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The SRI360 Podcast is focused exclusively on Socially Responsible, ESG, Impact, Sustainable & Responsible investing. To learn more, visit SRI360.com. Each episode presents an interview with a world-class investor who is an accomplished practitioner from different asset classes in lively, wide-ranging, long-format discussions. In each interview, we try to cover everything from each investor's early personal journey—and what motivated and attracted them to commit their life energy to SRI—to in ...
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show series
 
Portfolios looking to make a real-world impact are increasingly considering real assets as part of their investment strategies. With a trillion-dollar investment gap in our global infrastructure, this seems like a smart move. Real asset investing is not only driving progress worldwide, it’s also a smart long-term investment to secure our planet’s f…
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When you think of the circular economy, it’s inevitable to also bring up the significant challenges in the transition to this model, such as high transition costs, logistical complexities, inconsistent regulatory support, and low business and consumer participation. Regardless of its complexities, there’s hope in impact venture capital. To share ho…
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Traditional timberland investing has historically attracted those with long investment horizons, drawn by its reputation as a solid inflation hedge and ability to deliver cash yields competitive with public equities over the long term. But imagine investing in forests not just for profit, but as a powerful agent of global sustainability and conserv…
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The world of finance has proven that it has the power to drive the global decarbonization effort and advance interest in ESG investments. ⁤⁤Learn how this is happening with one of the architects of the Green Bond Principles. ⁤Today's guest is Marilyn Ceci, a titan in the world of sustainable finance. ⁤She started in interest rate sales at JP Morgan…
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Emerging and frontier markets are full of opportunities often overlooked by the mainstream investment community. Today’s guest will help us understand these markets and prove how systematic investing in publicly listed equities can unlock their potential for alpha and impact generation. Meet Asha Mehta, the managing partner & CIO at Global Delta Ca…
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Millennials care much more about how their investments affect the world around them. Since they’re set to inherit the largest wealth transfer in history, we’re seeing a shift toward impact investing. Today’s episode is proof. My guest is Liesel Pritzker Simmons, a millennial who’s rewriting the rules of wealth management with her single-family offi…
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In the pursuit of social change, every bit of investment can make a difference. Learn how Social Finance is leading the charge through social impact bonds. Today, I’m interviewing Adam Swersky, CEO of Social Finance (UK), the non-profit enterprise responsible for creating the world’s first social impact bond. He’s here to talk all about social impa…
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What if your investments could be a force for global change? At BlackRock, the world’s largest asset management company, they’re steering capital towards a sustainable future with green bonds and ESG fixed-income investing. In this episode, I’m speaking with Ashley Schulten, the Head of ESG Investment for Global Fixed Income at BlackRock. After gra…
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Imagine your portfolio as a catalyst for change, where each investment contributes to solving the world's most pressing social and environmental challenges. That's the promise of impact investing. Today, we're discussing everything you need to know about impact venture capital investing with a guest whose career trajectory embodies this ethos like …
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Does your pension fund contribute to a more sustainable world? CalSTRS does and has been since the 1970s/80s. To lead this conversation is the very first pension fund guest for SRI 360°, Chris Ailman, one of the world’s most recognized and respected Chief Investment Officers. Multiple award winner, Chris currently acts as CIO of CalSTRS, managing i…
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The transition from traditional investment in energy production to renewable energy represents a significant shift in addressing climate change challenges. To help us understand the intricacies of investing in renewables and utility-scale battery energy storage systems, I am joined by Ben Guest, the Managing Director of Gresham House New Energy Div…
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In this episode, I speak with Paul Miller, Managing Partner and CEO at Bethnal Green Ventures, which has invested in over 150 startups that aim to create a more sustainable planet, an inclusive society, and healthy lives. Paul is a trailblazer who spearheaded early-stage impact venture capital investing in the early 2010s at a time when this was hi…
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In the fast-evolving world of impact investing, few individuals stand out as prominently as Michael O'Leary. Recently appointed as a Partner and Co-Head of L Catterton Impact Fund, Michael has a wealth of experience and a compelling vision for responsible capitalism. Formerly a Managing Director at Engine No. 1, Michael made headlines globally by o…
