Impact Leaders - Impact Investment and Performance with Purpose

Guest Bio Marcelo Rojas Decut is the Co-Founder & CEO of eCLUB a modern bank for the unbanked in Latin America.  Marcelo has a professional career with over 18 years of senior experience in the financial sector - in retail and corporate banking - as a board member and commercial director in large global banks such as BBVA and Citi Bank focusing on LatAm, particularly Argentina, Paraguay & Uruguay.  He is also an entrepreneur at heart and 10 years ago ventured into new areas including Agro business and the use of innovative technologies to improve the yield and performance of its investments. Since 2017 he is a member of the executive board of CREA - the regional Consortium of Agricultural Innovation. Marcelo is a chartered accountant, with an Executive Post-graduate from the University of Navarra (IESE), a post-graduate degree in Applied Business Management at the California State University, as well as a Masters in Strategic Management from the Universidad de Misiones (UNAM) eCLUB eCLUB is a FinTech company focused on democratizing impact by providing access to financial services in Latin America. eCLUB's mission is to solve the financial inclusion problem in Latin America. The social mission is to empower the 270 million unbanked people to help unlock Latin America ́s growth potential by giving them access to financial services for the first time. The vision is to become the regional leader. The first target country is Paraguay, given the current opportunities and partnerships available for the faster and more successful delivery of the initial growth plans and impact. Summary How do you help people improve their lives? Research shows that Impact Economics is key, which is driven by financial inclusion and empowerment, since the opportunities for people increase exponentially as their income and financial situation improves. But for this, people first need to be able to access what only a small percentage of the population can - equality so people have the same available to them, but this begins with access.   During this insightful conversation you will have a window open for you … to show you the current situation in Latin America, what needs to be done, what can be done, and who is doing it, and the immense opportunity for Impact Investing. Key Points In the US almost 60% of transactions are done digitally, in Latin America almost 75% of transactions are done in cash. The unbanked are living in an unequal society where people who have the least access to cash have to pay a higher price for financial services. We can help to close the huge gap between those who have access to financial services and those who haven't. eCLUB's mission is to solve the financial inclusion problem in Latin America. The main focus is to help people have a better life. That is the end goal. Consumers have very few alternatives, most of the banking sector is concentrated in very few banks. And you can see the same story in every country. The sector is dominated by 5 or 6 banks that concentrate 80% of deposits and 80% of the loans.  Due to the lack of competition in the sector, the people have to pay some of the highest interest rates in the world, and some of the highest fees in the world. Yes, because they have no alternative.  The worst is that this way of doing banking has created a big problem, where almost 50% of the middle class and lower-middle-class people don't have access to an account, over 70% of the people don't have access to credit. Banking the unbanked means that simplicity is key in the user experience. “We are not just providing financial services, we are also giving the unbanked tools to improve their financial knowledge to re functionalities that allow people to track their expenses, knowing what they are spending the money.” In Latin America, there is a high level of entrepreneurship.  For small businesses the main barrier to growth is a lack of access to finance and credit. This sector creates 70% of employment in the whole of Latin America. eCLUB's first market is Paraguay and to reach 1 million people in the next 4 years. They aim to launch in Brazil next! Time Stamp 2.30 Introduction - Marcelo Rojas Decut, CEO of eCLUB. Asunción, Paraguay 6:15 What is eCLUB 9:50 Living in a cash-based economy without credit history 14:13 Why Marcelo and his team are the right people 16:50 Banking sector in South America is concentrated in very few banks 21:37 What is the eCLUB user experience 26:45 How they made it work with compliance and regulations 30:20 Dealing with low-risk customers 32:08 How to make eCLUB financially sustainable 35::45 Measuring impact on society 40:36 Positive cycle of helping small businesses get credit 42:38 Paraguay, Brazil and other fintechs 46:00 Why Warren Buffet is investing in Latin America 48:18 Biggest challenge for Marcelo and the team 52:20 What makes an impact leader? Useful link: Marcelo Rojas Decut in Linkedin  eClub - https://eclub.com.py/ Reuters article: “Warren Buffett-backed Nubank to seek IPO valuation of over $55 bln” Report: Fintech for Financial Inclusion in Latin America and the Caribbean - The Case of Paraguay -------- Call-to-actions: The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1- Become an IMPACT LEADER - Book your FREE STRATEGY CALL today! We are looking for 10 people interested to join our new IMPACT LEADERS programme. Book your FREE strategy call today. 2-Become a sponsor We're looking for 3 founding sponsors to support the mission! Reach out today to work with us!  3-Become a Patreon if you would like to support it, you can become a Patreon and also make one-off contributions.  4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5 - GIFT: My FREE Guide to Fastrack your Career to create Profit & Impact  If you are a professional, a high-achiever, trying to get ahead in your career to double your Income & Impact …  then download my free guide: The 6 Reasons you are stuck in your career and how to fix it fast Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse Impact Leaders is produced by Woon Tan of Podcast Publishing ------- Important: The content shared on this podcast does not constitute a request, offer a recommendation, or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Tameo Impact Fund Solutions Tameo is a spin-off from Symbiotics, including its market research, impact reporting, deal valuation and matchmaking solutions. Based on 15 years of experience built at Symbiotics, our aim is to promote the growth of the impact investing industry by increasing transparency and supporting evidence-based decision-making via independent solutions. Safeya Zeitoun, Head of Impact at Tameo During her 5 years at Symbiotics, Safeya has focused on assessing the social and environmental impact achieved by Symbiotics' investments. She has also contributed to industry initiatives on social performance management. Before that, she was a researcher at the Access to Knowledge for Development Center at the American University in Cairo. She holds a master's degree in International Economics from the Graduate Institute of International and Development Studies in Geneva, and a bachelor's degree in Economics from the American University in Cairo. Ramkumar Narayanan, Head of Research & Investments at Tameo Over 8 years, Ramkumar contributed to Symbiotics' research work in the areas of microfinance funds, markets, and social performance by developing reporting tools and co-authoring white papers and industry reports on these topics. Prior to his time at Symbiotics, he worked for over 3 years at the World Microfinance Forum Geneva, leading a working group aimed at raising awareness of the opportunities and challenges of private sector MF investments in China. Ramkumar holds a master's degree in Public Management and a bachelor's degree in Business Administration from the University of Geneva. Key points: Impact is a subset of sustainable investments. Impact pushes it further by looking at the measurements. At Symbiotics, historically focused has been on Microfinance and research and reporting Tameo was created to provide more independence, to support impact investors and impact fund managers to make evidence based decision and data driven decisions for their investments, increase accountability and transparency in the market. Private Asset Impact Fund Report 2021 - for fund managers as benchmark 175 impact funds participated in the stud. 300 data points per fund. There was a flat growth in AUM for impact funds in 2020. Average fund size of USD 140-150 million with fixed income funds are much larger compared to private equity funds. Microfinance - No clear statistics that show with confident that micro finance alleviates poverty, but there are very clear consistent positive impact from micro finance with tangible benefits e.g micro enterprises provides a stable source of income. They are able to capture business opportunities that otherwise would not be possible for them. They won't be as strongly affected by shocks e.g if member of family dies or storm destroys your home.  Micro finance creates Increased possibilities and opportunities. From survey, 90% of end borrowers say they believe quality of life has improved with access to micro finance. Blended finance works, there are a lot more innovation happening and  there is huge interest in it. Tameo is providing this market intelligence to the market as more investors still need more information. Regmifa -  Regional MSME Investment Fund for Sub-Saharan Africa and Loans for growth fund Investors need to have a change in mindset and be open to new investable opportunities Time Stamp: [5.29] What is impact investing? [7:34] Symbiotics and Tameo, how Tameo got started [12:35] Private Asset Impact Fund Report 2021, top trends in 2020 [19:16] Breakdown of investments types in the funds [21:30] Safeya's research of Micro loans [28:10] How Tameo was funded as a startup [31:00] Latest update from the space of blended finance [33:59] Regmifa fund for sub saharan Africa and loans for growth fund [36:35] Investors need more information to understand and be educated [38:18] People are still reluctant to invest, changing the mindset of investors. [42:00] Educating investors and coming together under a common language. Useful links: Tameo Solutions https://tameo.solutions/ Symbiotics Group https://symbioticsgroup.com/ Impact Fund Report 2021 https://tameo.solutions/research/ Regmifa https://regmifa.com/ Event: Building Bridges https://www.buildingbridges.org/ -------- Call-to-actions: The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1- Become an IMPACT LEADER - Book your FREE STRATEGY CALL today! We are looking for 10 people interested to join our new IMPACT LEADERS programme. Book your FREE strategy call today. 2-Become a sponsor We're looking for 3 founding sponsors to support the mission! Reach out today to work with us!  3-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5 - GIFT: My FREE Guide to Profit & Impact If you are a professional, a high-achiever, trying to get ahead in your career to double your Income & Impact …  then download my free guide: The 6 Reasons Why You Don't DOUBLE Your INCOME And IMPACT And How To Fix It.. Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse Impact Leaders is produced by Podcast Publishing ------- Important: The content shared on this podcast does not constitute a request, offer a recommendation, or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind. Update Description

Guest Bio: Audrey Selian currently serves as Director of the Artha Initiative associated with Rianta Capital Zurich and is a team member/advisor to the Halloran Philanthropies. She has been active in the impact investing sector since 2006, and is founder of ArthaPlatform.com, an online impact investment platform that is designed to tackle the economics of due diligence around high impact, small scale SMEs/SGBs.  She has also been a wanna-be techie since 1997. She completed her PhD in technology policy and development and has been thinking about how to intertwine the two ever since. She is passionate about bringing good people together, and proving that investment in good business(es) is one of the keys to best serving the under-served on this planet.  Audrey has a background in management consulting from PricewaterhouseCoopers, and her entrepreneurial experience includes several years spent in business development, marketing and sales at an NSF-funded software start-up called Wireless Grids Corporation.  Artha Impact The Artha Impact team has been working since 2007 as the impact investing arm of Rianta Capital, which is a dedicated advisory to the Singh Family Trust. Through this initiative, they have been running a series of programs designed to invest, catalyze and convene around the promise of supporting meaningful business interventions for impact in India. Today Artha Impact holds a robust portfolio of direct early/growth stage investments and a small handful of impact funds in the country.  Sectors of focus include - but have not been limited to - agriculture, healthcare and livelihoods. Key Points: There is an incredible network of like minded family offices Artha Network platform  help coordinate discovery and create more visibility. “The information about who's doing what and where should not be left to chance, because the opportunity costs are just too high in the event that things go wrong, and things don't happen the right way.” Partnership with Menterra, one of the oldest social enterprise incubator in India. Biosense - last mile health diagnostic service Collaborative learning and action is key to solving the last mile challenge Telecoms & Beer are succeeding in the last mile - the narrative must change to grease the wheels, otherwise we continue to propagate the same exact mentality that is contributing to hundreds of parallel silos. Something that gets people to see a carrot that changes the behaviour where we're all competing against each other to develop on SDG X. Impact Measurement - we encourage folks that we work with to pick 2 or 3 things that are really tangible and possible to measure Taxonomies - we are trying to keep it simple Partnerships play a crucial role in due diligence - We had 40% of investors reported in the GIIN survey, express willingness to utilize other investor's due diligence documentation, and that's a sea change.  Every player has a lot to contribute, technology is amplifying what each and every one of us can do. “Federation and King of the Hill strategies, domination strategies aren't going to work today. There is too much empowerment at the end notes that is propelled by technology.” “None of us is as smart as all of us.” Time Stamp: [04:22] How do you define sustainable and impact investing? [06:28] How did Artha started? [09:38] How the Singh family articulated their values [10:24] Who is Tom Singh  [14:42] Impact for Breakfast Chapters, learning network and series [16:07] Words matter, Chi points [18:13] How Artha Network impact investment platform was created [24:35] Artha investment funds [27:40] Being the cornerstone investor of USD 80million Manterra fund 2 [29:35] Biosense health company [31:57] Challenge of different startup investees  [35:26] Collaborative action for last mile products  [39:46] The narrative must change [40:32] Artha Adventure Challenge [43:36] Impact measurement methodology  [47:54] Building tools to manage cost [54:43] Audrey Selian's advise for others in impact [1:01:02] What makes an impact leader? Useful links: Audrey Selian Linkedin- https://www.linkedin.com/in/audrey-selian-097261/ Artha Networks https://www.arthanetworks.com/ Artha Entrepreneur discovery challenge https://arthaimpact.com/artha-entrepreneur-discovery-challenge/ Menterra Ventures https://www.menterra.com/ GIIN https://thegiin.org/ The GIIN Impact Investing in the COVID context survey report  Defi https://en.wikipedia.org/wiki/Decentralized_finance Mansur Olson https://en.wikipedia.org/wiki/Mancur_Olson BOOKs recommendations: > The business of building a better world, by Professor David Cooperrider and Audrey Selian https://www.amazon.com/Business-Building-Better-World-Leadership/dp/1523093641 >Purpose of Capital, by Jed Emerson https://www.goodreads.com/book/show/42013267-the-purpose-of-capital -------- Call-to-actions: The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1- Become an IMPACT LEADER - Book your FREE STRATEGY CALL today! We are looking for 10 people interested to join our new IMPACT LEADERS programme. Book your FREE strategy call today. 2-Become a sponsor We're looking for 3 founding sponsors to support the mission! Reach out today to work with us!  3-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5 - GIFT: My FREE Guide to Profit & Impact If you are a professional, a high-achiever, trying to get ahead in your career to double your Income & Impact …  then download my free guide: The 6 Reasons Why You Don't DOUBLE Your INCOME And IMPACT And How To Fix It.. Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse Impact Leaders is produced by Podcast Publishing ------- Important: The content shared on this podcast does not constitute a request, offer a recommendation, or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Guest bio Marie Puaux is Head of Impact Management at Bamboo Capital Partners. She is passionate about social innovation and helping organizations improve their impact.  Prior to joining Bamboo, she worked in Corporate Social Responsibility within two multinational companies in France and in the U.S. She also worked in Sustainability Consulting, supporting companies in the design of strategies and projects related to social & environmental sustainability, and in Microfinance with an international NGO in France and an MFI in India. Marie holds a Master of Science in Business Administration from ESSEC Business School, where she majored in Social Entrepreneurship. Her major thesis focused on companies' ‘Base of the Pyramid' strategies and their impact on informal economy in low- and middle-income countries.  Bamboo Capital Bamboo Capital Partners is an impact investing platform which provides innovative financing solutions to businesses in emerging markets serving the needs of low- and middle income populations, thus catalysing lasting impact.  We bridge the gap between seed and growth stage funding through a full suite of finance options – from debt to equity – which we activate unilaterally or through strategic partnerships. Bamboo is a partner of Palladium, a global impact firm with operations in 90 countries. Key Points  Investing in best in class impact and more than just from an ESG standpoint. Two components when assessing investmentee in funds  Delivers positive impact Prevents negative impact Investment focus Financial inclusion Access to clean energy Affordable health care to low income population Care SheTrades Fund for women empowerment ABC Fund for small holder farmers in Africa - Agribusiness Fund as part of International Fund for Agricultural Development Investments of 250k to 3-4 million The balance of investments that are high impact but do not to burden investee company on reporting Key to managing impact measure - Define impact metrics and defining lists of indicators, have conversations with investee at the start of investment, capturing operational data, eg. having a methodology to estimate CO2 avoided. Measuring impact to end beneficiary using deep dive impact studies and questionnaires Advice on designing impact funds -  Define the impact ambition and impact thesis Key barrier is that for investors there is a need for high liquidity, making ticket size smaller. E.g. having flexible note issuance programs Develop blended finance mechanism to derisk private sector investment with faster range of public and philanthropic nature investments Timestamps [4:26] What is sustainable and impact investing to you? [5:50] ESG approach vs impact investing [9:24] Bamboo Capital and partnership with Palladium Global Impact [11:30] History of Bamboo Capital and investment thesis [14:11] Focus on emerging and frontier markets with strong on financial inclusion  [16:10 ] New Impact Assists, partnering with Care and International Trade Center [24:00] Marie Puaux's role at Bamboo Capital [25:43] Working with UN CDF teams on impact measure and reporting [26:43] Working with NGOs for technical assistance [28:57] Investment Management Framework [29:43] Capturing data for measuring impact from company and end beneficiaries [34:26] Impact Management Framework [36:25] Aligning impact breakdown to SDGs [37:54] How does Bamboo puts it all together [41:00] First step to move into sustainable impact investing as investors [44:08] Investing during the Covid times and the impact to SMEs during Covid [47:10] Ambitious vision and target of Bamboo Capital  [48:36] What is green washing and impact investing  [53:10] Net Impact. Have you been missold impact investing? [54:35] How did Marie Puaux ended up having a career in impact investing?  [56:20] What makes an impact leader? [57:20] Call-to-action for the impact industry Useful links Marie Puaux's Linkedin  https://www.linkedin.com/in/mariepuaux/ Bamboo Capital https://bamboocp.com/ Bamboo Capital Impact Report https://bamboocp.com/impact/ Bamboo ESG Risk Managament https://bamboocp.com/esg-risk-management/ Listen to Bamboo Capital Impact Leaders podcast episode with Florian Kemmerich https://audioboom.com/posts/7641232-florian-kemmerich-of-bamboo-capital-partners-leveraging-capital-as-a-force-for-good John Phillippe de Scherevel https://bamboocp.com/team_members/jean-philippe-de-schrevel/ Blue Orchard https://www.blueorchard.com/ Care SheTrades Impact Fund https://www.intracen.org/news/The-International-Trade-Centre-CARE-Enterprises-and-Bamboo-Capital-Partners-join-forces-to-boost-gender-justice-with-the-CARE-SheTrades-Impact-Fund/ ABC Fund http://agri-business-capital.com/about.html AgriTerra.org https://www.agriterra.org/ UN CDF https://www.uncdf.org/ IRIS Plus impact metrics https://iris.thegiin.org/ Gogla Grid Energy Association https://www.gogla.org/ IMP Framework https://impactmanagementproject.com/ IFC https://www.impactprinciples.org/ Palladium Group  https://thepalladiumgroup.com/about  -------- Call-to-actions: The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1- Become an IMPACT LEADER - Book your FREE STRATEGY CALL today! We are looking for 10 people interested to join our new IMPACT LEADERS programme. Book your FREE strategy call today. 2-Become a sponsor We're looking for 3 founding sponsors to support the mission! Reach out today to work with us!  3-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5 - GIFT: My FREE Guide to Profit & Impact If you are a professional, a high-achiever, trying to get ahead in your career to double your Income & Impact …  then download my free guide: The 6 Reasons Why You Don't DOUBLE Your INCOME And IMPACT And How To Fix It.. Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse Impact Leaders is produced by Podcast Publishing ------- Important: The content shared on this podcast does not constitute a request, offer a recommendation, or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Guest bio Dr. Reinhard Hübner is the Chief Executive Officer at SKION WATER Gmbh and investment manager at SKion. With a background in industrial operations, Dr. Hübner has over 17 years of professional experience, including with an international management consultancy. Since 2010, he has been responsible for the development and management of the investment portfolio in the water technology sector at SKion. Summary Water is the one resource we can't live without, and for which there is no substitute. Investing in water technology companies is both an entrepreneurial opportunity and opportunity to protect a precious resource that can have the biggest impact in the world. Key points Due to the ubiquitous nature of water, we forget we should be investing in water management technologies for real impact. The technology to clean water is not necessarily unattainable, it can actually be quite simple, but government regulation and centralisation of management prevents accessibility. Adam Smith's water-diamond paradox continues today. Lack of money/funding is not the issue for water solutions. Transparency and looking for investment opportunities.  SKion discusses their investment criteria  Skion explains the 2 principles of how they operate in the water industry   Why private international investors are needed.  Digitalization-what data is important?  Explore the Investment horizon  Challenges and costs involved in transporting water Time stamps [3:57] Dr. Reinhard Hübner's background in industrial operations [6:43] The founder, Susanne Klatten, and her philosophy regarding water [7:40] Corporate and investment structure of SKion Water [12:28] Transparency and looking for investment opportunities   [13:00]  SKion Investment criteria [14:35] Agripreneurs, and accessibility to end-users [14:45] 2 Principles Skion implement in their business [15:48] The different types of waters  [17:51] Investing in water technologies in Latin America [19:05] “Invisible” assets and 100 years of economics [21:53] The distribution of water and its uses [24:27] Out-of-date water infrastructure [29:09] Identifying and measuring impact [30:30] Methane is worse than CO2  [31:30] Investment horizon  [32:09] Technological perspective of water management [36:07] The water-diamond paradox [38:29] Resources for understanding supply chains [41:08] The real waste in bottled water [43:31] The different types of investing [47:22] Successful private-public partnership models [49:40] Privatized utilities and services in most countries [51:32] Importance of phosphorus [53:30] How Dr. Hübner ended up in water Useful links JP Dallmann on Forbes Dr. Reinhard Hübner LinkedIn Susanne Klatten: Bio Andrew Walker: LinkedIn Blue Gold Marketing website: https://www.bluegoldmarketing.com/  SKion website (English): https://www.skionwater.com/en/ SKion Website:  https://www.skion.de/en/ SKion Impact: https://www.skionwater.com/en/impact.html Reinhard Hübner (SKion GmbH) about investing in water: YouTube  SKion Awarded Water Company of the Year: Award  Ecopreneur Website: WWW.ECOPRENEUR.CL Book recommendation: The Wealth of Nations by Adam Smith Blue text research Website: https://www.bluetechresearch.com/ Further resources   Bluetech Research - Dynamics of Water Innovation McKinsey Report - Charting Our Water Future INVITATION - Best Water Event  AQUATECH website:https://www.aquatechtrade.com AQUATECH Innovation Forum: https://www.aquatechtrade.com/innovation-forum/ -------- Call-to-actions: The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  2-Become a sponsor We're looking for 3 founding sponsors to support the mission! Reach out today to work with us!  3-Become an IMPACT LEADER We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call. 4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5 - GIFT: My FREE Guide to Profit & Impact If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide: The 6 Reasons why YOU DON'T CREATE PROFIT & IMPACT 6 - FREE WEBINAR Join JP on his upcoming FREE WEBINAR to learn more and ask questions Helping create the best experience by answering this short survey Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse Impact Leaders is produced by Podcast Publishing ------- Important: The content shared on this podcast does not constitute a request, offer a recommendation, or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Guest bio James Arbib is a London-based investor in technology. He is the founder of Tellus Mater, an independent philanthropic foundation dedicated to exploring the impacts of disruptive technology, and its potential for solving some of the world's most challenging problems.  In addition, Jamie oversees a London-based family office with a diversified portfolio, across all asset classes and a focus on the risks and opportunities of technology disruption. A graduate in History from Trinity College, Cambridge, he has a Masters in Sustainability Leadership also from Cambridge. He is a qualified chartered accountant and worked as an investment analyst covering utilities. Summary How do you solve the world's biggest problems? Throw a lot of money at it and hope it goes away? Or does it kick the can and cause even bigger problems? James Arbib from RethinkX describes the work that tackles the most complex issues by breaking it down into the most basic components. The think tank uses the Seba Technology Disruption Framework, which has been used to understand and predict some of the biggest disruptions across several industries. What will be the next disruption to change the world? It might have come from RethinkX. Key points RethinkX is a think tank that analyses and predicts the uncharted waters of industry disruptions. The 5 foundational sectors are all ripe for the next big disruption. Great technological advances are lowering the costs to accessibility. Climate change solutions ARE possible, but we need to commit to certain courses of intentional action. How do we determine ownership for all the world's greatest issues? Mindset will always be the greatest supporter or inhibitor to great progress. The impact of small cheques/donations  The domino effect  Timestamps [5:22] The fine line between sustainable and impact investing [8:53] RethinkX in a nutshell  [11:21] Feedback loops  [12:02:] Providing better information for decision-makers [12:59] RethinkX's book Rethinking Humanity [17:14] How Carbon Tracker got its start [21:56] The 5 foundational sectors [23:56] Humanity 1.0, 2.0, 3.0 [31:12] Rethinking climate change [37:14] Putting Band-aids on problems [38:49] Livestock farming's environmental impact [39:57] Insulin: example of plunging costs with technological advancements [41:02] Singular molecule and protein creation  [41:59] Amazon deforestation [42:27] Transportation system disruption [42:45] Gasoline and self-driven cars  [46:00] Bill gates directed us to Nuclear shipping  [46:57] Target date for decarbonisation [47:30] Flow vs stock of carbon and the 3 disruptions  [48:22] Passive reforestation [50:52] Economic terrorism [54:49] Is climate change solution achievable? [56:00] Social issues and communities - fixing the mess forward [56:20] What is the point of disruptions? [59:01] Ownership: who is responsible for finding solutions? [1:00:33] Mindset: the real dangers of a narrow, linear mindset [1:04:03] The paradigm of biology and physics combine  [1:04:51] The 12 leverage points [1:08:08] The tsunami of change coming  [1:10:56] How do we land the message  [1:12:53] Tik Tok is the way forward  [1:17:33] The real enemy to open discussions [1:20:19] The #1 challenge to real impact Useful links JP Dallmann on Forbes Rethink X: rethinkx.com James Arbib: LinkedIn https://www.linkedin.com/in/james-arbib-6883973a Carbon Tracker: carbontracker.org Book recommendation: Rethinking Humanity -------- Call-to-actions: The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1-Become a Patreon if you would like to support it, you can become a Patreon and also make one-off contributions.  2-Become a sponsor We're looking for 3 founding sponsors to support the mission! Reach out today to work with us!  3-Become an IMPACT LEADER We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call. 4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5 - GIFT: My FREE Guide to Profit & Impact If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide: The 6 Reasons why YOU DON'T CREATE PROFIT & IMPACT 6 - FREE WEBINAR Join JP on his upcoming FREE WEBINAR to learn more and ask questions Helping create the best experience by answering this short survey Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse Impact Leaders is produced by Podcast Publishing ------- Important: The content shared on this podcast does not constitute a request, offer a recommendation, or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Guest bio JP Dallmann is usually behind the scenes, but as a guest, he brings with him over 20 years of financial services industry experience and is using those skills to help usher in a new world of sustainable development and impact investment practices. Guest Host Ken D. Foster knows all about the ups and downs of life, which is how he has developed science-based, highly practical solutions for stimulating human potential in companies / or individuals who are seeking: personal balance, increased profitability, organizational productivity, time management skills, meditation techniques, systemic solutions, and authentic team-building communication. Summary Flipped interview! When the host becomes the guest, JP Dallmann - who is always shining a light on others' work - has the spotlight on his work around impact investing and leadership. People have been making poor investment decisions for many years, but what is it about today's environment that makes it especially difficult to create Profit & Impact? What are the trends or products that make people wish they paid more attention? What is the cure to this new age of information overload? How can people and companies become more focused, sustainable, profitable and make a difference to clients, society and the planet? Highlights How to become an Impact Leader  How JP started his career in Financial Services and Investment Banking  Learning some of the secrets from the 1% of the 1% How to become an “Impact Diamond” to attract the right opportunities  Even a beautiful diamond needs polishing for that final brilliance JP & ILA and Partners launch the IMPACT LEADERS PROGRAMME, to help leaders in the industry to create Profit & Impact, faster and at scale Creating clarity without anxiety and overwhelm to manage the vast amount of information about sustainable and impact investing  Aligning your values and actions and your business/company Investments: staying in your lane vs missing the latest trends - understanding the true alignment of purpose and values is something you'll never regret and will always pay off Creating a crystal-clear message for investors and stakeholders  Helping each other is the only way to truly make a difference The power of your community and having access to the right people JP's Free Guide: “The 6 Reasons You & your Business Don't Create Sustainable Profit & Impact” How to create Profit and Impact fast and effectively with the “faster profit & impact leadership method” Join the upcoming Webinar to learn more about the 6 reasons, the method and IMPACT LEADERS PROGRAMME and how to join Time stamps [2:16] Why JP started his career in the financial service industry [3:31] The first reason why people (and companies) don't create profit and impact [6:43]  For-profit or not: Creating a business model that is sustainable, funded, and profitable, over time [6:57 ] Leveraging experience and network to help others  [8:38] Investing in Cryptocurrency and staying in your lane [11:00] Communication and how investment seeking funds & companies struggle to convey a clear message [12:14] The launch of the IMPACT LEADERS PROGRAMME to help leaders in the industry [13:47] Becoming an Impact Diamond to attract Profit & Impact  [17:00] What makes a person or company attract the right and best opportunities  [17:12 ] Aligning values and actions to that of your company  [18:05 ] How to connect with JP [18:49] The importance of community & accountability, and having access to the right people [19:19] The Impact Leaders Podcast raising awareness about Sustainable & Impact Investing Useful links JP Dallmann on Forbes Listen to JP's IMPACT LEADERS Podcast  Download JP's FREE Guide: The 6 Reasons why YOU & YOUR BUSINESS DON'T CREATE SUSTAINABLE PROFIT & IMPACT Sign up for JP's upcoming FREE Webinar Connect with JP Dallmann on your Social Media Favourite platform Kenneth D. Foster's Website  Ken's book: The Courage to Change Everything  -------- Call-to-actions: The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  2-Become a sponsor We're looking for 3 founding sponsors to support the mission! Reach out today to work with us! 3-Become an IMPACT LEADER We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call. 4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5 - GIFT: My FREE Guide to Profit & Impact If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide: The 6 Reasons why YOU & YOUR BUSINESS DON'T CREATE SUSTAINABLE PROFIT & IMPACT 6 - FREE WEBINAR Join JP on his upcoming FREE WEBINAR to learn more and ask questions Helping create the best experience by answering this short survey Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse Impact Leaders is produced by Podcast Publishing ------- Important: The content shared on this podcast does not constitute a request, offer a recommendation, or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Guest Bio - David O'Leary David is a wealth management expert, impact investment professional, public speaker, and writer. David spends his time as Founder & Principal of Kind Wealth, a holistic wealth management practice helping early to mid-career Canadians manage their money in a way that matches their values. (See full BIO at the end of the notes) Summary This is yet another  fascinating episode that covers so many questions: What is the role of a wealth manager? Or an Investment Manager? Or a Financial Planner?  What is the fiduciary duty? And what is the duty of the pension funds and other institutions that are the largest investors in the world?  And from a personal perspective, what are some of the best things the “average” person can do to “vote with their dollar”? Do you have to be a high-stakes, risk-taking investor to make a difference? Or can you be involved from early career stages to shape the future world into a sustainable landscape and impact wealth reality? What is the best intersectionality between advisors and clients? How do we measure impact, the access and the inclusion to products, services and the effect they are having on people, the environment and the returns?  These and so many more topics are covered during this in-depth episode. Enjoy!  Key points The definition of “impact investment” and the spectrum of capital: where or how you want to participate is your personal choice based on your wealth management goals. Somehow, sustainable investment and profit-generation became mutually exclusive, but it doesn't have to be. The impact of having a theory of change Whatever it's called, when your approach to wealth management includes using finances to better the world, your investments will be healthier than if you were only trying to get more money with little regard to how profits are generated. Milton Friedman vs Real Sustainable Fiduciary Duty Brow Stocks and the prisoners' dilemma  Key definition: Investment Management vs Financial Planning  The Intersectionality of wealth managers and clients Measuring Impact, Qualifications & God's call Time stamps [6:09] How David defines sustainable and impact investment [9:04] The spectrum of defining “impact investment” [18:07] The real intent of fiduciary duty vs the old Milton Friedman interpretation  [21:30] Brown stocks perform worse than sustainable ones  [24:10] Short-term vs. Long-term wealth management plans [31:35] The age range (and reason) of people who have been most historically underserved in quality financial advice [33:33] Investment management vs financial planning: two separate personal finance issues that have traditionally been erroneously combined, now should be intentionally treated separately [41:00] Wealth managers & advisors tend to serve people like themselves   [42:00:] Measuring Impact, underrepresented groups, access & inclusion  [50:37] The Bottleneck: Perfect is the enemy of good - Financial advisors vs. ESG investments [56:00:] Some relevant qualifications in the UK and Canada  [1:00:35] David working in Sierra Leone on microfinance projects, how that relates to impact investing [1:02:00] World Vision and the work of missionaries [1:05:00] Call to action Useful links JP Dallmann on Forbes David O'Leary's website Connect with David and listen to his podcasts - Sign up at impactinvesting.how Kind Wealth website https://kindwealth.ca/team/ Andrew Parry on the Impact Leaders Podcast World Vision website https://www.wvi.org Milton Friedman on Wikipedia Theory of change on Wikipedia Logframe - Logical Framework Approach CFA Institute Website Certified Professional Impact Analyst (CPIA) designation at Queens University -------- Call-to-actions: The podcast is one of catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  2-Become a sponsor We're looking for 3 founding sponsors support the mission! Reach out today to work with us! 3-Become an IMPACT LEADER We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call. 4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5 - GIFT: My FREE Guide to Profit & Impact If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide : The 6 Reasons why YOU & YOUR BUSINESS DON'T CREATE SUSTAINABLE PROFIT & IMPACT Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse Impact Leaders is produced by Podcast Publishing ------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind. ------- About the Guest - David O'Leary David is Founder & Principal of Kind Wealth, a holistic wealth management practice helping early to mid-career Canadians manage their money in a way that matches their values. David also produces and hosts The Impact Investing Podcast and is a frequent speaker at conferences and in the media (The Globe & Mail, The Toronto Star, BNN Bloomberg, CNBC Africa, etc.). Previously, David was Managing Director of Origin Capital, the impact investing division of World Vision Canada. Prior to that he co-founded Eden Valley Partners, an advisory practice managing discretionary portfolios and providing financial planning to high net worth Canadians. David spent the first 13 years of his career with Morningstar in both Canada and South Africa in a variety of Director level roles where he specialized in Investment Manager Research. David holds a BA in English Literature from the University of Toronto, an MBA from the Rotman School of Business, the Chartered Financial Analyst (CFA) designation, and the Qualified Associate Financial Planner® (QAFP) designation. He is also working toward the Certified Professional Impact Analyst (CPIA) designation at Queens University.  ------- David's short life story In clichéd fashion, my life was transformed when I met a girl. I know, boy meets girl, how original! But her influence led me to take a six-week sabbatical from my job on Bay Street to spend that time volunteering in Sierra Leone with one of the world's largest humanitarian organizations. My goal was to learn about how they were using microfinance to help end poverty.  The trip was an emotional roller coaster that left me, at once, angry, sad, inspired, and motivated to do something about the appalling inequality I had witnessed. I didn't realize it then, but two years later I would move to South Africa. Four years after that, I would quit my job in the institutional investment world and move home to pursue work that I felt could make a bigger social impact. This work included co-founding a traditional financial advisory practice that integrated philanthropy with financial planning for retirement-age Canadians. It also included three years leading the impact investing division of the same INGO I had volunteered with all those years ago in Sierra Leone. During this time, I spent evenings and weekends working to get Kind Wealth off the ground.   I'm passionate about Kind Wealth because during my 20 years of working in financial services, I came to see the underbelly of the industry and the many ways in which it took advantage of clients, the very people it claims to serve. I have also built a deep understanding of how people's money choices impact the world around us: whether it be decisions about saving, spending, investing, or donating, it all leaves a footprint, for better or worse. I am excited to be building a wealth management practice that actually lives out its values, treats clients fairly, and helps them reach their financial goals in a way they can feel good about.  On a personal note, I am a passionate advocate for equality of all stripes but maintain a particular focus on fighting for gender equality and against wealth inequality. I have a wide set of eclectic and often incongruous interests. In what feels like a lifetime ago, I was a competitive boxer in both Canada and South Africa. As such, I spent a great many hours punching other people in the face. Yet I've spent even more time traveling to developing countries trying to understand the root causes of wealth inequality and how I could help tackle it.  In recent years I have been on a quest to simplify my life, be content with less, and stay mindful of the impact my life choices have on the world around us. I am currently working on eating less meat and reducing my family's consumption by purchasing or bartering for second-hand goods. Oh, and in case you're wondering, that girl I mentioned at the top of my bio, the one who changed my life, I ended up marrying her and having two strong-willed, socially conscious girls together.  ------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

