Podcasts about change finance

Welcome back to Market Mondays! In this episode, we dive into some hot topics and timely discussions:1. **Chat GPT 40 Demonstration**: What do you think of the recent Chat GPT 40 demo? How innovative is this update for the company?2. **Dow Hits Record High**: The Dow closed above $40,000, marking a five-week win streak. What are your top 5 favorite companies in the Dow for starting a new portfolio?3. **Warren Buffett's Portfolio**: With Warren Buffett being a net seller of Apple stock, which companies in his top 10 holdings do you like the most? (Apple, Bank of America, American Express, Coca-Cola, Chevron, Oxy, Kraft Heinz, Moody's, Chubb, Davita)4. **China and the EV Market**: Do you believe China will ultimately lead the EV space?5. **Netflix's NFL Games**: Netflix announced two NFL games on Christmas. If you had to go long on two companies and short two for the next few years, which would they be?6. **Our DC Trip**: Insights and lessons learned from our recent trip to Washington, D.C.7. **Futures Trading Tip**: What's your futures trading tip of the week?8. **Research Tools**: What are your three favorite research tools to gain an edge in the market?9. **Gold Prices**: With gold at a record high, what's a good price to buy in?10. **Option Trade of the Month**: What option trade do you like for this month?We also have a special interview with Vlad Tenev, where we discuss:- Robinhood's recent Q1 earnings report- Record net deposits and asset inflows- The Robinhood Gold Card and its unique features- Growth in Robinhood Retirement- Strategies for expanding product offerings- Robinhood's vision for financial autonomy and customer engagement- Focus on the active trader market and increasing wallet share- International expansion plans- Evolution of Robinhood's role in the crypto trading spaceDon't miss this insightful discussion!#MarketMondays #Investing #StockMarket #Robinhood #Crypto #FinancialFreedom #InvestFest #Gold #OptionsTrading #WarrenBuffett #DowJones #EVMarket #Netflix #ResearchTools #FinanceTips #FutureTradingOur Sponsors:* Check out Harry's : harrys.com/EYL* Check out Monarch Money: monarchmoney.com/MONDAYSSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Crit Thomas, global market strategist at Touchstone Investments, says the stock market's strong run makes investors feel good, but it has gotten to a point where the market is expecting more that a slowing economy that is dealing with inflation can deliver. Thomas says the current earnings recession is problematic -- regardless of whether the broad economy enters a recession -- because it shows that micro issues and what is happening at the company level will be more important than the macro, big-picture issues moving into 2024. In the ETF of the Week, Tom Lydon of VettaFi looks at a new fund that puts a different twist -- driven by artificial intelligence -- on 'Buy on the dips.' Ted Rossman of Bankrate.com looks at how inflation and rate changes are impacting credit-card users, and what it all says for the big picture at a time when credit-card debt nationally now exceeds $1 trillion. In the Market Call, Dorrit Lowsen, president of Change Finance, talks stocks through the lens of her firm's unique take on ESG investing.

In celebration of Toronto Centre's 25th anniversary, this discussion explored strategies to transition towards a green, stable, and inclusive global financial system. Read their biographies here. Read the transcript here. 

Dr. Dan Sutter, of the Manuel Johnson Center for Political Economy, hosts EconVersations, a program that explores the role of free markets in promoting prosperity through conversations with Manuel Johnson Center faculty and guests. In this episode, Dr. Sutter interviews Mike DeBow from Samford's Cumberland Law School. as they discuss "Will ESG Change Finance Forever?"

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This episode and others in this series, is a transcription of this month's Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. In this episode I make reference to the historic nature of bonds and stocks falling at the same time, oil prices going up and down and how corporate engagement may have an effect on the Supreme Court's ruling that reversed 1973's Roe v. Wade decision. Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that's the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com SHOW NOTES & ONLINE RESOURCES The Atlantic article: https://www.theatlantic.com/ideas/archive/2022/06/us-economy-federal-reserve-inflation-avoid-recession/661307/ Dorrit Lowsen, President, Change Finance interview: https://www.jasonhowell.com/blog/roe-v-wade-reversal-change-finance-responds Our Company Website: https://www.JasonHowell.com Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell

