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The Sustainability Story features intimate conversations with thought leaders from the world of ESG investing and sustainability. The topics include anything and everything about where finance intersects with the environment, governance, society, climate change, biodiversity, human capital management, regulations, standards, and more. Now reimagined with three hosts, each focused on a unique aspect of the investment industry, we will continue to tell the story of where we are going in the jo ...
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Inspired Investing

Bernstein Private Wealth Management

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Bernstein’s Head of Foundation and Institutional Advisory Clare Golla informs and educates organizations and individuals who strive to invest purposefully- with and for a mission.
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On Purpose

Bernstein Private Wealth Management

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On Purpose is a new Bernstein podcast focused on responsible investing and intentionally aligning your portfolio with your values. In each episode, the series’ host, Senior Investment Strategist and National Managing Director, Travis Allen, is joined by business, academic, and other leaders at the intersection of wealth building, profit, and making a difference. There is a lot to learn from companies and individuals that make concerns for the environment, society, and good corporate behavior ...
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Changing the Trajectory

Bernstein Private Wealth Management

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Changing the Trajectory is a podcast hosted by James Seth Thompson that seeks to inspire and empower meaningful generational planning and legacy building through intentional and deliberate action. Featuring roundtable discussions that highlight multicultural markets and communities as breeding grounds for success and change, we offer fresh perspectives on responsibility and investing. Learn to prioritize core values and act with intent to leverage influence and create lasting impact. We won’ ...
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Responsible Investing for a Sustainable Economy is a weekly podcast that unpacks the environmental, social, and governance issues that companies need to tackle as investors like you demand more than just the bottom line. Host Tim Nash has been helping people understand how to invest responsibly for over a decade. When he started, few knew what sustainability, impact investing, ESG, CSR, or the transition to a low carbon economy really meant. Now responsible investing is a hot topic for new i ...
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We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out mor ...
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In this episode of the Sustainability Story podcast, Nicole Gehrig, Director of Global Industry Standards at CFA Institute, is joined by Lindsey Stewart, CFA, Director of Stewardship Research and Policy at Morningstar Sustainalytics. Together, they explore key themes in the realm of stewardship. Lindsey shares his insights on how institutional shar…
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In this episode of "The Sustainability Story," co-host Josina Kamerling welcomes Nels Italo, Director of Product Strategy for Regulatory Solutions at FactSet. They delve into Nels' diverse background, from working in signals intelligence in the US Navy to becoming a corporate M&A attorney before focusing on financial service regulations. The conver…
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In this episode of the Sustainability Story, host Deborah Kidd, CFA, interviews Paula DiPerna, author and Special Advisor to the CDP. In her book, Pricing the Priceless: The Financial Transformation to Value the Planet, Solve the Climate Crisis, and Protect Our Most Precious Assets, Paula offers a compelling argument for the need to assign economic…
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Josina Kamerling and Leena Linnainmaa, Secretary General of Directors' Institute Finland, and Chair of ecoDa’s Advocacy Committee, have a conversation on the impact of the proposed new EU rules on corporate governance and due diligence on European companies and their board of directors.
