Podcasts about Impact investing

Investing in enterprises aiming at creating social/environmental impact alongside profit

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Impact investing

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Best podcasts about Impact investing

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Latest podcast episodes about Impact investing

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Family Office Strategies to Build Generational Wealth: From Philanthropic Impact to Deal-Making Excellence | Kip Kolson

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Feb 26, 2026 13:12


Send a textVeteran wealth advisor Kip Kolson, founder of Family Wealth Leadership, brings decades of insight to this episode on safeguarding generational wealth. In a world where 70% of wealth is lost by the second generation and 90% by the third, Kip reveals practical tools to reverse that trend.He shares five advanced family office strategies — from philanthropic impact investing and private placement life insurance to long-term leveraged capital structures — all designed to retain wealth inside the family and foster financial leadership in the next generation.Whether you're a founder, heir, or family office manager, Kip's framework helps you turn a high-net-worth family into a high-functioning enterprise.https://familyoffices.com/

Founder Spotlight
From Broadway to Exit: A Performer's Path to Impact Investing with Lisa Morris, Founder of Road Concierge and Managing Director of AKS Family Partners

Founder Spotlight

Play Episode Listen Later Feb 26, 2026 56:00


Our latest Member Spotlight podcast features Lisa Morris, Founder of Road Concierge and Managing Director of AKS Family Partners. Her career spans Broadway, entrepreneurship, and investing. After touring internationally as a performer, she identified a gap in entertainment travel and built Road Concierge from the ground up, bootstrapping the company without outside capital and selling it in 2012. In conversation with 3i Members Co-Founder & Chairman Mark Gerson, Lisa reflects on her progression from performer to operator to investor. She discusses her work with family offices and impact-focused capital, along with the framework she uses to evaluate opportunities and guide her philanthropic efforts. In this episode, Lisa shares: • How Lisa built and sold Road Concierge and the concrete lessons it taught her about managing cash, negotiating leverage, and choosing the right moment to exit • A clear, repeatable framework you can use to evaluate investments and allocate capital • Practical lessons from Broadway on resilience, preparation, and adaptability that apply directly to investing

Investing in Impact
Inside Lupus Ventures and the Push to Fund Cures First

Investing in Impact

Play Episode Listen Later Feb 25, 2026 6:26


This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------For decades, lupus has remained one of the most complex challenges in modern medicine. Its extreme heterogeneity, where symptoms and triggers can vary widely from one patient to the next, has made the disease difficult to study, diagnose, and treat.As a result, lupus has often been passed over by traditional venture capital in favor of conditions with more predictable development paths.That dynamic is now beginning to change.A growing wave of scientific advances, regulatory progress, and an increasingly active clinical pipeline is signaling a turning point for millions of patients worldwide.At the center of this shift is Lupus Ventures, a mission driven investment fund launched by the Lupus Research Alliance.The fund combines the discipline of life sciences venture capital with a clear focus on return on mission, aiming to close the funding gap that has long stalled promising breakthroughs in autoimmune disease research.In this spotlight, we speak with Nishant Rastogi, Managing Director of Lupus Ventures.Drawing on more than a decade of experience in biotech private equity and venture capital, Nishant explains why he chose to lead a mission driven fund, why early diagnostics are critical to improving patient outcomes, and how Lupus Ventures is helping reshape how cures are funded for historically underserved diseases.Full interview ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.

Nature: Breaking
Can "Impact Investing" Help Save the Planet?

Nature: Breaking

Play Episode Listen Later Feb 24, 2026 28:16


Finance has a critical role to play in achieving conservation goals. Simply put, saving an ecosystem, or a species, isn't free. Those efforts require lots of scientific research and analysis, tools, infrastructure, and staff. WWF has been at the forefront of a variety of innovative ways to finance those efforts – from Project Finance for Permanence initiatives, to debt for nature swaps, and more. Today we're going to talk about another approach that's gaining steam: impact investing. Impact investing is all about making investments with the goal of advancing social or environmental outcomes – not about maximizing financial returns. Joining Nature Breaking today to explain how it works is Isabelle Foster, WWF's Senior Impact Investing Specialist. Isabelle is part of WWF Impact, our impact investing venture. And she's also a podcast host, having recently launched a limited-series show called Catalyzing Climate Conversations. Her new show is a partnership with the Aspen Institute's Aspen Network of Development Entrepreneurs (ANDE). Stay tuned to hear from Isabelle about how impact investing works, why WWF is investing in companies like EatCloud—whose software platform is helping grocery stores and other businesses divert food from the landfill and instead support local communities—and how these investments advance conservation outcomes on the ground. Links for More Info: Isabelle Foster bio WWF Impact PODCAST: Catalyzing Climate Conversations CHAPTERS: 0:00 Preview 0:30 Intro 1:56 What is impact investing? 5:20 How can impact investing help the planet? 8:02 WWF's approach to impact investing 13:34 Example of success: EatCloud 21:45 Podcast plug for Catalyzing Climate Conversations 27:39 Outro

The Five of My Life
#195 Andy Kuper

The Five of My Life

Play Episode Listen Later Feb 23, 2026 53:25


Leapfrog Investments founder and CEO Andy Kuper has turned a radical idea, Impact Investing, into a global force. Launched by Bill Clinton in 2008 it has since been dubbed by Fortune magazine as one of the Top 5 companies changing the world. Andy's Profit For Purpose approach is helping low income communities across the globe with over half a billion people benefitting from innovative healthcare and finance solutions Hear each song chosen by every Five of My Life guest at: https://open.spotify.com/playlist/60PqJQ1rg6fverFMyKvdkG Follow The Five of My Life on Instagram: The Five of My Life (@thefiveofmylife) Contact Nigel at https://nigelmarsh.com/

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Beyond the 2/20 Model: Disrupting VC & 25% IRR from Climate Adaptation in Southeast Asia

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Feb 17, 2026 83:33


Most climate investment still flows toward mitigation, technologies designed to reduce future emissions. Far less capital is directed toward climate adaptation, despite the fact that many regions are already living with the physical, economic, and social consequences of climate change.This imbalance is especially visible in emerging markets, where climate risk, rapid economic growth, and limited institutional infrastructure collide.In this episode of SRI360, I'm joined by Alina Truhina, Founder and Managing Partner of Radical Fund and Utopia Capital Management. Alina has spent her career building and backing early-stage companies across Southeast Asia and Africa, with a focus on climate adaptation, venture capital, and how businesses actually get built in emerging markets.We discuss why traditional venture capital models often fail in emerging markets, why climate adaptation is harder to measure (but no less urgent) than mitigation, and why supporting founders in these environments requires far more than simply writing a check.Tune in to learn more about:Why climate adaptation remains underfunded compared to mitigationHow measurement and incentives shape where climate capital flowsWhy traditional venture capital models struggle in emerging marketsWhat founders in climate-exposed regions need beyond just fundingHow capital design influences risk, resilience, and long-term outcomesFeatured guest: Alina Truhina, CEO and Managing Partner of The Radical Fund and a Partner at the multi-regional investment platform Utopia Capital Management Listen Next: Conversation with Nick Hurd: How Paying for Outcomes Unlocks Impact Investing ReturnsDiscover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update 

Property Profits Real Estate Podcast
From Life Changing Adversity to Impact Investing with Nathan Barkocy

Property Profits Real Estate Podcast

Play Episode Listen Later Feb 13, 2026 22:14


Nathan Barkocy went from a life-altering accident to building a thriving real estate portfolio and co-authoring a book with Sharon Lechter. In this episode, he shares how resilience, creativity, and impact drive his investing approach. Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/ #realestatepodcast #nathanbarkocy #propertyprofits #davedubeau

The Green Dream
Hidden Gems, Big Impact: Investing in Emerging Companies with Nathan Parkin from Australian Ethical

The Green Dream

Play Episode Listen Later Feb 11, 2026 41:20


In this episode we're speaking with Nathan Parkin, Head of Equities at Australian Ethical, an investment manager established in 1986, with more than $10 billion in funds under management. In 2014, Australian Ethical became the first listed company in Australia to earn Certified B Corp status and it's also worth noting that they donate 10% of their profits each year through the Australian Ethical Foundation which has resulted in $13M of donations since the year 2000. In this discussion, we dive into Australian Ethical's Emerging Companies Fund, which invests in small and micro‑cap businesses shaping the future — particularly in technology, healthcare, renewables, and other positive‑impact sectors that meet the fund's strict ethical standards. The strategy is an actively managed, bottom‑up stock‑picking approach, and  Nathan walks us through exactly what that means in practice, as well as some current stock stories. Nathan has over 30 years of experience in Australian financial markets, including 12 years at Perpetual as Deputy Head of Equities and 7 years at Ethical Partners Funds Management as founder and portfolio manager. He has also had experience as an equity analyst, equities dealer, and Head of Institutional Business. His not‑for‑profit work includes significant fundraising and school board membership.We hope you enjoy this discussion with Nathan Parkin, Head of Equities at Australian Ethical. You can find out more about Australian Ethical and the Emerging Companies Fund here.We wish to acknowledge the traditional custodians of the land we recorded on, the Wardandi Noongar people. We pay our respects to them and their culture; and to elders past, present and emerging.  For more information about JustInvest & EIA: justinvest and ethicalinvestment

The Quest for Success
The Mentorship Secret Behind Lasting Family Enterprises – Suresh Mutha

