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13 minutes | Jun 30, 2021
Children’s Episode - Currency and Exchange Rates
Every 10th episode is designed for and hosted by children. In this episode, we talk about living in Japan, different types of currencies, and the exchange rate.
24 minutes | May 18, 2021
Impact Investing After Superstorm Sandy
The Jersey shore needed a longer-term solution to address systemic issues, such as a lack of affordable housing, that persisted well after Sandy hit. Ms. Maria Farhat Tanzola was an integral part of the team that created Impact New Jersey, an impact investment that generates market-rate returns while focusing on affordable housing in Sandy-devastated areas. She reflects on this successful partnership and innovative investment strategy 6 years after it was created.
41 minutes | Feb 27, 2021
Morningstar's Sustainability Research and Metrics
Learn how Morningstar is helping investors make better-informed decisions and invest in ways that are meaningful to them. We also hear from a portfolio manager that is applying a gender lens to her investment process and why the “S” component of ESG is so important. This episode features Dr. Jon Hale from Morningstar and Ms. Diane Sobin from Cary Street Partners.
36 minutes | Dec 16, 2020
Community Investing With CNote
CNote is a women-led impact investment platform that uses technology to unlock diversified and proven community investments that help to generate economic mobility and financial inclusion. This episode features Danielle Burns from CNote and Sarah Green from North Berkeley Wealth Management.
40 minutes | Oct 30, 2020
Charitable Giving with ImpactAssets
Donor Advised Funds (DAFs) can help you save money in taxes and give more to charity. I spoke with Alex Neckles from ImpactAssets and Lori Choi from Veris Wealth Partners to help explain what these vehicles are and how to use them to activate more dollars to support your impact goals.
49 minutes | Sep 25, 2020
Farmland Investing with Iroquois Valley Farmland REIT
Learn about real assets, including farmland investing. We highlight an Organic Farmland REIT that is filling a need by helping finance and transition conventional farmland to organic, which has been proven to make farms more productive, and even more profitable. The Director of Impact of Wetherby Asset Management also joins us to discuss what they are doing with regards to real assets and impact investing.
32 minutes | Aug 20, 2020
The Community Investment Note with Calvert Impact Capital
For as little as $20, you can make your first impact investment. Learn about the Calvert Community Investment Note, its holdings, and how Calvert is working to democratize impact investing.
40 minutes | Jul 17, 2020
Local Investing with ImpactPHL
We interview an organization linking up Philadelphia’s small businesses with local investors to generate a win-win for the community. Learn how they do it and how you can get started with local investing in your area.
45 minutes | Jun 15, 2020
Green Bonds with Van Eck
Green bonds have exploded in growth, with household names such as Apple and Pepsi entering the market. For investors interested in building a diverse, climate aware portfolio using this relatively new asset class, this episode can help you get started.
28 minutes | May 18, 2020
ESG Integration with MSCI
ESG investing strategies proved resilient during the covid-19 correction. While we can not put too much weight into short-term performance, this is the first time so many ESG funds have been put to the test and the consensus is - they passed.
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