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In this episode of The Sustainability Story, host Andres Vinelli interviews Marcos Buscaglia, an economist and author of Beyond the ESG Portfolio: How Wall Street Can Help Democracies Survive. Marcos discusses the impact of capital markets on funding democracies and autocratic regimes, emphasizing the importance for investors to consider democracy …
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This episode of the Sustainability Story explores the world of impact investing in real estate, with a specific focus on affordable housing. Host Andres Vinelli is joined by Jeff Brenner, President and CEO of IMPACT Community Capital, an investment advisor dedicated to advancing opportunity in under-invested communities. They discuss the origins of…
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2023 was a year of milestones for regulations and standards to improve sustainable investment transparency, comparability, and credibility. In this episode of The Sustainability Story, host Deborah Kidd, CFA, talks with James Alexander, chief executive at UKSIF. They discuss the new UK regulation for sustainable investment product labels, the IFRS …
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The voluntary turnover rate for nonprofit organizations in 2023 is nearly 60% higher than the overall labor market average. What’s driving this high staff turnover? And more importantly, what can social sector leaders do about it? Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and …
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In this episode of the Sustainability Story podcast, Andres Vinelli is joined by Harriet Waters, the head of environmental sustainability at the University of Oxford. Harriet shares the highlights of Oxford's sustainability journey and explores the lessons learned that can be applied to other organizations. She discusses her personal journey into e…
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In this episode of The Sustainability Story, host Sandy Peters is joined by Brian Tomlinson, a managing director in Ernst & Young's financial accounting and advisory services practice. They discuss the EU's Corporate Sustainability Reporting Directive and its impact on non-EU-based multinationals. While the extraterritorial nature of the EU's repor…
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As the world economy transitions from high carbon to low carbon, the largest global investment in history is underway. In this episode of The Sustainability Story, host Deborah Kidd, CFA, talks climate bonds, transition, and policy with Sean Kidney, CEO of Climate Bonds Initiative, an international NGO working to mobilize global capital for climate…
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The growth of giving circles shows no signs of slowing. But what’s fueling them—and how are giving circles addressing new developments like trust-based philanthropy and giving beyond the check? Whether you're new to philanthropy or a seasoned donor, you’ll appreciate the valuable insights into the power of collective giving and the benefits of join…
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Josina Kamerling, Head of Regulatory Outreach EMEA at CFA Institute, and Rob Bauer, Professor of Finance at School of Business and Economics, Maastricht University, and co-author of the paper “Private Shareholder Engagements on Material ESG Issues,” discuss the main findings of his research and how private engagements can address financially materi…
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Sharon Schneider is a philanthropy expert, impact investor, and social change strategist who advises some of the world’s most prominent families. Her new book, Handbook for an Integrated Life, captures a growing trend—aligning mission, vision or values with decision making across all facets of a social sector organization’s enterprise, or all facet…
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In this episode of The Sustainability Story, host Andres Vinelli interviews Dr. Spencer Glendon, founder of Probable Futures—a nonprofit organization focused on climate science accessibility from the CFA Institute Climate Risk and Returns conference. Dr. Glendon, an expert on climate change with a background in finance and economics, shares his jou…
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In this episode of the Sustainability Story, we tackle two areas of mass confusion in the world of sustainable investing: what should be done about the divergence in ESG ratings, and what works and doesn't work in impact investing. Deborah Kidd, CFA, talks with Dr. Julian Kölbel, Assistant Professor in Sustainable Finance at the Center for Financia…
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Discover how Generative AI can streamline operations, optimize fundraising strategies, and create compelling content for social sector organizations while also learning about the risks to privacy, accuracy, and bias. Join us as we explore the pros and cons of using AI in the social sector and how it can enhance human staff to make a greater impact.…
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Generative AI has stolen the headlines this year, and quite rightly so, but some AI applications that have been in the pipeline for years have fallen out of the limelight. Today we hope to shine a light back on these, focussing in particular on healthcare, creative industries and agriculture. This week Alastair McRobert, Investment Manager at Verme…