The Quest for Success

Play Episode Listen Later Feb 11, 2026 70:53


In this episode of The Quest for Success Podcast, Jam and Dylan Pathirana sits down with Suresh Mutha for a reflective conversation on success, family enterprise and long-term impact. Drawing from his upbringing in a large family and his journey as an entrepreneur and investor, Suresh shares how his definition of success centres on peace, purpose and freedom rather than material achievement alone.He speaks about the values instilled through his early life experiences, the importance of mutual respect and collaboration within family systems, and the lessons learned from working in and eventually transitioning out of a family business. Suresh offers thoughtful insights into governance, decision-making and the complexities of balancing family relationships with business responsibilities.The conversation explores innovation through generational perspectives, the role of structured governance in sustaining family enterprises, and the discipline required in investing with clear financial strategy and risk assessment. Suresh also highlights the importance of mentorship, personal wellness practices such as yoga, and creating space for clarity and focus in both business and life.This episode is a powerful reminder that true success is deeply personal and purpose-driven. Suresh's vision for the future centres on helping families build resilient business structures, fostering innovation while preserving relationships, and creating meaningful social impact that extends beyond financial returns.Key Takeaways• Success is defined by peace, purpose and freedom.• Creating social impact is a meaningful life purpose.• Growing up in a large family builds collaboration and respect.• Strong governance is essential when transitioning family businesses.• Innovation often comes from younger generational perspectives.• Investing requires clear financial strategy and risk awareness.• Mentorship plays a critical role in developing future leaders.• Maintaining family relationships is vital in business dynamics.• Personal wellness practices enhance clarity and focus.• Long-term goals include helping families build businesses that last.Connect with Suresh MuthaLinkedIn: linkedin.com/in/suresh-mutha-290652176Follow us on all your favourite platforms:Youtube: https://www.youtube.com/@TheQuestforSuccessPodFacebook: https://www.facebook.com/people/The-Quest-For-Success-Podcast/61560418629272/Instagram: https://www.instagram.com/thequestforsuccesspod/Twitter: https://x.com/quest4success_LinkedIn: https://www.linkedin.com/company/the-quest-for-successTikTok: https://www.tiktok.com/@thequestforsuccesspodWebsite: www.thequestforsuccesspodcast.com Please share this around to anyone you think will get value from it : )

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Paul Hutchinson: Rescuing Lives, Building Wealth, and Leading with Purpose | Billionaire Fireside Chat

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Feb 10, 2026 31:15


Send a textIn this deeply moving and unfiltered conversation, billionaire philanthropist and investor Paul Hutchinson joins Richard C. Wilson for a Fireside Chat that transcends money. Paul shares how he went from building a $20M exit and launching a top-performing private equity firm to risking everything—his capital, reputation, and life—to fight child trafficking on the front lines.You'll hear firsthand how charity work reshaped his business vision, why healing and impact go hand-in-hand, and the story behind his real-life undercover missions in some of the world's most dangerous environments. This episode is about more than success—it's about significance.Highlights include:The $20M exit that launched his investing careerHow a call from the Attorney General changed everythingWorking with Tony Robbins and Angel StudiosLeading with courage and protecting the vulnerableThe deep link between legacy, healing, and capital.More at: FamilyOffices.comhttps://familyoffices.com/

Smart Women Talk Radio
How Anyone Can Invest in the Change They Want to See in the World with Marcia Dawood

Smart Women Talk Radio

Play Episode Listen Later Feb 8, 2026 34:41


What if your money could do more than sit in a retirement account?This month on Smart Women Talk, we're joined by Marcia Dawood, global leader in angel investing and author of Doing Good While Doing Well, for a conversation that will completely change how you think about investing.Marcia breaks down what angel investing actually is (no finance degree required), why women are uniquely wired to be exceptional investors, and how anyone—yes, even with as little as $100—can invest in ideas, founders, and innovations they care about.You'll learn:What angel investing really means (and how it's different from Shark Tank)Why women founders receive only ~2% of venture capital—and how that can changeHow to start investing with your values, not just your walletCreative ways to invest using donor-advised funds, IRAs, and equity crowdfundingSimple, low-risk first steps to explore this world without feeling overwhelmedIf you've ever wanted your money to reflect what matters most to you, this episode is a must-listen.Marcia Dawood is an early-stage investor and national leader in expanding women's access to capital, now championing a bold new message with her forthcoming book, Unapologetic Wealth: Rewrite Your Money Story from Any Beginning  (March 10, 2026).As Chair of the SEC's Small Business Capital Formation Advisory Committee, a venture partner with Mindshift Capital, and chair emeritus of the Angel Capital Association, she has helped rewrite the rules of who gets to build and benefit from innovation.She founded the ACA's Growing Women's Capital Group and has invested in more than 50 early-stage companies and funds, always pushing for diversity, impact, and financial agency. Marcia is also the award-winning author of Do Good While Doing Well and a TEDx speaker whose work inspires women to step into wealth with confidence and zero apology.Connect with Marcia at MarciaDawood.com.DISCLAIMER: The information Smart Women's Empowerment and Smart Women Talk provides is for general informational purposes only. All information is provided in good faith; however, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF OR RELIANCE ON ANY INFORMATION PROVIDED SOLELY AT YOUR OWN RISK. We cannot and do not offer financial and/or medical advice. The information is provided for general informational and educational purposes only and is not a substitute for professional advice. Accordingly, we encourage you to consult with the appropriate professionals before taking any actions based on such information.

The Brand Called You
Transforming Cities & Impact Investing | Anthony Stephan, Chairman of Cornerstone Development, on Sustainability, Education & the Metaverse

The Brand Called You

Play Episode Listen Later Feb 7, 2026 54:47


Dive into an inspiring conversation with Anthony Stephan, Chairman of Cornerstone Development, hosted by Stephen Ibaraki on The Brand Called You Podcast.From his resilient upbringing in Lebanon to leading global initiatives in sustainable real estate, energy access, education, and the metaverse, Anthony shares how purpose-driven leadership and technology can uplift billions.This episode explores:Impact investing and off-grid energy (Bboxx)Empowering Gen Z through platforms like GoodwallSustainable city developmentMeasuring real impactLeadership lessons for a rapidly changing world

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Regenerative Finance and Biodiversity: The Risk Investors Keep Mispricing

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Feb 5, 2026 137:38


What happens when sustainability strategies fail to address real climate risk and long-term investment outcomes?In this episode of SRI360, I am speaking with Laura Ortiz Montemayor about impact investing, climate risk, and regenerative finance, and why sustainability alone may no longer be enough for investors focused on long-term value creation.Drawing from Laura's experience in traditional finance and her work building regenerative investment strategies in Latin America, the conversation explores how capital allocation shapes systems, and why rethinking how capital is deployed matters as much as where it flows.The conversation is especially relevant for investors navigating climate finance, nature risk, and sustainable investing in emerging markets.We talk about:the difference between sustainability and regeneration in impact investingwhy changing what we invest in isn't enough without changing how capital is deployedhow capital shapes systems, and risk, over timewhat regenerative finance looks like for investors focused on long-term outcomesFeatured guest: Laura Ortiz Montemayor, founder of SVX México and Managing Partner of Regenera VenturesListen Next: Conversation with Helen Avery, Director of Nature Programs at the Green Finance Institute (GFI)Discover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update 

The Flip
Why Getting Paid Costs More in Emerging Markets

The Flip

Play Episode Listen Later Jan 29, 2026 9:20


If you're a freelancer or a remote worker from the global south, you likely have a harder time getting paid and participating in the global economy. Maybe a global payments company doesn't operate in your country. Maybe they banned your account or froze your funds. Remote workers and freelancers from emerging markets often have to jump through hoops to get paid, incurring additional costs along the way.Meanwhile, more people than ever are working online, and more of these workers are coming from the developing world. Yet the global payments system is often failing the very people who rely on it the most. Are stablecoins the solution?This episode of Money Trails is presented by Stellar Development Foundation.Watch the full episode on YouTube.00:00 - The global payments system is broken01:34 - Freelancing and remote work payment issues03:38 - Why does this happen? De-risking04:29 - 1.2 billion people are reaching working age in emerging markets05:15 - Stablecoins to the rescue?07:09 - There is a tax on the global south09:03 - Next episode, we head to Lagos, NigeriaOur Links -

The Future of Money
Kula co-founder Micah Yeackley on how blockchain can transform impact investing

The Future of Money

Play Episode Listen Later Jan 28, 2026 8:20


We discuss how blockchain is bringing radical transparency to the impact investing sector. - Why on-chain governance gives real voice to underserved communities - How DAOs and token-based voting are reshaping village-level decision-making - Using blockchain to prove and quantify measurable impact - The challenges of device access, education, and infrastructure on the ground - How Kula is designing blockchain tools tailored to developing markets - Why measured impact will soon be mandated by investors—and tracked on-chain - How real-world assets are creating price stability for impact tokens - Why regions like Sub-Saharan Africa and South Asia are leading in blockchain adoption Powered by Phoenix Group The full interview is also available on my YouTube channel: YouTube: https://bit.ly/4t5BAH7  

The Brand Called You
Aligning Purpose with Profession: Impact Investing & Vocation with Florian Kemmerich, Author & Leadership Mentor

The Brand Called You

Play Episode Listen Later Jan 28, 2026 28:37


Welcome to another powerful episode of The Brand Called You (TBCY)! Today, we sit down with acclaimed author, impact investor, and purpose-driven leader Florian Kemmerich from Geneva, Switzerland. In this thought-provoking conversation with host Ashutosh Garg, Florian unpacks his book, Vocation: How to Align Your Purpose with Your Profession, and shares personal stories and insights that will inspire anyone seeking meaning and impact in their careers.Discover how Florian's roller-coaster life journey, from being bullied as a child to becoming an international-level judo athlete and healthcare executive, led him to explore purpose, impact investing, and systemic change. Learn why aligning your career with your deeper calling is vital, and how you can start your own journey to "vocating".Whether you're feeling lost in your career or ready to make an impact, this episode will give you practical steps, tools, and inspiration to find and live your purpose.