Most people don't put that much thought into where they bank. Do you? Do you choose a bank because it's convenient? Is it simply somewhere your family has always banked? Do you look for the best interest rates? You probably haven't considered how your bank invests the money you deposit in your savings or checking account(s). The majority of big banks are investing your money into fossil fuels. Today's guest—Ravi Mikkelsen—is the founder of Atmos Financial, a bank that ensures your deposits only fund climate-positive investments like renewable energy projects. Switching banks may sound like a hassle, but it's likely easier and far more impactful than you think. In this episode of Invested in Climate, Ravi shares how Atmos Financial works and how you can make an impact with your money.  In Today's Episode, we cover:[3:11] What led Ravi to found Atmos Financial  [7:11] How Ravi navigated some bumps in the road [10:40] Lean how Atmos Financial works [15:50] Why should you consider Atmos Financial?  [18:34] Does divestment from fossil fuels make a difference? [20:34] Most people don't think twice about where they bank [26:28] Learn the ins and outs of banking with Atmos Financial [29:58] How the debit card works (cashback + roundup program)  [32:10] Why they have the ability to offer higher savings rates [33:55] How to get started with Atmos Financial [35:32] What else can listeners do to invest in climate? [41:15] What's happening next with Atmos Financial Resources & People Mentionedhttps://www.greenbiz.com/article/funding-transition-tale-two-banks (Funding the Transition: A Tale of Two Banks) https://www.unepfi.org/net-zero-banking/ (Net-Zero Banking Alliance) https://www.carboncollective.co/ (Carbon Collective) https://newdayimpact.com/ (Newday Impact Investing) https://ethocapital.com/ (Etho Capital) https://www.changefinance.org/ (Change Finance) https://premiumsfortheplanet.com/ (Premiums for the Planet) https://www.climatechangemakers.org/ (Climate Changemakers) https://www.environmentalvoter.org/ (Environmental Voter Project) Connect with Ravi Mikkelsenhttps://www.joinatmos.com/ (Atmos Financial) Connect with Ravi on https://www.linkedin.com/in/ravimikkelsen/ (LinkedIn) Follow Ravi on https://twitter.com/RaviMikkelsen (Twitter) Connect With Jason Rissmanhttps://investedinclimate.com/ (https://InvestedInClimate.com)  On https://www.linkedin.com/in/jasonrissman/ (LinkedIn) On https://twitter.com/jasonrissman (Twitter) Subscribe to https://pod.link/1620915138 (Invested In Climate) Audio Production and Show Notes by - https://www.podcastfasttrack.com/ (PODCAST FAST TRACK)

Most big companies are bogged down by a massive workforce that is slow to move and innovate. FTX.US has broken the mold. They are one of the top U.S. crypto exchanges, but have only 80 employees. Known for being nimble and lean, FTX.US is different in almost every way. In this episode, Brett Harrison, the president of FTX.US, explains how his company is waiting on the green light from regulators to roll out a number of groundbreaking products that will change the world of finance forever. --- If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe. This podcast is presented by Blockworks. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworks.co ーーー Join the Wolf Den newsletter: ►►https://www.getrevue.co/profile/TheWolfDen/members

The metaverse is the new "man about town" and it seems that not a day goes by without an outpur of speculation, criticism, awe and anticipation of what the metaverse will will mean for society, culture, commerce and finance. The Nordic Fintech Magazine team took an immersive dive (quite literally) into the infant verision of the metaverse, available today to early adopters and the curios minded. We did it all, created avatars, dressed them in digital clothes, bought virtual land, acquired a couple of NFTs and joined some of the most popular play to earn platforms. After what seems like a month long trip into another dimension, we are able to give you a personal and informed account on what the metaverse is (and what it is not), what is going on in it, and most importantly how it will impact financial services as entire new economies, continue to sprout in this new brave virtual world.   For more thought provoking content on Nordic Fintech, head over to www.nordicfintechmagazine.com

This week Dan and Brittany take a break from guest interviews to catch up on what they have been reading about in the news. Tune in to hear about how the NYSE is creating a new asset class related to ecosystem services and how solar companies must address slave labor in their supply chains. Oh yeah, and Brittany has cats…   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

It's psychology week on The ESG Update! Lisa Mougin, President of Positivly, joins the podcast this week to discuss ESG and positive psychology while Brittany presents the behavioral drivers behind sustainable and responsible investing. And stay tuned to the end for a campfire conversation about goat yoga! Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

Change Team Leader Angela Knobloch visits to discuss practical tips for managing yourself during times of change, including the dreaded "valley of despair."     Resources Mentioned: Gartner Report Engage for Change:  Clarify Purpose, Honest Reflection, Assess Opportunities, Note progress, Grow Skills, Exhibit Flexibility

The seas they are a changing! Change Finance's President and COO, Dorrit Lowsen, joins the podcast to discuss the recent proxy voting season and a seminal year for ESG shareholder proposals. From putting pressure on BlackRock to promoting public benefit corporations, Dorrit also provides some updates on shareholder advocacy at Change Finance.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