About this episode Flipped interview! When the host becomes the guest, JP Dallmann - who is always shining a light on others' work - has the spotlight on his mission and work on impact leadership and investing. On this epsiode, JP is interviewed for the Green Leaders Inner Circle. For most people it is very difficult to pinpoint exactly where to start the transition into sustainable and impact investments ... or be able to tell if it is working, particularly with all the moving parts and variables involved. Given the way the markets is evolving, investment trends are headed towards a human need for a sustainability goal. In fact, all investments have impact, good or bad, the key is in having a “net positive impact”. So what are the challenges we are facing to become an impact leader? Where do you want to put your stakes? Do you need special knowledge, or can you start where you are? These and many more questions are discussed and some real insights are shared during this episode. Short introductions | See full BIOs at the end of the notes: About the guest  JP Dallmann is usually behind the Mic, but as a guest he brings with him over 20 years of financial services industry experience, which he is using in combination with his skills and network to help usher in a new world of sustainable and impact investment practices to help the transition of capital in the industry, faster and at scacle. About the host  Anca Novacovici is a sustainability advocate and the founder of Eco-Coach, a Washington DC-based consulting company that helps organizations of all sizes grow their sustainability programs. Highlights The main reasons why people and companies are NOT creating Profit & Impact. The most important thing is to start, improvements can be made along the way. It is still early days, but there are already many solid resources that will help with navigating the impact investment world. Seek out knowledge because “success leaves clues” and if you look hard enough, you will find what you need to propel you forward. Having the right foundation is the key to building anything, and with impact investing it is key to nurture a growth mindset. Strategy is a key component, but having the right plan and people around you is paramount. The launch of the IMPACT LEADERS Programme and how the “impact diamond' can be a tool you can use to attract the right opportunities for growth, faster and at scale. How to make the best of the IMPACT LEADERS Podcast. Time stamps [4:15] How JP got his start in sustainable & impact investment  [12:11] The skills you need to be an impact leader [13:29] What do you do when you don't know what you don't know? [15:58] How to make a difference as an impact leader within an organization [18:29] “Success leaves clues”, so which clues do you look for? [20:22] How to build a strong foundation for profit and impact [23:24] How clarity can carry you through the journey [25:45] What is  it all for? JP describes his role and frame of reference for impact [29:00] Impact Leaders Programme: become a force for good and a magnet of opportunities for positive change, as part of this growing community. [32:52] Impact diamond analogy: Charcoal or Shining? Where are you in this process? Useful links JP Dallmann on Forbes JP's FREE GUIDE to PROFIT & IMPACT Connect with JP Dallmann on social media Apply to join the IMPACT LEADERS PROGRAMME - See call to action #3 below. Anca Novacovici at Washington DC-based Eco-Coach Anca's books that she has co-authored:  Sustainability 101: A Toolkit for Your Business DC Metro Area Green Career and Jobs Guide -------- Call-to-actions: The podcast is one of catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  2-Become a sponsor We're looking for 3 founding sponsors support the mission! Reach out today to work with us! 3-Become an IMPACT LEADER We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call. 4-Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5-GIFT: My FREE Guide to Profit & Impact If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide : The 6 Reasons why YOU & YOUR BUSINESS DON'T CREATE SUSTAINABLE PROFIT & IMPACT Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse Impact Leaders is produced by Podcast Publishing -------- About the Guest - JP Dallmann's BIO JP Dallmann is an award-nominated Sustainable & Impact Investing (S&II) Advisor, Champion, and Thought Leader, with over 20 years experience in the Financial Services Industry, as a Banking Executive and Advisor at major institutions such as HSBC, RBS, and PwC. JP is the CEO of ILA & Partners, on a mission to create Profit & Impact, advising executives and companies, working mainly with values aligned Investment Managers and Global Leaders, to help them transition into and scale Sustainable & Impact Investing faster. JP is also the host of the renowned Impact Leaders Podcast, featuring some of the best investors in the world and leaders focusing on Sustainable & Impact Investment and Performance with Purpose, supporting the companies that are solving the world's biggest challenges. He recently launched the IMPACT LEADERS programme, inspired by his clients and the need of many to get the support they need to become a magnet of the right opportunities. JP supports various initiatives to raise awareness about the SDGs, including the Impact Founders community, which he co-founded, and Fast Forward 2030, where he is a Board Member. He is also an author and contributor on Forbes.com, and participates as host and panelist at relevant events, partnering with key figures and major organisations to share best practices and inspire others to push the important agenda of Sustainable Finance. About the Host - Anca Novacovici's BIO Anca Novacovici is a speaker, author and mentor with over 15 years of experience in environmental sustainability. She is the founder and President of Eco-Coach Inc, a Washington DC based sustainability firm that assists organizations to prepare for 2030 and beyond. Anca has worked with public and private organizations, ranging from Fortune 500 to start-ups, to develop their sustainability strategy, operationalize and communicate it, and embed it in their organizational culture.   Some past and current clients include Capital One, Goodwill Industries International, Booz Allen Hamilton, Washington Gas, the Smithsonian, DC Department of Energy & Environment, the US Senate (Architect of the Capitol) and many more. Anca recently launched the Green Change Leaders Quick Start program, to support individuals who want to implement sustainability in their organization but aren't sure where to start. To date, over 1,500 individuals have taken advantage of the program to grow sustainability at work. She and her team are in the process of developing additional tools and programs which will be available in the near future.  Anca is a LEED AP;  she obtained her Masters of Business Administration in International Management from Thunderbird, the American Graduate School of International Management, and her Bachelor of Science degree in Foreign Service from Georgetown University.  -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Renato Mazzola is the managing partner of BTG Pactual and part of BTG Pactual Partners' Committee. With more than twenty years of experience in the investment industry (including time at the Inter-American Development Bank and JP Morgan), he brings expertise in economics, capital markets, and international relations. He serves as a board member in companies spanning several countries, including Eneva, GlobeNet, Bodytech, and Estapar. Renato is on a mission to transform and define impact investing as part of organizational DNA -- instead of optional charity donations when there is extra cash lying around. His commitment to proactively change financial mindsets to long-term, sustainable investment practices has paid off: BTG Pactual has been consistently recognized since 2016 with awards for "Best Private Bank in Brazil" (World Finance Magazine), "Best Private Bank in Latin America"  (Global Finance & Professional Wealth Management Magazines), and "Best Investment Bank" (Euromoney & World Finance Magazines).SummaryWhat do you do when your economic environment isn't quite ready for the changes you know it needs? Join JP Dallmann and Renato Mazzola as they discuss the Latin American scene,  the abundance of opportunities for long-term impact, and how to transform cultural DNA towards sustainable investment practices. Find out how to “have it all” as an investor of the future.Key points The evolving definition of sustainable development impact The worst aspects of the pandemic have proven the urgent need for more sustainable impact investment Latin America is behind European and North American markets, but this also means many opportunities for impact funding True test of “best practice” is about cultural DNA, not just observable behaviour Time stamps[5:44] Definition of sustainable development impact (and how it has evolved)[8:11] How lessons from the pandemic can help spur the momentum of impact investment[10:39] Latin American trends towards sustainability are taking hold, but not embedded into cultural DNA yet[14:48] Latin American infrastructure issues, example of water privatization in Brazil[21:15] What it would take for low-income populations to move out of poverty[26:08] The context and economics of European investments in Latin America[30:53] What is the right balance between foreign investment mentality and local, culturally appropriate approaches?[35:52] You can have it all! Invest for impact AND make profits[41:43] How to analyze a company's investment on impactfulness (levels 1-3)[45:17] The evolution of BTG's governing process and why it's significant[51:53] Why the government's inability to put up capital directly translates to opportunities for investors with entrepreneurial spirit[53:04] Are you the ideal investor? If so, reach out to Renato![59:09] Final words from Renato[1:01:01] Work with JP! You could be one of three founding sponsors to transform capital investing into impact investingUseful links Renato Mazzola linkedinBTG Pactual Team (Portuguese)  BTG Pactual updates (English/Portuguese) BTG Pactual main site (English) BTG Pactual ESG & Impact Investing (Portuguese) WSJ article - Alternatives Gain Favor With Latin American InvestorsBNAmericas article - BTG Pactual snags 58% of Oi's fiber business for US$2.3bn Call-to-actionsConnect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse We're looking for three founding sponsors! Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners Impact Leaders is produced by Podcast Publishing

About this episode What do you do when your desire to change the world seems at odds with capitalism? Sir Tim Smit pulls back the curtains on the perception of a contradictory world that is actually not so contradictory at all. He shares the lessons and mistakes that can transform an organization from ordinary to extraordinary, and it all has to do with mutually beneficial partnerships. “If you can't do the whole job, you could end up doing a lot of damage.” So how do you make sure you can do the whole job? About Sir Tim Smit Sir Timothy Bartel Smit KBE is a Dutch-born British businessman is best known for his achievements in Cornwall and for writing the book The Lost Gardens of Heligan, winner of the 1997 Book of the Year. He and John Nelson restored the gardens, which are now one of the UK's best loved gardens and named “Garden of the Year” by BBC Countryfile Awards (Mar 2018).   Tim started work as an archaeologist before taking an unexpected leap into the music business, working as both a songwriter and producer receiving seven platinum and gold discs.  Tim is currently the Executive Vice-Chair and Co-founder of the multi award-winning Eden Project in Cornwall. Since its opening in 2001, over 22 million people have come to see a once-sterile pit turned into a cradle of life containing world-class horticulture and startling architecture, symbolic of human endeavour.  He dreamt up and created the Eden Project, near St Austell, an £80 million initiative to build two transparent biomes in an old china clay pit near the village of Bodelva, which is said to have contributed over £1 billion into the Cornish economy. Tim is also Executive Co-Chair for Eden Project International, which aims to have an Eden Project on every habited continent by 2025.  Key points The pandemic has exacerbated but also highlighted and accelerated necessary changes in how we interact with our environment. Long-term partnerships - that are mutually beneficial - are the key to sustained growth and opportunities that can truly make a difference. The Eden Project is more than just building pretty gardens, there are deep, social and philosophical, reasons for why it has been developing scientifically the way it has. The key to upending the status quo when it comes to clean air and water for all is having difficult conversations that really examine why capitalism and moral bankruptcy are falsely equated. Some of the difficult conversations are unintentional consequences of oversimplifying complex issues as “good” or “bad” Sir Tim Smit lists his favourite people and books that discuss intelligent approaches to understanding how the world should work, and how it was working before intervention that was backed by greed and self-interest.  Time stamps [4:18] The social impact of pandemic and lockdowns [12:14] What is the difference between investment and impact investment? [14:01] The Garden Festival, and how it helped Sir Tim Smit build the Eden Project [15:59] How Sir Tim Smit defines true impact investing [24:21] Words matter! How a “good” word like ‘farm' presents limitations and places a cap on opportunities [30:48] How does capitalism translate to good moral behaviour? [39:20] What is community? Do you define it by map lines or by social behaviour? [43:50] What education gets right (and wrong) about sustainable society [1:00:35] What is an auditor's role in social sustainability? [1:07:13] The best decision ever made in the Eden Project [1:17:59] What anthropology got wrong with indigenous cultures [1:21:45] How scientific knowledge becoming extremely accessible leaves us with no excuse to remain stagnant in our lives  [1:33:06] The unintentionally unhealthy dialogue about carbon  [1:43:51] How Sir Tim Smit got his start in appreciating nature  [1:54:33] Call to action, the “Tim Smit way” Useful links Sir Tim Smit bio at The Eden Project  The Eden Project: https://www.edenproject.com Eden International Projects - https://www.edenproject.com/eden-story/our-ethos/eden-project-international Sir Ken Robinson - TED Talks Manchester Bidwell Corporation - Project William Strickland Jr. - Bill - The value of a Teacher Stephen Lloyd - Bates Wells - Golden Share  Books by Tim:  The Lost Gardens of Heligan. London 1999: Victor Gollancz. ISBN 0-575-06765-9 The Heligan Vegetable Bible, London 2002: Cassell Illustrated Books recommended by Tim: Buckminster Fuller: Operating Manual for Spaceship Earth Bruce Pascoe: Dark Emu: Aboriginal Australia and the birth of agriculture Merlin Sheldrake: Entangled Life Recent news articles: The Guardian - Eden Project to start drilling for ‘hot rocks' to generate geothermal energy Sky news - Scientists searching for 'Holy Grail' of energy begin drilling into Earth's crust to power Eden Project BBC News - Eden Project: Drilling starts for geothermal power Hawaii references - Andrea Buckman Leeward Haleakala Watershed Restoration Partnership (www.lhwrp.org)  Non-profit Uhiwai O Haleakala (uhiwai.org) Videos & Documentaries “Down to Earth” with Zac Efron on NETFLIX - Season 1 Episode 3: Costa Rica - Biodiversity  -------- Call-to-actions: The podcast is one of catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  2-Become a sponsor We're looking for 3 founding sponsors support the mission! Reach out today to work with us! 3-Become an IMPACT LEADER We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call. 4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse Impact Leaders is produced by Podcast Publishing 5 - GIFT: My FREE Guide to Profit & Impact If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide : The 6 Reasons why YOU & YOUR BUSINESS DON'T CREATE SUSTAINABLE PROFIT & IMPACT -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

“How To Invest Sustainably in Real Estate?” Anna Clare Harper interviews JP Dallmann on a double episode collaboration between Impact Leaders and The Return - Property & Investment PodcastsPart of the New Series: “The Sustainable Investment Dilemma