Glocal Citizens
Episode 304: When Lineage Meets Craft and Other Notes on Community with Tai Allen Part 2

Glocal Citizens

Play Episode Listen Later Jan 27, 2026 35:19


This week the US commemorates the MLK Day holiday - Dr. Martin Luther King Jr.'s birthday. He would have been 97. The third Monday of January has stood as the official holiday for 40 years, and no matter what the current US administration attempts at erasure, the Black American Diaspora will never forget. I remember growing up, before 1986 when the day became an official holiday, the majority of my Black classmates did not attend school on January 15th. This is the activism that the Civil Rights Movement inspired for two generations, and activism + grassroots organizing are prime topics in this two-part conversation with long-time comrade, fellow Brooklynite, poet, performer, jazz/soul vocalist, musician, producer, designer, and community strategist, Tai Allen. A native New Yorker by way of Panama, Jamaica, and Virginia, Tai's life story is filled with a history of progressive stands. From his mother's family being among those that contributed to the suit that integrated schools across the United States—Brown vs. The Board of Education of Topeka to his father's influential network of academics and thought leaders, his craft was in the making for his entire upbringing—without him necessarily knowing it. #Listenandlearn more! Where to find Tai? https://taiallen.com/ On LinkedIn On Instagram On Facebook On YouTube On Soundcloud Other topics of interest: About Yonkers, New York Perspective on Jamaican Migration to Panama About Colón and Panama City in Panama About Saint Ann and Saint Elizabeth Jamaica The Maroons of Jamaica How Scots became a presence in Jamaica… Flyght Tyme, the band About Tai's connection to Roots Author, Alex Palmer Haley and Palmer Family Ancestry The Five Cases that lead to Brown v. Board About recently shuttered community hotspot, The Brooklyn Moon Cafe and Michael Thompson What was Real Player? The Last Poets Amiri Baraka Yosef Ben-Jochannan “Dr. Ben” About Leonard Jeffries Who is Chi Ossé? Revisit Anna Malaika Tubbs on Glocal Citizens CBC - Congressional Black Caucus What's happening in policy in Utah? A timeline of policing, law enforcement and resistance in the USSpecial Guest: Tai Allen.

Diamond Effect - Where small business owners become leaders
How to Think Like a CEO (Not Just a Service Provider) - MM 238

Diamond Effect - Where small business owners become leaders

Play Episode Listen Later Jan 26, 2026 4:34 Transcription Available


In this Maggie's Moment, Maggie breaks down the 3 big shifts that separate true CEOs from overwhelmed technicians:Creating and leading with a clear visionBuilding a team to expand your impactInvesting in your own growth to move the business forwardReady to step into your CEO role and scale your business? Tune in for actionable inspiration and your next step.Ready to step into your CEO role and grow faster? Book a complimentary consult and I'll help you build the skills and strategy to scale -  https://calendly.com/maggie-s2l/discovery-call-1

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Alpha From Inertia: How Paying for Outcomes Unlocks Impact Investing Returns

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Jan 21, 2026 91:06


The biggest risk investors face right now isn't just climate change, geopolitics, or emerging-market volatility. The real threat in impact investing is inertia. Capital stays in familiar places because big asset owners can get satisfactory returns elsewhere. So, unless incentives and information change, inertia wins.This episode is about why social investment keeps getting stuck, even when good people across government, finance, and communities are trying to do the right thing – and what actually has to change for money to start moving.It focuses on where incentives misfire and how to scale impact investing and social investment beyond pilot projects. I'm joined by Nick Hurd, former UK minister and now Chair of GSG Impact. Nick has worked across government, finance, and civil society. He helped build the UK's social investment market, pioneered early social impact bonds, and later stepped away from politics after deciding markets offered more leverage than ministries.We talk about:how outcome-based finance works in practicehow social investment moves risk off taxpayerswhere social impact bonds work (and where not)why climate finance must account for communities, not just emissionsFeatured guest: Nick Hurd, Chair & Senior Adviser at GSG Impact Listen Next: Conversation with Sir Ronald Cohen Conversation with Nick O'DonohoeDiscover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
How AgTech Venture Capital Harvests Alpha and Impact in Latin America

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Jan 15, 2026 124:45


Agrifood and AgTech investing in Latin America is still widely misunderstood. That gap between perception and reality is creating real opportunity for patient, specialized investors who understand agriculture as a long-term operating business, not a short-cycle investment theme.Volatility here is often mistaken for weakness. But as this conversation makes clear, agribusiness has kept growing through recessions, pandemics, and political transitions. In many cases, it's been one of the most resilient parts of the economy.I'm joined by Francisco Jardim, General Partner at SP Ventures. He's spent nearly two decades building one of the region's earliest agrifood venture capital platforms, investing across agriculture innovation, climate resilience, and food security in Brazil and across Latin America.We talk about:Why tropical agriculture operates differently from temperate agriculture in US and European systemsHow climate and AgTech investors often misprice Latin AmericaWhy Brazilian agribusiness continued growing through macro shocksHow to scale sustainable agriculture without sacrificing productivity or food securityTune in to hear why Latin American agrifood and climate tech may be one of the most compelling risk-return opportunities of this generation.Featured guest: Francisco "Chico" Jardim, General Partner at SP Ventures, one of the earliest venture firms built inside Brazilian agricultureListen Next: Conversation with Daniel Izzo, CEO of Vox Capital, Brazil's first impact investing firmDiscover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update

Innovación Sin Barreras
De Banquero Corporativo a Inversor de Impacto: La Historia de Octaviano Couttolenc

Innovación Sin Barreras

Play Episode Listen Later Jan 12, 2026 26:09


Pasar 30 años en la banca corporativa (Santander, Citi, Scotia) te da estabilidad, prestigio y dinero. Pero también puede convertirse en una "jaula de oro" con la puerta abierta.Octaviano Couttolenc decidió salir de esa jaula para convertirse en lo que él llama un "Banquero Redimido". Hoy lidera los fondos de impacto de Promotora Social México (PSM), administrando capital paciente para resolver los problemas más duros de Latinoamérica.En este episodio grabado en Impactaland Live (junto a mi co-host Eduardo Gomien de Chile Global Ventures), conversamos sobre cómo se ve la vida después de la vida corporativa.En este episodio aprenderás:Qué es el concepto de "Banquero Redimido" y cómo encontrar propósito en la segunda mitad de tu carrera.La estrategia de "Continuo de Capital" de PSM: Desde Semilla (con Impacta VC) hasta Growth.Por qué PSM invierte en startups latinas con la tesis de que "todo eventualmente llega a México".La "jaula de oro": Cómo identificar si estás atrapado en un trabajo que paga las cuentas pero no llena el alma.Tequila Diplomacia: Por qué el idioma no es suficiente para escalar a México.Capítulos:00:00 - Intro: Jaime Sotomayor y Eduardo Gomien02:26 - ¿Quién es Octaviano Couttolenc? El Banquero Redimido04:47 - Dejar Santander y Citi tras 30 años: El proceso de reinvención06:52 - Cómo llegar al Impact Investing por "Diosidencia"10:04 - El concepto de la "Jaula de Oro" corporativa10:52 - Qué es Promotora Social México (PSM) y su tesis de inversión13:53 - El "Continuo de Capital": Alianza con Impacta VC para etapa Semilla18:06 - Por qué invertir en LatAm (excepto Brasil) para llegar a México21:45 - Propósito: La energía de los emprendedores jóvenes24:33 - Recomendación de libro: "From Strength to Strength"Invitados:Octaviano Couttolenc - Director de Impact Adventures PSM (Promotora Social México)LinkedIn: https://www.linkedin.com/in/octaviano-couttolenc-mestre-98534382/Eduardo Gomien (Co-host) - Chile Global Ventures / Podcast Chile Nación EmprendedoraLinkedIn: https://www.linkedin.com/in/egomien/Sígueme para más sobre innovación y startups en LatAm:LinkedIn: linkedin.com/in/jaimersb/Instagram: https://www.instagram.com/jaimersbWeb: https://www.jaimesotomayor.com#InnovacionSinBarreras #ImpactInvesting #VentureCapital #Startups #Impactaland

ODI podcasts
Davos 2026 – Is impact investing living up to its promise?