Do sustainable practices have a positive correlation to financial performance? When it is deeply embedded into corporate strategy, yes it does! This week, we invite Tensie Whelan, Clinical Professor of Business and Society and Director of the Center for Sustainable Business at NYU Stern School of Business, to discuss the recent meta-analysis she and her team conducted. We dig deep into corporate performance, financial performance, and much more. Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

FROM ZERO TO HERO Feel like you aren't getting anywhere with your current trading strategies? Ready to dive into some new concepts to grow your account? On July 24, we're bringing together the BEST trading educators we know for a full day of education to help YOU become a better trader. During this one-day crash course, our expert educators will show you how to identify chart patterns, use options to hedge your investments, invest for the short- and long-term, and more. Grab a FREE ticket to the live premiere and get access to 6 HOURS of detailed lessons that will leave you with a daily formula for growing your account. https://www.benzinga.com/events/boot-camp/ On Today's PreMarket Prep: - Earnings from $GS, $JPM, and $PEP - Disney $DIS breaks out - Virgin Galactic $SPCE comes back down to earth FEATURED GUEST: Dorrit Lowsen, President and COO of Change Finance 65:00 MEET THE HOSTS: Dennis Dick Twitter: https://twitter.com/TripleDTrader Joel Elconin Twitter: https://twitter.com/Spus https://www.premarketprep.com/ Spencer Israel Twitter: https://twitter.com/sjisrael BENZINGA YOUTUBE:

Welcome to episode 5 of the Human Side of Finance podcast series, brought to you by ICMA Future Leaders and Humans in Finance. In this podcast we interview Dorrit Lowsen from Change Finance and Oren Shai from Enlivened Leadership Lab to explore the important conversation on Rebalancing Excessive Masculinity in Finance.      Episode notes: Polarity-related resources: https://oren.is/#dss Polarity Management: Identifying and Managing Unsolvable Problems by Barry Johnson Shakti Leadership Nilima Bhat and Raj Sisodia

Let's bring politics into the conversation. In this week's episode of The ESG Update, we interview Nate Wyne, Co-Founder & CEO of Floodlight Invest. This ESG platform provides insight into political affiliations, gender & diversity records, and environmental violations. Tune in to learn how you can use Floodlight to align your values with your money without sacrificing alpha.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

It's time to clear up some confusion about ESG & 401k plans. After all, wouldn't It be nice to make our golden years a bit more green? Join us this week as we welcome Timothy Yee, Chief Retirement Specialist and Co-Founder of Green Retirement to discuss the role ESG, SRI, and sustainability can play in retirement plans.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

SRI history. ESG portfolio construction. All things shareholder advocacy. It's nirvana for ESG geeks! This week we discuss the Chartered SRI Counselor™ designation with the program's lead author and instructor, Jennifer Coombs MSF, CSRIC™, CRPC®.  If you are looking for ways to better understand the rapidly evolving sustainable investment industry, tune in to hear about this unique credential from the College for Financial Planning.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

We are thrilled to share a wonderful new podcast from our friends at InvestmentNews, Impact Adventures. Hosts Liz Skinner and Stephen Lamb will tell powerful stories of impact each week and explore different issues and opportunities in the environmental, social, and governance space. Tune in to hear the first episode and learn more about the history of the United Nations Sustainable Development Goals.     Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

Who doesn't love trees (...and persimmon flavored bourbon)? In this week's episode of The ESG Update, we welcome David Miller, CEO & Co-Founder of Iroquois Valley Farms as we dig deep into regenerative agriculture practices and the potential investment opportunities to support sustainable farming.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

If you're interested in the most prominent trends in the ESG advisor community, listen in to this special edition of The ESG Update! We welcome Victor Orozco of Bair Financial Planning to join us as we release the findings of the Change Finance ESG Asset Allocation Trends Report.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

Don't let an uncomfortable conversation be the barrier between you and progress. In this week's special episode of The ESG Update we celebrate Women's History Month by welcoming Sonya Dreizler to the stage. Listen in as we discuss allyship, inequalities, and various ways to approach uncomfortable conversations.     Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

Synthesizing complex ESG data sets into an intuitive and cost-effective platform is no easy task. We welcome Luke Wilcox, Founder of Ethos.so, in this week's episode as we discuss the tools they've created for lead generation, ESG portfolio analyses, and values-aligned investing. Also, stay tuned until the end to hear our first-ever ‘Around the Campfire' conversation!     Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

The relationship between ESG and risk may be more intertwined than you think. From litigation to stranded assets to loss of social license – we dissect the complex world of ESG and risk mitigation. Join us in this week's episode as we welcome back Andrew Rodriguez, CEO and Chief Investment Officer at Change Finance, and introduce the newest addition to our pod!   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