Craig Cogut | Founder, Chairman & CEO | Pegasus Capital AdvisorsCraig Cogut has spent a career building successful investment businesses. Mr. Cogut founded Pegasus, a private equity fund, in 1995 and serves as its Chairman and CEO. Through Mr. Cogut’s leadership, Pegasus has focused on sectors influenced by global resource scarcity and the need to combat climate change, as well as on the growth in demands globally for human health and wellness, leading to Pegasus becoming the first U.S. private equity fund manager to be accredited by the Green Climate Fund. In 1990 Mr. Cogut co-founded and was one of the original partners at Apollo Advisors L.P., a position he held for six years preceding the creation of Pegasus. Mr. Cogut has been an active philanthropist in the fields of improving education, building civil society and championing environmental and health issues. Mr. Cogut is currently Chairman of the Board of Directors of HealthE, Inc. and Vice Chairman of the Board of Directors of PanTheryx. Mr. Cogut is an alumnus of Brown University and Harvard Law School. About Pegasus Capital Advisors | Creating value beyond returns Pegasus is a leading global private markets impact investment manager. As the first U.S. private equity fund manager accredited by the Green Climate Fund, they are dedicated to fostering sustainable growth while providing attractive returns for investors. Pegasus way is rooted in a deep commitment to creating long-term value beyond returns, pioneering in commercial impacting investing and has invested more than USD 2.6bn on behalf of clients helping great businesses to grow and make a positive difference. ​Key Points: Go outside your bubbles to get inspiration. Although they are diverse sectors and geographies, technologies that will work are not all that different. “We want to build businesses for the long term, which will continue to be valuable, and will be even more valuable in somebody else's hands.”  Climate can destroy a business's supply chain, it can destroy consumer preferences, there are so many aspects you have to factor in sustainability into your very future. The Subnational Climate Fund (SCF) is our first product to bring creative solutions in blended finance to the emerging markets. Nature based solutions are about holistic solutions. It really is measuring how do we use biodiversity and use nature to help us solve a number of issues. Time Stamp: [0:00:50] Intro[0:09:26] What is sustainable and impact investing?[0:11:15] Climate change - Great impact on businesses[0:12:01] Sustainable investment dilemma [0:12:21] Dilemma not one size fits all[0:15:29] Important of transition finance[0:17:40] Water is no longer free[0:22:43] Clothing and ice cream productions are serious threat to water[0:26:56] Pegasus focuses on sustainability and health and wellness[0:29:43] Young consumers cares about product sustainability [0:31:07] The 6 funds by Pegasus [0:43:41] Pegasus focus on Carribean and Central America is resilient and sustainable agriculture[0:44:40] SCF’s certification by the Green Climate Fund[0:47:51] The importance of mission driven CEOs in a business[0:53:40] Pegasus in the next 30 years[0:57:22] How ESG definition is changing[0:59:05] Nature based solutions clean up environment in harmony with nature[1:04:23] Developing sustainable and regenerative agriculture for island nations[1:06:26] Challenges of greenwashing and ESG[1:12:03] Integrity is vital for creating businesses[1:18:41] Craig’s advice for someone interested in launching a (Impact) fund [1:19:18] How did Craig end up founding Apollo?[1:29:10] What makes an impact leader? Call-to-action  Useful links:Pegasus Capital AdvisorsPatrick Scheurle LinkedinPatrick Scheurle on Impact Leaders Episode 25Green Climate FundThe Subnational Climate Fund (SCF) announcement The Spectrum of Capital  R20IUCNGina McCarthyExtra Information + Latest updates & interviews:Visit our YouTube channel for upcoming Video of this interviewUS climate envoy supports “indispensable” GCF role during climate forum The Climate Finance Opportunity in Developing Countries: How the Green Climate Fund Delivers Climate ActionBecome a Founder Sponsor & Impact LeaderThe podcast is one of catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale”.So we are looking for 3 Founder Sponsors to support our mission to enable the transition of capital into S&II, please contact JP Dallmann directly or contact us via our website.Podcast support options if you would like to support it, you can become a Patreon and also make one-off contributions. Thank you in advance.  Impact Leaders Club ProgrammeWe are looking for 10 IMPACT LEADERS interested in creating profit focusing on people & the planet to join our programme. If this is you, contact us to sign up or register your interest here. --------Take actionConnect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners Impact Leaders is produced by Podcast Publishing --------Important:The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Tim Crockford leads the Regnan Equity Impact Solutions team. He previously managed the Hermes Impact Opportunities Equity Fund from its launch in December 2017, having co-founded the Hermes Impact team in 2016. Tim joined Hermes Investment Management in 2009 as a research analyst for the European Equities team and became lead portfolio manager of the ESG-integrated Hermes Europe ex-UK Equity Fund in 2015, which he also managed until he left Hermes.About RegnanRegnan is a responsible investment leader with a long and proud heritage providing advice and insights on important environmental, social and governance (ESG) issues. Regnan was established in 1996 to investigate and address ESG-related related sources of risk and value for long-term shareholders in Australian companies. Building on that expertise, in 2020 Regnan expanded its capabilities into responsible investment funds management, backed by the considerable resources of Pendal Group (ASX:PDL), the Australian investment manager and owner of J O Hambro Capital Management. They have offices in Sydney, Melbourne and London.Key Points: Engagement and stewardship is a hugely important part of impact investing. “It’s all part of the same strategy to really try and democratise it as an investment category, to broaden access to impact investing.” “I think one of the cultures within the investment team is this concept of constant improvement, so the strategy, the process, the philosophy is identical to the one that we founded back in 2012, we started building in 2016, and launched in 2017.” On systems change - Our SDG taxonomy is the centerpiece. The taxonomy is basically what helps us identify what systems we’re going to be moving towards. It is a process and a list of economic activity in product and services that are being produced by companies that help achieve specific SDG targets. “I hope to see that all Article 9 business takes much more nuanced and thoughtful approach to classifying which companies they will ultimately invest and allocate their capital towards, and which they aren't ... ... I think ultimately, businesses change and businesses can reinvent themselves, which is something that that needs to be reminded. We have some great examples in our portfolio of companies that have transitioned from perhaps in the industries that have been extractive industries and negative industries in the past towards, you know, positive areas like renewables in renewable energies, but ultimately, it's much more complicated and much more qualitative than a simple scoring system can ever help you achieve.” Education is key. Being able to help investors that are new to sustainable impact investing to understand and decipher this alphabet soup of terminology is key, because it allows them to quickly or more quickly align, their own objectives with the products that are available to them on the market.  Further education and refinement of the terminology is key.  Fund managers that are perhaps newer to the game, should try and be vigilant and careful with how they label their products, not just from a regulatory point of view, but also from a naming convention point of view. Because it makes a big difference in helping the broader understanding of people who are just learning about this space as we speak. The future belongs to everyone Good businesses exist to solve problems. Look beyond the marketing material and imaging to really challenge the investors to tell you what they want to achieve and tell you how they want to achieve it. Leaders are innovative and sometimes have to rewrite the rules. Time Stamp:[0:00:50] Intro[0:02:30] What is sustainable and impact investing?[0:06:44] It takes time. Its not an absolute good or bad.[0:11:20] Saving the world or financing the people changing the world [0:12:46] Regnan, JO Hambro Capital Management and Pendal Group[0:19:17] Separation of brands is driven my communication[0:23:06] Being the best not the biggest[0:27:12] Bringing culture together, herding (TOP) cats[0:30:20] Leaving Hermes, joining the  team, building the culture of improvement[0:35:10] Launching of funds and having access to research team[0:37:40] The Checklist Manifesto, looking at negative impacts[0:40:00] Break even goals from the Future Fit Foundation[0:44:40] Impact assessment and SDG taxonomy[0:50:05] Impact measurement and KPIs [0:55:00] Investment examples: YDUQS, importance of community, AFYA[1:02:30] SDG, SFDR, Forbes article[1:07:05] Article 9 and EU Taxonomy[1:12:40] Output driven process to assess[1:16:16] Importance of educating new sustainable impact investors[1:19:22] Product innovation in financial services[1:21:08] What made Tim go into impact?[1:24:25] What makes an impact leader? Call-to-actionUseful links:Tim Crockford https://www.linkedin.com/in/tim-crockford-8aab9b30/ Regnan https://regnan.com/Regnan Q1 2021 Impact Report  JO Hambro Capital Management https://www.johcm.com/ Regnan JO Hambro https://www.regnan-johcm.com/ Pendal Group https://www.pendalgroup.com/ The Checklist Manifesto http://atulgawande.com/book/the-checklist-manifesto/ Impact Leaders Episode with Martin Rich of Future Fit Foundation Future Fit Foundation https://futurefitbusiness.org/ Future Fir Business Benchmark  YDUQS https://www.yduqs.com.br/ AFYA https://afya.com.br/ Mirova https://www.mirova.com/en ESG vs IMPACT =  Top 5 highest ESG rated FTSE companies according to Hargreaves LandsownSFDR - Article 9 - Forbes article by JP Dallmann FT article; HSBC avoids revolt by investors pressing for cut in fossil fuel loans --------Take actionConnect with JP Dallmann on Linkedin, Twitter, Instagram and ClubhouseContact us to help you transition into Sustainable & Impact Investing - ILA & Partners Impact Leaders is produced by Podcast Publishing--------Important:The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

The new SeriesToday’s episode of IMPACT LEADERS is the second on our new series: “The Sustainable Investment Dilemma” - Can The Financial Sector Be A Force For Good?”Looking into how industries can help address the Climate & Social Crisis, in particular the financial industry ... taking on the opportunity to address the way it has financed the activities that have taken us to our current situation. About this Episode For our second episode we have the inspiring Daniela Barone Soares of Snowball IM - Impact Management. Read more about Daniel, Snowball IM, the highlights and time stamps below. Subscribe, review & Share If you find the podcast of value, I invite you all to subscribe, turn on the notifications, rate it 5*, give us a review and share. Also visit our sponsor’s website at ILAandPartners.com or the ILA YouTube channel to watch the first video interview on this paramount subject and launch of this series.Sponsors & The Impact Leaders ClubIf you would like to support the podcast more specifically, we will be soon launching the IMPACT LEADERS Private Club, including the supercast and patreon subscriptions. You can register your interest here.Alternatively, you can email us at podcast@ILAandPartners.com to have a conversation to become a sponsor or patron. About Daniela Barone Soares Daniela is CEO of Snowball Impact Management. Daniela is excited about systemic solutions for a healthy, prosperous and peaceful future in this planet. She has over 15 years’ experience as a CEO and Board member at the intersection of the commercial and impact worlds, starting her career in private equity and venture capital investing and then spending nine years at the helm of Impetus. She serves as Non-executive Director on the business responsibility committee of IHG Plc. She is a Trustee of the Institute for the Future of Work and a Senior Advisor for the Forward Institute.She was selected by the Financial Times and Inclusive Boards as one of the top 100 women in engineering (2019) for her work as NED at Halma Plc, by Brazil’s Istoé Dinheiro magazine as one of "20 People who are Changing Brazil and the World for the Better" (2017) and by the Independent on Sunday as one of 100 people who make Britain a better place (“Happy List” 2008). She holds a MBA from Harvard Business School and a BSc in Economics from Unicamp. About Snowball IMSnowball Impact Management is a diversified, multi-asset investment vehicle that aims to create positive outcomes for people and planet whilst generating sound financial returns. Snowball invests in a range of public and private funds that support a variety of social and environmental outcomes across the UN’s Sustainable Development Goals. They are currently have deployed our funds invested in public and private market investments and we target a risk-adjusted annual return of 5-6% above inflation, net of all fees, over the long term. They have a four year track record investing with this strategy. Highlights: “We still look and act as if people and nature are inputs into the financial process and inputs for financial gains instead of thinking financial markets are tools to support people and planet.” Impact investing: is intentional, additional and measurable and incorporates risk based approach of ESG and takes it one step further. The ABC approach = A: Avoiding harm + B: Benefiting stakeholders + C: Contributing to solutions “I do think that especially the larger companies could do faster than what they are doing. And I think, unfortunately, a lot of them will only do it under pressure from investors and from the way that we invest. And that's why it's important, I think, is a very important role of the financial industry to make sure that we also don't get accommodated with the status quo , and start to really put some incentives and pressure for companies to transition faster, especially the ones that have more resources to do so.” Snowball’s investment strategy is to have a diversified portfolio: renewable energy, sustainable forestry, social housing, charity bonds, circular economy, tech for good.  They invest in all SDGs - with the final SDG in aquaculture of SDG14 - Life Below Water.  First time investors are interested to learn from every asset classes and impact from every SDGs. Core and satellite strategy: What is happening on the ground How fund managers works with investments to improve impact How we work with other fund managers and investors to improve our approach and share leaning Standards and regulations are next steps to scale impact. We need to make it easy for investors to compare and contrast investments and make it harder for impact washing. Pricing of negative externalities is a fundamental step in scaling and mainstreaming impact. Rockefeller Foundation gave a grant so that Snowball can share their experience to the impact community of lessons learned about starting and growing an impact fund - there will be a webinar - Watch this space. Investment examples: Circularity Capital is an investment fund of Snowball, they invest in circular economy businesses. Shark Solutions is an investment of Circular Capital, they recycle and reuse hard to extract PVB from laminated glasses. Nothing ventured, nothing gained. Going after your network and asking for advise. TimeStamp:[0:04:30] Intro: Who is Daniela Barone Soares?[0:06:30] What is sustainable and impact investing?[0:09:51] Sustainable Investment Dilemma [0:13:43] Governance of Snowball[0:15:45] Investment strategy and vision for an IPO[0:19:14] Breaking down the invisible wall[0:22:10] Chasing high returns comes with higher risks, fund of funds strategy[0:25:40] How Snowball got started[0:30:25] Collaboration with entire ecosystem[0:36:30] Snowball’s investment strategy[0:40:50] Do impact investors like a broad range of assets?[0:46:00] Liquidity of the fund and IPO[0:47:33] How to manage operationally?[0:51:10] Measuring impact: Snowball methodology [0:59:10] Grant from Rockefeller Foundation and webinar[1:02:16] Circularity Capital and Shark Solutions[1:06:30] The future and how to scale impact[1:11:10] Pricing negative externalities, increasing price of debt for unsustainable companies[1:13:20] Other companies democratising Impact: Big Exchange, Tickr and Clim8[1:16:57] How did you end up doing this? [1:24:27] Being lucky and taking the opportunities[1:34:00] How to join a Board level C-suite of a large public company[1:38:40] What makes an impact leader?Useful links: Snowball Impact Management at https://www.snowball.im/ Daniela Barone Soares on Linkedin Alexander Hoare of C Hoare and Co Bank James Perry on Linkedin, COOK, B Lab UK Colin Baines of Linkedin, Friends Provident Foundation Golden Bottle Trust https://www.hoaresbank.co.uk/golden-bottle-trust Sophie Marple of on Linkedin, Gower StTaylor Family FoundationCircularity CapitalShark SolutionsSnowball IM’s Impact Reports - Managing for Impact Impact Management Project  IFC Impact principles  TCFD - Taskforce For Climate-Related Disclosure  SASB - Sustainability Accounting Standards BoardHarvard’s impact weighted accountsNigel Kershaw’s Impact Leaders Podcast episode Big ExchangeTickrClim8investSave The Children --------Take actionConnect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners Impact Leaders is produced by Podcast Publishing--------Important:The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

New Series Today’s episode of IMPACT LEADERS is part of our new “series” (siris) called: “The Sustainable Investment Dilemma”  Looking into how industries can help address the Climate & Social Crisis, in particular the financial industry, taking on the opportunity to address the way it has financed the activities that have taken us to our current situation. I invite you all to visit our sponsor’s website at ILAandPartners.com or the YouTube channel to watch the first video interview on this paramount subject and launch of this series. About this Episode To start our new series we have very special guests, Peter Wuffli, PhD, and Professor Vanina Farber, PhD, Founder and Chairs of the elea Foundation and the IMD elea Centre for Social Innovation. They are also the co-authors of the newly published book “THE elea WAY: A Learning Journey Toward Sustainable Impact”, which they are presenting and discussing during our conversation. FREE GIVE AWAY Get a digital copy of The elea Way Book - Send us a message via CONTACT US page (https://ilaandpartners.com/contact-us/) with Subject Line: The elea Way . ***Limited copies*** So hurry! Professor Vanina Farber, PhD, is an economist and political scientist with 20 years of teaching, researching, and consultancy experience. She holds the elea Chair for Social Innovation at IMD. Previously, Vanina was Dean of the Graduate School of Business and Associate Professor at Universidad del Pacífico in Peru. Peter Wuffli, PhD, is a senior leader and entrepreneurial philanthropist. He is the Founder and Chairman of elea Foundation for Ethics in Globalization and the Honorary Chairman of IMD. Previously, Peter was a partner at McKinsey & Company, the CEO of UBS Group and the Chairman of Partners Group, respectively IMD. In 2015, he published the book Inclusive Leadership. The elea Way Book - The Learning Journey Toward Sustainable Impact The new book by Vanina Farber and Peter A. Wuffli summarizes insights from elea’s 15-year pioneering journey, from creating an investment organization, choosing purposeful themes, and sourcing opportunities, to partnering with entrepreneurs for impact creation. Elea Foundation Elea was established in 2006 with the purpose of fighting absolute poverty (i.e. less than USD 3 daily income) with entrepreneurial means. Elea is a philanthropic impact investor in the fields of agricultural value chains, informal retail and last mile distribution, employable skill building and digital solutions. Institute for Management Development (IMD) The Institute for Management Development (IMD) is an independent academic institution with Swiss roots and global reach, founded 75 years ago by business leaders for business leaders. Based in Lausanne Switzerland and Singapore, IMD has been ranked in the Top 3 of the annual FT’s Executive Education Global Ranking for the last nine consecutive years and in the top five for 17 consecutive years. Their MBA and EMBA programs have repeatedly been singled out among the best in Europe and the world. The tag line is Challenging what is and inspiring what could be.            Highlights: Since the term was coined in 2007, there is now $500 -700 billion committed capital to impact investing. Social entrepreneurs are supported by organisations such as Ashoka, Skoll World Forum, WEF, Leaders of Tomorrow. Social entrepreneurship and impact investing are the two trends coming together bringing inclusive capitalism to solve and innovative solutions. I am a strong believer that capitalism is something great. Capitalism should be the solution and not the problem. But I also say we should make capitalism more inclusive. Talented people today want to work in companies that pursue meaningful purpose. Public expects capitalism to be articulated in a new way. We can do well by doing good. Every wealthy family particularly the younger generation is interested in these topics The elea Center for Social innovation focus on bringing social entrepreneurs with corporates Covid - All 20 active ventures survived. It was a humbling experience working with entrepreneurs through the pandemic. The pandemic gave us much more urgency and momentum. There is bigger recognition that systemic risks that are tail risks with low probability could happen. The idea of the system is much more concrete and the idea of interconnectedness becomes clear. The Elea Way Book allows for self learning, it is a practical and hands on book from a pedagogical perspective. It is the book that brings together social entrepreneurship and impact investing Standing on the shoulders of others - Bill Braden and Andy Kuper Bill Braden - CEO and founder of Ashoka  - pioneer of social entrepreneurship Andy Cooper - Leapfrog, the first proof of an investment company that profit and purpose works. Fund managers should take a deeper look at impact. 3 phases of impact investment: $10k - Idea phase, competition $100k - Entrepreneur has to decide to fully commit, friends and family money not suffice. revenue of $0.5-2million - Not just concepts, building teams, working with government, 5-7 years Accion (https://www.accion.org/) harnessing digital technology to create financial inclusion Examples of investments: InkaMoss (http://inkamoss.com/) - helping 6000 farmers, small farm holders in Peru Dharma Life (https://dharmalife.in/) - supporting entrepreneurship in 40,000 villages in India BagoSphere (https://www.bagosphere.com/) - providing digital courses to improve employability skills in The Philippines Encouraged to see that social entrepreneurship, impact entrepreneurship and corporates are coming together. “No hay mal. Que por bien no venga” - There are 100’s of methods but nothing that suited our purpose.  The elea Impact Measurement Method was developed for for measuring of impact on absolute poverty specifically for elea. This takes into account - factors and elea impact points/1000 Swiss Franc. Impact points serve 3 purpose: To set goals - how many impact point we want to achieve For comparability between ventures - capital allocation tool To communicate regular performance reporting Investors are not just competing for more impact points but internalising the impact,more than just seeing images. Quantifying impact helps the decision making process and applies theory of change. At some stage, in 5-10 years, impact becomes tradeable. These kinds of currencies become real currency and maybe blockchain will help us here to create markets with impact. When we look at impact it is still traded at a discount. My dream is that one day impact will be traded at a premium not at a discount. They are not called donors, they are called philanthropic investors who give us philanthropic investors. They become by being on the board, helping with strategy and risk management. It’s not about creating bigger institutions and organisations. It’s about how to build partnerships, how to build bridges across sectors. It’s about getting different type of organisations aligned. Collaboration in blended finance needs to be more agile. We are starting to see SDG funds of $500million with blended finance facilities.  Keys to leadership is intentional influence. Leadership needs to be ethical, be more horizontal than vertical, and is able to get things done and mobilise people around solving problems. We need to learn and be thorough. We have wasted a lot of money. Entrepreneurship is more critical and scarce now than money for impact investment.” Time Stamp: [0:02:40] Intro to Vanina and Peter [0:05:20] What is impact investing? [0:09:12] Are we facing a Sustainable Investment Dilemma? Capitalism [0:11:20] Making impact vs making profit  [0:13:56] UBS philanthropic arm brought in higher quality conversations with wealthy people [0:15:30] Spectrum of sustainable investing, impact and philanthropy [0:17:30] What is IMD [0:22:00] What is ELEA and why it was founded [0:24:00] Elea Center and social innovation [0:27:00] 10 years review and plan in 2016 [0:30:00] Launching a book in the pandemic in the summer of 2020 [0:35:00] The shift in urgency [0:36:40] Writing the book [0:40:00:] How to mobilise private capital, [0:43:30] The two trends of social entrepreneurship and impact investing [0:50:00] Practical and all inclusive book, limited give away [0:51:50] 3 phases of impact investments [0:54:30] Examples of elea investments [0:57:00] Transformation in corporations, How to pivot during COVID [0:58:45] “No hay mal. Que por bien no venga” [1:01:10] Mainstreaming of impact and social entrepreneurship  [1:02:30] elea Impact Measurement Method and Impact Points [1:06:00] Impact Performance Report [1:10:30] Performance of elea investments [1:16:00] Spectrum of capital  [1:16:45] Mindset of profit first or impact first [1:19:40] Impact aligned organisations, ecosystems [1:22:18] Blended finance is extremely promising but needs to be more agile [1:24:45] Vanina’s career [1:29:30] What is an impact leaders Useful links: Prof Vanina Farber Linkedin (https://ch.linkedin.com/in/vaninafarber) Peter Wuffli Linkedin (https://ch.linkedin.com/in/peter-wuffli-1153691b2) Elea.org (https://www.elea.org/en/) The elea Way Book: The Learning Journey Toward Sustainable Impact (https://www.elea.org/en/media/publications/the-elea-way-book) Inclusive Leadership: A framework for the Global Era book (https://www.springer.com/gp/book/9783319235608) Elea Center for Social Innovation, IMD (https://www.imd.org/elea/elea-center-for-social-innovation/) Skoll World Forum (https://skoll.org/skoll-world-forum/) WEF (https://www.weforum.org/) Bill Drayton (https://en.wikipedia.org/wiki/Bill_Drayton) , Founder of Ashoka (https://www.ashoka.org/en-gb) Andrew Kuper (https://leapfroginvest.com/people/andrewkuper/) , Founder and CEO of Leapfrog Investments (https://leapfroginvest.com/) Accion (https://www.accion.org) - Harnessing digital technology to create financial inclusion Investment Companies InkaMoss (http://inkamoss.com/) BagoSphere (https://www.bagosphere.com/) Dharma Life (https://dharmalife.in/) Serco (https://www.serco.com/) - Donor to Elea Accenture (https://www.accenture.com/)   IFC (https://www.ifc.org/) Uniliver (https://www.unilever.com/) Bill & Melinda Gates Foundation (https://www.gatesfoundation.org/) -------- Take action Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , Instagram (https://www.instagram.com/inspiredbyjp/) and Clubhouse. Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/) -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Thank You 2020, Welcome 2021! On this special year end episode of IMPACT LEADERS I just wanted to record a short message to thank each one of you - our guests, listeners and supporters.  It has been a challenging year indeed, so we are very grateful to everyone for investing your time to listen, engage and take action in your companies and working with us at ILA & Partners.  Together we have reached some significant milestones this year. We are humbled by simply being able to share with one person, the knowledege and best practices from some of the best investors in the market, but this year we managed to double the number of episodes we published and we reached over 18,000 downloads! And as for our audience: we are so pleased to see that we have an international reach, with close to 50/50 gender split, and quite a substantial younger crowd tuning in.  Thanks to all of you !  Also thank you for your feedback, positive reviews and private messages. They are always very encouraging ... so please keep them coming ! Finally, I wanted to take the opportunity to let you know that: Next year we will be announcing some new initiatives and plans to help you engage even more and continue supporting IMPACT LEADERS, in order to help scale Sustainable & Impact Investing faster and increase awareness about the SDGs. We are very excited about this but We cannot yet announce it, so stay alert. As you may already know, we continue to work on our vision at ILA & Partners and the launch of “ILA Funds”, and we are actively looking for partners, portfolio managers, distribution specialist, investors, and others with an interest in Sustainable & Impact Investing .  Please reach out if you would like to learn more, help, or work with us in some capacity.  So on behalf of everyone at the Impact Leaders podcast and ILA & Partners, we wish you a healthy and sustainably prosperous new year 2021 ! Thank you !  And God bless you all!  -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business model - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/) -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Aquila Group is a leading investment manager in real asset solutions.  Its sustainable investment strategy focuses on investments in renewable energy, energy efficiency, infrastructure, residential real estate, green logistics as well as timber and agriculture.  Founded in 2001 by Dieter Rentsch and Roman Rosslenbroich as one of the first German alternative investment firms, Aquila Group currently manages EUR 11.2 billion for institutional investors worldwide (as of 31/03/2020). Lars Meisinger is Head of Aquila Capital’s international client advisory and corporate development. Prior to joining Aquila Capital in 2016, Lars was responsible for strategic product development at UBS Asset Management. He previously served as Chief Operating Officer at BlackRock Alternative Investors for the EMEA region. His long professional experience includes eight years in management roles at Man Group and senior positions at AXA Investment Managers in both London and Frankfurt. Lars holds a master's degree in economics from Maastricht University and a bachelor's degree from Johann Wolfgang Goethe University, Frankfurt. He is a Chartered Alternative Investment Analyst (CAIA). Alexander Lenz was recently appointed CEO Asia Pacific at Aquila Capita. He is based in Singapore and has worked in the renewable energy sector since 2007.   Prior to joining Aquila Group in 2020, Alexander was the CEO of Conergy where he focused on development and investment in solar PV assets, both utility scale and behind-the-meter C&I, across the Asia Pacific region.  Previously, when Conergy was part of a global group, Alexander was the CEO & President APAC, responsible for the group’s business in Asia Pacific and the Middle East, with a focus on project development, turnkey EPC contracting, and O&M of utility scale solar PV assets in the region.  Before moving to Asia, HE was Head of Corporate Development in Conergy’s headquarters in Hamburg.  Alexander was previously a consultant in the Restructuring and Corporate Finance practice of Roland Berger Strategy Consultants in Berlin and in the management consulting practice of Deloitte in Duesseldorf.  He holds a master’s degree in Economics from Maastricht University, in The Netherlands. Highlihgts: Our business focuses on real assets or essential assets, renewable energy, real estate, timber and agriculture. "We are moving the goalposts away from ESG steadily to impact in the future, where it's not only about compliance with environmental aspects, social and governance aspects." "... one of the very few independent investment managers in Germany, and in operation for 20 years, is in my view, a strong indication of the vision that the two founders set out Roman and Dieter." “We want to bring to the table smart capital, as opposed to passive capital that is abundantly existing, but doesn't really get to the point.” There is an interest in investing in Asia. More institutional investors in the region are interested in increasing exposure to renewable energy and sustainable investments. We support by not just creating our own renewable energy offering but by helping create a broader universe of offering for renewable energy that benefits everyone. The renewable energy market is constantly changing you need to stay ahead, stay intellectually curious and have the ambition to analayse the market and create sound investment decisions. Time Stamp: [06:36] What is sustainable and impact investing? [09:19] What does Aquila Capital do? [15:59] What makes Aquila different  [19:13] Exploring new markets in APAC  [19:44] Future plans and vision for Aquila Capital in APAC [23:00] Investment fund between APAC and Europe   [25:09] Aquila model in managing relationship with stakeholders [26:27] Reasons to list Aquila Fund in the London Stock Exchange [28:43] Advices to beginners about ESG and understanding their professions [33:21] Aquila fundamentals on CO2 emissions and performance [35:39] Alex and Lars thoughts on achieving the Paris climate Targets [38:59] Future Global Climate and R&D 100 Groups [46:23] Future focus of Aquila Capital  [49:58] Alexander Lenz’ career move from Europe to APAC [53:32] Call to action Useful links: Lars Meisinger https://www.linkedin.com/in/lars-meisinger-b8b477b4/ Alexander Lenz https://www.linkedin.com/in/alexander-lenz-04899b22 Roman Rosslenbroich https://www.aquila-capital.de/ueber-uns/geschaeftsfuehrung Dieter Rentsch https://www.aquila-capital.de/ueber-uns/geschaeftsfuehrung Christine Brockwell https://www.linkedin.com/in/christine-brockwell-755b014 Aquila Capital https://www.aquila-capital.de/ Group Companies: http://alceda.lu/ https://www.klima-invest.de/ The Aquila Capital Transformation Award (http://www.aquila-capital.de/en/about-us/transformation-award)   ESG Reports http://www.aquila-capital.de/en/responsibility/esg-reports Ratings and labels http://www.aquila-capital.de/en/responsibility/ratings-and-labels GRESB - The Global ESG Benchmark for Real Assets https://gresb.com/ Aquila White Papers - http://www.aquila-capital.de/en/press/whitepaper Aquila White Paper: Energy Efficiency - The First Fuel (https://www.aquila-capital.de/fileadmin/user_upload/PDF_Files_Whitepaper-Insights/2020-08-24_White-Paper_EnergyEfficiency_EN_FINAL.pdf)   Aquila European Renewables Income Fund Plc - Website (http://www.aquila-european-renewables-income-fund.com/) Aquila European Renewables Income Fund Plc - LSE (https://www.londonstockexchange.com/stock/AERI/aquila-european-renewables-income-fund-plc/company-page) BMW Sustainability Report (https://www.bmwgroup.com/en/responsibility/sustainable-value-report.html)   R&D 100 Awards https://www.rd100conference.com/ APAC Infrastructure Forecast Report by PwC (https://www.pwc.com.au/publications/developing-infrastructure-asia-pacific.html https://www.prnewswire.com/news-releases/rising-infrastructure-investment-in-asia-pacific-fuels-growth-in-the-global-belt-and-chain-drives-market-301111881.html)   How Much Power is 1 Gigawatt (https://www.energy.gov/eere/articles/how-much-power-1-gigawatt) ? In 2018, world total electricity final consumption reached 22,315 TWh (https://www.iea.org/reports/electricity-information-overview) -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business model - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/) -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Ben Constable-Maxwell is Head of Sustainable and Impact Investing at M&G Investments, leading the strategy on impact investing as well as covering sustainability issues such as climate change and the circular economy.  He has been central to the development of ESG integration within M&G’s investment processes and has supported the development of ESG solutions for clients across asset classes.  Ben plays an active industry role as a member of various sustainable and impact investment initiatives, interacting with companies, policymakers, NGOs and other investors. He is a Trustee at Firefly International youth organisation, which provides educational and mental health support for young people in conflict-affected areas in the Balkans and Middle East.  Previous to joining M&G in 2003, Ben spent four years with the Equities team at Invesco Perpetual.  He has an honours degree in Classics from the University of Newcastle-upon-Tyne. Highlights:  “We have a responsibility to integrate ESG across our suite of investments and asset classes” If you think about the the issues that drive performance, the issues that really can cause major blow ups, often they're ESG related. Data breach, oil spills, falling faul to a major diversity and inclusion related scandal are all things that can hit the reputation and bottom line of consumers. We just think you have to take into account all these risk whether ESG funds or not, right across all $350B assets. “We have a suite of ESG funds that covers different asset classes. Over the last 10 years, in particular the past 4-5 years, the ESG integration programs across M&G started in equities and fixed income, but is now broadening out to all asset classes on behalf of clients. All of them now say they embrace and integrate and ESG approach.” We have to and our clients wants specifically designed funds with clearly articulated ESG integration programmes  Impact financing fund - Private debt investments in liquid debts investments that have a net positive impact such as social housing, energy efficiency and green buildings, renewable energy infrastructures ESG needs to be managed and communicated just as how the risk function has evolved over the past 10-15 years. There is expectation from clients that ESG is an important part of the process. It’s not just the ESG team, it has to come from the leadership. Companies are not just seeing this as a leadership issue, they are seeing this as a survival issue. Shifting from competitive, moated competitive advantage thinking to a open-minded, supportive, collaborative approach. Mindset shift in healthcare sector with Covid - the role is not just to protect your IP and generate super normal returns but to provide healthcare and save lives. M&G Triple “I” framework: Investment, Intentionality, Impact. Investment: sustainable business models, good company, long-term. Intention comes from purpose, clarity of purpose and authenticity. Examples of KPIs - Millions of tons of greenhouse gas saved, avoidance of virgin material and use of virgin forest. Millions of trees saved, millions of people accessing financial services in underserved communities. Move from a shareholder primacy perspective to a stakeholder responsibility perspective. A company should genuinely be thinking about its responsibilities to all stakeholders and future generations. Impact adjusted accounting approach - we need a new accounting system for the 21st century. Collaboration is at an all time high, to navigate the complexity of changes and behaviours we need.  Time Stamp: [03:00] What is sustainable and impact investing? [05:00] What does M&G do? [10:00] ESG issues and integration programs [12:00] Positive impact fund [15:00] ESG as an ongoing process [20:00] Evolution of risk functions and ESG [22:00] Internal asset owner and leadership expectation  [26:00] Oil and gas, BP, Climate Action 100 [28:00] Measuring impact and “Triple I” framework [35:00] Competitive markets, collaborations and partnerships [38:10] Redesign capitalism [41:00] Stakeholder capitalism, behavioural change and leaders [42:00] The purpose of a company [46:23] Are we at an inflection point? Authentic and ethical? [48:00] Call-to-action Useful link: Ben Constable Maxwell - https://uk.linkedin.com/in/ben-constable-maxwell-593b9b12b M&G Global Positive Impact Fund https://www.mandg.co.uk/adviser/funds/positive-impact-fund/gb00bg884724/ John William Olsen - https://www.linkedin.com/in/johnwilliam Thembeka Stemela Dagbo - https://www.linkedin.com/in/thembeka-stemela-dagbo-78aa3a2a Veronique Chapplow - https://www.linkedin.com/in/veronique-chapplow-1b544a12 Richard Sherry https://uk.linkedin.com/in/richard-sherry-94b58668 Climate Action 100 Plus - http://www.climateaction100.org/ The Impact Management Project - website (https://impactmanagementproject.com/) GIIN https://thegiin.org/ GIIN IRIS+ framework - video (https://youtu.be/80-_j2s8Tbg)   The Investment Association - website (https://www.theia.org/) The Global Reporting Initiative + The Global Reporting Standards - website (https://www.globalreporting.org/) SASB (https://www.sasb.org/) George Sarafeim, Harvard Business School, Impact Weighted Accounts (https://www.hbs.edu/impact-weighted-accounts/Pages/default.aspx) UN Principle for Responsible Investment - PRI (https://www.unpri.org/) Big Four ESG reporting framework standards (https://www.linkedin.com/posts/ila-and-partners_big-four-accounting-firms-unveil-esg-reporting-activity-6714852025818984449-Xt0k) . Deloitte + Ernst & Young  + KPMG + PwC -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business model - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/) -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