ODI podcasts

Play Episode Listen Later Jan 8, 2026 33:06


As global leaders gather in Davos later this month amid shrinking aid budgets and hardening geopolitical priorities, development finance is being recast through the language of investment – raising urgent questions about who shapes this new model, who carries the risk, and who benefits.Development finance is entering a period of profound transition. Traditional aid models are under strain, squeezed by fiscal pressure, political fragmentation and shifting global priorities. In their place, investment-led approaches, from impact investing and blended finance to philanthropic capital and deeper private sector engagement, are gaining prominence as the future of development.In this episode of Think Change, we examine what this shift looks like in practice. How is capital being deployed across Africa and other emerging markets? What role do micro, small and medium enterprises (MSMEs) play in translating finance into inclusive growth? And how viable is the move from grants to risk-tolerant investment in fragile and underserved contexts?Experts discuss where impact investing is delivering real outcomes, where expectations may be overstated, and how power, incentives and accountability are shifting as development increasingly speaks the language of capital.As Davos conversations turn towards mobilising private finance and redefining global cooperation, the episode asks whether investment genuinely deepen development, rather than simply reshaping it in the image of existing markets.GuestsSara Pantuliano (host), Chief Executive, ODI GlobalAmit Bouri, Co-Founder and CEO, Global Impact Investing Network (GIIN) Neil Gregory, Senior Advisor to ODI Global's Centre for Private Finance in DevelopmentDorothy Nyambi, President and CEO, Mennonite Economic Development Associates (MEDA)Related resourcesIRIS+Impact PrinciplesImpact Investor Survey

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
How Catalytic Capital Turns High-Risk Assets Into Pension-Grade Investments

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Jan 6, 2026 42:48


Catalytic capital is often described as concessional capital, sometimes accepting lower returns. But this framing overlooks what matters most. In practice, catalytic capital steps in first, absorbs the risk others can't, and makes institutional capital comfortable enough to follow.If you're involved in capital allocation, this matters because catalytic capital isn't about charity. It's about structuring risk so institutions can invest in assets they normally couldn't because of regulatory and rating rules.This episode focuses on how catalytic capital functions inside impact investing portfolios under real regulatory and balance-sheet constraints. It revisits key points from my earlier conversation with Yasemin Saltuk Lamy who built and scaled the Catalyst Portfolio at British International Investment from roughly £300 million to about £1.6 billion.Tune in to learn:Why who goes first matters more than how much capital goes inWhen catalytic capital actually crowds in institutional investorsHow credit enhancement changes regulatory eligibilityHow impact measurement shapes capital allocation decisionsWhy impact trades off with liquidity, not financial returnsFeatured guest: Yasemin Saltuk Lamy, Head of Investment Strategy for the Institutional Retirement division of Legal & General (L&G) and former Deputy CIO and Head of Asset Allocation and Capital Solutions at British International Investment (BII)Listen Next: Full conversation with Yasemin Saltuk LamyDiscover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update 

Faith Driven Investor
Episode 213 - Seeds vs. Silos: A Sneak Peek of the 2026 FDI Conference

Faith Driven Investor

Play Episode Listen Later Jan 5, 2026 39:11


Join hosts Henry Kaestner, Justin Forman, and Luke Roush as they preview the upcoming 2026 Faith Driven Investor Conference, exploring the transformative theme "Seeds vs. Silos" and what it means for how we steward capital in service of God's kingdom.Key Investment Topics:Understanding the J-curve of investing and why seed capital requires patience before bearing fruitThe convergence of giving, investing, and building into unified asset allocation focused on missionFirst-loss capital strategies: How philanthropic capital can unlock larger investment tranchesThe urgency of African investment: Addressing 80% of the world's poor by 2030 through market-driven solutionsRedefining risk from an eternal perspective rather than purely financial metricsPowerful Quotes:"We're planting these seeds and the seeds are planted in the ground and they go down. And with the J-curve, all of a sudden it's underground, it doesn't look like it's great, and then it comes back up someplace further away, far enough away from where you planted it so that maybe you don't even get credit for it." - Henry Kaestner"It's not a failure of the system, usually, in terms of people using the platform God's given them. It's usually a failure of nerve." - Luke Roush"The tragedy is when you go into some of these dark places, tragically we find that darkness is more coordinated than the church." - Justin FormanEpisode Description:Six years into the Faith Driven Investor Conference journey, the movement has reached an inflection point. What began as storming and forming is now transforming into coordinated action as investors, advisors, and fund managers converge around a unified mission: solving the world's greatest problems under God's power for His glory.This preview episode unpacks the conference theme "Seeds vs. Silos," challenging investors to move beyond accumulation mindsets (the barns and silos of our age) toward scattering seeds that grow underground before bearing fruit in unexpected places. Henry, Justin, and Luke explore how the J-curve of investing mirrors spiritual growth—requiring faith during the valley period when capital is deployed but results aren't yet visible.The conversation addresses critical shifts in the faith-driven investing ecosystem: the three-sided marketplace now including river guide advisors, the convergence of philanthropic and investment capital into unified asset allocation maps, and real-world examples of first-loss capital unlocking larger investment opportunities in emerging markets. With top-quartile performers now visible across virtually every asset class—from multifamily real estate to African venture funds—the movement has matured beyond feel-good stories to demonstrable excellence because of, not despite, biblical values. The hosts issue a clarion call for urgent action in Africa, where 80% of the world's poor will live by 2030, and challenge investors to rethink risk from an eternal perspective rather than merely financial metrics.

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Why Sustainable Forestry Beats Traditional Timber Models on Risk and Returns

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Dec 30, 2025 65:58


Forestry is often treated as just timber production. But in this 2-in-1 compilation about sustainable forestry, you'll hear a different way of thinking. One that looks beyond timber to carbon, biodiversity, water, and resilience.I revisit key moments from two earlier episodes that look at sustainable forestry as a serious investment strategy and a practical example of nature-based investing. They show how forests can deliver competitive returns, hedge inflation, and reduce portfolio risk while addressing climate and biodiversity pressures.In one conversation, Bettina von Hagen talks about how better forest management can make forests more valuable over time. In the other, Charlotte Kaiser explains why climate and biodiversity loss are now showing up as real risks for investors.Together, they show how decisions made on the ground connect with institutional capital in the real world. You'll hear:How sustainable forestry creates value beyond timber productionWhy forests function as an inflation hedge and portfolio stabilizerHow climate-smart forestry improves resilience without sacrificing returnsHow carbon markets and conservation expand financial optionalityHow biodiversity, carbon, and community outcomes are measuredIf you want solid information before deciding whether forests belong in a portfolio, this episode is a good place to start.Featured guests:Bettina von Hagen, Managing Director & CEO at EFM Investments & AdvisoryCharlotte Kaiser, Head of Impact Finance at BTG Pactual's Timberland Investment Group (TIG)Listen Next: Full conversation with Bettina von Hagen Full conversation with Charlotte Kaiser Discover More from SRI360°:Explore all episodes of the SRI360° PodcastSign up for the free weekly email update

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Circular Economy Investing: VC Returns from Fashion's Broken Logistics

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Dec 23, 2025 64:11


The apparel industry is a $3 trillion market. But a massive share of what it produces goes straight to waste.That combination points to mispriced inputs and broken systems. And to real opportunities for circular economy solutions that work on both the business side and the environmental side.In this end-of-year gift to listeners, I'm revisiting a conversation that shows where to look for investment opportunity: at overproduction, reverse logistics that don't work, and at a system where brands often find it cheaper to write off returned product than resell it.These are highlights from an earlier conversation with Karla Mora, founder of Alante Capital, an early-stage venture fund focused on circular economy solutions and sustainable supply chains across the apparel industry.Karla works directly with brands, manufacturers, and material innovators to understand where waste is created and where capital can change outcomes.You'll hear:How overproduction creates immediate waste in apparelWhere circular economy investments can scale todayHow venture returns and impact align in this sectorListen in.—Featured guest: Karla Mora: Founder and Managing Partner at Alante Capital, an early-stage venture fund backing scalable circular economy solutions in apparel and consumer supply chains—Listen Next: Full conversation with Karla Mora—Discover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update

Investor Fuel Real Estate Investing Mastermind - Audio Version
Impact Investing for Legacy Families: A Deep Dive into Making a Difference

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Dec 22, 2025 21:24


In this conversation, Reagan Rodriguez, a futurist and advisor to global legacy families, discusses his unique approach to impact investing, focusing on humanitarian projects and alternative energy solutions. He shares insights on building relationships with wealth legacy families, the importance of learning from mistakes, and creative ways to connect with potential investors. The discussion highlights the significance of calculated risks in investment and the value of preserving wealth through meaningful projects.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Green Bonds 101: Two Women Who Built the Market from Scratch

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Dec 16, 2025 64:55


Green bonds reshaped parts of sustainable finance and placed transparency and disclosure at the core of fixed-income markets. Although they didn't change credit risk they managed to change how investors evaluate credibility, disclosure, and intent.This 2-in-1 compilation revisits two earlier conversations about the early days of green bonds, when issuers and investors were still figuring out how the product worked. This was before sustainable finance went mainstream. In that period, climate reporting was uneven and measurement frameworks were still taking shape.You'll hear highlights from the interviews with Marilyn Ceci and Romina Reversi. Both worked inside JP Morgan when the green bond market took shape.Marilyn Ceci led ESG Debt Capital Markets globally at JP Morgan. As a co-author of the Green Bond Principles, she helped establish voluntary guardrails that allowed the market to scale without losing liquidity.Romina Reversi served as a founding member of JP Morgan's ESG DCM team at a time when green bonds remained niche. She now leads Sustainable Investment Banking for the Americas at Crédit Agricole and focuses on green bonds, sustainability-linked bonds, and investor-aligned sustainability strategy.This compilation revisits:why green bonds became a communication tool for sustainability strategieswhy transparency itself was treated as impacthow standards enabled liquidity and scalehow nuclear energy re-entered the green bond conversationIf you want a clear, no-nonsense view of how green bonds actually work, this is the place to start.—Intro (00:00)Marilyn Ceci on early green bonds (03:36)What green bonds are versus traditional bonds (07:50)Why issuers choose green bonds over conventional debt (14:42)Do green bonds deliver pricing advantages or greeniums (17:15)Examples of real-world green bond financings (19:17)Evolution from green to broader ESG bond markets (24:24)Challenges and criticisms of green bonds (30:49)Romina Reversi's pivot into founding ESG capital markets at JP Morgan (38:44)Early sustainable finance misconceptions explained (40:29)Building ESG teams from scratch challenges (42:08)Green bonds explained for newcomers (43:41)First tech green bonds lessons learned (45:29)Romina's role at Crédit Agricole (46:50)Nuclear energy and sustainable finance (54:21)Greenwashing criticism and additionality debate (58:52)— Discover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update —Additional Resources:Full conversation with Marilyn CeciFull conversation with Romina Reversi