Good ESG data doesn't have to break the bank. Qayyum Rajan joins the show this week to share how his firm, ESG Analytics, is harnessing the power of artificial intelligence to democratize ESG data for all.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

Climate science and financial analysis fall in love this week on The ESG Update. Dr. Pooja Khosla and her colleagues at Entelligent dig deep into complex climate models to help investors manage the risks associated with the transition to a net-zero economy.  Tune in to learn how some climate data falls short and how Entelligent is developing better solutions for investors.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

It's a new year and a fresh opportunity for self-reflection! Values and mission alignment consultant Genevieve Smith of GV Advisory joins the podcast this week to discuss how we apply ESG standards internally within our own businesses.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

George Gay has been working to effect positive change through the capital markets for 35 years. He joins the podcast this week to share his perspectives on the evolution of the SRI / ESG industry and update us on his firm, First Affirmative Financial Network.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

Seeds Investor is a fantastic new technology platform that empowers financial advisors to have values-based conversations with investors and then create custom portfolios. Tune in to hear how Founder and CEO, Zach Conway, created this innovative solution for the ESG investment industry.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

‘Black rocking the European Green Deal' is the title of this fourteenth episode, in which CEO researcher Kenneth Haar and Jana Leutner researcher at Change Finance, discuss the Blackrock scandal. Together they published a report called “The BlackRock Model”, in which they uncover the scale of the blunder of the European Commission by granting a contract to BlackRock to give advice on ‘sustainable finance'.  On the 25th of November it became crystal clear that the EuropeanCommission ignored massive conflicts of interest when it hired thepowerful company called BlackRock, the world's biggest investment fundto give paid advice on how to make the banking sector more sustainable.On that day the European Ombudsman published a thorough decision onthis case, after a complaint that was filed by CEO and the ChangeFinance coalition, joined by some MEPs.The European Ombudsman stated that The European Commission did notproperly consider conflicts of interest when it granted the  contract toBlackRock - being  the world's largest asset manager with $7.8 trillionin assets and being a big investor in fossil fuels and also in companiesthat contribute big time to deforestation. The Change Finance coalition,believes the Commission should drop the contract and start afresh.

Going Green host Dylan Welch sits down with Andrew Rodriguez, the CEO of Change Finance, to discuss his experience investing in green technology, sustainability, and renewable energy.Support the show (http://www.GoingGreenShow.com)

Can investors play a role in addressing systemic racism and sexism in our society? Damn right they can! Dorrit Lowsen, COO at Change Finance, joins the pod this week to discuss how our firm is pushing for gender and racial pay equity within some of America's largest corporations.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

Looking for ESG data and ratings for the municipal bonds? R. Paul Herman, CEO of HIP Investor, has solutions! Paul joins the podcast this week to discuss HIP Investor's analytics, ratings, and research on municipal bonds.  Paul also provides his perspective on the upcoming election and how the outcome may impact the growing ESG industry.     Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.   HIP Investor Ratings LLC is a California limited liability company, providing 125,000+ ratings for investors, advisers, fund managers and retirement plans.  R. Paul Herman is a registered representative of  HIP Investor Inc.,  an investment adviser registered in the States of California, Washington, and Illinois, with clients across the USA. This is not an offer of securities. All investing has risks.  Past results are not indicative of future performance.

If we’re going to stop the climate catastrophe that is unfolding, we will need a radical overhaul of how many things work. Our financial system has played a big role in leading us to the brink of collapse, and must be completely overhauled if we are to stand a chance. What does a fair and responsible financial system look like?  How can we shift power to democratically accountable public enterprises that will move us more rapidly towards a fossil free world? Further, in the wake of the economic impacts of the Covid-19 pandemic, how can changing finance and how it works help us to power a Just Transition?   In this episode of the State of Power podcast, we speak to Oscar Reyes, who is an associate fellow on the Climate policy program  of the Institute for Policy Studies in Washington DC. He’s written a book called “Change Finance, Not the Climate”, which looks at how we can change the financial system to address the climate emergency. 

Kimberly Griego-Kiel of Horizons Sustainable Financial Services and the Deep Impact Investing Podcast joins the show to discuss the value of dedication to sustainable investing. Kim also provides her perspective on new reports from USSIF and Majority Action.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

ETF.com’s Lara Crigger offers an overview of the clean energy ETF landscape, including explaining recent performance drivers.  ProcureAM’s Andrew Chanin discusses the investment case for the Procure Space ETF (UFO) and fields rapid-fire ETF questions.  Change Finance’s Andrew Rodriguez spotlights their U.S. Large Cap Fossil Fuel Free ETF (CHGX) and responds to common ESG rebuttals.

