Podcasts about impact shares

Join Marquette as she interviews Eric Bennett,Managing Partner at Brain Capital Partners. Eric launched Brain Capital Partners and the Brain Superfund in 2025 to invest in brain science venture and growth capital. The Brain Superfund will focus on investing in companies in the areas of mental health and related disorders, Alzheimer's and other neurodegenerative diseases, brain injuries such as concussions and strokes, health and wellness to enhance mental health and brain performance, and longevity. Companies will include those that offer new drugs and other therapeutics, neuro technology and devices, diagnostics, digital health, and clinical access. By investing in innovative companies with proven science, we aim to accelerate the development of breakthrough treatments and technologies that improve the quality of life and brain performance. The Fund's goal is to provide strong investment returns for our investors and make a meaningful societal impact.Eric began working with John Tolleson's single-family office in 1998 before co-founding Tolleson Wealth Management in 2000. He was Chief Executive Officer, Chairman of the Investment Committee, and Board Member, growing the firm from 3 people to 150.Eric's passion for brain science was accelerated in 2013, when he left Tolleson to become the founding Executive Director of the Brain Performance Institute (BPI) at the Center for BrainHealth – part of The University of Texas at Dallas. BPI focused on scaling evidence-based cognitive neuroscience programs and assessments, developed at the Center for BrainHealth, to larger populations. He was on the advisory board at the Center for BrainHealth for ten years and joined full-time in 2013 in a leadership role to build and grow BPI. Under his leadership, BPI secured over $105,000,000 in funding, grew to over 35 people, built a new facility to provide services, including an fMRI center, and reached over 50,000 people in their evidence-based programs.After a planned succession to a new Executive Director at BPI in 2017, Eric re-joined Tolleson Wealth Management as Chief Investment Officer, where he managed $10 Billion in portfolios. During this time, he led investments of over $400 Million in over 20 funds and co-investments in healthcare and biotech. He transitioned out of Tolleson in early 2025 to launch Brain Capital Partners.Eric remains involved with the Center for BrainHealth Board, as well as other health care organizations including the Meadows Mental Health Institute, the Brain Capital Alliance, the Baylor Healthcare Foundation Board, Health Wildcatters, and Impact Shares.Eric began his career with PricewaterhouseCoopers (PwC) in 1987 after earning a Bachelor of Science degree in Finance with honors from the University of Missouri. He later joined Ernst & Young, where he served as Senior Manager for private clients and led the firm's DFW Investment Advisory Services team.Eric is a Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA). He is also an operating partner with Satori Capital and a member of Young Presidents' Organization (YPO), having served on the executive board of his YPO chapter for four years. He formerly served on the investment committees for the Baylor University Endowment, the Dallas Symphony Foundation, and Communities Foundation of Texas in addition to serving on the boards of several private companies, including financial services, retail, and media industries. *Please note that this discussion is not an offer or solicitation to invest in any fund or other security.

On today's episode of The Roommates Show we welcome Yankees star Anthony Volpe. Together they talk about losing the world series, Derek Jeter's influence & baseball's salary cap. Make sure you subscribe so you never miss an episode.Whatever the moment, it's never ordinary at bet365. Download today and use code ROOMMATESNew Merch Collection Now LIVE: http://roommatesmerch.comShop http://TommyJohn.com/ROOMIES right now for the holidays, and get 30% off sitewide!Shop Mode of One at Macy's http://macys.com/mode-of-oneControl Body Odor ANYWHERE with @shop.mando and get $5 off off your Starter Pack with promo code ROOMIES at http://shopmando.com ! #mandopod Exclusive $45-off Carver Mat at http://AuraFrames.com Use code ROOMIES at checkout to save!Chase cardholders can score more - Headed to MSG? Visit http://Chase.com/MSG to learn more. Terms apply.Subscribe to our FanFix channel and get access to exclusive content, new merch, tickets, and more. See you there. https://app.fanfix.io/@roommatesshow Hosted on Acast. See acast.com/privacy for more information.

