Certified Guest BiosDr. Cathy Key is president and chief operating officer of World Tree.Kim Martens is a farmer harvesting Empress Trees in Alabama with World Tree. Max Mintz is a financial planner with Common Interests, an advice firm that focuses on socially responsible investing.
29 minutes | Jun 11, 2021
Innovating finance to crowdsource solar power
In this episode you’ll find out: Why Steve Lamb geeks out on carbon and whether he buys a solar panel in Tennessee.How humans are flooding the planet with carbon beyond which nature’s carbon sinks can absorb.Whether most Americans can access renewable energies if they choose to.Why Clearloop funds renewable energy projects in certain areas that have been slow to support clean energy sources.Related story: Blue wave unleashes demand for clean-energy ETFsUnited Nations SDG#7 InformationHow Exactly Does Carbon Dioxide Cause Global Warming?A fun and interactive periodic tableClearloop City of Jackson Chamber of CommerceGuest Bios Laura Zapata is CEO and a co-founder of Clearloop, which aims to make renewable energies available to all. She is a former communications director for Phil Bredesen and head of global communications for Uber Eats. Phil Bredesen is the former governor of Tennessee, clean energy entrepreneur, and a Clearloop co-founder. Kyle Spurgeon is president and CEO of the Chamber of Commerce in Jackson, Tennessee, the largest city in west Tennessee outside of Memphis. It’s home to about 60,000 people and is the site of Clearloop’s initial solar project. KEYWORDSmicrofinancefinanceelectricityrenewable energyclean energyun sustainable development goalsbusinesssustainable investingwealth managmentesginvestingpowerfinancial servicesimpact investingsdgs
32 minutes | Jun 4, 2021
Building a bridge between global capital and the water crisis
In this episode you’ll hear about: How access rates to clean water and working sewage systems are going up, but not as fast as they need to in order to reach the goal's mission.Why water scarcity could threaten 700 million people by 2030.Whether climate change is a factor and how water demand and flooding are further stressing clean water supplies.How WaterEquity, co-founded by Academy Award winner Matt Damon, supports entrepreneurs and financial institutions that provide clean water and sanitation in developing countries.Why it's not just infrastructure that's needed to expand water and toilet access, but it's more about the financing.Related story: Water, water everywhere — so it’s time for you to drinkUnited Nations SDG#6 InformationWaterEquity.orgAnnapurna Finance GenerosityBoxedWater Guest BiosGary White is co-founder and CEO of WaterEquity, an asset manager that supports entrepreneurs helping spread clean water and sanitation in developing countries. He's also the CEO and co-founder of Water.org, which also developed a WaterCredit Initiative that creates new financing options for families living in poverty to meet their water needs.Genevieve Edens is director of impact at WaterEquity, where she develops policies and tools and is involved at all stages of the investment process. Previously, she was director of research at the Aspen Network of Development Entrepreneurs and spent several years living in Tanzania, where she worked for the coffee importer Sustainable Harvest. Paul O'Connell is president of WaterEquity and manages its day-to-day activities. He spent more than 20 years as president and managing partner of FDO Partners, managing currency and equity portfolios for sovereign wealth funds, pension funds, and other institutional investors. He has spoken at TED about using the capital markets to help fund sustainable development in emerging and frontier markets. Dibyajyoti Pattanaik (who also goes by DJ) is the managing director of Annapurna Finance, a microfinance institution in Bhubaneswar, India.