On today’s episode we are doing something different: we are sharing with you a session that I called “The Sustainable Investment Dilemma”, a conversation I hosted as part of The CogXtra weekly event series, covering in this opportunity the subject of “Sustainable Business – How Industry is addressing the Climate Crisis”. In our case, the financial industry. As my co-panellist I brought together two guests: Amy Clarke, who is Co-Founder & Chief Impact Officer of Tribe Impact Capital, and  Troy Mortimer, who is Responsible Investment and ESG Advisor at ILA & Partners.  If you did not know them already, I highly recommend that you also listen to the individuals episodes we recorded previously. You can also read her Bios at the end of these notes.  As part of the event I also shared a short Video introduction to the recently launched film “Our Planet: Too Big To Fail”, which is a 42-minute film that explores the risks of inaction, the impact of investing-as-usual, and the role the finance sector can play powering a sustainable future. I wanted to bring this to your attention to ask you to watch it and share it, so we can all take proactive actions! You can watch the video on ILA & Partners’ website - Media section: http://bit.ly/ILAmediaV I also thought this is relevant to set the tone ahead of our conversation, but most importantly, I wanted to shine the light on one of the best tools we have to create awareness and understand how interconnected the industry is to every part of society and the world at large. Please note that we had a couple of technical challenges that were all resolved during the first few minutes, but I wanted to make sure you had access to this valuable content. Enjoy !  Highlights: “If we can create a much healthier relationship with our wealth, and the purpose of our wealth, then actually we should be able to fix, repair, increase resilience, and ultimately regenerate the relationships with each other and with nature.” Amy Clarke 50th anniversary of Milton Friedman's seminal essay that was penned and then printed in the New York Times Magazine “there is a real sense that the values and belief systems upon which we have built this global finance system aren't right, they're not fit, they're not robust.” There is the rise of the BCorp movement and the use of BLab tools during the lockdown has risen exponentially. “Impact investing is about helping wealth holders reconnect with the purpose of their wealth. The word wealth comes from two old English 13th century old English words, meaning well being, we've lost the well being and wealth along the way. And it's become singularly focused on financial performance.” Amy Clarke “I see this as a behavioral inertia challenge. Financial institutions are comprised of individuals, we need to look at how we incentivise these individuals, how we are rewarding them and how we associate value with their actions.” Troy Mortimer We can transition not all but a lot of companies through to becoming a force for good. “We need a just transition, quickly and effectively where finance, regulation and policy play a role. We need a carrot and a stick.” Troy Mortimer How do we move beyond (Only) preaching to the converted? The later we leave it, the steeper the transition is going to be - Mark Carney The more we pushback regulation deadlines, the more uncertainty it creates. Ultimately, its better to takes the operational learnings in Covid and behaviour change and apply it to compliance and regulation. Bernard Looney, CEO of BP, a different style of leadership. Moving away into a more human style of leadership. We need to use AI to help change behaviours in the right direction. Passive ESG funds should be able to demonstrate intent. Its important to populate the empirical evidence and convince the skeptics of the economic data with the language that they know. “We have outperformed the benchmarks. There is more than enough data to show that these type of investments are resilient on up and down cycles, which is why we are seeing huge flows into ESG.” Amy Clarke “As a bellwether for market sentiment, its phenomenal, because we can now see everybody is looking for safe harbours and safe harbours of businesses with these kind of resilience built in.” “Investors should be thinking - Well, I understand that there is some volatility right now, but in the mean time, I’m investing for something larger. What you wil see is that over the long-term, it starts to come back in financial returns.” Troy Mortimer As Tim Geithner said, at least in relation to the US financial crisis and how they had resources large enough to do anything about that crisis , but I think financial resources will not be enough in relation to the Sustainability challenge we face. And we will not have time to react and fix things. But we must be proactive. JP Dallmann Timestamps: [2:56] Who is Amy Clarke [03:38] Who is Troy Mortimer [7:30] Can the finance sector be a force for good? What is required for this to happen? [10:40] Behavioural inertia and rethinking what we value [13:10]  Orsted energy from black energy to post IPO as a predominantly green energy company  [16:50] Preaching to the converted and reporting Positive/Negative Impact  [21:40] The complexity of the Sustainable Energy supply chain [25:30] Investing in oil & gas and clean energy  [30:00] Using data and AI to create behaviour change  [34:00] The mistrust created by media and digital [37:00] Passive ESG funds vs Active investing [44:20] Make Money and Global tax infrastructure [46:00] We need to be proactive - Financial resources are not enough Useful links: Amy Clarke on Linkedin (https://www.linkedin.com/in/clarkeamy/) Amy Clarke on Impact Leaders (https://audioboom.com/posts/7155415-amy-clarke-of-tribe-impact-capital-reflecting-self-better-in-wealth) Troy Mortimer on Linkedin (https://www.linkedin.com/in/troy-mortimer-27973a5) Troy Mortimer on Impact Leaders (https://audioboom.com/posts/7595436-troy-mortimer-challenges-and-expectations-to-responsible-investing) Saker Nusseibeh CBE of Federated Hermes on Linkedin (https://www.linkedin.com/in/saker-nusseibeh-cbe-6b15a85/) Saker Nusseibeh on Impact Leaders (https://audioboom.com/posts/7686794-saker-nusseibeh-cbe-of-federated-hermes-being-good-is-good-business) BCorp https://bcorporation.uk/ CogX https://cogx.co/ Orsted https://orsted.com/en Microsoft’s commitment  (https://blogs.microsoft.com/on-the-issues/2020/07/21/carbon-negative-transform-to-net-zero/ Steve Evans, the Director of Research at the Center for industrial sustainability) Outrageous Optimism Podcast by Cristina Figueres https://globaloptimism.com/podcasts/ Bernard Looney, CEO of BP - podcast episode (https://globaloptimism.com/podcast/bps-road-to-rebuilding-trust-with-ceo-bernard-looney/) Solitaire Townsend, Cofounder of Futerra on Sex, Status and Sustainability - podcast (https://www.buzzsprout.com/762953/5550004-s2-e13-solitaire-townsend-co-founder-of-futerra-on-sex-status-and-sustainability) Make My Money Matter  (https://makemymoneymatter.co.uk/) Client Earth  (https://www.clientearth.org/) Tim Geitner (https://en.wikipedia.org/wiki/Timothy_Geithner) PANIC : The untold story of the 2008 Financial Crisis (https://youtu.be/QozGSS7QY_U) , by HBO Notorious RBG - Ruth Bader Ginsburg https://en.wikipedia.org/wiki/Ruth_Bader_Ginsburg Our planet video series - https://www.ourplanet.com/en/ OUR PLANET: TOO BIG TO FAIL - https://www.wwf.org.uk/updates/our-planet-too-big-to-fail Harvard Business School Impact-Weighted Accounts (https://www.hbs.edu/impact-weighted-accounts/Pages/default.aspx) Big Four ESG reporting framework standards (https://www.linkedin.com/posts/ila-and-partners_big-four-accounting-firms-unveil-esg-reporting-activity-6714852025818984449-Xt0k) . Deloitte + Ernst & Young  + KPMG + PwC rethinking capital on LinkedIn (https://www.linkedin.com/company/rethinking-capital) -------- More about the guests - Bios: Amy Clarke Amy Clarke is Co-Founder & Chief Impact Officer of Tribe Impact Capital ("Tribe"), an award-winning wealth management firm and B Corps dedicated in its entirety to advising and managing private and institutional wealth for impact.  Tribe is the first of its kind in the UK, and works with like-minded clients impassioned to use their wealth to manifest the positive social, environmental and economic changes in the world they wish to see in line with their own financial needs. They do this by adopting the Paris Climate Accord and the UN Sustainable Development Goals (UNSDGs) as their impact 'North Stars'. They are on a journey to be Net Zero across Scope 1, 2 and 3 emissions by 2025 having declared a Climate Emergency in their business in September 2019. Amy sits on the board of B Lab UK & Big Issue Invest. She is also an Advisor to the Ocean Plastics Leadership Network and sits on the Development Council of the Future Fit Benchmark - the new benchmark for investors and companies driving towards a future fit world - and the Steering Committee of the Global Ethical Finance Initiative (GEFI).  e: amyc@tribeimpactcapital.com Troy Mortimer Troy Mortimer is a Responsible Investment & Sustainability expert and is Responsible Investment and ESG Advisor at ILA & Partners. He has worked globally across multiple industries, primarily asset management, over the last 20 years with KPMG.  Most recently, Troy led the UK Sustainability and Responsible Investment practice.   Troy has extensive knowledge and experience relating to governance and risk, due diligence, engagement, assurance reporting and responsible investment / ESG practices to sustainability related conversations at companies and with investors. e: TMortimer@ilaandpartners.com JP Dallmann JP Dallmann is an award-nominated Sustainable & Impact Investing (S&II) Advisor, Champion, and Thought Leader, with over 20 years experience in the Financial Services Industry, as a Banking Executive and Advisor at major institutions such as HSBC, RBS, and PwC.   JP is the CEO of ILA & Partners, helping Investment Managers to transition into and scale Sustainable & Impact Investing, and has developed a proposition to launch ILA Funds - The investment management firm focused exclusively on S&II - to provide investors with the opportunity to achieve market returns while creating a net-positive impact.   He advises several executives, companies and organisations on S&II, and supports various initiatives to raise awareness about the SDGs, including the Impact Founders community, which he co-founded, and Fast Forward 2030, where he is a Board Member. JP is also the host of the renowned Impact Leaders Podcast, a contributor on Forbes.com, and participates as host and panelist at relevant events, partnering with key figures and major organisations to share best practices and inspire others to push the important agenda of Sustainable Finance. e: JP@ILAandPartners.com -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business model - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/) -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