Renewable Energy Stock Picks -- and More, covers investments in renewable energy, Canadian sustainable companies, water investments, women's empowerment, plus… By Ron Robins, MBA Transcript & Links, Episode 134, July 12, 2024 Hello, Ron Robins here. So, welcome to this podcast episode 134 titled “Renewable Energy Stock Picks -- and More.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Now, remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 3 article links below that time didn't allow for me to cover here. ------------------------------------------------------------- These 50 Canadian corporations are betting big on green Now nearly all the articles covered in this episode relate to renewable energy investments – except this one. Though it's about Canadian companies, many of them will be of interest to ethical investors globally. Hence, I'm beginning with it and it's titled These 50 Canadian corporations are betting big on green. The editorial is by Rick Spence and appears on corporateknights.com. “Now in its 23rd year, the Best 50 helps track how Canadian businesses are meeting the low-carbon and green-transition challenge – as well as where they're getting stuck in the process… The companies that made the Best 50 are mostly corporations with more than $1 billion in annual revenues, as well as Crown corporations, large co-ops and members of the S&P/TSX Renewable Energy and Clean Technology Index. What sets them apart is their commitment to doing business differently – they're companies that derive significant revenue from greener products and services, invest in increasingly sustainable projects, and prioritize equity in their operations. Crucially, the companies' average sustainable investment (as a percentage of total investment) hit 58.9% this year, up 9% over last year's 49.7% – that's compared to just 8.4% for the average large Canadian corporation.” End quotes. Among the top public companies on the list are Brookfield Renewable Partners LP (NYSE:BEP), Wheaton Precious Metals Corp. (WPM), Cascades Inc. (CAS.TO), and BCE Inc. (BCE.TO). ------------------------------------------------------------- 1) Renewable Energy Stock Picks -- and More So, back to the renewable energy sector with this first article titled 3 Best Renewable Energy Stocks to Buy in July 2024, According to Analysts. It's by Sheryl Sheth and seen on nasdaq.com. Here are some of her comments. “1 Fluence Energy (NASDAQ:FLNC) is engaged in empowering the global clean energy transition by providing energy storage solutions. The company also offers cloud-based software solutions for renewables and energy storage. Importantly, Fluence Energy has the backing of two industry-leading companies, Siemens (DE:SIE) and AES Corp. (NYSE:AES)… On TipRanks, Fluence Energy stock has a Strong Buy consensus rating based on 12 Buys and three Hold recommendations. The average Fluence Energy price target of $30.21 implies an impressive 83.9% upside potential from current levels. Meanwhile, Fluence Energy shares have plunged 31.1% so far in 2024. 2. ReNew Energy Global (NASDAQ:RNW) India-based ReNew Energy Global is one of the largest renewable companies in the world, with a clean energy portfolio of roughly 15.6GW (gigawatts) on a gross basis as of May 31. The company provides innovative and sustainable decarbonization solutions for corporates. Plus, it engages in the production of wind, solar, and hydropower and manufactures solar PV (photovoltaic) cells… With six unanimous Buy ratings, ReNew Energy Global stock commands a Strong Buy consensus rating on TipRanks. The average ReNew Energy Global price target of $8.82 implies 45.1% upside potential from current levels. Year-to-date, ReNew Energy Global shares have lost 19.5%. 3. Clearway Energy, Inc. (NYSE:CWEN) claims to own one of the largest renewable energy portfolios in the U.S. The company has approximately 6,200 net MW (megawatts) of installed wind, solar, and battery energy storage systems. Plus, it owns another 2,500 net MW of environmentally-sound, highly efficient natural gas generation facilities. The company believes in rewarding shareholders with generous dividend payments… With six Buys and one Hold rating, Clearway Energy stock has a Strong Buy consensus rating on TipRanks. The average Clearway Energy Class C price target of $31 implies 27.6% upside potential from current levels. Clearway Energy shares have declined 8.4% so far in 2024.” End quotes. ------------------------------------------------------------- 2) Renewable Energy Stock Picks – and More Also, related to renewable energy is this article titled 3 ESG Funds to Buy As Sustainable Investing Gathers Steam. It's by Zacks Equity Research and found at au.sports.yahoo.com. Here