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
How Blended Finance Powers 8% IRR in Emerging Market Utilities

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Dec 9, 2025 82:16


Blended finance is making hard deals in emerging markets investable. It drives real infrastructure development where capital markets are thin.And when the work involves emergency aid and building businesses, you need someone who's seen how money really works in emerging markets.Few people know how to make those pieces fit together better than my guest today. Talmage Payne has spent three decades proving that mission-first investing can deliver both measurable social impact and competitive returns.Talmage is the founder of multiple social ventures across Southeast Asia and West Africa. He now serves as chairperson of TapEffect, a piped water utility delivering clean water to rural communities. There, households pay for the service, and the company delivers an 8-9% IRR.Today, we talk about how to blend grants, equity, and debt to scale essential services and how smart impact measurement keeps both investors and operators accountable.Join us to learn:What actually drives infrastructure investing success in low-income areasWhy good intentions aren't enough for viable social venturesHow to structure capital to crowd in commercial investorsThis is a conversation about what actually works backed by real numbers. Tune in.—Intro (00:00)Growing up in Nigeria during conflict (03:32)Moving to the U.S. and exploring big world problems (09:14)Cambodia becomes ground zero for real impact (11:37)Running aid programs to rebuild the country (15:52)Vision Fund turns charity into financial empowerment (17:34)Rethinking aid by making impact self-sustaining (20:49)Transition to Hagar International's trauma recovery mission (22:44)Launching blended finance model to employ survivors (24:28)Struggles balancing nonprofit values and business demands (31:36)First Finance founded to enable housing access (35:28)Formalizing land ownership through micro-mortgages (38:14)Patient capital explained (48:35)TapEffect launched to solve rural water infrastructure gaps (49:21)AI helps detect leaks and manage water losses (52:43)Blended capital enables project scalability and affordability (59:34)“Two wallets” expose flaws in giving vs. investing (01:03:14)Rapid-fire questions (01:12:01)Contact info (01:19:47)— Discover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update —Additional Resources:Talmage Payne LinkedIn TapEffect website

Charles Schwab’s Insights & Ideas Podcast
How Can You Make the Most of Your Charitable Giving?

Charles Schwab’s Insights & Ideas Podcast

Play Episode Listen Later Dec 8, 2025 26:43


After you listen:Visit DAFgiving360.org to find the all the donor-advised fund resources Julie mentioned and more.Read "Estate Planning: Lessons from a Loss" to learn how you don't have wait until after death to give to charity and strengthen your legacy.Listen to the Choiceology episode "Happiness: With Guests Scott Harrison & Mike Norton" to hear more about the behavioral science research showing a link between happiness and generosity.In this episode of Financial Decoder, Mark Riepe is joined by Julie Sunwoo, president of DAFgiving360™, to discuss the significance of donor-advised funds (DAFs) in charitable giving. Julie explains how DAFs work, their benefits, and how they can be integrated into broader financial strategies like estate planning. Their conversation addresses common misconceptions about DAFs, the impact of tax laws on charitable contributions, and current trends in philanthropic giving. Mark also asks Julie for insight into researching and selecting charities, aligning them with your personal values, and what the future might hold for financial giving. Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Reach out to Mark on X @MarkRiepe with your thoughts on the show.Follow Financial Decoder on Spotify to comment on episodes.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions.Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal.​Past performance is no guarantee of future results.All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Contributions of certain real estate, private equity, or other illiquid assets may be accepted via a charitable intermediary, with proceeds transferred to a donor-advised fund (DAF) account upon liquidation. Call DAFgiving360 for more information at 800-746-6216.A donor opening a professionally managed account must recommend an independent investment advisor, who, if approved by DAFgiving360, will manage the assets contributed to the account. Advisors must meet certain eligibility requirements, including working with Schwab Advisor Services™, a business segment of The Charles Schwab Corporation, and agree to the Investment Advisory Agreement.Market fluctuations may cause the value of investment fund shares held in a donor-advised fund (DAF) account to be worth more or less than the value of the original contribution to the funds.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.1225-HZV8 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Capital Hacking
E424: The Family Office Playbook: Human Capital, Impact Investing & Generational Wealth Transfer with Bob Castellini

Capital Hacking

Play Episode Listen Later Dec 4, 2025 31:11


In this engaging conversation, Bob Castellini shares his journey as a successful entrepreneur and the founder of a virtual family office. He discusses the importance of planning for business exits, the six forms of capital that contribute to wealth, and the unique investment strategies employed by family offices. Bob also reflects on his family's legacy in the produce industry and emphasizes the significance of community stewardship through sports ownership. Ultimate Show Notes: 00:01:30 - Overview of Bob Castellini's Background and Experience 00:03:50 - Explanation of Sentinel Private Wealth Group and Its Services 00:08:10 - Discussion on the Six Forms of Capital and Their Importance 00:10:30 - Common Pitfalls for Business Owners During Exits 00:13:50 - Insights on Investment Strategies of High Net Worth Families 00:24:00 - Bob Castellini's Personal Story and Family Business Legacy 00:27:30 - Community Involvement and Impact of the Cincinnati Reds Connect with Bob on Social: https://www.linkedin.com/in/bobcastellini/  Learn More About Accountable Equity: Visit Us: http://www.accountableequity.com/  Access eBook: https://accountableequity.com/case-study/#register  Turn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

Stop & Talk
Gil Alvarado: Using All Our Resources to Benefit the Community

Stop & Talk

Play Episode Listen Later Dec 4, 2025 44:40 Transcription Available


Gil Alvarado is the Chief Financial and Investment Officer (CFIO) of the Prebys Foundation, where he helps steward a $1.2 billion portfolio with an eye toward both strong returns and strong community benefit. A national thought partner in mission-aligned investing, Gil brings an entrepreneurial mindset to philanthropy—designing funds, partnerships, and investment strategies that help fuel innovation, expand opportunity, and strengthen San Diego's long-term resilience. This Episode: How can a foundation use the full breadth of its resources to support a thriving region?   Grant and Gil unpack how the foundation's investment strategy works in tandem with its grantmaking to advance health, creativity, and economic opportunity in San Diego. Gil explains how the $50 million Prebys Venture Fund backs early-stage life science and tech companies; why investments in affordable housing, small-business lending, and civic revitalization expand what's possible for the region; and how patient capital (long-term investment) lets a foundation take the long view on challenges like climate resilience and the blue economy. This episode offers an accessible look at how financial strategy, mission, and community well-being intersect. Key Moments [0:57] What impact investing means at Prebys [3:44] Inside the Prebys Venture Fund and its early investments [7:30] Using capital to expand affordable housing and small-business access [24:16] Why integrating impact into investing is still rare—and what's changing [42:20] Why even a “small” portfolio can catalyze big change Resources  Prebys Impact Investing - Using all of our financial resources to advance an inclusive and equitable future for San Diego Prebys Ventures Impact Fund – Investing in life sciences and health innovation in San Diego Prebys Ventures First Investments – 5 startups advancing medical research and patient care Stop & Talk: Preeti Bhattacharji – Listen to our 2024 episode with Preeti Bhattacharji, Head of Sustainable Investing at J.P. Morgan Chase Private Bank, who talks about impact investing and social impact. Take Action  Tips for organizations looking to expand their impact through investments: Leverage Full Portfolios – Consider how endowment investments, not just grant dollars, can advance mission and strengthen local ecosystems. Commit for the Long Term – Use patient, flexible capital to support solutions that require multi-year development. Grow Local Innovation – Back entrepreneurs, researchers, and community builders who are shaping the region's future. Build Strategic Partnerships – Collaborate with public, private, and community partners to amplify impact and unlock larger opportunities. Credits: This is a production of the Prebys Foundation Hosted by Grant Oliphant Co-Hosted by Crystal Page Co-produced by Crystal Page and Adam Greenfield Engineered by Adam Greenfield Production Coordination by Tess Karesky Video Production by Edgar Ontiveros Medina The Stop & Talk Theme song was created by San Diego's own Mr. Lyrical Groove. Download episodes at your favorite podcatcher or visit us at StopAndTalkPod cast .org  Special thanks to the Prebys Foundation Team  If you like this show, and we hope you do, the best way to support this show is to share, subscribe 

Better Money Better World
#68 | How AgTech Innovation and Regenerative Investment Are Reshaping Food, Health, and Climate Outcomes