25 minutes | May 28, 2021
Incorporating a gender lens can payoff in portfolios
In this episode you’ll hear about: A quick update on the Exxon shareholder advocacy newsWhat it was like to negotiate a goal based on a premise that not every culture supports.How Covid-19 hit women harder than men in terms of jobs, pay equity, and their safety.Ways gender lens investments support opportunities that improve women and girls’ day-to-day situations or that change ownership and decision-making within corporations or governments.Details of the market for women-focused investment products, including private funds.Which funds top the list compiled by Gender Equity Funds.org, based on the Equileap Gender Scorecard.Related story: How advisers can advocate for gender lens investingUnited Nations SDG#5 InformationBeyond the Billion campaignGender Equality Funds.orgMarigold CapitalVeris Wealth PartnersGuest BiosEsther Pan Sloane has been head of partnerships, policy and communication for the United Nations Capital Development Fund since 2015. In this role she engages with the private sector to attract funding for projects that work toward achieving the UN’s 17 Sustainable Development Goals. A U.S. national and former diplomat, Sloane was part of the U.S. team that negotiated the 2030 Agenda and the SDGs. Patricia Ferrar-Rivas is a founding partner and senior wealth manager at Veris Wealth Partners and has been providing investment advisory and wealth management services since 1992. Prior to Veris, Patricia led the effort by Silicon Valley-based public accounting firm, Frank, Rimerman + Co., to launch its new investment advisory subsidiary, Frank, Rimerman Advisors. She also co-founded the New York office of Progressive Asset Management in 1994. Earlier in her career, Patricia worked with Veris co-founder Michael Lent and community leaders in Central America on economic development, local empowerment, and social justice. Sapna Shah is a managing director at the Global Impact Investing Network, where she focuses on how the GIIN can most effectively use its programs to support the network’s mission of growing the impact investing market. She was previously the strategy director at the GIIN and prior to joining the GIIN, Sapna was the program officer for Africa and regional coordinator for East Africa for CNFA, a non-profit organization focused on strengthening the agricultural sectors of developing economies.
25 minutes | May 21, 2021
The future of education finance
In this episode you’ll hear about: • Links between education attainment and keeping a job during Covid-19. • How 900,000 new jobs created in March included only 1% for workers with a high school education or less.• Ways impact investments can support post-secondary education and helping nontraditional students succeed.• How Edquity supports post-secondary education, which is seen as key to breaking the cycle of poverty and helping Americans attain livable wages. • What outcomes financing is and why it may change impact investing. Related story: Providing the building blocks of financial literacy training Guest bios: Christa Velasquez, strategy director of Lumina Impact Ventures, sources, structures, underwrites and negotiates social investments to support the strategic priorities at Lumina Foundation, an private foundation in Indianapolis committed to making opportunities for learning beyond high school available to all.David Helene, founder and CEO of Edquity, which provides emergency aid platforms for high school and college students. Under his leadership, Edquity has worked with principal partners across K-12 and higher education. He has helped the organization attract significant investment funding from the Gates Foundation, Lumina Foundation, Strada Education Network and others. Andrea Phillips, managing partner of the Community Outcomes Fund and co-founder of Maycomb Capital, has more than 25 years of experience leading, designing and implementing large scale, public-private partnerships that leverage private investment to address pressing social challenges. At Goldman Sachs, she launched and managed the Goldman Sachs Social Impact Fund and led signature social impact bond investments for the firm including the investment in the Rikers Island Social Impact Bond, the first such transaction ever executed by a financial institution and in the U.S. market. United Nations SDG #4 information“Great Jobs Report” Lumina Foundation Community Outcomes Fund
19 minutes | May 14, 2021
Good health, well-being and venture capital?
In this episode you’ll hear about: Good health targets in SDG #3 that range from reducing maternal mortality rates, work against AIDS and achieving universal health care coverage.Pandemic has revealed the inequalities of access to quality health care and stalled progress toward the goal.Only 1% of venture capital funding goes towards women's health, and children's health has largely been ignored, too.The critical role venture capital can play in achieving more equitable access to innovative health care for women and children.Related story: How to help clients plan for health care costs in retirementGuest bios: Assia Sidibe, program manager for the United Nations’ UNITLIFE, which is the UN’s initiative to fight chronic malnutrition in children through innovative funding. Annie Theriault, managing partner, Cross Border Impact Ventures, a Canadian venture capital fund that seeks to be the preferred investor for transformative health technology companies with the potential of meeting the needs of women, children and adolescents across the globe. Keren Leshem, CEO of Ocon Healthcare, an Israel-based company that produces innovative intrauterine devices, or IUDs. United Nations SDG #3 informationInside the US' epic first-quarter venture capital resultsGlobal VC report 2020
26 minutes | May 7, 2021
'The canary in the coal mine of our food system.' How impact investing can help eliminate hunger
In this episode you'll hear about: • Challenges of producing healthy food sustainably• Why “local” matters to food growers and consumers• Pandemic illustrates how “un-resilient” the world’s food systems are today• Mark Watson describes how Fair Food Fund supports food-based businesses and pays investors a return• How Cooking with Que pivoted when Covid-19 took away its revenueRelated story: Green pastures ahead for sustainable food post Covid-19United Nations SDG #2 InformationGuest bios: Mark Watson is a senior strategic investment advisor for the Fair Food Network based in Ann Arbor, Michigan. He supports the network’s impact investing arm the Fair Food Fund, which provides catalytic capital and business assistance to support entrepreneurs in food-based businesses that support their communities.Dan Horan is CEO and founder of Five Acre Farms. It aims to bring local foods to grocery stores, restaurants and food shops, supplying milk, buttermilk, cage free eggs, and other dairy and apple-based products that are sourced and produced within 275 miles. Five Acre Farms works with farmers using sustainable practices and pays them a fair price to ensure they are sustainable, too. Quiana “Que” Broden is the owner of Cooking with Que, where she aims to teach people how to “eat to live” by introducing them to more plant-based meals.Global ESG Summit streams across three time zones on May 27UN’s World Food ProgrammeFeeding AmericaFeed the Hunger FundGlobal FoodBanking NetworkPresident Jimmy Carter audio clip courtesy of C-Span. From 1977 commencement speech to Notre Dame.