Fossil fuels are a central part of the sustainable investing conversation. In Episode 6 of The ESG Update, Hunter Lovins, Chief Impact Officer at Change Finance, joins the conversation to share her insights into the fossil fuel industry and the merits of divestment.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

In Episode 5 of The ESG Update, Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, joins the conversation to discuss how climate change presents unique risks to investment portfolios.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

In Episode 4 of The ESG Update, Founder of Verity Platforms, Jeff Marsh, joins the pod to discuss ESG current events and Verity, a platform for research and shareholder advocacy.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

In Episode 3 of The ESG Update, Business Development Specialist at the Wealth Consulting Group, Brittany Damico, joins the pod to discuss gender lens investing and best practices for communicating with investors about their values. Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. An Environmental, Social and Governance (ESG) fund's policy could cause it to perform differently compared to funds that do not have such a policy. The application of social and environmental standards may affect a fund's exposure to certain issuers, industries, sectors, and factors that may impact relative financial performance — positively or negatively — depending on whether such investments are in or out of favor.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors and The Wealth Consulting Group are separate entities from LPL Financial. WCG Wealth Advisors, The Wealth Consulting Group and LPL Financial are not affiliated with any of the other referenced entities.

In Episode 2 of The ESG Update, President of YourStake.org, Gabe Rissman, joins the pod to discuss the importance shareholder advocacy and the availability of ESG data. Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

In Episode 1 of The ESG Update, CEO of Change Finance, Andrew Rodriguez, joins the pod to discuss how millennials feel about responsible investing and the impact that a proposed rule from the Department of Labor may have on ESG funds in retirement plans. Andrew and host Dan Carreno also discuss the relationship between ESG and investment returns. Change Finance is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance and are subject to change without notice. Investing involves risk and past performance is not indicative of future risk. This material is not financial advice or an offer to purchase or sell any product. Change Finance reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

The team at Change Finance is proud to present our new podcast, The ESG Update, a biweekly podcast designed to keep financial professionals and investors up to date on the world of responsible investing. Subscribe for future episodes to hear host Dan Carreno, Head of Business Development at Change Finance, and various guests discuss the latest ESG news and resources available to environmentally and socially conscious investors.

Hello Podcast listeners, Today is a very special episode with Andrew Rodriguez, CEO and CIO of Change Finance. Before this he was a Portfolio Manager at Principium and Assistant Portfolio Manager and Senior Research Analyst at Keel Asset Management. He earned his MBA, Sustainable Systems, at Pinchot University and his BA in Philosophy from University of California Santa Cruz. In today’s episode we discuss his approach to investing and the petition for the need for more transparency in regards to the Gender Pay Gap. Enjoy and thanks for the listen!

I'm joined by The RealReal's Marketing Manager, Cynthia Huang. We talk about her interesting career journey from finance at JP Morgan, to restarting her career through marketing with Benefit Cosmetics. Now she's the marketing manager for the world's leading authenticated luxury consignment. Cynthia dives into her college major and what she wished she knew when starting out. She dishes out advice to grads and those who are looking to change their career path.  Follow Cynthia Huang Instagram: https://www.instagram.com/cynthiamhuang TikTok: https://www.tiktok.com/@cynthiamhuang Linkedin: https://www.linkedin.com/in/cynthiamhuang Follow She's Got Notions Instagram: https://www.instagram.com/shesgotnotionspodcast Personal Instagram: https://www.instagram.com/samanthatabasco Email: shesgotnotionspodcast@gmail.com Like and Subscribe! --- Support this podcast: https://anchor.fm/shesgotnotions/support