MR Saker Nusseibeh, CBE is CEO of the international business of Federated Hermes, appointed November 2011, having joined in June 2009 as CIO. He is also a member of the Federated Hermes Executive team.  Prior to this, Saker was Global Head of Equities at Fortis Investments, having previously been CIO Global Equities since 2005. Before this, he was CIO of Global Equities and Head of Marketing for SGAM UK. This followed SGAM’s acquisition of Trust Company of the West, where Saker was a Managing Director running global and international strategies, as well the London office. He started his career at Mercury Asset Management in 1987. Saker is founder of the 300 Club and was an inaugural member of the CFA Institute’s Future of Finance Advisory Council from 2013 until 2019. He is a member of the IIRC Council, the FCA-PRA Climate Financial Risk Forum, the United Nations Environmental Programme Financial Initiative Steering Committee, the Banking Standards Board, the UK National Advisory Board on Impact Investing, and the advisory Board of the National Youth Orchestra. In 2018, Saker was named CEO of the Year at the Financial News Asset Management Europe Awards. He has a BA and PhD in Medieval History from King's College, University of London. Saker was awarded a CBE (Commander of the Order of the British Empire) in the Queen’s 2019 New Year's Honours list for services to Responsible Business and Finance. Enjoy this epidose!  Highlights: Being good is good business. Beating benchmarks and creating a pot at the end of a period just heuristics. These are just shorthand. We don't live in an isolated bubble called the financial world. We live in the real world, in real communities with real neighbours in the real space. In reality, we control most of the capital markets in the world, so we have the ability to shape the world in a way that is beneficial to us. The reason you invest is you want to grow the economy that you want to live in. Every investment you make has an impact on your life, not just on your portfolio but on your life. Challenge -> Misunderstanding Adam Smith - the moral philosopher: “happiness, perhaps the preservation of his existence again, all right, his contentment, happiness here means contentment, the preservation of his existence, his very life depends upon what its preservation preserving what the prosperity of society“. COVID has generated the debate. What is it that we as a developed society care about? We should care about the life of all citizens including citizens who are not economically productive - that’s what pensioners are in harsh economic terms. Do we care about citizens’ lives or do we care about pure financial economic growth? We have a shared assumption, the shared assumption that we have is that it's possible in the financial sector to combine being really technically excellent at what you do, while at the same time being truly a decent human being. We call it being nice. We are privileged because of how much we get paid and where we are, therefore we should reach out to help those around us. It’s about how much giving of your time and how much do you empathise. We see ourselves as the pebble that maybe can help start the avalanche that can change the market for better. I think we are part of that movement. The key is to make change for the better. It’s not what we do, its who we are. Who we are then produces what we do. But you start with the human first, not the product. High active share managers, even the ones that are not skilled outperform benchmark and everybody else after fees from that position. People use the word alpha. I don't like the word alpha, its value. We pay half of our bonuses on “being nice”. We invented the idea of engagement. Doing stewardship is a better way of enhancing value over the long-term. I'm absolutely convinced that the trend is that it will become almost impossible for people to invest in index without investing in stewardship.  I worry that if ESG becomes a trend, it becomes a label. If it becomes a label, it becomes a tick box exercise. When we talk about ESG factors, however, it seems like the market wants to have a specific box that they want to put everything into it rather than the nuance. It’s the nuances of what sustainability means, what governance means, that adds value in reality. What moves companies is not just financials. There are lots of intangible assets in some of the biggest companies, in brands and reputation. Culture in banks is more important than measuring the financials. On climate change and carbon investments, to solve the problem you need 3 things to happen: Convince the company to close down or change business model Find alternative sources of what the company does Convince consumers to shift consumer behaviour Encourage oil major to shift to cleaner energy Advocate regulators to move to clean EV Change consumer behaviour e.g. move away from fast fashion and meat. Invest in alternative visions and technology. It's not a one-pill solution. You have got to do all these things. We are not interested in virtual signalling. COVID has taught us that extreme events can whack society in major ways. When I judge myself, I genuinely do not think that success is money or position or title. I think success is helping others. We receive what we have in trust from God and we have to pass it on to the next generation Every day “I judge myself”: What have I really done to make an impact?  I think success is helping others If I know I’ve not done what I should do. I ask myself, have I done the best I could, in giving something back? Time Stamp: [04:40] Joining asset management in the early days [05:38] What is sustainable and impact investing [11:00] We control most of the capital markets in the world [12:45] Early works of Adam Smith as a moral philosopher  [16:35] Gambling vs investing [17:35] Holistic returns vs purely financial returns [20:35] COVID debate: what and who do we care about? [23:30] Who is Federated Hermes - Leaders in Sustainability and Engagement. [29:40] The Merger of Cultures [32:06] What does being nice look like? [36:10] Reaction to George Floyd’s death [38:25] Federated Hermes AUM, EOS - Engagment and third party assets [44:50] We invented this idea of engagement   [47:00] Our own academically sponsored work: ESG factors performs better [50:38] Silo mentality that says the financial system and economic system is here [54:00] Standard reporting and the obstacles to moving to a consensus [57:00] Receiving the highest rating for Real Impact Tracker certification [1:02:40] Carbon investments, divestment, replacements and climate action [1:07:57] Impact of climate change if unmitigated [1:11:33] God’s gift and the story of an old man planting an olive tree Useful links: Saker Nusseibeh CBE on Linkedin (https://www.linkedin.com/in/saker-nusseibeh-cbe-6b15a85/) Federated Hermes - https://www.hermes-investment.com/uki/ Dr. Hans Christoph https://www.linkedin.com/in/andy-haldane-11877887Hirt Head of EOS on LinkedIn (https://www.linkedin.com/in/hanschristophhirt) Saker Nusseibeh on why Federated deal was right for Hermes - Financial Times (https://www.ft.com/content/ae50a970-58e8-3c27-a081-e0839f4197f8)   Adam Smith as moral philosopher (https://plato.stanford.edu/entries/smith-moral-political/)   Adam Smith - Book: The Theory of Moral Sentiments (https://en.wikipedia.org/wiki/The_Theory_of_Moral_Sentiments) Andrew Parry episode of The Impact Impact Leaders (https://audioboom.com/posts/7189177-andrew-parry-of-hermes-investment-management-sustainability-is-an-imperative-and-the-beta-of-fu)   Cary Krosinski episode of The Impact Impact Leaders (https://audioboom.com/posts/7348948-cary-krosinsky-let-the-best-impact-strategy-win)   Mark Campanale episode of The Impact Impact Leaders (https://audioboom.com/posts/7664052-mark-campanale-sustainability-planetary-boundaries-and-changing-capitalism)   Martijn Cremers of Norte Dame on LinkedIn (https://www.linkedin.com/in/martijn-cremers-0925571) Active Management by Martijn Cremers - Three pillars for Active Share success (https://news.nd.edu/news/three-pillars-for-active-share-success/) Professor John Kay https://www.johnkay.com/ John Kay’s new Book: Radical Uncertainty (https://www.amazon.co.uk/dp/1408712601/ref=cm_sw_r_cp_tai_oD1zFbAH7N5V3) With Marvyn King Andy Haldane https://en.wikipedia.org/wiki/Andy_Haldane Andy Haldane on LinkedIn https://uk.linkedin.com/in/andy-haldane-11877887 Reuters: Pope backs carbon pricing (https://www.reuters.com/article/us-oil-vatican-conference-idUSKCN1TF1IE) to stem global warming and appeals to deniers Real Impact Tracker highest score press release (https://www.hermes-investment.com/ukw/press-centre/corporate-news/federated-hermes-achieves-highest-score-from-real-impact-tracker-in-the-history-of-its-certification/) Real Impact Tracker Federated Hermes Summary Report (https://realimpacttracker.com/federated-hermes/) Church of the Holy Sepulchre in Jerusalem - Insider Article (https://www.insider.com/scientists-find-tomb-of-jesus-christ-is-older-than-people-thought-2017-11) -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business model - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/) -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Yuni Choi focuses on the investment portfolio of RS Group. She has 14 years of investment experience across public and private equities and in multi-asset portfolio management. Before joining RS Group, Yuni was Vice President at TAU Investment, an impact-driven private equity firm investing in the apparel supply chain.  Prior to TAU, she worked as a Senior Investment Analyst at Mirae Asset Global Investments, focusing on fundamental analysis and investment in Asian public equities. She is also an angel investor and has advised a dozen social entrepreneurs over five years. A native of South Korea, Yuni earned her MBA from Columbia Business School and also holds a BA in Business Administration from Yonsei University. She received her CFA charter in 2011. Highlights: The stages the RS Group - Single family office has gone through and the lessons learned  Total Portfolio Investing and Bended Value Investing in Sustainalytics in 2009 in order to support the mainstream ESG investing community Focus on natural capital and nature based solutions and launching of a design funding window with Convergence Finance. “Its really important to understand the team. We see a lot of ESG funds, with the bigger asset management firms they have very shiny presentations that are very well organised but in the end what gives us the real insights is talking to the managers and understanding how they implement the ESG framework. The magic is really getting to know them” We believe closely monitoring and engaging managers is also our duty as a responsible investor. “One of the fundamental challenges is that positive and negative externalities are not fully priced in. This means coal miners or harmful oil and gas exploration projects can still access funding at a rate not too different from green projects.” When ecosystem services are properly valued, companies will not be able to justify damaging natural resources to increase their profit, such as producing palm oil from cleared lands or overfishing or use of unsustainable fishing methods. “We sincerely hope that sustainable investing does not remain as one type of investing but becomes the only way of investing.” Many investors still think that moving their capital to ESG ETFs is enough, but in our opinion, while ESG ETFs are better than traditional ETFs, they are not the best solutions. There is no active company engagement, no fundamental ESG research investors who need to understand ESG label itself is not enough. They need to move their capital into strategies that have a really robust ESG integration. We want to see more asset managers, more banks actually investing in the ESG talents in the region. Time Stamp: [03:00] What is impact investing? [06:00] What is RS Group  [13:56] Examples of investments made [19:15] Importance of meeting the team [24:10] Investing in multi-asset classes [33:50] Importance of engaging with fund managers [34:00] Challenges of impact investing [40:10] Every family office is different [43:10] A particular challenge in the Asia region [45:30] Yuni’s career path and mentors [46:00] Working in an all women team [49:30] What makes an impact leader? Useful links: RS Group  http://www.rsgroup.asia/ Yuni Choi https://www.linkedin.com/in/yunichoi/ Annie Chen https://www.linkedin.com/in/annie-chen-71819b51/ Annie Chen’s case study on the Coutts Bank philanthropy website http://philanthropy.coutts.com/en/reports/2013/hong-kong/case-studies/rs-group.html Jed Emerson https://www.linkedin.com/in/jedemerson RS Group’s report http://report.rsgroup.asia/ Mark Campanale’s podcast episode https://bit.ly/ILMCPT Florian Kemmerich at Bamboo Capital podcast episode https://bit.ly/ILFKBCP Seb Below - Wheb IM podcast episode https://bit.ly/ILSBWHEB SJF Ventures https://sjfventures.com/ Althelia https://althelia.com/althelia-climate-fund/ Generation IM https://www.generationim.com/ Sustainalytics https://www.sustainalytics.com/ Morningstar https://www.morningstar.co.uk/uk/ Convergence - Blended finance think-tank in Canada https://www.convergence.finance/about Natural Capital Design Funding Window https://www.convergence.finance/design-funding/open-window/asia-natural-capital-open-window Sustainable Finance Initiative http://sustainablefinance.hk/ Hong Kong 2050 https://www.hk2050isnow.org/ Toniic https://toniic.com/ Doug Duckjun Lee of D3 Jubilee https://www.linkedin.com/in/doug-duckjun-lee-07482a62/ Bill Gates: “COVID-19 is awful. Climate change could be worse”. But there are lessons from the current crisis that should guide our response to the next one: 1. Let science and innovation lead the way 2. Make sure solutions work for poor countries (too). 3. Start! Now! Read full article here: https://www.gatesnotes.com/Energy/Climate-and-COVID-19 -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business model - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/) -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Mark Campanale is an award winning Sustainable Investment expert, the Founder & Executive Director of the Carbon Tracker Initiative and conceived the ‘unburnable carbon’ capital markets thesis. He has twenty-five years experience in sustainable financial markets working for major institutional asset management companies.  Please listen to the episode to be inspired beyond any boundaries and read the “More about Mark Campanale” section at the end of these notes to learn more about his outstanding career and contribution to the financial markets and our society at large. Highlights: How can we change financial Markets for good?  “There is an old saying: How do you change capitalism? You need to take control of the capital.” Mark’s (career) evolution and path to founding Carbon Tracker: Going to The University of York Crossing the Sahara Desert Becoming an analyst assessing projects for Live Aid Working on the first fairtrade coffee in Tanzania in1988 Pioneering green finance alongside Tessa Tennant founder of Merlin Ecology Fund Being one of the first “green analyst” in the City of London Investing in the first renewable energy business Knowing what you don’t like: Stop the city protest Inspiring women leaders in the industry How global warming motivated Mark to find solutions through the world of finance. Xtrata’s IPO and the lack of sustainable impact information on their documentation. The long list of supporters, advocates and funders of this movement “In the same way that Bill McKibben with the divestment movement managed to change everything, Mark Carney carried this message into the world of financial markets regulation has changed everything.” Re-thinking the purpose of finance: The future of the planet, the security of the financial system and pension schemes. Paris Climate agreement: Investors are absolutely aligned with a safe outcome. The analysis of ecological boundaries and its financial impact “Four or five hedge funds are now shorting the fossil fuel industry and going long on the clean economy. I think we are going to see a lot more of that in the future.” “Everyone that has sold out of the fossil fuels sector or shorted it in from 10 years ago has done extremely well, both on a relative and absolute basis … but we need a forceful intervention”. Using Satellites and AI to help cut carbon emissions: Transparency is a crucial element of accountability. Trying to alert the world of an urgent challenge Time Stamp: [01:14] Who is Mark Campanale - An introduction to his Bio [05:25] What is sustainable and impact investing? Intention and boundaries? [08:03] What ignited Mark’s passion in sustainable finance? [17:50] Background 10 years story of how Carbon Tracker started and materialised - including funding [24:00] Wasted Capital and Stranded Assets: coining the phrase together with Unburnable Carbon [26:00] Ideas are a cursed and the purpose of markets [28:00] Working with investors and educating the market, including Pension Trustees [31:00] Bill McKibben, Mark Carney, and their impact [34:00] The role of the private sector: investors, shareholder, fiduciary duties and pension funds [36:00] The network of initiatives linking into Planet Tracker and measuring the impact on Ecological boundaries [40:00] Supply chain: Fish stock as natural capital, deforestation, agriculture and meat production [42:00] Climate Action 100 and its $46trn coalition and the change on valuations [45:00] The need for a forceful intervention to close the Fossil Fuels sector [46:00] The role of firms such as Share Action and Litigation Funds [48:00] Using AI to create transparency and accountability on Carbon Emissions reporting [49:20] What impresses Mark about Impact Leaders [52:00] Call to action Useful links: Mark Campanale - https://www.linkedin.com/in/mark-campanale-1886203/ Carbon Tracker - https://carbontracker.org/ Unburnable Carbon - https://carbontracker.org/resources/terms-list/ Planet Tracker - https://planet-tracker.org/ Robin Millington - https://www.linkedin.com/in/robin-millington-60036817 Robin Millington - https://planet-tracker.org/about-us/the-team/ Tear Fund - https://www.tearfund.org/ University of York - https://www.york.ac.uk/ Tessa Mary Tennant OBE - https://en.wikipedia.org/wiki/Tessa_Tennant Jupiter Ecology Fund - https://www.jupiteram.com/UK/en/Individual-Investors/Funds-and-Prices/Jupiter-Ecology-Fund Stop The City protests - https://en.wikipedia.org/wiki/Stop_the_City Anne Simpson - https://www.linkedin.com/in/anne-simpson-a3024328 CalPERS - https://www.calpers.ca.gov/page/investments/about-investment-office/investment-office-senior-team/anne-simpson Climate Action 100 - http://www.climateaction100.org/ Waste Recycling Group (Now FCC Environment) - https://en.wikipedia.org/wiki/FCC_Environment Asia Energy - https://en.wikipedia.org/wiki/GCM_Resources Xtrata - https://en.wikipedia.org/wiki/Xstrata Glencore - https://www.glencore.com/ Jeremy Leggett - https://jeremyleggett.net/ Rockefeller Brothers Fund - https://www.rbf.org/ Joseph Rowntree Foundation - https://www.jrf.org.uk/ Green Peace - https://www.greenpeace.org.uk/ Friends of the Earth -  https://friendsoftheearth.uk/ Christian Aid https://www.christianaid.org.uk/ James Arbib https://uk.linkedin.com/in/james-arbib-6883973a Nic Hurd - https://en.wikipedia.org/wiki/Nick_Hurd Zac Goldsmith - https://en.wikipedia.org/wiki/Zac_Goldsmith Lord Stern - https://en.wikipedia.org/wiki/Nicholas_Stern,_Baron_Stern_of_Brentford Financial Times article: “A profound contradiction at the heart of climate change policy” https://www.ft.com/content/52f2709c-20f0-11e1-8a43-00144feabdc0 Bill McKibben - https://en.wikipedia.org/wiki/Bill_McKibben Rolling Stone magazine article: “Global Warmings Terrifying New Math” -  https://www.rollingstone.com/politics/politics-news/global-warmings-terrifying-new-math-188550/ Mark Carney - https://en.wikipedia.org/wiki/Mark_Carney Mark Carney’s Tragedy of the Horizon Speech - https://www.youtube.com/watch?v=V5c-eqNxeSQ Task Force on Climate-Related Financial Disclosures - https://www.fsb-tcfd.org/ Ellen Dorsey, Wallace Global Fund - http://wgf.org/ellen-dorsey/ Natasha Landell-Mills, Sarasin & Partners - https://sarasinandpartners.com/stewardship/ Saker Nusseibeh CBE - https://www.hermes-investment.com/ukw/team-members/saker-nusseibeh/ https://www.icgn.org/speakers/saker-nusseibeh-chief-executive-officer-hermes-investment-management Oak Foundation - https://oakfnd.org/ Frederick Mulder Foundation - http://www.frederickmulderfoundation.org.uk/ Steve Waygood, Aviva Investors - https://www.avivainvestors.com/en-gb/about/our-people/s/steve-waygood/ Tzeporah Berman, Fossil Fuel Non-proliferation Treaty https://en.wikipedia.org/wiki/Tzeporah_Berman Aristata Capital - Litigation Fund - https://www.aristata.co.uk/ Watt Time - https://www.watttime.org/ Gavin McCormick - https://www.linkedin.com/in/gavinmccormick Key Articles: Financial Times article: “A profound contradiction at the heart of climate change policy” https://www.ft.com/content/52f2709c-20f0-11e1-8a43-00144feabdc0 Rolling Stone magazine article: “Global Warmings Terrifying New Math” -  https://www.rollingstone.com/politics/politics-news/global-warmings-terrifying-new-math-188550/ Bloomberg article: Stranded Assets’ Risk Rising With Climate Action and $40 Oil. https://www.bloomberg.com/news/articles/2020-08-11/why-climate-action-40-oil-create-stranded-assets-quicktake How AI and satellites can help cut emissions | The Leonardo DiCaprio Foundation - https://www.leonardodicaprio.org/how-ai-and-satellites-can-help-cut-emissions/ Al Gore and Gavin McCormick - CEO of WattTime - announced the launch of a New coalition called “CLIMATE TRACE”  — which stands for “Tracking Real-time Atmospheric Carbon Emissions” - https://medium.com/@algore/we-can-solve-the-climate-crisis-by-tracing-pollution-back-to-its-sources-4f535f91a8dd More about Mark Campanale: Mark was a co-founder of some of the first responsible investment funds, firstly at Jupiter Asset Management in 1989 with the Ecology Funds, NPI with Global Care, the AMP Capital Sustainable Future Funds, and Henderson Global Investor’s Industries of the Future Funds. Mark served on the World Business Council for Sustainable Development working group on capital markets ... leading up to the 1992 Earth Summit; was a Member of the Steering Committee of UNEP Financial Sector Initiative (1999-2003) and continues to advise a number of financial institutions including Tribe Impact Capital and Consilium Capital.   Mark is a Founder Director of the UK Sustainable and Responsible Investment Forum (UKSIF), 1990-2006, is a member of the Advisory Council of ImpactBase.org; a member of the Advisory Board of the Gordon and Betty Moore Foundation’s ‘Conservation and Markets Initiatives’; a member of UNCTAD’s Sustainable Stock Exchange’s Green Finance Advisory Group; and is the Hon Treasurer of The Rainforest Foundation UK.  Mark was also Founder of the Social Stock Exchange, funded by the Rockefeller Foundation and more recently Big Society Capital. -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business model - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/) -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Florian Kemmerich is Managing Partner of Bamboo Capital Partners, Founder of Ryan-Kay and Board Member of numerous organisations.  Florian leverages his extensive background on start-ups, fundraising, and transactions in healthcare and life science to invest in, build, and (re-)position organisations in the competitive global marketplace. In particular, his passion is around impact investment and effective personal development methodologies to create high-performance teams, whereby many members have become successful executives and entrepreneurs themselves. In addition, Florian founded a medical education foundation in Mexico while supporting many NGOs, patient advocacy groups, and extramural surgery programs in Central-America’s most remote locations. As an active member of the Young Presidents’ Organization he is Chair of the Impact Networks Council. Florian previously held C-level positions at Parter Capital, Olympus, SBi (Stryker), and B|Braun.  Highlights: Jean-Philippe de Schrevel founding Blue Orchard and pioneering microfinance Bamboo Capital funds include: Oasis Fund - high risk first generation energy access fund - open ended BEAM - closed Off grid energy in Sub-saharan Africa and Asia World Bank mandate energy access solutions in Haiti and Madagascar “As we move from baby boomers to millennials, the quest for purpose is a big theme.” “Big asset managers are doing sustainability, further ESG and impact investing. This shouldn’t be just storytelling, we make sure that the money resolves issues around the world.” SDG500, the impact investing partnership platform: 6 Impact Funds Targeting $500m Missing middle finance - beyond microfinance and below where banks would lend, areas with no angel investors.  First loss catalytic capital from non-profit.  Adjust risk and reward.  Clear theory of change on the ground There were initial challenge to raise funds because of perceived risk It is important to be scaling based on the need of the ground vs scaling based on the need of investors Exit scenarios can come in the form of selling back to the principal, or have the industrty coming in and following on or other funds coming in and following Impact measurement - There is a balance between investing in impact measurement system and keeping it simple Investors need to embrace all the SDG not just their chosen SDG, and invest in the real needs on the ground. Don’t just teach people how to fish, but invest in their fishing companies. Time Stamp: [03:20] What is impact investing? [04:50] What does Bamboo Capital do? [07:45] Jean-Philippe de Schrevel pioneering impact investing with microfinance [13:40] SDG500, impact investing platform [21:00] What is the target audience? [25:00] What it means to have catalytic first loss  [28:00] How Bamboo Capital differs from other private equity funds [30:00] Examples of investees - BBOXX [34:30] Lessons learned on measuring impact [40:00] Final advice Useful links: Florian Kemmerich Linkedin https://www.linkedin.com/public-profile/in/floriankemmerich/ Jean-Philippe de Schrevel https://www.linkedin.com/in/jean-philippe-de-schrevel BlueOrchard https://www.blueorchard.com/ BlueOrchard, CEO - Patrick Scheurle -  Impact Leaders Episode #25https://bit.ly/ILBOPS  Bamboo Capital Investees http://www.bamboocp.com/investees/ BBOXX https://www.bboxx.com/ Private Equity Impact Funds - recent fundraising closes - Unquote report (https://www.unquote.com/digital_assets//Impact_2020_v3_lo.pdf) SDG500 webinar: Importance of SME Financing to COVID-19 Response and Recovery Efforts - YourTube replay (https://youtu.be/Y0ElUaEaGRQ) UNCDF news: Government of Cote d'Ivoire Commits EUR 5 Million to SDG 500 (https://www.uncdf.org/article/5882/government-of-cte-divoire-commits-eur-5-million-to-sdg500-at-united-nations-high-level-political-forum-virtual-side-event) SDG500 Webinar - the impact investing partnership platform - takeaways : SDG 500 is a “historic First” 6 Impact Funds 30 African States 12 years life 14 of 17 SDGs Targeting $500m First ABS SDG related for Emerging Markets 3 different tranches  Ticket sizes as low as $250k Public funds multiply x 2.5 -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business model - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/) -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Jason Mitchell is Co-Head of Responsible Investment for Man Group plc. He is responsible for directing the development of impact, thematic and norms-based investment strategies as well as the broader integration of ESG criteria across asset classes and multi-asset solutions. Jason also acts as advisor on funds where ESG, impact investing, engagement and norms-based screening represent a principal feature of the strategy. He co-chairs Man Group’s Stewardship & Active Ownership Committee. He speaks and writes widely on social and environmental issues, most recently in the FT and London Review of Books. He also hosts ‘A Sustainable Future’, an award-winning podcast about what we’re doing today to build a more sustainable world tomorrow. The podcast profiles organizations, leaders and academics who are examining all facets of sustainability, from climate change and migration to governance and global norms. The podcast provides an open, educational resource to anyone interested in exploring approaches to sustainable, responsible investing. Highlights: Jason works on better management of ESG at a portfolio level. What happens to ESG when elevating from a typical single issuer or single security measures to portfolio allocation of capital. “We actually think that cultivating different types of approaches is actually a huge positive for us because when you think about all these businesses ... as individuals streets or lanes all meeting at one intersection that  ... kind of feels like Piccadilly square, it's just noisy loud. And at that intersection when it comes to this space you find differing, sometimes conflicting expectations, approaches and implementations of, let's say ESG. My point is that the intersection is an incredibly powerful way to understand what we want to build.” What are we solving for? What is the end game? ... The bigger end game is always how are you better at understanding the risk ... and how ultimately you can elevate this up to asset allocation strategies. When we think about long term versus short term time horizons or preference around ownership periods, there is also materiality concerns. The big innovation has to be data oriented. “It's been a complete sea change over the last 12 to 24 months, reflected in RFPs - requests for proposals - where clients are asking for information in a way that they haven't before.” There is a clear leadership effect with the biggest pension funds on the Top 50 leading the way and influencing the rest. The analogy to showing an example of one sustainable investment in a presentation to clients to when “Charlie Chaplin entered a Charlie Chaplin lookalike contest…. Its sort of an empty anecdote because it doesn’t reveal its context.” “One of the best things that I've done and most gratifying things I would say, is producing a chapter for CFA ESG investing certificate, it's chapter eight on portfolio construction and management.” The conversation with CEO of Banco Sabadell asset management in Barcelona sharing why climate action is important Understanding Jason’s personal arc and why he entered into this space.  Importance of being curious is whichever context you choose to pursue. Why you need to ask questions, and not be afraid. Time Stamp: [3.56] What is responsible investing [6:00] Jason’s career path, personal arc and pivotal points [9:50] About Man Group plc. [15:00] We don’t want a unified approach to ESG [17:00] What are we solving for? [20:00] ESG measures, modelling for long term and managing materiality and risks [24:00] Data, Data collection and use of AI, machine learning and NLP [32:00] Impact: balance between intentionality and measurability [36:00] A sea change in interest in ESG and impact [42:00] Race to zero emissions to the COVID-19 pandemic  [43:30] Fund Managers vs Allocators - Asking the right questions and presenting relevant information [45:00] The anecdote/analogy: Charlie Chaplin entered a Charlie Chaplin lookalike contest [47:00] ESG is a number, it’s not risk - Bob Litterman Episode (https://www.man.com/maninstitute/control-problem) [49:30] Long term risks and scenario analysis  [51:30] The Importance of education - Podcasts and CFA  [53:00] Opportunities to transition more capital to sustainable and responsible investment [57:00] What drives Jason Mitchell  [61:00] What makes an Impact Leader [67:00] Stay curious  Useful links: About Jason Mitchell (https://www.man.com/jmitchell)   and his Linkedin Profile (https://uk.linkedin.com/in/jjasonmitchell)   MAN group plc website (https://www.man.com)   MAN group Responsible Investment Framework (https://www.man.com/responsible-investment)   A Sustainable Future’ Podcast (https://www.man.com/maninstitute/podcasts)   JP Dallmann’s latest article on Forbes.com: Sustainable Investment And The Race to Zero Emissions During The Covid-19 Pandemic (http://bit.ly/NetZeroCOVID19Forbes) Morgan Stanley report - Sustainable Signals: Asset Owners See Sustainability as Core to the Future of Investing (https://www.morganstanley.com/content/dam/msdotcom/sustainability/20-05-22_3094389%20Sustainable%20Signals%20Asset%20Owners_FINAL.pdf) African Devleopment Corporation https://www.african-development.com/ COP26 https://www.ukcop26.org/ Barclays AGM - Resolutions 29 and 30: Climate change (see letter page 13 (https://home.barclays/content/dam/home-barclays/documents/investor-relations/reports-and-events/AGM2020/NOM-2020.PDF) ) Share action update: 24% of shareholders voice dissent at Barclays’ current fossil fuel support (https://shareaction.org/24-of-shareholders-voice-dissent-at-barclays-current-fossil-fuel-support/) Mizuho Financial Group:  investors reject Japan's first shareholder climate resolution (https://www.japantimes.co.jp/news/2020/06/25/business/corporate-business/mizuho-investors-reject-shareholder-climate-resolution/) GIIN https://thegiin.org/ PRI https://www.unpri.org/ ITC International Trade Union Confederation (https://www.ituc-csi.org/)   FRC UK Stewardship Code (https://www.frc.org.uk/investors/uk-stewardship-code)   Ben Yeoh - Episode of Impact Leaders (https://audioboom.com/posts/7423004-ben-yeoh-the-50-shades-of-green) : “50 Shades Of Green” Banco de Sabadell (https://www.grupbancsabadell.com/corp/es/inicio.html) SA - Jaime Guardiola Romojaro, CEO. -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business model - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/) -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Dirk Hoozemans joined Triodos Investment Management in 2017 as Fund Manager of the Triodos Pioneer Impact Fund. He came from Robeco where he served in various senior portfolio management positions in Rotterdam, Boston and Hong Kong, including portfolio manager of Robeco Global Energy Fund and deputy portfolio manager of the Robeco NV fund. Dirk studied Econometrics at Tilburg University, and is a CFA Charterholder. Triodos Investment Management is a globally active impact investor. They see impact investing as a driving force in the transition to a more inclusive and sustainable world.  Triodos Pioneer Impact Fund aims to generate positive impact and competitive financial returns from a concentrated portfolio of small- and mid-cap companies providing solutions for Triodos’ seven identified sustainable transition themes. Highlights: How Triodos Pioneer Impact Fund works and how hey find companies to invest in. The 7 themes Triodos invests in -  sustainable food and agriculture, renewable resources, circular economy, sustainable mobility and infrastructure, innovation for sustainability, prosperous and healthy people. “The philosophy and treatment of investment management is very much a values based organization in that we change finance ... to finance change, and hence we want to make our capital work for good.” “Where we are different from many other more traditional ESG investors in the respect that a lot of sustainability investors are more ratings based. First and foremost ratings are backward looking. And secondly, they often measure the quality of reporting and not so much the quality of corporate culture or corporate behavior or even corporate future. So, what we really want to do is have a forward-looking sustainability analysis and see how sustainability creates opportunities for companies.” “The trend towards sustainability investment is undeniable and ESG is becoming more and more a mainstream proposition, both retail and institutional. The focus will be on moving beyond ESG and towards more impact.” Resilience in Impact management is a combination of what you specifically do and what you specifically don't do. In the long run, we believe we have a good trifecta or risk, return, impact. Sustainability scores are backwards looking and often measure the quality of the reporting The industry needs more standardisation in data and transparency. Impact Leaders are positive, energetic ... and they walk the talk. Timestamp: [02:49] What is sustainable and impact investing? [04:20] About Triodos Investment Management [08:40] Dirk’s professional career evolution  [15:00] Triodos client base and how their fund works [20:21] How Triodos look for companies to invest [22:42] How the Pioneer Impact Fund managed during the recent market downturn [29:00] How to move more capital into Sustainable & Impact Investing [31:00] How to know if my investment is impactful: navigating reports  [35:00] Sustainability ratings and scores [38:50] How to stay ahead as an impact fund [40:00] What inspires Dirk and what makes an impact leader [42:00] Walking the talk: invest with impact Useful links: Dirk Hoozemans (https://nl.linkedin.com/in/dirk-hoozemans-6955a73) - Fund Manager, Triodos IM Sandra Bergsteijn (https://nl.linkedin.com/in/sandra-bergsteijn-856a81b) - Head of Corporate Communication, Triodos IM Triodos Pioneer Impact Fund (https://www.triodos-im.com/funds/triodos-pioneer-impact-fund/LU0309383726)   Triodos Investment Management (https://www.triodos-im.com/) Triodos Bank UK (https://www.triodos.co.uk/) Sustainalytics (https://www.sustainalytics.com/) Investors Back ESG in the Crisis - Morningstar (https://www.morningstar.co.uk/uk/news/202274/investors-back-esg-in-the-crisis.aspx) Dow Jones Sustainability Indices (https://en.wikipedia.org/wiki/Dow_Jones_Sustainability_Indices) Global Goals (SDGs (https://sustainabledevelopment.un.org/?menu=1300) ) -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/) -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

On this episode we had an insightful conversation with Troy Mortimer, who is a Sustainability & Responsible Investment (SRI) expert and until very recently the UK Head of the SRI practice at KPMG. Troy has worked globally across multiple industries, primarily asset management, over the last 20 years. He has extensive knowledge and experience relating to governance and risk, due diligence, engagement, assurance reporting and responsible investment / ESG practices to sustainability related conversations at companies and with investors. Some highlights: Institutional investors and regulators are starting to hold businesses up to a new bar. Savvy investors need to assess investments based on emerging risks. How to conduct a responsible investment due diligence. “I remember looking at one client's sustainability report that was over 500 pages, thinking, that's not an efficient way of getting information back into these key allocators of capital.” What really is a game changer is when an asset manager might push back in a constructive way on a client saying, “Here's why we think you would want to avoid this particular type of investment, or why there's a compelling argument to invest in this particular transition, or these best in class companies because of reason x, y, z.” Mark Carney said last week in in a speech that ... we can't isolate or self isolate from climate change”. So there's learning opportunities in this current situation that we really need to latch on to. Because there will be other challenges as we move ahead. And we need to make sure that we've taken those learning points and to adapt them because the situation will definitely be different” “My point with the SDGs, and frankly, with any kind of impact is that there's always going to be positive and negative impacts related to any investment. And where I found the true leaders in impacts methodology reporting, have held themselves out is to demonstrate that actually, they report both on the positive impacts as well as some of the negative impacts.” “There is good compelling argument for ESG, it has withstood a strong market shock. It benefits us all as humans on this planet, as members of society, and pastoral cares of this world that we're going to give on to our kids. This has led to introspection on what is our broader purpose as companies as individuals. The time of self-isolation has given us time to take stock of that.” Quality of investments will be key as we move out of the Covid-19 crisis. “If I had a call to action for asset owners, it would be to do your best to try to reward those companies that are making an effort to be transparent.” “The key thing is start to take action in your own way. have those conversations within your your respective companies, amongst your colleagues, inquire what's being done, look at what's going on within your own pension, and your own investment portfolio. But start to take small consistent movements, and be purposeful with it.” Time Stamp: [02:42] What is sustainable and impact investing? [06:05] Troy’s career journey to date [16:13] Importance of educating investors [17:57] How asset owners have changed [22:40] How well embedded is ESG in asset management [28:37] Impact measurement framework, tools and responsible investment due diligence [36:30] Top-down and bottom-up approaches to impact measurement [40:00] Transparency and SDG [45:00] Opportunities around Covid-19 [51:34] What inspires Troy [57:05] What makes a Impact Leader for Troy Useful links: Troy Mortimer on LinkedIn (https://www.linkedin.com/in/troy-mortimer-27973a5) Walker Review (https://webarchive.nationalarchives.gov.uk/+/http:/www.hm-treasury.gov.uk/d/walker_review_261109.pdf)   Turner Review (http://news.bbc.co.uk/1/shared/bsp/hi/pdfs/18_03_09_turner_review.pdf)   Edelman Trust Barrometer (https://www.edelman.co.uk/research/edelman-trust-barometer-2020)   About the USAID (https://en.wikipedia.org/wiki/United_States_Agency_for_International_Development) - United States Agency for International Development  About the IDB (https://en.wikipedia.org/wiki/Inter-American_Development_Bank) - Inter-American Development Bank About CDC - CDC Group plc - https://en.wikipedia.org/wiki/CDC_Group UK Pensions and lifetime savings association  https://www.plsa.co.uk/ UK Sustainable Investment and Finance Association (UKSIF)  https://www.uksif.org/ (https://www.uksif.org/) Task Force on Climate-related Financial Disclosures (TCFD) recommendations (https://www.tcfdhub.org/recommendations/)   The TCFD is powered by The Climate Disclosure Standards Board (CDSB (https://www.cdsb.net/) )  UN PRI TCFD based reporting requirements and guidelines  (https://www.unpri.org/news-and-press/tcfd-based-reporting-to-become-mandatory-for-pri-signatories-in-2020/4116.article) UN PRI Inevitable Policy Response (https://www.unpri.org/inevitable-policy-response/what-is-the-inevitable-policy-response/4787.article)   Institutional Shareholder Services group of companies (“ISS”) launching a tool on SDG Impact Rating  (https://www.issgovernance.com/esg/impact-un-sdg/sdg-impact-rating/) Mark Carney: 'We can't self-isolate from climate change' article by The BBC (https://www.bbc.co.uk/news/science-environment-52582243) Cary Krosinsky Impact Leaders Podcast episode (http://bit.ly/ILCKSFI) -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/) -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