are some comments on their picks from the Zack's analysts. “All of these funds carry a Zacks Mutual Fund Rank #2 (Buy). In addition, the minimum initial investment for these funds is within $5,000. We expect these funds to outperform their peers in the future… Unlike most of the fund-rating systems, the Zacks Mutual Fund Rank is not just focused on past performance but also on the likely future success of the fund. 1. Fidelity Select Environment and Alternative Energy Portfolio (FSLEX) The fund invests… in securities of companies mostly engaged in activities related to alternative and renewable energy, energy efficiency, pollution control, water infrastructure, waste and recycling technologies or other environmental support services. The non-diversified fund invests in U.S. and non-U.S. issuers alike… Fidelity Select Environment and Alternative Energy Portfolio has an annual expense ratio of 0.85%, which is below the category average of 1.09%. It has returned 4.9% over the past five years. 2. Parnassus Core Equity Fund - Investor Shares (PRBLX) aims for capital growth and current income through its investments… (It)… invests in large-capitalization companies in the United States that have long-term competitive advantages and relevancy, quality management teams and positive performance in the ESG criteria… Parnassus Core Equity Fund - Investor Shares has an annual expense ratio of 0.86%, which is below the category average of 0.93%. It has returned 9.1% over the past five years. 3. TIAA-CREF Core Impact Bond Fund Retail Class (TSBRX) The fund invests (most of) … its assets in bonds. TIAA-CREF Core Impact Bond Fund Retail Class gives particular consideration to environmental, social and governance criteria… TIAA-CREF Core Impact Bond Fund Retail Class has an annual expense ratio of 0.65%, which is below the category average of 0.80%. It has returned 3.2% over the past five years.” End quotes. ------------------------------------------------------------- 3) Renewable Energy Stock Picks -- and More And here is my next renewable energy article. It's titled The 3 Smartest Renewable Energy Stocks to Buy With $500 Right Now and is by Rich Duprey and found on investorplace.com. Now some brief quotes from Mr. Duprey on each of his picks. 1. NextEra Energy (NYSE:NEE) is the first renewable energy stock that investors should consider buying. It is the world's largest generator of renewable energy from the wind and sun and a top-tier stock in battery storage. At the end of 2023, NextEra had approximately 72 gigawatts (GW) of total capacity in its portfolio. Of that amount, half or 36 GW came from renewables, some 70% more than its nearest competitor with wind power represented as two-thirds of the total renewable capacity… NextEra Energy will be one of the top renewable energy stocks to buy that leads the way. 2. Brookfield Renewable Partners (NYSE:BEP) is the leading provider of hydropower in the country. It operates as one of the world's largest publicly traded platforms for renewable power and decarbonization solutions. Yet where 85% of Brookfield's portfolio was once hydropower generation, today it stands at about 50% as the company grew through mergers and acquisitions… Although it primarily has projects in North America and Latin America, more recently as the Neoen acquisition shows, it is expanding more towards Europe and Asia. Brookfield Renewable Partners is a renewable energy stock to buy because of its hydro sector dominance that cannot be easily, or readily, replicated. 3. First Solar (NASDAQ:FSLR) is the world's leading manufacturer of thin-film solar panel technology and a pure-play in the solar panel space. It focuses on the U.S. and Indian markets where the greatest booking potential lays, particularly in the domestic utility-scale market… First Solar has built a solid financial foundation and a strong balance sheet to weather future storms. Its thin-film cadmium telluride technology is distinctive in the industry that benefits from its simple manufacturing process. First Solar should also benefit from the Biden administration's protectionist trade policies. It recently imposed high-import barriers on cheaper Chinese panels.” End quotes. ------------------------------------------------------------- 4) Renewable Energy Stock Picks -- and More This last article takes us away from renewable energy. It's titled 6 impact investing firms and funds that are top picks from U.S. News. The article's authors are staff at equities.com. Now some brief quotes from the article. “Impact investing firms 1. Eaton Vance Corp. (EV) When this investment management firm bought Calvert Investment Management in 2016, it acquired a company that's been involved in responsible investing for years. It launched an ESG bond portfolio in 1987 and a non-U.S. ESG portfolio in 1992. In 1995, it debuted Calvert Impact Capital. Now, Calvert Impact offers notes targeting community investment, carbon reduction and a more inclusive banking system. It also offers several small business recovery funds. 