I feel compelled to post one last extract from the very end of my conversation with the legendary Hunter Lovins - for those who might prefer to listen in ‘chapters', for those who might not have made it all the way through on first listening, and for those who might be particularly interested in the themes covered here. And because I'm still deeply moved by how our conversation culminated. This extract segues directly from extract 2, where Hunter left off talking about trying to figure out how the rest of the world recovers from COVID-19. We explore her brilliant stories and current views of the Wellbeing Economy Alliance, Wellbeing Governments Coalition, Regenerative Communities Network, the Club of Rome, Doughnut Economics Action Lab, and how Dana Meadows' famous piece ‘Places to Intervene in a System' was born. Hunter Lovins is a best-selling author, including of the seminal Natural Capitalism, with Paul Hawken and Amory Lovins. She's also founder and President of Natural Capitalism Solutions, founding Professor of Sustainable Management at the Bard MBA, a pioneering rancher, and Chief of Impact at Change Finance. Hunter consults for companies and countries around the world, has been named Millennium TIME Magazine Hero of the Planet, and was awarded the 2008 Sustainability Pioneer Prize by the European financial community for her decades of pioneering work. Get more:
 Listen to our conversation in full wherever you get your podcasts, or at our website https://www.regennarration.com/episodes/061-were-gonna-reinvent-everything-hunter-lovins Music: The System, by the Public Opinion Afro Orchestra Title slide: Hunter Lovins, sourced at https://www.kickstarter.com/projects/naturalcapitalism/finer-future-creating-an-economy-in-service-to-lif Thanks to our generous supporters for making this podcast possible. If you too value what you hear, and have the capacity at this time, please consider joining them, by heading to our website at https://www.regennarration.com/support Thanks for listening!

This is a second brief extract from towards the end of my conversation with the legendary Hunter Lovins. It opens by looking at the tectonic shift that is apparently underway in the capital flows that will back in regenerative economies. Where banks are already looking at the stranded fossil fuel assets they're reclaiming and wondering what to do with them. And where the opportunities on the other side of the ledger grow. I heard Hunter say not long ago that the regenerative economy was already bigger than the extractive one in her home state of Colorado. But that nobody knows. So we talk about how they found out, how they engaged with 90% of the economy on it, and where else this might be true. Along with what to look out for. So much has changed in just the last couple of months, in the world at large and in Hunter's thinking. “Things are shifting,” she says. And “you can see the shape of the future.” Hunter is a best-selling author, including of the seminal Natural Capitalism, with Paul Hawken and Amory Lovins. She's also founder and President of Natural Capitalism Solutions, founding Professor of Sustainable Management at the Bard MBA, a pioneering rancher, and Chief of Impact at Change Finance. Hunter consults for companies and countries around the world, has been named Millennium TIME Magazine Hero of the Planet, and was awarded the 2008 Sustainability Pioneer Prize by the European financial community for her decades of pioneering work. Get more: 
Listen to our conversation in full wherever you get your podcasts, or at our website https://www.regennarration.com/episodes/061-were-gonna-reinvent-everything-hunter-lovins Title slide: Hunter Lovins, sourced at https://en.wikipedia.org/wiki/Hunter_Lovins#/media/File:Hunter_Lovins.jpg Thanks to our generous supporters for making this podcast possible. If you too value what you hear, and have the capacity at this time, please consider joining them, by heading to our website at https://www.regennarration.com/support Thanks for listening!

"We can roll back climate change." - L. Hunter Lovins This is a brief extract from episode 61 with the legendary Hunter Lovins, on the importance of the bio-regional scale – place and community - in creating regenerative economies. Especially now. There are a couple of great stories in this short clip, including more of her own. Hunter is a best-selling author, including of the seminal Natural Capitalism, with Paul Hawken and Amory Lovins. She's also founder and President of Natural Capitalism Solutions, founding Professor of Sustainable Management at the Bard MBA, a pioneering rancher, and Chief of Impact at Change Finance. Hunter consults for companies and countries around the world, has been named Millennium TIME Magazine Hero of the Planet, and was awarded the 2008 Sustainability Pioneer Prize by the European financial community for her decades of pioneering work. She also recently took out the Humungous Fungus Award – which is where we start this part of our conversation! Get more:
 Listen to our conversation in full wherever you get your podcasts, or at our website https://www.regennarration.com/episodes/061-were-gonna-reinvent-everything-hunter-lovins Title slide: Hunter Lovins, by West Coast Green sourced from - https://rachelsnetwork.org/hunter/ Thanks to our generous supporters for making this podcast possible. If you too value what you hear, and have the capacity at this time, please consider joining them, by heading to our website at https://www.regennarration.com/support Thanks for listening!