IMPACT LEADERS podcast - Lockdown Series Part 5 of 5 - Lessons & Legacy Questions covering key subjects discussed on this episode include: + How ILA & Partners is bringing experts together to collaborate and help the industry  + What are the biggest lessons so far + Other projects ILA & Partners are supporting and working on + Introduction to “The ILA Fund“ + What difference we would like to make -------- Thank you for listening to the IMPACT LEADERS podcast, featuring Leaders focusing on Sustainable & Impact Investment and Performance with Purpose sharing their stories, experiences and advice to increase awareness in the market and highlight best practices, in order to help more companies and institutions transition more capital into the industry faster.  This episode is part of a special series that was inspired by listeners asking to hear more about some fundamental concepts, trends and the much needed collaboration for a more sustainable future.  So we created this set of 5 shorter episodes given the extended lockdown period we are experiencing, in case you have some extra time and want to invest it in learning something new. I am JP Dallmann, Founder and CEO of ILA & Partners. As you know, I usually interview and feature a specific leader in the industry, but on this occasion I am being interviewed by my dear friend Emilie West, so she took the opportunity to ask me about a few personal reflections and lessons, further background on ILA and partners, and our initiatives, including the creation of this podcast.  If you are listening to the series for the first time, please do check the title and make sure you don't miss listening to the other four episodes. I am grateful that you are choosing to invest your time in doing this, since I know that you are going to feel encouraged and inspired ! Make sure you subscribe and get the notifications from your prefered podcast platform, and do follow us on social media, to stay connected. Particularly via LinkedIn and Twitter.  I appreciate your support. it helps keep IMPACT LEADERS going. Enjoy this episode! -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/) -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

IMPACT LEADERS Podcast - Lockdown Series Part 4 of 5 - Measurement & Challenges Questions covering key subjects discussed on this episode include: + How investment companies measure the real impact of their investments + Some of the big challenges for sustainable investments in 2020 and beyond -------- Thank you for listening to the IMPACT LEADERS podcast, featuring Leaders focusing on Sustainable & Impact Investment and Performance with Purpose sharing their stories, experiences and advice to increase awareness in the market and highlight best practices, in order to help more companies and institutions transition more capital into the industry faster.  This episode is part of a special series that was inspired by listeners asking to hear more about some fundamental concepts, trends and the much needed collaboration for a more sustainable future.  So we created this set of 5 shorter episodes given the extended lockdown period we are experiencing, in case you have some extra time and want to invest it in learning something new. I am JP Dallmann, Founder and CEO of ILA & Partners. As you know, I usually interview and feature a specific leader in the industry, but on this occasion I am being interviewed by my dear friend Emilie West, so she took the opportunity to ask me about a few personal reflections and lessons, further background on ILA and partners, and our initiatives, including the creation of this podcast.  If you are listening to the series for the first time, please do check the title and make sure you don't miss listening to the other four episodes. I am grateful that you are choosing to invest your time in doing this, since I know that you are going to feel encouraged and inspired ! Make sure you subscribe and get the notifications from your prefered podcast platform, and do follow us on social media, to stay connected. Particularly via LinkedIn and Twitter.  I appreciate your support. it helps keep IMPACT LEADERS going. Enjoy this episode! -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

IMPACT LEADERS Podcast - Lockdown Series Part 3 of 5 - Stakeholders & Regulations Questions covering key subjects discussed on this episode include:  + Different stakeholders and how we can help them to become sustainable investors  + Regulations have a big part to play in the industry creating impact  -------- Thank you for listening to the IMPACT LEADERS podcast, featuring Leaders focusing on Sustainable & Impact Investment and Performance with Purpose sharing their stories, experiences and advice to increase awareness in the market and highlight best practices, in order to help more companies and institutions transition more capital into the industry faster.  This episode is part of a special series that was inspired by listeners asking to hear more about some fundamental concepts, trends and the much needed collaboration for a more sustainable future.  So we created this set of 5 shorter episodes given the extended lockdown period we are experiencing, in case you have some extra time and want to invest it in learning something new. I am JP Dallmann, Founder and CEO of ILA & Partners. As you know, I usually interview and feature a specific leader in the industry, but on this occasion I am being interviewed by my dear friend Emilie West, so she took the opportunity to ask me about a few personal reflections and lessons, further background on ILA and partners, and our initiatives, including the creation of this podcast.  If you are listening to the series for the first time, please do check the title and make sure you don't miss listening to the other four episodes. I am grateful that you are choosing to invest your time in doing this, since I know that you are going to feel encouraged and inspired ! Make sure you subscribe and get the notifications from your prefered podcast platform, and do follow us on social media, to stay connected. Particularly via LinkedIn and Twitter.  I appreciate your support. it helps keep IMPACT LEADERS going. Enjoy this episode! -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

IMPACT LEADERS Podcast - Lockdown Series Part 2 of 5 - Sustainable & Impact Investing Questions and key subjects discussed in this episode include:  + What is Sustainable & Impact investing?  + Is there a growing interest in Impact Investing? + How can people make a difference? + What you can do if you have a pension: the impact of capital and your actions -------- Thank you for listening to the IMPACT LEADERS podcast, featuring Leaders focusing on Sustainable & Impact Investment and Performance with Purpose sharing their stories, experiences and advice to increase awareness in the market and highlight best practices, in order to help more companies and institutions transition more capital into the industry faster.  This episode is part of a special series that was inspired by listeners asking to hear more about some fundamental concepts, trends and the much needed collaboration for a more sustainable future.  So we created this set of 5 shorter episodes given the extended lockdown period we are experiencing, in case you have some extra time and want to invest it in learning something new. I am JP Dallmann, Founder and CEO of ILA & Partners. As you know, I usually interview and feature a specific leader in the industry, but on this occasion I am being interviewed by my dear friend Emilie West, so she took the opportunity to ask me about a few personal reflections and lessons, further background on ILA and partners, and our initiatives, including the creation of this podcast.  If you are listening to the series for the first time, please do check the title and make sure you don't miss listening to the other four episodes. I am grateful that you are choosing to invest your time in doing this, since I know that you are going to feel encouraged and inspired ! Make sure you subscribe and get the notifications from your prefered podcast platform, and do follow us on social media, to stay connected. Particularly via LinkedIn and Twitter.  I appreciate your support. it helps keep IMPACT LEADERS going. Enjoy this episode! -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

IMPACT LEADERS Podcast - Lockdown Series Part 1 of 5 - Introduction & The Podcast Questions covering key subjects discussed on this episode include: + What made JP Dallmann get involved in the impact investing world + About the IMPACT LEADERS podcast and why JP launched it. -------- Thank you for listening to the IMPACT LEADERS podcast, featuring Leaders focusing on Sustainable & Impact Investment and Performance with Purpose sharing their stories, experiences and advice to increase awareness in the market and highlight best practices, in order to help more companies and institutions transition more capital into the industry faster.  This episode is part of a special series that was inspired by listeners asking to hear more about some fundamental concepts, trends and the much needed collaboration for a more sustainable future.  So we created this set of 5 shorter episodes given the extended lockdown period we are experiencing, in case you have some extra time and want to invest it in learning something new. I am JP Dallmann, Founder and CEO of ILA & Partners. As you know, I usually interview and feature a specific leader in the industry, but In this occasion I am being interviewed by my dear friend Emilie West, so she took the opportunity to ask me about a few personal reflections and lessons, further background on ILA and partners, and our initiatives, including the creation of this podcast.  If you are listening to the series for the first time, please do check the title and make sure you don't miss listening to the other four episodes. I am grateful that you are choosing to invest your time in doing this, since I know that you are going to feel encouraged and inspired ! Make sure you subscribe and get the notifications from your prefered podcast platform, and do follow us on social media, to stay connected. Particularly via LinkedIn and Twitter.  I appreciate your support. It helps keep IMPACT LEADERS going. Enjoy this episode! -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

WHEB Asset Management is a positive impact investor focused on the opportunities created by the transition to a low carbon and sustainable global economy. Seb Beloe is the Head of Research and leads the integration of sustainability analysis within the investment process, as well as overseeing engagement activities. Previously, Seb was Head of SRI Research at Henderson Global Investors where he led on the identification and analysis of sustainability themes and company-level corporate responsibility analysis. Prior to Henderson, Seb was the Vice President of Research and Advocacy at SustainAbility.  He has published several reports on sustainable business, and has been a member of numerous corporate advisory boards and awards panels. Seb has two degrees in environmental science and technology, from the University of East Anglia and Imperial College and is a Chartered Environmentalist. Highlight: You must have a long term perspective in investing. “...what’s really changed is the level of interest in sustainability and impact investing from institutional investors and retail investors as well.” We see an ESG stampede around some particularly high profile companies that are clearly providing some kind of low carbon solution. The most obvious example is Tesla. Methodology on measuring the impact and taking numbers from a company e.g. Kingspan and translating the impact into energy saved and carbon emissions. Engagement during company Annual General Meetings and proactive engagement to speak with companies’ management. You have to analyse companies and be actively looking at how they are reducing carbon emissions. It is important to frame the conversation around the business case, not just because its good for the planet. Large institutional investors are required to at least think about ESG issues, but they are also under a lot of pressure from their own beneficiaries to invest in a more responsible way. Financial sector is not beloved by people, it’s not trusted very much, but they like to invest in funds with people that they think they can trust. The partners have majority of their own money invested in the fund. THe EU green taxonomy is a very strong signal where the european economy is heading. “it's been a real privilege working with people who have that real sense of mission around environmental issues“. Time stamps: [03:35] Impact investing and sustainable investing [06:10] History of WHEB [10:00] Growth of the fund and its challenges  [17:00] Amazon’s performance is ultimately about consumerism and volume [21:35] Is there actually more impact in the environmental themes than the social themes? [29:00] Relevance of the allocation in a company to have engagement conversations [33:56] You have to be commercial to make the business sustainable  [38:10] The positive effect in performance and not holding positions in oil and gas companies [40:10] What type of clients come to WHEB [53:10] Impact of government policies [58:00] Why it’s important to have a sense of mission  Useful links: www.WHEBgroup.com (http://www.whebgroup.com) Seb Beloe on Twitter (https://twitter.com/SebBeloe) Seb Beloe's Linkedin (https://uk.linkedin.com/in/sebbeloe) BBC on FTSE & Dow Jones fall - Worst day since 1987 (https://www.bbc.co.uk/news/business-51829852?app=news.business.story.51829852.page) HSBC report - ESG stocks did best in COVID-19 slump (https://www.gbm.hsbc.com/insights/global-research/esg-stocks-did-best-in-corona-slump) , by Ashim Paun, Co-Head, ESG Research FT article on Nordic Investor - Lessons from my $600m gamble on renewables (https://www.ft.com/content/f9ba8d70-6547-11ea-b3f3-fe4680ea68b5) , by  Jens Ulltveit-Moe EU taxonomy for sustainable activities (https://ec.europa.eu/info/publications/sustainable-finance-teg-taxonomy_en) Tim O’Riordon (https://en.wikipedia.org/wiki/Tim_O%27Riordan) Kingspan (https://www.kingspan.com/group/) Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

Carnot Capital is an investment management company, specialized in the area of energy and resource efficiency. Carnot Capital is a signatory of the Principles for Responsible Investment (PRI) and measure the impact of their investments by mapping the UN's 17 Sustainable Development Goals (SDGs). Andres Gujan is the Cofounder and Portfolio Manager at Carnot Capital. Andres Gujan was an analyst for engineering, real estate and electricity companies at Valartis Bank. In this context he was responsible of the investment portfolio of Valartis Bank, has been a consultant for institutional clients and involved in the issue of derivative investment products. Prior to that, he held leading positions in financial analysis at Bank Vontobel and at Kepler Equities, where he was a responsible analyst for the first share placement of BKW FMB Energy. Andres Gujan started his career at UBS. Andres Gujan is a graduate of the University of St. Gallen (lic.rer.publ.HSG) and is a chartered financial analyst (CFA). Dominique Sekyra is the Head of Business Development at Carnot Capital. Dominique used to work for Knight Vinke (Switzerland) AG where he was responsible for Investor Relations. Prior to this, Dominique worked for the UHNWI team of Bank Vontobel AG's Private Bank. Dominique holds a Master of Science (MSc) in International Business Economics from the University of Westminster in London. Highlights: “We don’t buy sustainability reports, we buy good companies” “At the time there were a lot of sustainable funds around, but we thought that these funds were not that sustainable. Because sustainability is also a financial aspect. A lot of these funds disappeared because they were investing in business models that were not sustainable in the end. So companies that went basically bust.” Carnot capital has two well established  funds - Carnot Efficient Energy Fund and Carnot Efficient Resource Fund. They also recently launched a circular economy index together with Bank Vontobel. Investing in established companies with products and services in industrial, transport and buildings technology, rather than energy transition into renewables. They also invest in resource efficiency such as food sector for example fisheries, agriculture, clean air and clean water. “And only if you ask those specific questions, you actually drill a little bit deeper than the usual biannual analyst call which is mainly very financial heavy, and governance heavy. We are able to ask a different set of questions to competing funds and that is our edge.” There is a lag between how rating agencies analyse these companies and how we interpret these companies with dialogue and deeper research and ESG ratings. Heatmaps of aggregation of the portfolio companies and SDG impact “In our experience, it is impossible to do impact investing without being an active investor.” “I think there will be two streets, two avenues. Either you analyze everything, and you analyze it with not enough depth or granularity, or you focus like us on a specific sector or even a specific portfolio.” How partnerships with banks can scale impact investing -1) create actively managed certificates and create derivatives themed around resource funds 2) traditional managed accounts where they pick out the best qualities from niche impact investors The challenges of climate change and resource scarcity will still be around after the coronavirus crisis. Highlights: [03:24] What is sustainable and impact investing? [07:00] How the investments moved from reducing energy consumption to sustainable and impact investing [16:20] Engagement with companies to push for efficiency numbers and realising these for investors [21:00] Regulatory coming in that will impact footprint and handprint [26:24] Methodology for assessing and measuring environmental impact [31:46] Investor clients coming to Carnot Capital [34:00] Active investing vs ETFs and passive investments [36:07] Challenge of scaling funds like Carnot Capital’s [38:09] Coronavirus crisis and its impact on the market  [43:00] More about Andres and Dominique and what inspires them [47:25] Call to action Useful links: Andreas Gujan’s Linkedin (https://ch.linkedin.com/in/andres-gujan-39207015) Dominique Sekyra’s Linkedin (https://ch.linkedin.com/in/dominique-sekyra) Andreas Walther - Chief Impact Officer of Carnot Capital Linkedin (https://www.linkedin.com/in/dr-andreas-walther-797564146/) Carnot Capital (http://carnotcapital.com/) Carnot Efficient Energy Fund (https://www.carnotcapital.com/investor/carnot-efficient-energy) Carnot Efficient Resources Fund (https://www.carnotcapital.com/investor/carnot-efficient-resources) Circular World Index (https://www.carnotcapital.com/news/180-carnot-capital-publishes-the-second-edition-of-its-impact-investing-research-paper-2-1) Carnot Capital Twitter (https://twitter.com/carnotcapital) Carnot Capital Linkedin (https://www.linkedin.com/company/carnotcapital/) Belimo (https://www.belimo.com/) Bertrand Piccard - Solar Impulse (https://solarimpulse.com/) Jeremy Rifkin - The New Green Deal (https://www.amazon.co.uk/Green-New-Deal-Jeremy-Rifkin/dp/1250253209) Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

This episode is a bit different from our usual format: I recently held a webinar called “The Evolving Power of ESG: Generating Returns and Communicating with Clients”, where we discussed some key areas of interest to fund managers and investors, given the growing momentum, latest trends and key developments in the industry. I was joint in conversation by Esa Saloranta, Head of ESG and Sustainable Technology at eQ Plc. The webinar is part of a series in the build up to the ESG Investment Europe Event on 27-28 May in London.  Make sure you join us at the event if you can make it. This is another initiative we have taken at ILA & Partners in partnership with Reuters Events by Thomson Reuters, to continue with our efforts to promote and scale Sustainable & Impact Investing.  We hope you enjoy it ! Introduction Despite progress in creating industry standards and frameworks to help clarify ESG data, individual methodologies for the incorporation within investment decision-making remains ambiguous. This issue is heightened by the evolving demands of increasingly active stakeholders. Communicating ESG to clients in unambiguous and relevant terms has become a priority for leading asset managers. Listen to this episode to gain an expert understanding of the biggest challenges and best practices in Sustainable & Impact Investing, including:  Setting the Scene & Sharing Preferred Strategies: How variance in defining ‘ESG’ leads to confusion and conflict between investment firms & investors, policymakers, clients and key stakeholders Internal Processes and Policies: How to integrate ESG into an investment company and gain an understanding of the common challenges and obstacles Improving Return Profile Through Building ESG into Your Models: How to integrate ESG factors into your models and decision process, across all portfolios and discuss what has worked best thus far, and where improvements can be made Data Sets as Part of the Investment Process: Understand which services and information are most useful and learn where to source and develop key information both externally and internally Communicating with Clients: How is ESG affecting the communication with your clients and the latest information clients are currently requesting Call to Action: What should investment firms/managers and clients do differently and the practical steps you can implement today to improve your ESG data analysis and communication Some quotes and highlights “The sustainable revolution is gaining momentum and it now represents the single greatest investment opportunity in all of history.” Al Gore, Generation IM “I believe we are on the edge of a significant capital reallocation of capital… And investors will need to fundamentally reassess portfolios because of sustainability issues.” Larry Fink, Chairman and CEO of Blackrock “The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and above all, the durability of that advantage.” - Warren Buffet “Every CEO needs to sit down and come to grips with the fact that if I don’t have teachers to teach the children of my employees, then the best employees aren’t going to come work for our company.” - Chuck Robbin, Chairman and CEO of Cisco Calls To Action:         1. As an equity fund manager, take a long terms perspective, choose the best companies in the world to go along even in this crisis.          2. Make demand use our influence as guardians of assets to ask where are the mitigations to existential threats that is surely coming down the line.           3. How are we using resources and having a net positive impact and to give back to the planet and people, more than which we are using.            4. Ask what are we doing with our investments and capital allocation, how are we getting the most of our resources long term than we are taking in the short term.              5. This is the most exciting opportunity we have ever been gifted to solve the world’s most challenging problem in a way that we can, and we get to be a part of it by funding these solutions. Time Stamps: [01:40] Intro by Dominic Grocott from Reuters Events [03:26] JP Dallmnann: Setting the scene of where sustainable investing is and where it is heading [03:26] About ILA & Partners [12:10] Esa Saloranta’s background [17:13] Warren Buffet, Marc Benioff and Chuck Robbins  [22:08] BCorp is a global movement [29:01] How Esa started from foundation by rethinking the energy infrastructure fund of the future [33:48] How to evolve your ESG processes in your investments [41:15] ESG rating systems and how this impact short term returns [46:32] How an active investment manager develop their own ESG process [48:30] CSR reporting and impact on SDGs [50:36] How to deal with increasing demand for ESG reporting and communicating with clients [53:02] Sustainability analysis, taking into account people factors as a competitive advantage [01:01:00] CallS to Action Useful links: Webinar (https://www.youtube.com/watch?v=a-Y-t_ZYchM) on Youtube  Reuters Events (https://reutersevents.com/) ESG Investment Europe (https://reutersevents.com/esg-investment-europe/) on 27th - 28th May 2020 Previous Reuters Event webinar: Taking ESG Mainstream (https://www.youtube.com/watch?v=WFHC0BjXjOU)   Larry Fink post on Blackrock Investment Institute’ report on sustainability and asset allocation (https://www.linkedin.com/posts/jp-dallmann_in-january-i-wrote-in-my-letter-to-ceos-activity-6643805175775547392-7Kaa) Esa Saloranta’s Linkedin (https://fi.linkedin.com/in/esa-saloranta-9a1b888a) eQ Blue Planet Fund (https://www.eq.fi/en/funds/eq-sininen-planeetta) Esa Saloranta’s Impact Leaders podcast episode (https://audioboom.com/posts/7375531-esa-saloranta-re-thinking-the-future-technology-and-social-challenges-and-the-role-of-sustai) John Elkington (https://www.linkedin.com/in/john-elkington-2907568) of Volans (https://volans.com/) BCorp (https://bcorporation.net/)   Danone (https://www.danone.com/impact.html) Patagonia (https://eu.patagonia.com/gb/en/environmental-impact.html) Ben and Jerry’s (https://www.benjerry.com/about-us/b-corp) UN Global Compact (https://www.unglobalcompact.org/) Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

Patrick Scheurle is the Chief Executive Officer of BlueOrchard and he was instrumental to the recent majority stake acquisition by the Schroders Group. Prior to that, he held the position of Chief Operating Officer at the company for 3 years. Patrick joined BlueOrchard from Bank Vontobel, where he was in charge of corporate business development and key strategic initiatives. He also held the position of Business Project Manager at Credit Suisse following various assignments as financial analyst and portfolio manager with major Swiss asset management companies. Highlights:  Importance of investor education Why it is risky not to invest in impact investments What would it take to convince all fund managers to embrace impact investing Usage framework is a great way to democratise impact investing SPIRIT - BlueOrchard’s proprietary impact management tool At BlueOrchard it is key to combine both worlds of financial and impact features Attractive financial features are drivers of impact investments Why learning about microfinance was a turning point in Patrick Scheurle‘s career Time Stamp: [02:30] What is impact investment? [05:26] Manager of the first ever commercial microfinance fund [07:10] What is microfinance? [14:00] Financial inclusion, education, reducing poverty and inequality and climate change [16:40] Microfinance for African private schools [20:40] Clients of BlueOrchard [32:03] SPIRIT impact management [35:00] Performance of impact investments and managing impact [40:15] Scaling impact investment to the mainstream [47:10] What inspired Patrick to go into impact investing Useful links: BlueOrchard (https://www.blueorchard.com/) BlueOrchard Impact Report 2019 (https://www.blueorchard.com/blueorchard-impact-report-20192020/) Schroders (https://www.schroders.com/en/media-relations/newsroom/all_news_releases/schroders-acquires-majority-stake-in-leading-impact-investor-blueorchard/) Sustainable Development Goals (https://sustainabledevelopment.un.org/) Millenium Development Goals (https://en.wikipedia.org/wiki/Millennium_Development_Goals) Bank Vontobel (https://www.vontobel.com/en-int/) Mohammad Yunus (https://en.wikipedia.org/wiki/Muhammad_Yunus) Kofi Annan (https://en.wikipedia.org/wiki/Kofi_Annan) FT Article - Schroders buys majority stake in BlueOrchard (https://www.ft.com/content/3e8dc2dc-074a-317d-ae02-1b47caef1ab6) KWF German Development Bank  (https://www.kfw.de/KfW-Group/) Small Money Big Impact (https://www.wiley.com/en-gb/Small+Money+Big+Impact%3A+Fighting+Poverty+with+Microfinance-p-9781119338208) Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

Trevor Neilson is co-founder and CEO of i(x) investments, an entrepreneurial, multi-strategy impact investing holding company, a platform addressing areas of human need. Prior to launching i(x) investments, Trevor served as President of G2 Investment Group where he helped lead the firm’s initiatives in energy, real estate and security. Before his work with G2, he was co-founder of Global Philanthropy Group, an advisory firm that was sold to Todd Wagner and Charity Network in 2017. Prior to his leadership of the GBC, Trevor worked closely with Bill & Melinda Gates, both in their family office and as Director of Special Projects and as a founding member of the team that created and launched the Bill & Melinda Gates Foundation where he served as the Director of Public Affairs. Please learn more about Trevor Neilson using the links provided at the end of the notes. Show Notes: What is Impact Investing? Creating a multi-strategy impact investing  company to create return for investors and help solve human needs. The opportunity and challenge of founding i(x) investments.  The i(x) investments model, the current areas of human need and the opportunities the company focuses on.  We need to get to action! We need personal commitments. We are running out of time! We have 415 parts per million of co2 in our atmosphere. The highest level of co2 that has been in our atmosphere in at least 800,000 years. The money being made on fossil fuels between JP Morgan, Wells Fargo, Citigroup - funding US$2 Tn in new projects in the last 2 years - and Mitsubishi funding new coal plants. We need elected leaders to address climate emergency in an aggressive way. We don't need more deep thoughts about how to measure impact.  We need trillions of dollars of capital going into investments that address the biggest problems we have. Family offices control Trillions of dollars that we can point in this new directioN to have profound impact for the world. As consumers and investors we need to make the right choice to be part of the solution. We need to recognise that individuals decide that this is their problem and not someone else’s problem. We should be supporting activists such as Greta Thunberg, student strikes and Extinction Rebellion. Co-founder Howard W. Buffett and the impact rate of return methodology. Bill Gates on realising that he should be giving sooner rather than build a company and then be a philanthropist at the end of his life. What makes an admirable leader and how we create real impact in this world. Time Stamp: [01:40] Introduction: about Trevor Neilson  [04:19] What is impact investing? [06:07] About i(x) investments and their focus  [10:00] Carbon capture, addressing fossil fuel and the financial system  [14:06] The i(x) Investments’ model & Berkshire Hathaway‘ model  [17:42] About the platform(s) to invest in [20:05] The theory and getting the leading families on board  [23:10]  The biggest challenges, coming up with the idea and assembling the right team while offering the right incentives [26:40] Changing the message to speak to wealthy families [30:15] Measuring impact, Howard W. Buffett, the impact rate of return methodology and actions [34:42] The actions we can take to make a difference [38:48] We need personal commitments. No government is seriously addressing the climate emergency [40:41] About Trevor and what took him to creating “i(x) Investments” [43:00] Science | Capital = Energy | Making money  [44:56] Working with Bill Gates and some lessons  [46:25] Leadership = Real World Change: going to Davos vs. Using power as a leader to address the problems we face [47:38] Bringing people and teams together  Useful links: IX Investments (https://www.ix-investments.com/) Trevor Neilson summary Bio (https://www.ix-investments.com/trevor-neilson/) Trevor Neilson (https://www.linkedin.com/in/trevorneilson/) on LinkedIn Trevor Neilson on Wikipedia (https://en.wikipedia.org/wiki/Trevor_Neilson) Christine Harada (https://www.ix-investments.com/christine-harada/)   Pär Lindstrom (https://www.ix-investments.com/par-lindstrom/) Howard W. Buffett (https://www.ix-investments.com/howard-buffett/) on Wikipedia (https://en.wikipedia.org/wiki/Howard_Warren_Buffett) Social Value Investing: A Management Framework for Effective Partnerships (https://www.amazon.co.uk/Social-Value-Investing-Management-Partnerships/dp/0231182902) New York Times Bestseller 40 Chances: Finding Hope in a Hungry World (https://www.amazon.co.uk/40-Chances-Finding-Hungry-World/dp/1451687869) Steve Oyer (https://www.ix-investments.com/steve-oyer/) News about the launch of i(x) Investments on the NY Times: “Buffett’s Grandson Seeks Own Investment Route: Social Change (https://www.nytimes.com/2015/11/20/business/dealbook/buffetts-grandson-seeks-own-investment-route-social-change.html) ” Berkshire Hathaway (https://www.berkshirehathaway.com/) Bill and Melinda Gates Foundation (https://www.gatesfoundation.org/) Inside Bill’s Brain (https://www.netflix.com/title/80184771?s=i&trkid=13752289) Documentary on Netflix Jeff Bezos announcement (https://www.theverge.com/2019/9/19/20873834/amazon-sustainability-jeff-bezos-climate-change-pledge-emissions-paris-accord) and amazon’s climate pledge (https://sustainability.aboutamazon.com/sustainable-operations/amazon-co-founds-the-climate-pledge-setting-goal-to-meet-the-paris-agreement-10-years-early) Extinction Rebellion (https://rebellion.earth/) Greta Thunberg (https://en.wikipedia.org/wiki/Greta_Thunberg) Global Philanthropy Group (https://en.wikipedia.org/wiki/Global_Philanthropy_Group) Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