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In this episode, I am joined by Harald Walkate. Harald isn't just another voice in the sustainability space. He's a seasoned navigator, guiding us across the complex landscape of ESG and impact investing. With 25 years of experience, he's seen both sides of the table, working with major asset managers and corporations. This unique perspective fuels…
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In the world of hedge funds, where the focus on environmental, social, and governance (ESG) factors is often considered secondary, Nordis Capital stands out as a pioneer. Born in a small farming town near Montreal, François Bourdon's journey into sustainable investment is as unique as the hedge fund he co-founded. From working in agriculture to ear…
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In this episode, we explore Ed Marcum's unique journey from Santa Cruz to leading the charge against labor exploitation as the Managing Director of Working Capital Fund. Marcum's career choices were heavily influenced by his parents' commitment to social activism. After studying political science at UC Berkeley, Marcum had a brief but impactful ten…
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Andrew Behar, the CEO of As You Sow, is a well-known advocate for shareholder advocacy. With a rich background in documentary filmmaking, entrepreneurship, and technological innovation, he brings a unique perspective to shareholder advocacy. Behar's journey as a shareholder advocate was influenced by his personal experiences. Growing up near Long I…
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In this episode, I am speaking with Tammy Newmark, CEO and Managing Partner of EcoEnterprises Fund. Billed as ‘An Investment Fund for Nature’, EcoEnterprises Fund has pioneered investing in small businesses in Latin America that preserve the integrity of natural capital while contributing to local economies and biodiversity. Originally an “East Coa…
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In this episode, I am chatting with Micah Schulz, Head of Office at Lendlease Australia. Micah grew up on the Sunshine Coast in Queensland, in a farming area, and living on what he describes as a ‘hobby farm’, with horses, cows, and chickens. He studied Business Management, majoring in Real Estate & Development at the University of Queensland in Br…
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In this episode, I sit down with Stefano Bacci, Partner and ESG Manager at Ambienta, a private equity asset manager that was purpose-built to pursue environmental sustainability investing in resource efficiency and pollution control. Ambienta is the largest private equity fund manager in Europe dedicated to investing entirely in environmental susta…
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Mark Dowding is Chief Investment Officer at BlueBay Asset Management. Mark is a macro fixed income specialist who meets regularly in that context with global policymakers and has been actively involved in sovereign ESG engagement. He began his career in 1993 as a fixed income portfolio manager, after earning his economics degree at the University o…
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Mitch Reznick is the Head of Sustainable Fixed Income at Federated Hermes and the Co-Portfolio Manager of the company’s SDG Engagement High Yield Credit Fund. With over 23 years experience in the corporate credit industry, he was previously the Co-Head of Credit Research for the global credit team at Fortis Investments, and prior to that was an ass…
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Daniel Klier is CEO at ESG Book, part of the Arabesque Group, a global group of financial technology companies offering sustainable investment, advisory and data services through their advanced ESG and AI capabilities. Prior to joining Arabesque, Daniel was Global Head of Sustainable Finance for HSBC, where he developed the global climate strategy …
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Dave Chen is CEO at Equilibrium, a sustainability driven, real asset investor in the agriculture and food, and carbon transition infrastructure. He is responsible for strategy, executive leadership, and developing the firm’s investment products and asset strategies. Dave is a preeminent thought leader in sustainable real asset investing, particular…
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Philipp Mueller is Chief Executive Officer of BlueOrchard, a leading global impact investment manager and member of the Schroders Group, that connects millions of entrepreneurs in emerging and frontier markets with investors. Philipp joined BlueOrchard in 2018 from Partners Group, where he served in a number of capacities in Switzerland and in the …
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Amy Novogratz is Co-Founder of AquaSpark, a global investment fund based in Utrecht, the Netherlands. AquaSpark is a holding company of innovative, novel solutions to some of aquaculture’s biggest challenges, investing in companies developing a sustainable, optimal food system all along the aquaculture value chain. Amy’s career as a change agent ha…
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Stewart Langdon is Partner and Co-Head of South Asian Investments at LeapFrog Investments, a private equity impact investment firm that invests in financial and healthcare services businesses providing essential services to low-income populations in emerging markets. Stewart leads financial services investments, primarily in India, and digital fina…
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Patrick Drum leads the Environmental, Social & Governance investment research at Saturna Capital, a private investment management firm with $5.5 billion in assets under management. He is the portfolio manager for Saturna’s Sustainable Global Fixed Income Fund; the Amana Participation Fund (the oldest and largest family of funds in the United States…