Hunter Lovins has been a highly influential figure for many decades in the regenerative economies movement. She is another guest that I struggle to describe in a brief intro. To give you a little idea, she's a best-selling author, including of the seminal Natural Capitalism, with Paul Hawken and Amory Lovins. She's also founder and President of Natural Capitalism Solutions, founding Professor of Sustainable Management at the Bard MBA, a pioneering rancher, and Chief of Impact at Change Finance. Hunter consults for companies and countries around the world, has been named Millennium TIME Magazine Hero of the Planet, and was awarded the 2008 Sustainability Pioneer Prize by the European financial community for her decades of pioneering work. I could go on. Oh, she also recently took out the Humungous Fungus Award – and we will talk about that! I heard Hunter say not long ago, before the pandemic, that her research suggests the regenerative economy is already bigger than the extractive one in her home state of Colorado. But that nobody knows! So I asked Hunter if she'd join me to talk about it, along with how things are changing right now, and of course some of her brilliant life story. Like my other extensive conversations with legendary figures in this space, like Hazel Henderson and Paul Hawken, this one drifted into ever more meaningful and heart felt exchanges as we went. I hope you enjoy this journey through Hunter's life, these transforming times, and where we can go from here. Our conversation includes why she ditched being a lawyer and accidentally became a regenerative rancher, her retrospective view on change and approaches to it over the decades (spoiler alert – where were the stories?), and the growing number of calls she's receiving asking how to build a regenerative economy out of the COVID collapse. So much of her thinking, she says, has changed in just the last couple of months - from what's needed to transition towards renewable energy, regenerative agriculture, and the finance to back it in, to how she goes about her own life and work. Hunter's is a trans-partisan vision where we're all in for societies that are better for people and planet – genuine prosperity. She's helped set up so much of the world's work to this end – including more recently the Wellbeing Economy Alliance and the Regenerative Communities Network. Dana Meadows' famous leverage points piece – Places to Intervene in a System – was seeded on Hunter's whiteboard. This prompts a moving conclusion to our conversation reflecting on some of Dana's profound insight. We're up against it, but we can still make something good of this situation, Hunter believes. Tectonic shifts are upon us. So where and how do we go from here? This episode was recorded online on 7 May 2020. Get more: Hunter's organisation, Natural Capitalism Solutions - https://natcapsolutions.org/ Her most recent book ‘A Finer Future: Creating an economy in service to life' - http://ourfinerfuture.com/ John Fullerton's 8 principles (or qualities, as he's currently speaking of them) of a regenerative economy - https://capitalinstitute.org/8-principles-regenerative-economy/ Wellbeing Economy Alliance (WEAll) - https://wellbeingeconomy.org/ Regenerative Communities Network - http://fieldguide.capitalinstitute.org/regenerative-communities-network.html Music: The System, by the Public Opinion Afro Orchestra. Thanks to you, our generous supporters, for making this podcast possible. If you too value what you hear, and you have the capacity at this time, please consider joining them, by heading to our website at https://www.regennarration.com/support. And get in touch any time by text or audio at https://www.regennarration.com/story Thanks for listening!

This episode is a graduate-level course on tracking renewable energy from generation to the end user, and the complexities of how policies, processes and markets all interact. My guest is Ben Gerber, the Executive Director of M-RETS, the Midwest Renewable Energy Tracking System based in Minneapolis. And this episode is a first for this podcast as I invite a guest co-host to join me—Tanuj Deora, Vice President of Market Development at Simple Energy. Tanuj is well known in clean energy circles – among his many previous roles he’s served as the Director of the Colorado Energy Office and more recently as EVP at SEPA, the Smart Electric Power Alliance, a role in which he’s been a guest on this podcast before. Ben, Tanuj and I start our conversation with the basics – what is MRETS and what does it do, and how do Renewable Energy Certificates, or RECs, work? We look at how the REC market landscape has been changing for both buyers and sellers, and we get into the debate that’s been happening within the REC community about the value of RECs and if they’ve outlived their usefulness. Tanuj and Ben square off about questions of additionality and look at the extent to which REC policies provide a necessary market incentive to build new renewable generation or whether they can serve as a disincentive in some scenarios. From there we look at the applicability of tracking systems to other sectors such as energy efficiency and energy storage. Then we look more broadly at the implications of RECs for decarbonization, and specifically at how advances in the technology and different market and policy approaches can support meaningful climate action. And we close our conversation with a look at renewable natural gas. We recorded this episode in back in February when Ben was in DC to speak at NARUC’s annual Winter Policy Conference. Though the conversation is a couple months old now, it has aged well aside from Tanuj’s gloating about the Patriots winning the Super Bowl. Show references include: Orange Button Budweiser super bowl ad EPA Webinar: Renewable Natural Gas from Landfill Gas and Sustainability at L’Oréal Recorded February 10, 2019. Published April 29, 2019. Sign up for email news and updates from More Power To You.  Sponsor message: Is the climate crisis stressing you out?  You have a choice in what you do about it. Option 1: Scream into a pillow, or option 2: Drive sustainable corporate behavior through your investments. If you’re like most of us, you probably don’t know what your investment funds are supporting, and there’s a good chance they invest in fossil fuels. Change Finance is a woman-owned and operated Public Benefit Corporation that builds investment funds to change the world. The investments are fossil fuel free, and align with your values without sacrificing returns. Go to change-finance.net/mpty to learn more and start investing today.  Change Finance is a registered investment advisor. This is not an offer to buy or sell any product.