Better Money Better World

Play Episode Listen Later Dec 3, 2025 32:41


Tune in to the most recent episode of Better Money Better World  with Daniel Pianko in a fascinating conversation about the future of agriculture and impact investing with Mark Lewis, Co-Founder and Managing Partner of Trailhead Capital.Regenerative agriculture isn't just a buzzword. It's emerging as a real poly solution to the so-called “polycrisis” impacting climate, water resources, biodiversity, and human health. Trailhead invests in technologies that enhance soil health, boost farmer profits, and deliver tangible environmental benefits.Whether you're a young professional or experienced investor, Mark Lewis advises: “Become a subject matter expert in something, build a really strong network, and learn the X's and O's as you go.” Passion and authentic engagement remain key in this transformative sector.Ready to learn more or get involved?Visit Impact Capital Managers to learn more about how investing for impact drives returns.More on Trailhead Capital at www.trailheadcap.com 

The Flip
I Went to Bolivia Where Businesses Survive on Stablecoins

The Flip

Play Episode Listen Later Dec 2, 2025 11:30


Bolivia is facing a severe economic crisis. The country is literally running out of dollars. Their foreign reserves have collapsed from $15 billion a decade ago to just $50 million today. In June 2024, Bolivia legalized cryptocurrencies, and digital asset transaction volume exploded - growing over 500 percent in the past year.To participate in the global economy, businesses are turning to stablecoins for access to dollar assets. From Binance peer-to-peer trading to stablecoin-powered credit cards, we explore how people survive when their country runs out of dollars, and how stablecoins are being used for global spending. Watch the full episode on YouTube.00:00 - Bolivia ran out of dollars02:06 - Stablecoins to the rescue03:25 - How did Bolivia get here?04:11 - Bolivia's parallel economy06:24 - Meru09:55 - What happens when a country runs out of dollarsOur Links -

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Venture Capital's New Frontier: Why India Wins in AgriTech, Rural Fintech, & Climate Resilience

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Dec 2, 2025 85:38


My guest is Mark Kahn, Managing Partner at Omnivore, a $295 million venture capital firm investing in startups across agriculture, food, and the rural economy in India, focused on climate risk resilience.In this episode, we talk about how venture capital can be redesigned to fund climate adaptation in the real economy, and still deliver real returns.Mark shares what he's learned from over a decade investing in agritech and climate adaptation in India, and why institutional investors continue to underestimate the opportunity in emerging markets.We also discuss:how Omnivore balances financial returns with measurable impactwhy fintech for inclusion is key to rural transformationwhy fund managers need to build for climate resilience, not just growthTune in to hear why India may be the most logical and overlooked bet in climate-smart venture capital. And why it's time to fund adaptation before it's too late.—Intro (00:00)Childhood shaped by global curiosity and diversity (03:57)Disappointment with Penn's pre-professional culture (10:51)Burned out from early political consulting career (13:07)Harvard project with ITC ignites India focus (18:40)Omnivore's origin and spinout from Godrej Agrovet (27:26)Omnivore - high-level overview (35:09)Climate adaptation over mitigation in India (41:35)Investment strategy organized around four business models (43:24)Impact measurement - standardized IMM and field surveys (51:29)Agritech startups must mature into agribusinesses (58:21)Global capital still overlooks India's VC opportunities (01:02:20)India's life sciences sector limited by talent shortages (01:06:06)Alternative protein is culturally irrelevant for India (01:10:41)Agricultural subsidies need replacing with direct transfers (01:14:17)Rapid-fire questions (01:19:58)Contact info (01:23:31)— Discover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update —Additional Resources:Mark Kahn LinkedIn Omnivore Website

Investing in Impact
Financing Restoration: How Ecosystem Investment Partners Turns Environmental Law into Real Assets

Investing in Impact

Play Episode Listen Later Dec 1, 2025 25:47


This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In episode 93 of the Investing in Impact podcast, I sit down with Nick Dilks, Co Founder and Managing Partner of Ecosystem Investment Partners (EIP), a firm that has quietly become one of the most important players in large scale ecological restoration in the United States.Nick grew up splitting time between Philadelphia and a family farm on the Chesapeake Bay. That early exposure to land and water shaped a life long focus on conservation. After a decade at The Conservation Fund structuring complex land deals, he co founded EIP in 2006 to answer a simple but difficult question.Can you use private capital, at scale, to restore degraded ecosystems while still meeting the financial expectations of institutional investorsOver almost twenty years, EIP has shown that the answer is yes.The firm acquires degraded land, restores wetlands, streams, and habitats, then sells mitigation credits to public and private developers that are required by law to offset their environmental impacts. It is a space where environmental protection, infrastructure, housing, and finance all intersect.In this conversation, Nick explains how mitigation banking actually works, why these markets are fully regulated and compulsory, how a new 400 million dollar fund will expand EIP's work, and why he believes more young people should bring serious financial skills into the environmental sector. ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Why Impact Must Become Finance's Third Axis: Rethinking Returns, Risk, and Responsibility

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Nov 25, 2025 109:29


Richard Brandweiner, Chair of Impact Investing Australia and a longtime institutional investor, joins the show to discuss the realities of impact investing at scale. He reflects on universal ownership, system-level risks, blended finance, and what it truly takes to align capital with real-world outcomes and fiduciary expectations.Richard shares lessons from leadership roles at Perpetual, Aware Super, LeapFrog, Pendal, and Regnan, and why hope isn't a strategy when designing investment frameworks meant to deliver measurable impact.A candid conversation for investors, asset owners, and practitioners who want an honest look at where sustainable finance is working, and where it isn't.—Intro (00:00)Parents' WWII survival shaped Richard's moral compass (03:54)Studied economics at the University of New South Wales (08:06)Trading shares through the 1987 market crash in high school (10:44)Career in Perpetual Investments and creating the first sustainable fund (13:15)Becoming CIO at First State Super in 2013 (17:34)Affordable housing fund idea sparked impact focus (19:34)Structural issues in asset owner systems (33:29)Transition from CIO to Leapfrog impact role (38:35)Challenges launching institutional-grade impact fund (42:04)Becoming BT CEO and integrating Regnan's early ESG legacy (43:54)At Regnan, the impact case is the investment case (48:29)Regnan's measurement approach and SDG taxonomy (54:18)Impact Investing Australia - mission and focus (58:37)Making impact the third axis in finance (01:04:55)Ethical vs ESG vs impact investing (01:09:22)How Australian Ethical outperforms with values-led investing (01:12:16)Governance for Aboriginal community investment and autonomy (01:14:00)Structural barriers to scaling impact investing globally (01:21:38)Communication and accounting gaps in environmental costs (01:32:08)Rapid-fire questions (01:35:37)Contact info (01:47:14)— Discover More from SRI360°: Explore all episodes of the SRI360° PODCAST Sign up for the free weekly email update—Additional Resources:Richard Brandweiner LinkedInImpact Investing Australia Website

The Sure Shot Entrepreneur
Show Commitment to the Mission You Care About

The Sure Shot Entrepreneur

Play Episode Listen Later Nov 18, 2025 26:46


Stephen Wemple, Principal at Spero Ventures, shares how he backs mission-driven founders building enduring companies aligned with purpose and profit. From investing in hardware startups like Telo Trucks to backing social impact ventures such as Juno, Stephen explains why conviction and alignment between founders and investors matter more than ever. He reflects on his journey from Fulbright Fellow in Vietnam to venture capitalist in Silicon Valley, the lessons he's learned from working with founders, and how smaller, concentrated funds like Spero bring focus and depth back to early-stage investing.In this episode, you'll learn:[01:00] - Stephen's journey from Fulbright Fellow in Vietnam to venture capitalist at Spero Ventures[04:30] - How Spero spun out of Omidyar Network to back purpose-driven founders[08:10] - Investing early—with proof points that show real-world traction[11:10] - Why mission and authenticity matter more than hype in founder evaluation[14:00] - The story behind Spero's investment in Juno and the value of long-term relationships[17:00] - How founders should work with junior investors inside VC firms[19:00] - Why conviction and alignment matter when founders choose their investors[22:00] - Stephen's take on the concentration of capital and the future of small, focused fundsNonprofit highlight: AchieveKidsAbout Stephen WempleStephen Wemple is a Principal at Spero Ventures, where he invests in mission-driven founders building companies for a healthier, more sustainable, and fulfilling future. He has led investments across sectors such as healthcare, climate, and frontier technologies, backing founders who combine purpose with commercial ambition.Stephen began his career in early-stage venture capital, investing in emerging markets across Sub-Saharan Africa, Latin America, and South Asia. A Fulbright Fellow in Vietnam, he worked with the U.S. State Department to support entrepreneurship initiatives before joining Spero Ventures in its formative years. Stephen believes the best entrepreneurs are those who find and stay true to their mission.About Spero VenturesSpero Ventures is a Silicon Valley-based early-stage venture capital firm that backs mission-driven founders building companies for a healthy, sustainable, and fulfilling future. The firm leads or co-leads seed and Series A rounds with $2–4 million investments and maintains a concentrated portfolio to closely support each founder. Its team, which includes former operators from Tesla, eBay, and Stripe, has invested in companies like Juno (child disability insurance), Telo Trucks (electric pickup trucks), Tiny Health (gut health solutions), Euclid Power (renewable energy software), and Gencove (genome sequencing platform), reflecting its belief that purpose-driven startups can create both outsized impact and venture-scale returns.Subscribe to our podcast and stay tuned for our next episode.