2. Impax Asset Management Group PLC. (IPXAF) This is another firm that grew its impact investing offerings through an acquisition. In 2017, it announced that it would buy Pax World Management. Impax has worked with the World Bank to structure an impact bond to finance 300,000 water purifiers for schools and other institutions in Vietnam… 3. Trillium Asset Management. This ESG-focused fund provider offers impact investing strategies targeting sustainable agriculture, low-income housing, job creation and retention, Native American community development, financial services that help people avoid predatory payday lenders, environmental sustainability, development of domestic and international communities and child care. It typically directs investments to nonprofit loan funds or development banks and credit unions targeting historically underserved sections of society. Impact investing funds 1. First Trust Nasdaq Clean Edge Green Energy Index Fund (QCLN) This alternative energy fund tracks an index of securities issued by companies involved in advanced materials, energy intelligence, renewable electricity generation and renewable fuels, and energy storage and conversion. The $702 million fund has an expense ratio of 0.59%, or $59 per year for every $10,000 invested. It also paid a 30-day SEC yield of 1.2% as of the end of May. (It)… is up more than 60% over the past five years, though the last few years have been rough going for the fund. 2. Invesco Water Resources ETF (PHO) This ETF tracks an index of companies involved in the conservation and purification of water for homes, businesses and industries. Most of its holdings focused on resource security and basic needs, with a smaller percentage allocated to climate action. The $2.1 billion fund has an expense ratio of 0.6% and is up more than 80% over the past five years. 3. YWCA Women's Empowerment ETF (WOMN) This fund hits on a theme that is big in the impact investing community: women's empowerment. (It)… tracks an index of companies that ‘have strong policies and practices in support of women's empowerment and gender equality,' the fund's website says. Impact Shares donates all the net advisory profits from (the fund) to the YWCA. The $56 million ETF has an expense ratio of 0.75% and is up more than 74% over the past five years, beating its category average.” End quotes. ------------------------------------------------------------- Honorable Mentions that time didn't allow me to cover here 1. Title: 7 Investments That Make You Feel Good While You Make Money on aol.com. By Laura Bogart. 2. Title: Top 10: Climate Tech Unicorns on sustainabilitymag.com. By Marcus Law. Honorable Mentions From the UK 1. Title: Top 10 most-purchased ETFs in June 2024 on ii.co.uk. By Sam Benstead. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “Renewable Energy Stock Picks -- and More.” Now please click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps to improve these podcasts' ratings and bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these very troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on July 26th. Bye for now.   © 2024 Ron Robins, Investing for the Soul

Meet Dorri. When it comes to reimagining the nonprofit sector, she not only talks the talk but also walks the walk. She's the President and CEO of the YMCA of Metropolitan Chicago, previously serving as CEO of the YWCA Metropolitan Chicago. Under her leadership, the YWCA operating budget grew from $10.5 million to $38 million

This week let's investigate a stock that claims to be designed for those of us who want to invest in anti-racist companies; the NACP ETF created by Impact Shares in 2018.The NACP ETF is an interesting model for socially responsible investing. Not only are the holdings screened according to criteria agreed to with the NAACP, but any proceeds that Impact Shares would receive from the ETF are donated to the NAACP.Sound too good to be true? Tune in this week so we can discuss.As always, this podcast doesn't include financial advice, please consult a licensed professional to advise you on your financial situation and products that might be appropriate for you.NACP ETFhttps://impactetfs.org/nacp-etf/ Fossil Fuel Free Funds Rating of the NACP ETFhttps://fossilfreefunds.org/fund/impact-shares-naacp-minority-empowerment-etf/NACP/fossil-fuel-investments/FS0000DK8D/F00000ZTQLSupport the show