We are joined by Dan Carreno of Change Finance. He shares the ins and out of socially responsible investments and how you can align your investments with your values. 

This is a special episode of More Power to You, in which I bring you an episode of Offshore Wind Insider, a podcast I launched a few months ago for the Business Network for Offshore Wind, which in full disclosure is a client of mine. My guest is Liz Burdock, President and CEO of the Network. Our conversation covers both strengths and challenges facing the US offshore wind industry today. We begin by looking at where the market stands today in terms of its potential capacity, current state commitments and the project development pipeline. We discuss recent lease activity, the entry of major international companies into the US market, what that says about investor confidence and what it may mean for the industry’s growth. We obviously talk about the IPF, the Network’s International Partnering Forum which is just a few weeks away in New York, as well as other activities the Network has planned later this year. Liz shares how the industry’s rapid growth also poses significant supply chain challenges, and she wraps up by looking West and discussing the possibilities for offshore wind in the Pacific. At least I thought she was wrapping up, but then she turns the tables on me and starts asking me questions. So, I share some of what I’ve seen and learned as someone who’s still relatively new to the industry. References: US Offshore Wind Market Update and Insights report 2019 International Partnering Forum Recorded March 12, 2019. Published March 25, 2019. Sign up for email news and updates from More Power To You.  Is the climate crisis stressing you out?  You have a choice in what you do about it. Option 1: Scream into a pillow, or option 2: Drive sustainable corporate behavior through your investments. If you’re like most of us, you probably don’t know what your investment funds are supporting, and there’s a good chance they invest in fossil fuels. Change Finance is a woman-owned and operated Public Benefit Corporation that builds investment funds to change the world. The investments are fossil fuel free, and align with your values without sacrificing returns. Go to change-finance.net/mpty to learn more and start investing today.  Change Finance is a registered investment advisor. This is not an offer to buy or sell any product.

For the show notes (guest bio, summary, resources, etc), go to: www.lifteconomy.com/podcast

Donna Morton, CEO of Change FinanceThis past May, Robert spoke with Donna Morton at the first Regenerative Futures Summit in Boulder Colorado about her background in the performing arts and how this foundation informs all of her work.After many years working as an activist in the environmental movement, Donna decided to shift her approach from one centered on resistance to one that is generative and focused on creating the conditions that give rise to a more equitable, fair, and just future.Most recently, Donna has turned her attention to the world of finance as a place to confront the status quo and work towards creating an economy in service to life through financial activism. At Change Finance, her team is building accessible products that promote ethical investing. Their first product, an entirely fossil fuel free exchange-traded fund, has recently become available on the New York Stock exchange.Donna and the Change Finance team will be ringing the stock exchange bell this Tuesday, November 7th, 2017 in New York.Producer: Dylan O’HaraEngineer: Anna Saldinger See acast.com/privacy for privacy and opt-out information.

From a vantage point of 40 years experience helping create the field of sustainability, Hunter Lovins is in an excellent position to explain where sustainability is today–and to highlight the latest thinking that will drive regenerative practices, the next wave beyond sustainability. Hunter is the President of Natural Capitalism Solutions, an entrepreneurial NGO that helps companies, communities and countries implement more regenerative practices profitably. Hunter is on the steering committee of Leading for Well-Being, an international team charged by the King of Bhutan to reinvent the global economy. A Professor of Sustainable Business at Bard MBA in New York, she is also one of the entrepreneurs creating Change Finance, an advisory moving money from harm to healing.  In this podcast, Hunter gives her vision for a sustainable future, building on A Finer Future, a forthcoming book she is co-writing for the Club of Rome, on whose Executive Committee she serves. Hunter talks about the power of resource efficiency, renewable energy, and the potential for tax shifting. She describes the potential for positive change with cutting-edge ideas like Biomimicry and Regenerative Capitalism. This is a resolutely positive vision of change and building a better world, inspired by Buckmister Fuller, Dana Meadows and many others. But it is only possible if we take action today. The post Episode 14: Hunter Lovins| New thinking that will drive Regenerative Capitalism, the next wave beyond sustainability appeared first on The Sustainability Agenda.

Dan sits down to discuss sustainable investing - a critically important topic as a responsible investor.Support this podcast at — https://redcircle.com/chain-of-wealth-debt-investing-entrepreneurship-wealth-and-more/donationsWant to advertise on this podcast? Go to https://redcircle.com/brands and sign up.