27 minutes | Apr 30, 2021
Battling poverty to unlock human potential
In this episode you'll hear about: • How poverty can't be overcome without addressing dire environmental and economic situations in comunities. • Ways the pandemic has exacerbated extreme poverty. • What it takes to create upward mobility. • Andy Posner describes how small personal loans and financial coaching from Capital Good Fund are helping individuals escape poverty in 12 states. • Describes range of ESG investing strategies from exclusionary stock picking to shareholder activism. Related story: Using this philanthropic giving tool for impact investing United Nations SDG #1 InformationGuest bios: Andy Posner is founder and CEO of Capital Good Fund and he believes equitable financial services can unlock the potential of the poor. He started the fund, a nonprofit Community Development Financial Institution (CDFI) in 2009 to use financial tools like loans and education to target endemic poverty — first in Rhode Island, then around the rest of the nation. Jay Lipman is CEO of Ethic, a tech-driven asset management firm he created in 2015 to simplify and popularize the creation of sustainable investment portfolios. Ethic builds separately managed accounts that are optimized to track the market, align with a client’s investment allocation and outperform chosen sustainability criteria. Lipman’s firm also guides clients in developing a personal mission statement. Sherlie Martinez of Providence, Rhode Island, is a client of the Capital Good Fund. Urban Institute paper on 2021 Poverty ProjectionsHBR: The Investor Revolution S&P Global Market Intelligence ESG Fund PerformanceStern NYU: ESG and Financial Performance
25 minutes | Apr 23, 2021
A history of the SDGs and the role investors will play
In this episode, you’ll hear about:• What the SDGs are and how they are to be achieved. • How did those 17 goals emerge out of the 8 MDGs? • Pitfalls of not including developing nations when you expect those governments to affect change. • What the MDGs achieved for a billion people. • Esther Pan Sloane describes what it was like in the room as the SDGs were negotiated. • Sustainable investment manager Jay Lipman explains how advisers can use the SDGs to connect with clients. • The investor role in attaining the SDGs. Related Story: What sparked today’s love of ESG? Guest BiosEsther Pan Sloane has been head of partnerships, policy and communication for the United Nations Capital Development Fund since 2015. In this role she engages with the private sector to attract funding for projects that work toward achieving the UN’s 17 Sustainable Development Goals. A U.S. national and former diplomat, Sloane was part of the U.S. team that negotiated the 2030 Agenda and the SDGs. Jay Lipman is CEO of Ethic, a tech-driven asset management firm he created in 2015 to simplify and popularize the creation of sustainable investment portfolios. Ethic builds separately managed accounts that are optimized to track the market, align with a client’s investment allocation and outperform chosen sustainability criteria. Lipman’s firm also guides clients in developing a personal mission statement.
2 minutes | Apr 13, 2021
Launching April 23rd!
Hosts Liz Skinner and Stephen Lamb preview their brand new series Impact Adventures. Meant for investors of all types and financial advisers, Impact Adventures will educate through amazing stories of entrepreneurs and businesses working to change the world.
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