Ben Yeoh is the Senior Portfolio Manager, Co-manager of Global Equities, a specialist in Healthcare and ESG Champion at Royal Bank of Canada (RBC) Global Asset Management (GAM UK). Ben is also a member of the Investor Advisory Group at the Financial Reporting Council (FRC). He chairs the Responsible Investment Advisory Committee at Royal London Asset Management. He is also the co-author of New Text Book on ESG Investing by the Chartered Financial Analyst Institute (CFA UK) Highlights: Looking beyond the causal drivers into more active stewardship and long term sustainability There is a spectrum of capital and the markets will decide on how to react to corporates without sustainability strategy or if they decide not to price in carbon A lot of companies are over-borrowing from human capital, environmental and natural capital or cutting R&D ‘We want to avoid companies creating contingent liabilities or liabilities you don’t see on the balance sheet, which are typically extra financial, call them ESG.’ We will need abatement in hard to abate sectors like cement, fertilizers, flying, steel making, aluminum, plastics, or all that. Integrated vs exclusionary ESG vs positive impact Degrowth movement vs growth and decoupled growth ‘You need systems thinking in combination with personal agency’ ‘Stewardship Code 2020 is going to be a really important piece ... because it's putting the onus on a lot of people in the investment chain to report in a much more transparent way. I'm hopeful that is going to raise the bar in terms of what we're looking for on a systems level.’ Time Stamp: [03:38] What is sustainable and impact investing? [04:43] Active stewardship, SDGs and long-term net benefit. [07:08] Mark Carney on the spectrum of capital  [09:48] RBC as a purpose-driven organisation committing $100bn in sustainable Finance (http://www.rbc.com/community-sustainability/_assets-custom/pdf/OurCommitment_EN.PDF)  by 2025 [11:00] Integrated ESG strategy with deep stewardship [12:30] Over-borrowing from contingent liabilities and the impact on capital and returns   [13:50] Creating sustainable capital, alpha and return  [14:50] Active stewardship  [16:29] How Ben started his journey into ESG and sustainability  [19:45] Cross-silo thinking [20:20] Informal Sustainability mingle [22:00] Improvement of data availability and access  [24:18] Trends and growth of sustainable assets in all classes  [26:23] The opportunities in sustainable and impact investment [29:00] The need for abatement on certain sectors [31:00] What investors are looking for and is important to them [33:00] Climate change perceptions & YALE survey [37:50] Ben’s approach to Integrated ESG vs exclusionary vs active ownership vs positive impact [41:00] Rotten Documentary > S2E3 - WATER [43:50] Responsibility of businesses: Who is responsible for irresponsibility business? [46:60] Influencing demand-side consumer behavior [49:00] Economic approaches as solutions and interconnection with the roles of people and companies  [51:50] Trust Barometers  [52:10] Third party certifications > ILA & Partners, Impact Tracker, B-Corp  [54:30] The updated UK Stewardship Code 2020 [55:10] How do we scale ? [56:45] What inspired Ben  Useful links: Ben Yeoh’s Linkedin (https://www.linkedin.com/in/benjamin-yeoh-445133/) Ben Yeoh’s personal blog - Then Do Better  (https://www.thendobetter.com/) Royal Bank of Canada Global Assets Management  (https://www.rbcgam.com/en/landing) Mark Carney of the Bank of England (https://www.bankofengland.co.uk/about/people/mark-carney/biography) Bank of England Climate Change (https://www.bankofengland.co.uk/climate-change) Elroy Dimson (https://uk.linkedin.com/in/elroy-dimson-4a94687)   Andrew Parry of Hermes Investment Management (https://audioboom.com/posts/7189177-andrew-parry-of-hermes-investment-management-sustainability-is-an-imperative-and-the-beta-of-fu) Alex Edmans (http://alexedmans.com/) author of Grow The Pie (https://www.growthepie.net/) Global Sustainable Investment Review 2018 (http://www.gsi-alliance.org/wp-content/uploads/2019/06/GSIR_Review2018F.pdf)   Fiona Reynolds (https://twitter.com/Fireynolds) of UN PRI (https://www.unpri.org/) Yale Climate Opinion Maps 2019 (https://climatecommunication.yale.edu/visualizations-data/ycom-us/) The RBC ESG Exchange (https://global.rbcgam.com/europe/institutional/esg/content/default.fs) Colin Mayer (https://en.wikipedia.org/wiki/Colin_Mayer) author of Prosperity (https://www.amazon.co.uk/Prosperity-Better-Business-Makes-Greater/dp/0198824009) Claire Spedding Dykta (https://uk.linkedin.com/in/clairespedding) of National Grid Kate Raworth (https://www.kateraworth.com/) of Doughnut Economics Tyler Cowan (https://en.wikipedia.org/wiki/Tyler_Cowen) > Growth Rotten Documentary (https://www.netflix.com/title/80146284?s=i&trkid=14170286) - Ref: Season 2 Episode 3 > WATER Amazon commitment to NET ZERO by 2040 (https://fortune.com/2019/09/19/jeff-bezos-details-amazons-net-zero-carbon-emissions-2040-goals-climate-change/) ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) Cary Krosinky of Sustainable Finance Institute and Carbon Tracker (https://audioboom.com/posts/7348948-cary-krosinsky-let-the-best-impact-strategy-win) BCorp Certification (https://bcorporation.net/) UK Stewardship Code 2020 (https://www.frc.org.uk/investors/uk-stewardship-code/http-frc-org-uk-investors-uk-stewardship-code) Event: Sustainability Mingle (https://www.eventbrite.com/e/mingle-arts-business-sustainability-meet-new-people-have-new-ideas-tickets-71267465909) 7:30pm, 14th Nov 2019, Theater Delhi, London* * More events to come.  Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

Jean de Fougerolles, founder and managing partner of Ascension Ventures, an early stage VC. In 2018, Jean launched Fair By Design, a Social Impact Fund focused on reducing poverty in the UK. Highlights: The poverty premium where people in low income pay more than people that are better off. In the UK, 20% of households pay on average £490 more a year for the same services than other people. Fir By Design is supporting new startups or social enterprises trying to make markets fairer by not overcharging low income households The Fair By Design Fund and the Fair By Design Campaign Jean’s story of going full circle from being an economist in a Think Tank in New York to becoming an entrepreneur and then an impact investor. The Fair by Design Roadshow is visiting cities across the UK (Oldham, Bristol, Glasgow) to bring different groups together including credit unions, housing associations, local government and local press. Fair by Design is very interested in all areas of social impact where poverty premium lurks including food, poverty, transport, insurance. How to pick the best companies and examples of funded startups including Emergent, Minibems, Switchee, Wage Steam and Incuto Their next project is The Learn Fund, a new fund focused on the future of work Time stamp: [01:18] Who is Jean de Fourgerolles? [03:03] What is impact investing? [07:31] Payday lending and the consequences of paying the poverty premium [12:40] Co-investing with Finance Birmingham  [16:17] Starting in digital media and moving into deeper tech, AI and blockchain [16:55] Recommendation to someone who is starting an impact fund [19:43] Switchee [21:21] Wage Stream [24:01] Incuto [27:56] Recommendations for Impact Founders [28:15] Non-equity investments such as loans to charities and CICs [31:13] The Learn Fund [33:03] Picking the best companies and investing  [35:01] The Fair by Design Roadshow Useful links: Jean de Fougerolles (https://uk.linkedin.com/in/jeandefougerolles) Ascension Ventures (http://www.ascensionventures.com/) Fair By Design Fund (http://www.fairbydesign.com/) Fair By Design Campaign (https://fairbydesign.com/fair-by-design-campaign/) Joseph Rowntree foundation (https://www.jrf.org.uk/) Finance Birmingham (https://www.financebirmingham.com/) Gary Stewart (https://uk.linkedin.com/in/garystew) of Wayra (https://www.wayra.uk/) Emergent (https://emrgnt.co.uk/) Minibems (http://www.minibems.com/) Switchee (https://www.switchee.co/) WageStream (https://wagestream.co.uk/) Incuto (https://www.incuto.com/) Kal Atwal (https://uk.linkedin.com/in/kal-atwal-3929464b) of Compare The Market (https://www.comparethemarket.com/) Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

This is a special episode including an interview with JP Dallmann on the Sustainability Matters Today Podcast. Your host is Daniel Hartz and he interviews me on his show.  I decided to make it our next episode because it is an extra special one since we are celebrating 1 year of the IMPACT LEADERS podcast! We hope you enjoy it!  Highlights: JP’s career evolution from accounting and investment banking  What is Sustainable & Impact Investing? Companies should be investing for impact as well as returns Returns: perception vs reality Why JP found it paramount to use his financial services experience to work with investment companies that want to transition into sustainable & impact investing  Performance on some of the asset classes Who makes a bigger difference: Warrior Accountants vs Extinction Rebellion protesters The roles in society to create scalable impact  The importance of education, awareness and action Changing your pension funds to impact investing makes a 27 times bigger difference than changing your habits alone Why it is also important to change your habits Al Gore with Paul Van Zyl at The Conduit: latest trends and effects of climate change  How to use the SDGs & your values to set your priorities & Tribe Impact Capital methodology: ImpactDNA  Can companies be sustainable in the long term? The opportunity: why there is so much potential for growth in impact investing Sustainable investing 38% growth to $30trn in the last two years Some further resources to learn more about this life-changing  subject: IFAs, Impact Leaders Podcast, PRI, GSIA, GIIN, TONIIC, Ray Dalio, John Elkington, Cary Krosinsky, YouTube, Forbes.com Time stamps : [02:00] JP’s background [08:35] What is impact investing [10:05] Are impact companies small? [11:58] What is the triple bottom line?  [18:05] Preserving wealth vs preserving our future [22:35] Where your pensions are invested makes a 27x difference [28:51] Are there better ways to action than taking part in a climate strike? [32:38] The importance of education & awareness  [35:26] Can companies be sustainable long term? [38:32] There is great potential for impact investing to grow [44:30] How can people connect with JP Useful links: Subscribe to Daniel Hartz Podcast: Sustainability Matters Today Podcast (https://www.sustainabilitymatters.today/) SDG 17 - Partnership For The Goals (https://sustainabledevelopment.un.org/partnerships/goal17/) PRI - Principals of Responsible Investment (https://www.unpri.org/) GSIA - Global Sustainable Investment Alliance  (http://www.gsi-alliance.org/) GIIN - The Global Impact Investing Network (https://thegiin.org/) TONIIC - The Global Action Community for Impact Investors (https://www.toniic.com/)   RISE fund (https://therisefund.com/) Tribe Impact Capital - ImpactDNA (https://www.tribeimpactcapital.com/our-services/) John Elkington (https://johnelkington.com/) John Elkington Episode 17 (http://bit.ly/ILJEJP) Cary Krosinsky's Linkedin (https://www.linkedin.com/in/carykrosinsky) Cary Krosinsky's book - Sustainable Investing Revolutions In Theory And Practice (https://www.amazon.co.uk/Sustainable-Investing-Revolutions-theory-practice/dp/1138678619) Cary Krosinsky Episode 18 (http://bit.ly/ILCKSFI) Ray Dalio (https://en.wikipedia.org/wiki/Ray_Dalio) Al Gore (https://www.algore.com/) Paul van Zyl (https://en.wikipedia.org/wiki/Paul_van_Zyl) The Conduit (https://theconduit.com/) Sir Michael Hintze GCSG AM > Approach to ESG investing (https://michael-hintze.com/afr-highlights-sir-michael-hintzes-approach-esg-investing/) FT Article - The new front for green revolution rests on warrior accountants (https://www.ft.com/content/affc108e-d20c-11e8-9a3c-5d5eac8f1ab4) Impact Investing Article by JP on Forbes.com - Just A Trend Or The Best Strategy To Help Save Our World? (http://bit.ly/ImpactInvestingOnForbes) Nordea’s illustrative analysis on carbon footprint from savings - 27x Impact (https://www.nordea.com/en/sustainability/sustainability-news/nordeas-illustrative-analysis-on-carbon-footprint-from-savings.html) Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

Mark Armstrong is the founder of BlueSphere Wealth and the Director of Armstrong Private Wealth Management. He is an Independent Financial Advisor (IFA) that specialises in impact investing. IFAs hold a key role in the UK to help individuals understand how they can better manage their money. Highlights: Background of Armstrong Wealth Management  and the founding of BlueSphere Wealth How people can change the world through their savings and pension Why the IFA community is important in transition to more impact investing Mark’s clients that are driven by impact and emotional returns “Your pension may be causing cancer” article The challenge of assessing your own portfolios and getting to the information of actual companies invested by your pension funds  Asking your employer pension fund manager about the top 10 -15 holdings they are funding How must the IFA community evolve to support impact investing Mark’s own learning experience and journey into impact investing Where can IFAs go to learn more about impact investing How a conversation with a friend, Tom McGillycuddy of Tickr, lead to the creation of BlueSphere Wealth Time Stamp: [01:52] What does an IFA do? [04:50] Armstrong Private Wealth Management and BlueSphere Wealth [07:22] Working with others: Tribe Capital and EQ investors [11:00] Who are your clients? Some real life stories [16:00] Returns on investments from impact investing [20:34] How pensions may be helping to cause cancer [23:06] What the IFAs need to do to encourage impact investment [27:05] Awareness of impact investment in the IFA community [30:00] What inspires Mark Armstrong [33:50] What makes a good leader [33:50] Call to action!  Useful Links: Mark Armstrong’s Linkedin (https://uk.linkedin.com/in/markarmstrongs) Blue Sphere Wealth (https://www.bluespherewealth.com/) Armstrong Private Wealth Management (https://www.afpwealth.com/) You Pension Maybe Causing Cancer (https://www.linkedin.com/pulse/your-pension-may-helping-cause-cancer-who-cares-its-making-armstrong?articleId=6572802196084142080#comments-6572802196084142080&trk=public_profile_article_view) Tickr (https://tickr.co.uk/) Tribe Impact Capital (https://www.tribeimpactcapital.com/) EQ Investors (https://eqinvestors.co.uk/) Impact Leaders - Tom McGillycuddy of Tickr (https://audioboom.com/posts/7176788-tom-mcgillycuddy-of-tickr-impact-investing-app-for-the-next-generation?playlist_direction=forward) Impact Leaders - Amy Clarke of Tribe Impact Capital (https://audioboom.com/posts/7155415-amy-clarke-of-tribe-impact-capital-reflecting-self-better-in-wealth) Impact Leaders - Damian Lardoux of EQ Investors (https://audioboom.com/posts/7129012-damien-lardoux-of-eq-investors-pushing-the-boundaries-to-make-impact-investing-available-to-eve) Worthstone (https://www.worthstone.co.uk/) - Impact Investment resource for IFAs & Training (https://www.worthstone.co.uk/adviser-competency-training/) Fund Eco Market (https://www.fundecomarket.co.uk/) - Client questionnaire and Julia Dreblow (https://www.linkedin.com/in/julia-dreblow-49873b16) SRI Services & Partners event - Good Money Week on 9-Oct-2019 (https://www.eventbrite.co.uk/e/sri-services-partners-good-money-week-event-2019-investment-intermediaries-only-tickets-61879182300) Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

Esa Saloranta is Head of ESG and Sustainability Technology of eQ Asset Management. Esa is a thought leader in sustainable technology, ESG policy and integration, focusing currently on social responsibility, AI and digital transformation and managing EQ Blue Planet, a sustainable technology fund launched in 2015 which is one of the funds of EQ Asset Management in Finland. Highlights: Evolution of eQ Blue Planet from a traditional energy utility fund into a sustainable fund How eQ’s investment process is different from others “I’m always looking for unrealised potential from sustainability drivers” “There is a general increase in awareness of sustainability and environmental issues over the last 12 months.” Significance of technology in energy and built environment, rise of connected devices and environmental impact of data infrastructures The challenge of impact measurement and importance of qualitative assessments Why it is key to understand the sustainability strategy of businesses as an impact investor How to avoid sub-optimal impact and having a balanced portfolio The ESG community is the most collaborative and open community in the financial sector Why we need to think about the future purpose of corporations Philanthropy by giving away part of their fee to BSAG - Baltic Sea Action Group Time Stamp: [02:40] What is impact investment? [08:30] Climate change is also a social issue [09:40] Future of work and role of data [11:19] eQ Blue Planet, private equity and real estate funds in EQ Asset Management [18:05] A smarter way than the funnel approach to investing [26:40] How investors are approaching eQ [27:25] Why focus on technology [30:00] Logitech and Adobe, impact of video conferencing and mobile [33:00] Qualitative assessments of impact [44:30] Understanding strategy [42:20] Augmented reality and construction [42:45] How eQ Asset Management is collecting impact data [47:40] Thinking about impact and pitfall of the ESG community [49:00]  BSAG - contributing to philanthropy as an impact fund [53:25] Esa’s personal inspiration [57:40] What makes a good impact leader? Useful Links: Esa Saloranta’s Linkedin (https://www.linkedin.com/in/esa-saloranta-9a1b888a/) eQ Asset Management (https://www.eq.fi/en/asset-management) eQ Blue Planet (https://www.eq.fi/en/funds/eq-sininen-planeetta) Beyond Meat (https://www.beyondmeat.com/) Metrikus (https://metrikus.io/) Impact Cubed (https://www.impact-cubed.com/) Adobe & Sustainability (https://www.adobe.com/uk/about-adobe/corporate-responsibility/sustainability.html) Zoom (https://zoom.us/) & CEO Eric Yuan on IPO (https://www.cnbc.com/video/2019/04/18/watch-cnbcs-full-interview-with-zoom-ceo-eric-yuan.html) Baltic Sea Action Group (https://en.wikipedia.org/wiki/John_C._Bogle) Jack Bogle (https://en.wikipedia.org/wiki/John_C._Bogle) of Vanguard (https://investor.vanguard.com/home/) Reid Hoffman’s podcast - “Masters of Scale” (https://mastersofscale.com/) Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

Cary Krosinsky is the Co-founder of the Sustainable Finance Institute, Carbon Tracker and Real Impact Tracker, as well as a lecturer at Yale School of Management. He is the author of seven books including Sustainable Investing: Revolutions in Theory and Practice and his seventh book will look at Modern China, innovation, sustainable finance and cooperation. Cary is also an advisor to Brown University’s Sustainable Investment Fund, Deep Green Metals Inc, and principal at NPV Associates. Highlights: Being selective with experiments and ruthless with what is working and what is not Stock exchanges haven’t been providing much push for impact reporting Creating a culture of sustainable and impact investing It is essential we collaborate to solve problems together It feels like a positive to encourage foreign investment into China as foreign investors have a say over conditions for the capital deployment Ecological economics’s attempt to put prices on externalities shows that there is little use in measuring carbon footprint of a portfolio because its ultimately not very impactful What is really needed is dynamic changes in corporate strategy, investment strategies and policy and supportive policies From assessing strategies to creating a certification for financial institution at Real Impact Tracker Cary is focusing on advising companies to improve their dual sustainability finance track Some SDGs are not directly investable. We need to segment which SDGs are investable and non investable, and of the investable SDGs into the direct and indirectly investable Impact measure needs to be done at a systems level as well as a strategy level. “Finance without sustainability is a recipe for environmental and social disaster” “Sustainable investing without a business case is philanthropy” We need to run 100 or more different strategies in parallel at scale One trillion dollars of impact vs $500 trillion of tradeable assets Cary Krosinsky's personal path to impact and passion for raising awareness through education Time Stamp: [06:00] What is impact investing? [10:27] Sustainable Finance Institute to understand sustainable investments in China [13:00] How is China leading from within and what is the perception from outside? [16:55] Misconception that China has enough capital to do everything [19:09] History and development of Real Impact Tracker and the community of certified financial instituitions [23:09] How receptive are companies at being certified [24:59] Case study of Ingersoll Rand putting sustainability at its core [30:57] We need sustainability and impact with a business case [36:18] Scaling sustainability in business and The Value of Everything [45:39] Cary Krosinsky's personal journey into impact Useful Links: Cary Krosinsky's Linkedin (https://www.linkedin.com/in/carykrosinsky) Cary Krosinsky's book - Sustainable Investing Revolutions In Theory And Practice (https://www.amazon.co.uk/Sustainable-Investing-Revolutions-theory-practice/dp/1138678619) Sustainable Finance Institute (http://www.sfini.org) Real Impact Tracker (https://realimpacttracker.com/) PRI and UN Global Compact’s Value Driver Model (https://www.unglobalcompact.org/take-action/action/value-driver-model) Ingersoll Rand (https://company.ingersollrand.com/) Safaricom Kenya (https://www.safaricom.co.ke/) HBR aritcle on Calculating The Value Of Impact Investing (https://hbr.org/2019/01/calculating-the-value-of-impact-investing) IMM - Impact Multiple of Money (https://hbr.org/2019/01/calculating-the-value-of-impact-investing) UNEP - The Value Of Everything - working paper (https://unepinquiry.org/publication/the-value-of-everything/) FT - Companies resist Hong Kong ESG disclosure proposal (https://www.ft.com/content/026ee8f2-b2de-11e9-8cb2-799a3a8cf37b) Goldman Sachs launched Sustainable Finance Group (https://www.goldmansachs.com/media-relations/press-releases/current/announcement-24-JUL-2019.html) Schroders acquires BlueOrchard Impact Investment (https://www.schroders.com/en/media-relations/newsroom/all_news_releases/schroders-acquires-majority-stake-in-leading-impact-investor-blueorchard/) TPG Growth (https://www.tpg.com/) Rise Fund (https://therisefund.com/) Nick Robbins (https://uk.linkedin.com/in/nick-robins-5293a715) Mike Bloomberg (https://en.wikipedia.org/wiki/Michael_Bloomberg) Ray Dalio (https://en.wikipedia.org/wiki/Ray_Dalio) Jerry Brown (https://en.wikipedia.org/wiki/Jerry_Brown) Bill McGlashan (https://en.wikipedia.org/wiki/Bill_McGlashan)   Paul Hawken (http://www.paulhawken.com/) Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

John Elkington is a pioneer of the global sustainability movement, co-founding Environmental Data Services in 1978 and SustainAbility in 1987. An author of 19 books, his million-selling book The Green Consumer Guide (1988) brought mass attention to the environmental impacts of everyday products and brands. John’s Cannibals with Forks in 1997 popularised his ‘Triple Bottom Line’ concept (People, Planet, Profit) and laid the foundations for sustainable business strategy. John co-founded Volans to span the yawning divides between what the sustainability industry was doing and what needs to be done. As the company enters its second decade, John is on a mission to “10X” Volans’ impact. Highlights: The most critical skill to have a long lasting career The story behind the triple bottom line Integrating financial value to non-financial forms of capital Tomorrow’s capitalism enquiries to engage leadership companies e.g. The Body Shop What is next after the Triple Bottom Line Green Swans - Integrating Responsibility, Resilience and Regeneration Leading the business response to Extinction Rebellion How Silicon Valley tech companies are beginning to address the global challenges Why companies and the financial markets are switching on Why the challenge is pan-generational Challenges of starting an environmental data service business in 1978 What John learned from meeting Frank Herbert and Buckminster Fuller Useful links: John Elkington’s Linkedin - https://www.linkedin.com/in/john-elkington-2907568/ John Elkington’s website - http://johnelkington.com/about/ Volans - https://volans.com/ Tomorrow’s Capitalism Inquiry - https://volans.com/project/tomorrows-capitalism-inquiry/ Society 5.0 and SDGs - https://www.keidanrensdgs-world.com/dashtothegoals Sustainability - http://sustainability.com/ Lise Kingo - https://en.wikipedia.org/wiki/Lise_Kingo UN Global Compact - https://www.unglobalcompact.org/ Project Breakthrough - http://breakthrough.unglobalcompact.org/ Harvard Business Review on Triple Bottom Line - https://hbr.org/2018/06/25-years-ago-i-coined-the-phrase-triple-bottom-line-heres-why-im-giving-up-on-it Edward Max Nicholson | Environmentalist - https://en.wikipedia.org/wiki/Edward_Max_Nicholson Dune - https://en.wikipedia.org/wiki/Dune_(novel) Frank Herbert | Author - https://en.wikipedia.org/wiki/Frank_Herbert Buckminster Fuller - https://en.wikipedia.org/wiki/Buckminster_Fuller Milton Friedman - https://en.wikipedia.org/wiki/Milton_Friedman Black Swan Theory - https://en.wikipedia.org/wiki/Black_swan_theory    Time stamp: [04:47] Father of triple bottom line [06:40] What is impact investing [08:11] History of the triple bottom line [14:30] Black Swans & Green Swans [18:20] Business leaders are stepping up to fill a gap [20:39] Responding to Extinction Rebellion [23:00] Being invited to talk to companies from around the world [27:25] Founding 4 companies [29:50] Project Breakthrough [35:00] Good sustainability programmes are reducing cost of capital [44:33] Writing for 5 years before having a breakthrough [46:30] It is inevitable to pursue a transformative change agenda  [48:00] Meeting Frank Herbert was a spiritual experience [50:10] Buckminster Fuller went through a period of “unplugging” Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