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Are you ready to crack the code on sustainable investing? We promise a plethora of insights in our thought-provoking conversation with Brian Minns, CFA, the Managing Director of Responsible Investing at University Pension Plan Ontario. Fusing his engineering acumen with financial expertise, Brian is at the forefront of driving environmental, social…
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This week Paul and Simon take a look back at the first half of the year and discuss what’s worked, and what hasn’t worked for investors. They then discuss what the investment team at Vermeer Partners will be focusing on during the second of the year, including the government bond market, alternative assets and high quality equities. www.vermeerllp.…
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The Giving USA 2023 report has raised some concerns in the social sector due to headlines like “steepest drop ever”. But we think there’s more to the results than meets the eye. To dig beneath the headlines, we asked two experts to share their read and provide some much-needed context. That’s when a more nuanced story emerged. For discounted access…
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Discover the ins and outs of sustainability regulations in the EU with Patrik Karlsson, a senior policy officer at the European Securities and Markets Authority (ESMA), and Josina Kamerling, head of regulatory outreach for CFA Institute for the Europe, Middle East, and Africa (EMEA) region at CFA Institute. Gain valuable insights into the Sustainab…
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What do you get when you connect the dots between business and philanthropy? E4E Relief, an ingenious social enterprise that provides workforce and supply chain relief for companies and their key stakeholders. In the past five years, E4E Relief’s humanitarian solution has helped businesses serve as financial first responders, awarding over $250 mil…
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How can capital markets drive meaningful change in the fight against climate risk? Join Paul Andrews, head of Research, Advocacy, and Standards at CFA Institute for an insightful discussion with our esteemed guest, Mindy Lubber, President and CEO of Ceres, as they unpack the importance of integrating sustainability into capital markets and the econ…
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In this latest Art of Investment episode, the focus is definitely on Art rather than Investment, as Paul hands over the microphone to Simon Melling our CEO. Vermeer Partners is delighted to be sponsoring this year’s D Contemporary Gallery Summer Exhibition, and in this podcast Simon is in conversation with the Gallery Director and Curator: Irene Po…
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The rumors are true: Super Bowl Champion and subject of the Oscar-winning film "The Blind Side," Michael Oher, wore the same white t-shirt to school every day of his 8th-grade year. Today, Michael's childhood spent overcoming the effects of extreme poverty and homelessness keeps his purpose clear. As Founder of The Oher Foundation, Michael's missio…
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The Bank of England’s forecast that the UK would enter its longest recession in 100 years has proven to be wide of the mark. But what is the outlook for the UK economy from here – do we have reasons to be optimistic? This week on the podcast, Simon French, Chief Economist of Panmure Gordon shares his views on UK growth, what we need to do to improv…
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If you’ve ever wondered, “What are other foundations and donors doing?”, this is the episode for you. Derek Jernstedt’s family foundation is now on its third generation and has branched out from its original mission and structure in multiple ways. He’ll take us through the evolution and how it impacts their decision-making today. Note to All Reader…
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This week we take a look at the reasons behind investing in technology, healthcare and the energy transition. We also discuss the current banking crisis and whether we should be concerned by cracks appearing in the commercial real estate market. www.vermeerllp.comBy Ver
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Why are market failures an optimal use of capitalism to inspire innovation? Priya Parrish, partner and CIO of Impact Engine, a women-owned venture capital and private equity firm, joins James and Maci to discuss the importance of impact investing and the significance of the rewards society gains when solving for critical needs. Carlos Orantes, CEO …
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Along with expert investment analysis, we break down the NACUBO report through the eyes of an advancement professional at a two-year college. How do the survey results resonate with her real-life experience on the ground? Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources i…
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Sometimes it is rocket science. In 2018, decades into his 33-year career at NASA, Gregory Robinson was asked to lead the James Webb Space Telescope Program to get it over the goal line. Gregory's rise from sharecropper parents in Virginia to segregated schooling in the 1960s to becoming the Webb Space Telescope's program director and the 2022 Time …
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We were thrilled to welcome back Tom Naughton onto the podcast this week. Tom is Managing Partner and CIO of Prusik Investment Management, the Asia equity boutique and was one of our first ever guests on the show in 2021. Tom talks to us about the strength of the financial system in the markets he covers, how he prepared for the impact of inflation…