Investing in Impact
Rehana Nathoo on the Future of Impact Investing, Catalytic Capital, and ESG

Investing in Impact

Play Episode Listen Later Nov 18, 2025 40:05


This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome to episode 92 of the Investing in Impact podcast. Today you will hear from Rehana Nathoo, the Founder and CEO of Spectrum Impact. Rehana has worked across the UN, Rockefeller Foundation, Bank of New York Mellon, and the Case Foundation, giving her a rare view into how capital systems evolve and where they fall short.Her experience covers development finance, field building, and the realities of pushing impact work into traditional financial institutions. In this episode she breaks down her journey, the lessons she has carried into Spectrum Impact, and the honest truth about what it takes to design impact strategies that actually work. ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Affordable Housing & High Returns: How RBC's Stable-Prepay Mortgage Portfolios Deliver Alpha and Community Wealth (#113)

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Nov 18, 2025 81:26


In this episode, I talk with Ron Homer – Chief Strategist for Impact Investing at RBC Global Asset Management, and one of the earliest architects of community development investing in the United States.Ron's perspective was shaped in Bedford-Stuyvesant, where he watched a thriving neighborhood decline not because of its people but because mortgage support and investment disappeared. That experience set him on a five-decade mission to help redirect capital back into places that had been overlooked.He went from banking in Boston to co-founding Access Capital Strategies, where he flipped mortgage-backed securities into something that actually supported low- and moderate-income communities.In 1997, he co-founded Access Capital Strategies with the goal of creating market-grade, fixed-income products that were community-aligned. His idea was to use the same mortgage-backed security structure that powered Wall Street, but build it around loans made to low- and moderate-income borrowers.The model showed that you could structure institutional-grade portfolios that delivered both financial performance and community impact.In 2008, Access Capital Strategies was acquired by RBC Global Asset Management. When the global financial crisis hit shortly after, Ron's portfolios outperformed, especially for clients like New York City. “We were the highest performing investment – made 10% – because people who had 30-year fixed-rate mortgages and were buying them for shelter didn't default.”Today, Ron leads RBC's U.S. impact investing strategy, part of a fixed income platform with about $80 billion AUM. His team oversees about $3 billion in community investment strategies. These include customized portfolios primarily composed of agency-backed mortgage securities targeted at low- and moderate-income borrowers, as well as allocations to SBA loan securitizations and municipal bonds.And the results are measurable: over 50,000 individual homes financed, tens of thousands of affordable multifamily units, and for institutional clients like the City of New York, quarterly reports that track each dollar to the specific mortgage, census tract, borrower income level, and racial demographics, down to the loan level.But data only tells part of the story. What keeps Ron going is something deeper: the ripple effect.He believes homeownership and small business act as beacons within communities. “If you have one or two people who take pride in their home, maybe that becomes three people and four people and five people." That's how change takes root, with visible progress that others want to join.Ron also sees what he calls “conditioned helplessness”, a kind of behavioral resignation that sets in when people stop believing their efforts will make a difference.“Some people think the only way to get money is through concessions. But the community doesn't need concessions. They need access.”Ron didn't invent impact investing. But he helped prove it can work, not just morally, but financially. And he did it by choosing reform over revolution, trusting the data, and never letting go of the lesson from Bed-Stuy: that pride and ownership, applied the right way, can change everything.Tune in.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:- Ron Homer LinkedIn- RBC Global Asset Management

Freedom Challenge Online
S5 EP25: FREEDOM to Give: Generosity That Transforms Lives with Kim Moeller

Freedom Challenge Online

Play Episode Listen Later Nov 17, 2025 41:42


In this inspiring episode, host Tracy Daugherty welcomes generosity specialist Kim Moeller for a deep and practical conversation about living generously as women of faith. Together, they explore what it means to steward resources—time, talents, and finances—for God's purposes, and how generosity is both a spiritual discipline and a source of joy. Kim shares her journey from support-raising to leading in Christian philanthropy, offers wisdom on donor-advised funds, impact investing, and giving circles, and provides actionable steps for women at every stage of life. Whether you're new to giving or seeking to deepen your impact, this episode will equip you with courage, clarity, and FREEDOM to live out your calling with open hands and a generous heart.Resources Mentioned:Generous Girl PodcastKim Moeller's podcast focused on equipping and inspiring women to live generously.National Christian Foundation (NCF)A leading provider of donor-advised funds (giving funds) for Christian givers, offering tools and guidance for impactful charitable giving.Impact FoundationEnables charitable capital to be invested in for-profit ventures that align with Christian values and create measurable impact.The Table (Impact Investing Cohort)A cohort-based learning and giving experience for women (and co-ed groups) to learn about impact investing and collectively invest in mission-driven ventures.Seeds San Diego (Giving Circle)A women's giving circle in San Diego pooling resources to support domestic and international nonprofits.Freedom Circle (Monthly Giving Community)The Freedom Challenge's own giving circle, enabling women to give in community and support anti-trafficking initiatives.Women Doing WellA free, online 12-week pathway to discover your purpose, passion, and plan for generosity, designed for women of faith.---Watch the interview: https://youtu.be/Mmk_T46qnUwRead the blog: www.thefreedomchallenge.com/blogposts/2025/11/4/give-generously---Want to learn more? The Freedom Challenge US: thefreedomchallenge.comOperation Mobilization USA: omusa.orgInstagram: @freedomchallengeusa / Facebook: @thefcusaSupport the show

Investing in Impact
Carbon Direct has acquired Pachama to strengthen precision in carbon accounting and verification

Investing in Impact

Play Episode Listen Later Nov 17, 2025 4:27


This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Carbon Direct has acquired Pachama to bolster precision, transparency, and scientific rigor in carbon accounting and verification for the voluntary carbon market. Pachama, recognized for its digital platform focused on monitoring, reporting, and verification (MRV) of forest carbon projects, will integrate its technology with Carbon Direct's science-driven carbon management expertise.​Strategic Impact of the AcquisitionThe combined platform aims to deliver higher-quality carbon credits using improved environmental data tracking, advanced digital MRV tools, and AI-powered insights.​The acquisition strengthens Carbon Direct's capacity to offer comprehensive, data-driven project evaluation and transparency for both buyers and project developers.​Pachama's co-founder and CEO, Diego Saez Gil, and key team members will join Carbon Direct, helping guide strategic engagement around scaling nature-based, verifiable climate solutions.Learn more → ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.

Investing in Impact
Quick Brief: The All Aboard Coalition Fund - Bridging the $300 Million "Missing Middle" in Climate Tech Scale-Up

Investing in Impact

Play Episode Listen Later Nov 14, 2025 4:16


This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------The All Aboard Coalition is a collaborative investment fund created by a group of established venture capital and private equity firms. It aims to raise $300 million by October and begin investing before the end of the year.Unlike early-stage seed funds, this one focuses on companies that already have validated technology and are now ready to expand into full-scale production.It will make equity or convertible equity investments between $100 million and $200 million per company.In simple terms, the All Aboard Coalition is positioning itself to fill the funding gap between early venture capital and large infrastructure financing, helping climate companies move from concept to commercial scale.Read full breakdown. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you're launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
The Contrarian Bet: Why Investing in India & Africa is "Less Risky Than Silicon Valley VC" (#112)

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Nov 11, 2025 92:51


My guest today is Eva Yazhari – General Partner at Beyond Capital Ventures and one of the most original thinkers in the world of impact investing.Trained on Wall Street, Eva left finance to found Beyond Capital, turning her expertise toward building impact-driven markets. Beyond Capital Fund was structured as a nonprofit, a 501(c)3 – not to do charity, but to meet the moment. She describes it as “almost like a Trojan horse” – a structure that made her approach more acceptable to early supporters, even as she operated with full VC rigor.She knew in 2009 that most investors did not yet believe emerging markets could deliver both returns and impact. So she created a structure that was more palatable – donors could get a tax deduction, while she quietly ran the fund like a VC from day one. There were no grants. No concessionary capital. They always behaved like a VC.The result was a top‑quintile track record: a 0.3% loss ratio, markups, and over 100 million people reached through portfolio companies' products and services.But the nonprofit structure also kept the firm smaller than it needed to be. “I think it was the right thing to do, but I think it was a little bit of a mistake in the growth of the firm.”In 2019, someone approached her after a talk and simply asked, “How do we invest?” – and that was the moment she knew the market was finally ready.She and her team launched Beyond Capital Ventures, a for‑profit venture fund, carrying forward the same thesis with a structure that allowed investors to participate directly in the returns.Today, Beyond Capital Ventures invests in early-stage companies across East Africa and India. It's one of the few woman-led impact VC firms globally, with a team that's 70% based in the markets they invest in.Eva's approach is hands-on, thesis-driven, and unafraid to push boundaries. She refuses deal flow from Europe or the U.S. because she believes the best opportunities come from being on the ground. As she says, “I'd rather the principal who runs our Nairobi office meet a founder while filling up his water bottle, than us meet them through some other channel.”Beyond Capital has pioneered something radical in VC: the equitable venture structure. 10% of the GP's carry is allocated to portfolio founders. Not only does it create community – it's created collaboration. That motivates companies across her portfolio now to share customers, talent, and capital.She measures impact as rigorously as she measures financial performance. Her team uses a three-tier framework aligned with IRIS and SDG metrics. And she's clear-eyed about what success looks like. “Everybody is focused on sourcing better and investing better. Nobody is focused on adding value, and that is exactly where everything goes right or wrong.”Eva's career is proof that creativity, service, and capital don't have to be separate. And that you can build something that lasts if you're bold enough to hold them together.Listen in.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:- Beyond Capital Ventures website- Eva Yazhari LinkedIn- Eva Yazhari Instagram- Book ‘The Good Your Money Can Do'- The BCV Podcast

Impact Theory with Tom Bilyeu
How Impact Investing Quietly Took Over $40 Trillion—and What Happens Next | Sir Ronald Cohen (Fan Fav)