Mauricio Rodríguez era responsable del área de inversión sostenible y de impacto en Barclays hasta el mes de junio del 2019, donde desarrolló una metodología para empezar a considerar el impacto en el proceso de inversión. Comenzó a trabajar en Barclays en el 2010 y desde entonces se enfocó en el mercado de capital en el banco de inversiones, también era un colaborador clave en múltiples transacciones de energía renovable e infraestructura en Europa, el Medio Oriente y África. Además, Mauricio es miembro de la junta de desarrollo de Ashden, una fundación promueve soluciones de energías sostenibles en economías emergentes. En este episodio, Mauricio comparte su experiencia innovando desde su organización al desarrollar estrategias de inversión de impacto. Además, explica en qué consiste este innovador tipo de inversión, y cuenta por qué ha decidido dar el paso de emprender en América Latina y resolver problemáticas sociales desde vehículos de inversión. De esta manera Mauricio busca ser un actor conductor de soluciones en esas problemáticas, queriendo ser parte del cambio en su país de origen, región y continente.  Lo más destacado: Qué es la inversión sostenible y de impacto, cómo funciona y ha evolucionado. La necesidad de servicios financieros de impacto. La problemática del sector financiero con los nuevos productos de inversión Cómo innovar con ideas sostenibles y de impacto. La actividad emergente en América Latina, incluyendo SoftBank. Las oportunidades de expansión y acceso internacional para grupos locales. La crisis de desplazamiento de gente en Latinoamérica. Por qué apostarle a invertir en América latina desde la inversión de impacto. Que y quien inspira a Mauricio, incluyendo las características de un buen líder. Que acciones podemos tomar hoy para generar impacto. Links: Perfil de LinkedIn de Mauricio Rodriguez https://www.linkedin.com/in/mauricio-rodriguez-caia/ Producto de inversión de impacto en Barclays (inglés) https://www.barclays.co.uk/wealth-management/investments/impact-investing-product/ Información sobre los fondos de  inversión de impacto https://www.barclays.co.uk/smart-investor/investments/funds-etfs-and-investment-trusts/impact-investing/ Inversión de Softbank en América Latina https://www.dw.com/es/softbank-har%C3%A1-la-mayor-inversi%C3%B3n-de-capital-riesgo-en-am%C3%A9rica-latina/a-48559679 Marcas de tiempo: [01:08] Trayectoria de Mauricio Rodríguez en el sector financiero [03:13] Definición de inversión de impacto. [04:21] Cómo funciona este tipo de inversión. [06:06] La necesidad de servicios financieros sostenibles. [07:05] Intraemprendedores de valor compartido. [08:30] Creación del fondo de inversión de impacto. [09:50] Productos específicos en la inversión de impacto. [11:15] Acceso del fondo de inversión de impacto a los clientes retail. [12:40] Problemática en el sector financiero con los nuevos productos de inversión. [14:30] Grandes aprendizajes al innovar dentro de una organización. [15:58] Consejos para iniciativas de innovación. [19:30] Inversión de impacto en América Latina. [22:40] Iniciativas de inversión de impacto enfocadas en la crisis de desplazamiento en Latinoamérica. [23:25] Por qué apostarle a la inversión de impacto. [29:00] Características principales de un líder de impacto. [33:12] Inversión de capital privado de Softbank en Sudamérica [34:13] Oportunidad de la inversión de impacto en el mercado latinoamericano. [39:11] Todos podemos invertir en un portafolio sostenible. Conéctese con JP Dallmann en Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) o Instagram (https://www.instagram.com/inspiredbyjp/) . Cómo incorporar SDG en su negocio - Fast Forward 2030 (http://fastforward2030.com/) Encuentra talento y carreras con impacto - Realchangers (https://www.realchangers.com/) Impact Leaders es producido por Podcast Publishing (http://podcastpublishing.help/)

Mauricio Rodriguez was the Co-head of Sustainable and Impact Investing at Barclays until June 2019.  He was instrumental in the development of Barclays behavioural finance framework for Impact Investing, the development of a methodology to integrate impact considerations across the investment process, and the launch of a Multi-Impact Growth Fund to Funds. Mauricio joined Barclays in 2010 to support the growth of equity capital markets business at the investment bank and was a key contributor in the structuring and execution of multiple high profile EMEA transactions in the renewable energy and infrastructure sectors.  In this episode, Mauricio shares his extensive experience and insights in Impact Investing, and how the market is growing and ready for capital at scale to start making a difference and solve the challenges we are facing. Prior to being at Barclays, he was a relationship manager for structured products at J. P. Morgan. He's a member of the development board at Ashden, which is a UK based organization, part of the Sainsbury Family Charitable Trust that champions and promote sustainable energy solutions in emerging economies to reduce carbon footprint and improve socioeconomic outcomes. Mauricio holds a Bachelor’s of Science with honours in Civil Engineering from EAFIT University and a Master of International Business Administration from Bournemouth University. He is also a Chartered Analyst of Alternative Investment (CAIA charter holder), and an alumnus of Impact Investing Program from SAID business school at the University of Oxford. BONUS Episode in SPANISH: please note that we also recorded a separate episode in spanish with Mauricio too, in order to be able to share his knowledge with our spanish speaker listeners. To be published separately. Highlights of this episode: Why businesses are getting behind addressing global problems How Barclays is supporting impact entrepreneurs through Unreasonable Impact Paris Accord commitments and potential tax on meat and sugar leaving room for innovation Why Barclays started to consider moving towards impact investing back in 2009 The origin of the development of an impact investing team within Wealth Management at Barclays Creating impact investing solutions for portfolios to help advisors communicate impact with clients Why Barclays is focused on structuring and distributing structured products with impact Creating an impact investing framework and interface throughout the investment process with Bridges Fund Management Applying behavioural science to impact investing Why Mauricio is planning to head back to Latin America Soft Bank’s $5 Billion Technology Fund in Latin America Crisis across Latin America: Human displacement Tenacity & passion Useful links: Mauricio Rodriguez’s Linkedin - https://www.linkedin.com/in/mauricio-rodriguez-caia/ Bridges Ventures - https://www.bridgesfundmanagement.com/ Clara Barby - https://www.linkedin.com/in/clarabarby Unreasonable Impact - https://unreasonablegroup.com/initiatives/unreasonable-impact/ Memphis Meat - https://www.memphismeats.com/ Impossible Burger partnership with Burger King -  https://impossiblefoods.com/burgerking/ https://www.theguardian.com/business/2019/apr/02/burger-king-vegan-whopper-meat-free-impossible-launch MSCI > Powering better investment decisions for a better world - https://www.msci.com/ Sustainalytics - https://www.sustainalytics.com/ Vigeo Eiris - http://www.vigeo-eiris.com/ Paris Accord on Climate Change - https://en.wikipedia.org/wiki/Paris_Agreement Investment Week, Sustainable Investment Awards -  https://events.investmentweek.co.uk/sustainableinvestmentawards Dodd-Frank Act - https://en.wikipedia.org/wiki/Dodd%E2%80%93Frank_Wall_Street_Reform_and_Consumer_Protection_Act Soft Bank invests in Latin America https://group.softbank/en/corp/news/press/sb/2019/20190307_02/ Antioquia in Colombia - https://en.wikipedia.org/wiki/Antioquia_Department Seth Godin - https://en.wikipedia.org/wiki/Seth_Godin Marcelo Claure - https://en.wikipedia.org/wiki/Marcelo_Claure Time Stamp [02:26] What is impact investing? [06:00] Investing sustainably doesn’t mean sacrificing returns [10:00] Global problems can be addressed by businesses [15:20] Stranded assets, Paris Accord, and taxes on negative impact [19:00] Creating Impact on the back of the 2007 financial crisis [24:20] Creating a self-service platform of impact funds [30:30] Product development and innovation by financial services making a difference [35:37] Creating an impact investment framework throughout all investments with Bridge Fund Management [40:00] Behavioural science and Impact reporting for Fund of Funds [45:45] Going back to focus on Latin America [48:00] Growth of private equity in Latin America [50:00] Soft Bank & Marcelo Claure [52:00] Why would you want to get in touch with Mauricio  [59:40] Inspiration from a close friend, Father Juan Carlos Velasquez [61:00] Tenacity & passion to be an Impact Leader [63:00] Advise and call-to-action Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

Nigel Kershaw OBE, is the chairman of The Big Issue Group. He is a leading social entrepreneur and advocate of social enterprise and social finance.  In this episode, Nigel talks about how they are democratising capital with the launch of the Big Exchange, an impact investment platform with a social passport. They have commitments from a group of founding partner Asset Managers with around 35 social, environmental and impact funds to put on the platform, with a combined AUM of around £13bn.  Since 1974, Nigel has had first-hand experience with starting, building and running social enterprises. He joined The Big Issue in 1994, becoming its Managing Director, and then the chair of The Big Issue Group and in 2005, the first CEO of Big Issue Invest. Nigel founded three printing and publishing social enterprises, and has also worked as a project manager, system analyst at Litho Printer and trade union official. He trained as a lithographic printer and gained his diploma in printing production with distinction at the London College of Printing, where he later became the Chair of the Board of Governors.  Highlights: Social venture capital started when Gordon Roddick of The Body Shop invested to launch Big Issue in 1991 Bank accounts for the homeless with HBOS How Big Issue is Democratising Capital  The Big Account Creating a Social Passport that keeps your records in blockchain The Importance of using the right language Impact washing is fraud  Simplifying the SDGs into climate action Launch of Big Exchange, an impact investment fund with a social passport “A wrong habit of not thinking a thing wrong gives it the superficial appearance of being right" Thomas Paine Working with Mutuals and Coops and a career as the secretary of the Print Union Importance of having deputies and CEOs that can execute Join the Big Exchange and the Big Issue Group Useful links: Sign up to the Big Exchange - https://bigexchange.com/ Big Issue Foundation - https://www.bigissue.org.uk/about-us Big Issue Magazine - https://www.bigissue.com/ Big Issue Invest - https://bigissueinvest.com/ International Network Of Street Papers - https://insp.ngo/ The Rental Exchange - https://www.experian.co.uk/business/consumer-information/consumer-credit-management/rental-exchange/ Lord John Bird -  https://en.wikipedia.org/wiki/John_Bird,_Baron_Bird Body Shop - https://www.thebodyshop.com/en-gb/ Anita Roddick - https://en.wikipedia.org/wiki/Anita_Roddick HBOS - https://en.wikipedia.org/wiki/HBOS Aberdeen Standard Investment - https://www.aberdeenstandard.com/ Digital Mums - https://digitalmums.com/ The Gherkin London - http://www.thegherkinlondon.com/ Columbia Threadneedle - https://www.columbiathreadneedle.co.uk/ Gareth Davies - https://www.linkedin.com/in/garethmdaviesuk/ 3D Investing with John Fleetwood - https://www.3dinvesting.com/ Good With Money’s article of Nigel Kershaw - https://good-with-money.com/2019/02/07/the-big-issues-nigel-kershaw-sets-out-to-democratise-capital/ Battle of Cable Street - https://en.wikipedia.org/wiki/Battle_of_Cable_Street Thomas Paine - https://en.wikipedia.org/wiki/Thomas_Paine Time Stamp: [01:57] Introduction to Nigel Kershaw, OBE [03:45] The Big Issue Magazine and incentivising people to work [10:35] Impact washing is fraudulent [13:45] Credit rating for homeless with The Rental Exchange [17:30] Loan loss rates vs success rates and capital preservation rates [23:20] Scaling bigger and bigger social bonds [33:00] Social passport to cross immigration and digitised into blockchain [40:00] SDG impact measure vs assessing [43:00] Passing the Lily Language Test to get people and investors onboard [48:48] Who inspires Nigel Kershaw [50:00] What makes a terrible leader? Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

Phyllis Kurlander Costanza leads UBS Philanthropy and is the CEO of UBS' in-house foundation, UBS Optimus Foundation, UBS Optimus Foundation, which helps their clients execute on their philanthropy on highly impactful programs designed to improve the lives of humans, particularly children.  In 2018 alone, they raised the equivalent of £51.4m from passionate philanthropists, dedicated to their 176 programs in over 20 countries with impactful change for 2.8m vulnerable children globally - a 700k increase from 2017. At UBS Optimus Foundation, their vision is to scale the impact outcomes of philanthropy. Phyllis said, “Our vision is to bring more money and better money to solve some of the critical social challenges and doing it at scale and in a sustainable way”.  She added: “... If you think about all financial institutions, look at UBS about with approximately $2.5 trillion dollars in assets under management, if clients dedicated only a 0.5%, that would be more than $12 billion each year, and that would make a real dent in solving some of these really important issues. So, that is our vision.” Phyllis is also looking for ways to alleviate the harmful effects of voluntarism. So please reach out to her if you have any good ideas or projects that are solving this challenge.  Highlights: What is charitable giving, strategic philanthropy and social finance History of UBS Optimus Foundation Services provided by Optimus Foundation including taking clients in the field on experiences and donor-advised funds Making philanthropic giving sustainable Creating the Development Impact Bonds for education Shaping the future of philanthropy through their community platform and knowledge sharing Why volunteer visits to orphanages can do incredible harm. What can we do to stop it? How incentivising outcomes and not activities will encourage new money from private sector Ultra High Net Worth clients that are committing to giving it all away are incredibly inspiring How philanthropy impact is measured with due diligence, ongoing monitoring and randomised control trials Phyllis career from working for New York state governor Mario Cuomo and the Children’s Investment Fund Foundation Time Stamp: [02:35] What is philanthropy and impact investing? [05:30] History of UBS Optimus Foundation [12:00] Working with education, healthcare and children protection [15:00] My daughter’s trip to Sri Lanka [19:00] Social finance and Development Impact Bond [22:30] Scaling outcomes to incentivise SDGs [26:00] Working with governments and bilateral donors for large outcome funds in the hundreds of millions [28:00] Giving pledge by ultra high net worth clients [32:00] Sharing of best practise and shaping the community of philanthropists [36:00] Raising the issue of the harmful effects of volunteerism and asking how to find a solution [37:00] Phyllis’ career from scooping ice cream to UBS [38:20] What makes a good impact leader [40:00] Call to action: Get your #TogetherBand, a UBS partnership with Bottletop to raised SDG awareness  Useful links: Phyllis Kurlander Costanza - https://www.linkedin.com/in/phyllis-kurlander-costanza-31b3645b/ UBS Optimus Foundation - https://www.ubs.com/microsites/optimus-foundation/en.html Childrens Investment Fund Foundation (CIFF) - Education Development Impact Fund - https://ciff.org/grant-portfolio/education-development-impact-bond/ Instiglio - https://www.instiglio.org/en/ Educate Girls - https://www.educategirls.ngo/ Extra link re Education Bonds (promised on episode by JP): The Inter-American Development Bank - EYE Programme : https://www.iadb.org/en/idb-finance/investors/eye-bond-program  Mark Haefele, Global Chief Investment Officer at UBS  -  https://twitter.com/ubs_cio UBS Sustainable and Impact Investing  https://www.ubs.com/global/en/wealth-management/chief-investment-office/our-research/sustainable-investing/2017/sustainable-impact-investing.html Bottletop #Togetherband - https://togetherband.org/ Annual Review 2018 UBS Optimus Foundation - https://www.ubs.com/microsites/optimus-foundation/en/resources.html Bill and Melinda Gates Foundation - https://givingpledge.org/ The Giving Pledge - https://givingpledge.org/ The Asian banker - Wealth & Society 2018, London - http://www.wealthandsociety.com/wealth-society-2018/ Global Philanthropy Report https://www.ubs.com/global/en/wealth-management/uhnw/philanthropy/shaping-philanthropy.html Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

Aunnie Patton Power is the founder of Intelligent Impact, Entrepreneur-in-Residence at the Skoll Centre for Entrepreneurship, Associate Fellow at the University of Oxford's Saïd Business School, Visiting Fellow at the London School of Economic's Marshall Institute and advisor to the Bertha Centre for Social Innovation at the University of Cape Town's Graduate School of Business. Aunnie provides us with a unique insight into and particular approach to Impact Investing, using technology - AI, Blockchain, IoT & more - to achieve what we need: “… Maybe there is going to be the model that works, maybe we're going to adapt it, but maybe we're going to come up with a brand-new model that creates value and wealth for individuals that are actually for the end-users of these companies, as well as making money for investors. I hope that Impact Investing continues to push the boundaries of how we distribute capital, how we distribute wealth, and how we treat the environment.” Highlights in the episode: * How to use technology to solve difficult problems in impact investing such as capital allocation * Perpetual growth of cost model can be at odds with impact businesses  * A real lack of capital at the mezzanine level * The 144 impact investment platforms and 170 blended impact finance platforms * Sitting at 40,000 ft and looking at the different silos and seeing everything that is happening * How IoT will impact data collection for impact measurement * How to create structures to incentivise social enterprises * When offering impact investment products: multiple choice questions vs questions like “how do you feel about a product?” Useful links: Intelligent Impact - [https://www.intellimpact.com/](https://www.intellimpact.com/) Aunnie Patton Power’s Linkedin - [https://www.linkedin.com/in/aunniepatton/](https://www.linkedin.com/in/aunniepatton/) IFC Impact Investing Principals [https://www.ifc.org/wps/wcm/connect/Topics_Ext_Content/IFC_External_Corporate_Site/Impact-Investing](https://www.ifc.org/wps/wcm/connect/Topics_Ext_Content/IFC_External_Corporate_Site/Impact-Investing) Innovative Finance MOOC: Hacking Finance To Change The World [https://www.coursera.org/learn/innovative-finance/](https://www.coursera.org/learn/innovative-finance/) New Forest Fund -  [https://newforests.com.au/](https://newforests.com.au/) Packard Foundation -  [https://www.packard.org/](https://www.packard.org/) Impact Finance Network -  [https://impactfinance.network/#findings](https://impactfinance.network/#findings) Dutch Good Growth Fund - [https://english.dggf.nl/](https://english.dggf.nl/) 60 Decibels (Lean Impact) - [https://www.60decibels.com/](https://www.60decibels.com/) Ruth Bader Ginsburg - [https://en.wikipedia.org/wiki/Ruth_Bader_Ginsburg](https://en.wikipedia.org/wiki/Ruth_Bader_Ginsburg) CogX 2019 + Expo & NetworkingInvitation from JP - [http://bit.ly/CogX2019_JP_EN](http://bit.ly/CogX2019_JP_EN) Time Stamp: [03:00] IFC Impact Investing operating principles [05:00] Wicked problems in impact investing [08:00] No decent impact investment data from IoT and blockchain [14:30] AI and ML for capital allocation and chatbots [26:00] Impact Investment platforms [31:30] Tokenisation of blockchain [33:46] Changing food and agriculture impact [36:00] Using knowledge of finance to change the world [39:00] Inspiring women behind Aunnie Patton Power Connect with JP Dallmann on [Linkedin](https://www.linkedin.com/in/jp-dallmann/), [Twitter](https://twitter.com/JPDallmann), or [Instagram](https://www.instagram.com/inspiredbyjp/). How to incorporate SDGs into your business - [Fast Forward 2030](http://fastforward2030.com/) Find talent and careers with impact - [Realchangers](https://www.realchangers.com/) Impact Leaders is produced by [Podcast Publishing](http://podcastpublishing.help)

Simon Bond is the Director of Responsible Investment Portfolio Management at Columbia Threadneedle Investments and has over 30 years of experience in fund management. He led the launch of the UK Social Bond Fund in partnership with Big Issue Invest in January 2014. They currently have four funds with over £400m under management. Simon says, “You shouldn’t have to sacrifice financial returns in order to do good for society.” Simon shares how that exponential growth of social and sustainability bonds is now outpacing green bonds and that national governments are moving into green bonds. He explains how impact measurement happens only after engagement and that any measure is good as long as it provides evidence. Highlights in this episode: * You can do good for society without sacrificing financial returns  * Bonds are key to bringing mainstream into impact investment * The challenge of “how we measure impact” * The importance of Social Alpha and Social Intensity Ratings * How investments are mapped to impact categories and SDG sub-targets * Knocking on doors of the banks with the capacity to issue larger sustainability bonds  * We need national governments and aggregators in the bond market involved in social and sustainability bonds Useful links: Columbia Threadneedle - [https://www.columbiathreadneedle.co.uk/](https://www.columbiathreadneedle.co.uk/) Simon Bond - [https://www.linkedin.com/in/simon-bond-6500b367/](https://www.linkedin.com/in/simon-bond-6500b367/) UK Social Bond Fund - [https://www.columbiathreadneedle.co.uk/regional-home/institutional/ct-investment-capabilities/fixed-income/uk-social-bond-fund/](https://www.columbiathreadneedle.co.uk/regional-home/institutional/ct-investment-capabilities/fixed-income/uk-social-bond-fund/) Annual report - [https://www.columbiathreadneedle.co.uk/media/12629605/en_uk_social_bond_fund_annual_report_2018.pdf](https://www.columbiathreadneedle.co.uk/media/12629605/en_uk_social_bond_fund_annual_report_2018.pdf) Big Issue Invest - [https://bigissueinvest.com/uk-social-bond-fund/](https://bigissueinvest.com/uk-social-bond-fund/) John Bird, founder of The Big Issue - [https://en.wikipedia.org/wiki/John_Bird,_Baron_Bird](https://en.wikipedia.org/wiki/John_Bird,_Baron_Bird) Peabody Trust - [https://www.peabody.org.uk/](https://www.peabody.org.uk/) The Inter-American Development Bank (IDB), EYE Bond Program (Education, Youth, Employment) - [https://www.iadb.org/en/idb-finance/investors/eye-bond-program](https://www.iadb.org/en/idb-finance/investors/eye-bond-program) Time Stamp: [02:12] 33 years in corporate bonds and impact [05:01] Analysing Peabody Trust in my first job [07:50] US, UK and European Social Bond Funds are all growing [12:06] Bonds give more targeted impact, Big Issue partnership [19:17] Why the liquidity of bonds is important [23:50] Measurement comes from engagement [27:30] Green Bonds and the immense implication for society [28:23] How to measure job impact and how to launch a social bond [36:05] National government issuing green bonds [38:11] Danone's social impact bond [43:30] “Bringing mainstream into Social Investment” [46:13] Mapping to bond issues to the underlying 169 SDG sub-targets [48:00] Social bonds will grow exponentially, national governments are issuing Green Bonds [49:12] Columbia Threadneedle is invested in this area and in me [52:36] Simon Bond's life and career inspiration [54:18] A good leader Connect with JP Dallmann on [Linkedin](https://www.linkedin.com/in/jp-dallmann/), [Twitter](https://twitter.com/JPDallmann), or [Instagram](https://www.instagram.com/inspiredbyjp/). How to incorporate SDGs into your business - [Fast Forward 2030](http://fastforward2030.com/) Find talent and careers with impact - [Realchangers](https://www.realchangers.com/) Impact Leaders is produced by [Podcast Publishing](http://podcastpublishing.help/)

Martin Rich is the Co-founder and Executive Director of Future Fit Foundation. He is an international thought-leader, solution-builder and speaker on sustainability, impact and responsible investment. The Future Fit Foundation is a non-profit organisation whose vision is a future in which everyone on Earth can flourish. The Future-Fit Business Benchmark is a free tool to help companies and investors transform how they create long-term value, for themselves and society as a whole. Highlights of this episode: * Impact investment is a mindset * The biggest challenge of founding Future Fit Business * How understanding finance helped Martin's transition * The 'breakeven' goals for companies and becoming a Future Fit business * Impact measurement tools that are open source * How investors can understand impact using Future Fit Benchmarks * How Future Fit works with other certification * Growing the global community of Future Fit industries and changemakers * How faith drives Martin's personal and professional life Useful links: Martin Rich Linkedin - [https://www.linkedin.com/in/martin-rich/](https://www.linkedin.com/in/martin-rich/) Future Fit Business - [http://futurefitbusiness.org/](http://futurefitbusiness.org/) Future Fit Business Benchmark - [http://futurefitbusiness.org/about-the-benchmark/](http://futurefitbusiness.org/about-the-benchmark/) Framefork For Strategic Sustainable Development -[http://www.alliance-ssd.org/framework-for-strategic-sustainable-development-fssd/](http://www.alliance-ssd.org/framework-for-strategic-sustainable-development-fssd/) Sir Ronald Cohen - [https://en.wikipedia.org/wiki/Ronald_Mourad_Cohen](https://en.wikipedia.org/wiki/Ronald_Mourad_Cohen) Bridges Fund Management - [https://www.bridgesfundmanagement.com/](https://www.bridgesfundmanagement.com/) Volans - [https://volans.com/](https://volans.com/) B Corp -[https://bcorporation.uk/](https://bcorporation.uk/) Shell Foundation - [https://shellfoundation.org/](https://shellfoundation.org/) Friends Provident Foundation - [https://www.friendsprovidentfoundation.org/](https://www.friendsprovidentfoundation.org/) Paul Boateng - [https://en.wikipedia.org/wiki/Paul_Boateng](https://en.wikipedia.org/wiki/Paul_Boateng) John Elkington - [https://en.m.wikipedia.org/wiki/John_Elkington_(business_author)](https://en.m.wikipedia.org/wiki/John_Elkington_(business_author)) Chapter:  [03:13] What is impact investing? [12:16] What impact am I having on the world? [20:04] Moving from One to Three Dimensional Investments [24:48] "The purpose of a system is what it does" [26:53] Taking time to realise the interconnectedness of the system [30:02] How do businesses become Future Fit? [33:59] The framework for strategic sustainable development [36:26] Breakeven goals and reinforcing boundary conditions [48:42] Being open source so people can challenge [54:59] Changing conversations in organisations and purpose of companies [1:00:27] What is the forward-looking journey from investors and companies point of view? [1:05:55] How we can encourage investors going on the impact journey? [1:12:03] Changemaker programme to change companies and growing the community [1:16:11] How do you fit it with BCorp? Future Fit Business's business model [1:20:36] Being a charity and working with grant funders [1:24:21] Who inspires Martin Rich? Faith and having a higher purpose and having mentors [1:34:40] What makes a good leader? Connect with JP Dallmann on [Linkedin](https://www.linkedin.com/in/jp-dallmann/), [Twitter](https://twitter.com/JPDallmann), or [Instagram](https://www.instagram.com/inspiredbyjp/). How to incorporate SDGs into your business - [Fast Forward 2030](http://fastforward2030.com/) Find talent and careers with impact - [Realchangers](http://Realchangers) Impact Leaders is produced by [Podcast Publishing](http://Podcast Publishing)