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Why does Warren Buffett say one should never bet against America? Well, this week on the Art of Investment podcast we find out by taking a deep dive into the US stock market with Richard de Lisle, Founder of De Lisle Partners and Lead Manager of the VT De Lisle America Fund. Richard has a wealth of experience to draw from having been an investor in…
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Dan Pallotta—entrepreneur, innovator and best-selling author of “Uncharitable”— revisits his unconventional take on philanthropy. With a forthcoming documentary under the same name, Dan explores what’s changed in the decade since his 2013 TED Talk, the 16th most commented Ted Talk of all time. Note to All Readers: The information contained here ref…
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Guest: Vanessa Gray Much of what’s written critically about the fossil fuel industry focuses on the effects of climate change, but there are significant human rights and human health costs as well that don’t get as much coverage. And the effects of the industry on Indigenous communities receive even less attention. Vanessa Gray is the divestment ca…
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We were thrilled to welcome Richard Fairman, CEO of CVS Group to the podcast this week. Richard describes the tailwinds driving the pet sector, how he is focusing on increasing the resilience of the business in what could be a difficult time for the pet owner, both CVS Group’s organic and inorganic growth plans, and he shares his thoughts on invest…
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Natalie Madeira Cofield is a Fortune 500 Small Business Advisor, an award-winning entrepreneur, a women’s empowerment advocate, a philanthropist, and a national changemaker. In 2021, Natalie was appointed Assistant Administrator for the Office of Women’s Business Ownership, making history as the highest-ranking Black woman in the Biden-Harris Admin…
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Guest: Avery Francis What do the terms "diversity," "equity" and "inclusion" (DEI) mean in a practical sense, and how can investors ensure that companies aren't simply ticking the box to earn points for a better environmental, social, and governance (ESG) score? “Work should work for everyone,” says Avery Francis. She is the founder and CEO of Bloo…
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Guest: Andria Barrett Canada's institutional banking system has been traditionally difficult to navigate for new immigrants to the country, leading many to utilize an informal, women-led savings collective based on the principle of mutual aid. Known as a "partner" in Jamaican culture, a "susu" in the Ghanaian community or a "hagbad" in Somali, a ro…
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Mark Zuckerberg has invested billions into the metaverse with many left questioning the reasons behind such a big bet. We wanted to understand why and in the latest episode of the Art of Investment Podcast Tony Roberts from Invesco EMEA explains the rationale. We also learn about the metaverse value chain, how companies are already using the metave…
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Guests: Chandra Ramadurai and Tim Stoate According to a recent study, the transportation sector worldwide is responsible for approximately 16 percent of global greenhouse gas emissions, while building and infrastructure account for 21 percent. Why then, does transportation receive 61 percent of all investment funding aimed at making it greener, whi…
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Boards and leaders of organizations in flux often feel like they're under siege. But a transition can also be a chance to reimagine your trajectory. Maryellen Gleason—who frequently serves as an interim CEO—shares wisdom she's gleaned from more than two decades of leading social sector transformations. Note to All Readers: The information contained…
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Guest: Anshula Chowdhury As more and more Canadians enter the sustainable investment realm, the most common question is, "How do I know my investments are having a net positive benefit?" This is where analysts like Anshula Chowdhury, CEO of Sametrica come in. In this episode of 'Responsible Investing for a Sustainable Economy,' Chowdhury and host T…
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2022 was a bruising year for investors, the pandemic continued to cause disruption to demand and supply dynamics, there was the unforgiveable invasion of Ukraine and central bankers tightened monetary conditions at an unprecedented rate. These factors sent shockwaves through global markets and there were simply very few places to hide. But what doe…
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“What are you really moving and shaking if you can’t move and shake for your own home?” Waikinya Clanton, Executive Director of Mississippi’s Southern Poverty Law Center, poses this as she discusses her move away from a national rise in politics in DC to her choice to return home to Mississippi and put her skillset to use there. Waikinya’s inspirin…
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Guest: Victor Beausoleil When Victor Beausoleil was growing up, his mother was instrumental in organizing the finances in the expatriate Saint Lucien community in Toronto. Today, as the executive director — or "steward" — of Social Economy Through Social Inclusion, Beausoleil applies the same collective principles to help ensure diverse representat…
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