Impact Theory with Tom Bilyeu

Play Episode Listen Later Nov 8, 2025 52:13


This is a fan fav episode. The word ‘capitalism' seems to make some people happy, while making others cringe. The U.S. started as a capitalist society and has evolved into a mix of capitalism and socialism. As society and technology evolves, how should our economic system evolve in response? In this episode, Sir Ronald Cohen, “the father of British venture capital” speaks with Tom about the importance of social impact and what impact investing is evolving into and how it can change the social world for the better. Creating systems that support entrepreneurs, venture capitalists, and social responsibility of big companies is just the tip of a massive iceberg. Listen in to see how this all ties into our natural desire to evolve and strive for more than just money. Order Sir Ronald Cohen's new book, Impact (all proceeds donated to impact charities): https://www.amazon.co.uk/Impact-Reshaping-capitalism-drive-change/dp/1529108055/ Original air date: 4-13-21 SHOW NOTES: Impact Investing | Sir Ronald explains what's reshaping a new economic system [1:57] Coming to Britain | Sir Ronald reveals how he moved from Egypt and ended in Britain [4:48] Venture Capital | An overview of how venture capitalism came to be and what it is [7:23] Social Impact | Getting an accurate view of a company's impact not just profits [9:41] Deciding | Sir Ronald gives tips on what to look for evaluating a company's impact [12:47] Redistributed Wealth | Why redistributed wealth is needed, but it's not enough [15:30] Poverty Problem | Sir Ronald discusses what's been missing from solution [18:20] 1800 Companies | The $3 trillion environmental damage being measured [21:28] Capitalism | Sir Ronald breaks down capitalism driven by profit and social impact [28:05] Communism | Setbacks of communism and how increased prosperity redistributed is better [32:30] Turning Point | Recognizing social problems and having technology to measure impact [34:59] Striving | Sir Ronald introduces human nature to strive for money & quality of life [42:14] Re-Skill | Sir Ronald identifies why opportunities for new skills is part of the system [45:12] Learn more about your ad choices. Visit megaphone.fm/adchoices

The Flip
Inside Argentina's $300 Billion Parallel Economy

The Flip

Play Episode Listen Later Nov 4, 2025 16:10


Argentina's decades-long economic crises and hyperinflation has a major impact on how Argentine's participate in the economy.The recent story that's been told about Argentina is that people are adopting stablecoins to protect against inflation and currency devaluation. But that's only part of the story...The real story involves long-standing distrust of government and the banks, and overbearing taxes that drive Argentinians to the informal economy. While stablecoin volumes in Argentina surpass $90 billion, Argentina still has over $200 billion in cash circulating in the country, and hidden under mattresses. It's the second-largest holder of US Dollar cash, behind the US itself. In this episode of Money Trails, presented by  @StellarDevelopmentFoundation , we explore why Argentines keep their money outside of the formal system, and why they are increasingly adopting stablecoins. In this episode, we're joined by Manuel Beaudroit, the Co-founder & CEO of Belo.Watch the full episode on YouTube.00:00 - Argentina's economic crisis01:45 - Arbolitos on Calle Florida02:48 - The Blue Dollar04:01 - Distrust and taxes07:20 - Why Argentines keep their money outside the formal economy09:50 - Why Argentina's parallel economy still thrives10:43 - Cuevas, Argentina's informal exchange houses13:21 - Why Argentines are adopting stablecoins15:43 - Subscribe!Our Links -

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
50 Shades of Green: The €1.5 Trillion Logic Behind AXA's Investment Approach (#111)

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Nov 4, 2025 78:21


My guest today is Jamie Friedland, a former U.S. Treasury trader turned sustainability analyst at AXA Investment Managers – one of the world's largest and most active players in sustainable investing.He joined AXA Investment Managers – now part of BNP Paribas Group – in March 2022. Within the group, BNP Paribas Asset Management oversees over €716 billion in assets, while the broader platform manages around €1.5 trillion globally.Approximately 90% of listed assets are classified under Article 8 or 9 of the EU's Sustainable Finance Disclosure Regulation, meaning they integrate sustainability or have a dedicated sustainable objective (Source: BNP Paribas/ AXA Investment Managers (Core) as of end of 2024).At AXA, Jamie works in a central ESG role, focused on public investments and helping integrate sustainability across equities, fixed income, infrastructure, and alternatives.The results are detailed – and sometimes strict. AXA applies hard exclusions in its green bond strategies. Nuclear energy, for example, is allowed in conventional mandates and in unlabeled strategies that hold green bonds. But it's left out of AXA's official green bond funds – because some clients have made it clear they don't want it included in the list of eligible projects.This is the real balancing act – between client preferences, shifting regulation, and ESG data that's still catching up. Jamie likens it to steering a tanker: slow to move, but once it shifts, the weight behind it is massive.Still, ESG doesn't operate in a vacuum. The backlash – especially in the U.S. – has been loud, often political, and sometimes confusing. Jamie's answer is disarmingly simple: ESG is just data. And more information is always better than less.Today, he's here to walk us through how one of the world's largest asset managers turns ESG from principle into portfolio decisions. Tune in.—DISCLAIMER: This communication does not constitute, on the part of AXA Investment Managers, a solicitation or investment, legal or tax advice.  Due to its simplification, this document is partial, and opinions, estimates, and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions, and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:- Jamie Friedland LinkedIn- AXA Investment Managers website- Full-year 2024 earnings- BNP Paribas Asset Management- Point of No Returns 2025: A responsible investment benchmar

Billion Dollar Backstory
121: Chat Reynders, Co-Founder of a $4B RIA Reynders McVeigh on True Impact Investing, Differentiation, and Owning Your Story

Billion Dollar Backstory

Play Episode Listen Later Oct 29, 2025 65:42


Some RIAs slap ESG labels on products and call it impact investing. Chat Reynders has been doing it for real, since before it was cool.In this episode, Chat sits down with Stacy Havener to unpack the story behind Reynders, McVeigh Capital Management, the $4B firm he co-founded after starting his career… raising money for a whale documentary.Yes, really.In this episode, you'll hear about:The wild backstory of how raising $4.5M for an IMAX film on whales sparked Chat's lifelong mission to fuse capital with purposeWhy Chat walked away from traditional finance (and how that shaped his view on sustainable investing)The truth about ESG, what Wall Street got wrong, and how Reynders McVeigh is doing it differentlyThe power of curiosity, clarity, and staying true to your story (especially in a world full of productized sameness)How declaring your firm's identity can fuel growth both externally and within your teamWhether you're a founder, an investor, or someone trying to align your money with your mission, this conversation will get you thinking.More About Chat: Chat Reynders is the Chairman and CEO of Reynders, McVeigh Capital Management, a $4B RIA he co-founded in 2005. With over 25 years of experience in investment management and social venture investing, Chat is known for blending fundamentals with forward-thinking strategies—and for being a true pioneer in values-driven investing.Beyond finance, he's raised over $150 million through public/private partnerships to support cultural and environmental initiatives worldwide. A longtime producer of socially conscious IMAX films (including the Oscar-nominated Dolphins), Chat's passion for impact extends to his work on the board of the MacGillivray Freeman Educational Foundation and other nonprofits.His work has been featured in The Wall Street Journal, Forbes, Barron's, and Business Week.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

Money with Mission Podcast
ICYMI - Creating Multiple Streams of Wealth That Outlive You with Dr. Felecia Froe

Money with Mission Podcast

Play Episode Listen Later Oct 22, 2025 59:00


What if wealth wasn't about sacrifice, but about freedom, peace, and legacy? In this crossover episode, Dr. Felecia Froe joins Kiné Corder on Money & Meaning to unpack how women can create multiple streams of income that sustain their lives, fund their purpose, and outlive them. Together, they explore redefining prosperity as options and freedom, the path from physician to social-impact investor, and how to turn intellectual property, real estate, and relationships into a lasting legacy.    This episode is a powerful reminder that wealth isn't just what you earn—it's what you build, share, and teach. 00:00 – Redefining Prosperity 06:00 – The Power of Multiple Streams 12:00 – Turning Skills into Income 20:00 –  Making Real Estate Work for You 29:00 – Impact Investing and Assisted Living 41:00 – Legacy, Lessons, and Letting Go  

Climate 21
Why Traditional VC Is Failing the Climate, and What Comes Next

Climate 21

Play Episode Listen Later Oct 22, 2025 43:15 Transcription Available


Send me a messageIn this week's episode of Climate Confident, I sat down with Johanna Wolfson, co-founder and general partner at Azolla Ventures, to talk about how we can rethink climate-tech investing - not as a game of chasing returns, but as a mission to fund what truly matters.Johanna's firm takes a bold approach using catalytic capital, money that embraces higher risk to bring breakthrough technologies from lab to market. We explored why that matters right now, as parts of the venture community hesitate just when the planet has, as she put it, “negative time to spare.”We dug into the uncomfortable truth: the pull of the “returns-first” mindset is still powerful, even in climate investing. But Johanna makes a compelling case for impact-first capital that can back ideas others won't touch, from gigaton-scale carbon removal to early-stage innovations in shipping, geothermal, and bioplastics.She also flagged two blind spots investors urgently need to address: methane and nitrous oxide, gases far more potent than CO₂ yet largely ignored - and the coming wave of adaptation and resilience tech as climate impacts intensify.This conversation will make you think differently about where climate capital flows, who it serves, and what true impact investing looks like in a world that can't afford to wait.