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Radha Kuppalli is Managing Director of Impact and Advocacy at New Forests, a leading asset manager in institutional funds management business, providing forestry and land-based investment solutions through sustainable forestry investments. Her 20-year career has been focused on driving capital markets toward investing in climate change solutions an…
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Simon Bond is Executive Director of Responsible Investment Portfolio Management and until recently, was the portfolio manager of the Threadneedle UK Social Bond Fund and the Threadneedle (Lux) European Social Fund at Columbia Threadneedle Investments, the asset management arm of Ameriprise Financial, which has total assets under management of $593 …
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Peter Arensman is an experienced entrepreneur and investor in sustainable agriculture and food chains. He is a Founding Partner of the investment company People, Planet, Profit, and the venture capital investment firm, Future Food Fund. Growing up on a farm in the Netherlands, Peter went on to study for a Masters in Business & Economics at the Univ…
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Ron Gonen is the Founder and CEO of Closed Loop Partners, a New York-based investment firm comprised of venture capital, growth equity, private equity, project-based finance, and an innovation center that’s focused on building the circular economy. Ron spent his early childhood years in Israel, moving to Philadelphia around the age of five. He stud…
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Basil Demeroutis (@Basil_FORE) is the Managing Partner of FORE Partnership, a purpose-driven real estate investment firm active in the UK and Western Europe. Basil founded FORE Partnership believing in a low carbon future in which property can be a force for social good and his mission has been to prove that driving environmental sustainability and…
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Jean-Philippe de Schrevel is the Founder and Managing Partner at Bamboo Capital Partners, an impact investing platform which provides innovative financing solutions to businesses in emerging markets. He has dedicated most of his career to the development of the impact investing field, during which time he has launched eight investment funds and rai…
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Eric Rice is Head of Impact Investing at BlackRock and the portfolio manager and the architect of the world’s first diversified public markets impact investing strategy, Global Impact. Global Impact is an alpha-oriented strategy that invests in companies whose goods and services help address the world’s great problems, as defined by the UN Sustaina…
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Ben Rick (@SASCapital_Ben) is the Co-Founder and CEO of Social and Sustainable Capital, a company that provides flexible capital to enable social sector organizations grow their social impact, tackle society’s most pressing challenges, and improve the lives of disadvantaged people across the United Kingdom. After graduating from the University of M…
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Sharon Vosmek (@Vosmek) is the CEO of Astia & Managing Partner of the Astia Fund ($100 million) and a founding member of Astia Angels. Astia is the pre-eminent organization working to ensure the success of high-growth start-ups founded and led by women. Sharon is well-known around the globe for her opinions, research, and commentary on the importan…
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Bram Bos is Lead Portfolio Manager of Green, Social and Impact Bonds at NN Investment Partners. He has over 20 years of portfolio management experience, including previous roles at Unilever, APG Asset Management, Nomura, and Fullerton Fund Management. Bram’s early career began in his native Holland, took him to Singapore for several years and then …
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Marisa Drew is the Chief Sustainability Officer for the Standard Chartered Bank in London as of July 2022. However, this discussion will not be about Standard Charter Bank because my interview with Marisa took place some months back when I was finishing my book, Sustainable and Responsible Investing 360º. At that time, she was the Chief Sustainabil…
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Matt Patsky (@mattpatsky) is the CEO and Lead Portfolio Manager of the Trillium ESG Global Equity Srategy and Portfolio Manager of the Trillium Sustainable Opportunities Strategy. Matt began his career at Lehman Brothers in 1984 and has over three decades of experience in investment research and investment management. In 1994 he became the first se…
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Jed Emerson (@BlendedValue) is an internationally recognized thought leader in impact investing, social entrepreneurship and strategic philanthropy and the Managing Director and Global Lead Impact Investing with Tiedemann Advisors. He has extensive experience leading, staffing, and advising funds, firms, social ventures, and foundations in pursuanc…
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Alina Donets is the lead portfolio man­ager of LO Funds-Natural Capital at Lombard Odier Investment Managers and has been managing sustainability portfolios for nearly nine years. She is a globally recognized specialist in water and sustainable investment, and during her career has developed several new strategies with proprietary impact, thematic,…
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Jenn Pryce (@JennPryce) is President and CEO of Calvert Impact Capital, a global investment firm investing in communities, people, and businesses that are overlooked by traditional finance in the United States and in over 100 other countries. Essentially, they’re putting their money where banks won’t. Jenn learned the power of community at the star…
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