Yelena Shulyatyeva, Senior US Economist at BNP Paribas, shares her thoughts on Fed Chair Jay Powell's monetary policy testimony before the Senate Banking Committee. Bloomberg News Consumer Reporter Leslie Patton explains how restaurants are roaring back in the US but are in need of staff. Jill O'Donovan, Advisor at Impact Shares, discusses the YWCA Women's Empowerment ETF WOMN. Allison Baum Gates, General Partner at SemperVirens, talks about early-stage VC investing. And we Drive to the Close with Sonia Meskin, Head of US Macro at BNY Mellon Investment Management.Hosts: Carol Massar and Mike Regan. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Yelena Shulyatyeva, Senior US Economist at BNP Paribas, shares her thoughts on Fed Chair Jay Powell's monetary policy testimony before the Senate Banking Committee. Bloomberg News Consumer Reporter Leslie Patton explains how restaurants are roaring back in the US but are in need of staff. Jill O'Donovan, Advisor at Impact Shares, discusses the YWCA Women's Empowerment ETF WOMN. Allison Baum Gates, General Partner at SemperVirens, talks about early-stage VC investing. And we Drive to the Close with Sonia Meskin, Head of US Macro at BNY Mellon Investment Management.Hosts: Carol Massar and Mike Regan. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

You have come to the right place if looking for a conversation about the brain and investing, thanks to this week's guest, Eric Bennett, who shares his unique experiences connecting brain health with successful investing. Eric has over years of experience in the asset management industry and is the Co-founder, Chief Investment Officer, and Chairman of the Investment Committee at Tolleson Wealth Management, a multi-family office with $8 billion in assets under management. After spending a decade in “Big-4” public accounting specializing in high net-worth wealth planning, he co-founded Tolleson Wealth Management in 1998. Following a five-year sabbatical as the founding Executive Director at the Brain Performance Institute, a neuroscience non-profit that is part of the University of Texas System, Eric rejoined Tolleson in 2017. Eric is a CFA and CPA. He is a member of the advisory board and vice-chairman of the Center for BrainHealth Capital Campaign as well as a Strategic Advisor to Impact Shares and an Operating Partner for Satori Capital. He formerly served on the investment committees for the Baylor University Endowment, Dallas Symphony Foundation, and Communities Foundation of Texas, in addition to serving on the boards of several private companies. Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services. 

In this episode, we hear lessons from the C-Suite with Dorri McWhorter, President and CEO of YMCA of Metropolitan Chicago.  Dorri shares how both heart work and head work have been integrated in her leadership approach across various industries and roles throughout her career.  She gives a behind the scenes look of her day-to-day responsibilities as a CEO, and shares her approach and inspiration for creating and communicating the vision and strategy she sets for her organization. We discuss the importance of having an intentional and compassionate people strategy to achieve organizational goals, and Dorri shares her insights on the current “great resignation” and future of work. The theme of tapping into your authenticity as a leader resonates throughout our discussion.  Listen in as Dorri shines bright as a Black Woman Leading role model for our community. Guest Bio  Dorri McWhorter became President and CEO of YMCA of Metropolitan Chicago in August 2021. Prior to joining the YMCA, Dorri served for 8 years as the CEO of YWCA Metropolitan Chicago transforming the organization from a traditional social service organization to 21st Century social enterprise. Increasing impact and organizational sustainability, YWCA Metropolitan Chicago's operating budget grew from $10.5 million in 2013 to a $38 million operating budget for FY 2022. The organization has been an active contributor to many critical initiatives across the region, and under Dorri's leadership, YWCA Metropolitan Chicago expanded its service footprint to 10 new locations, completed seven mergers and acquisitions, implemented paid family leave and developed a retirement plan to include retirement options for thousands of childcare providers and small business owners. Dorri led the effort to develop an exchange traded fund (ETF) for women's empowerment (NYSE: WOMN) in partnership with Impact Shares, which is the first non-profit investment advisor to develop an ETF product. Dorri was included in the inaugural list of “The Blue Network”, comprised of the top 100 innovators in Chicago, by Chicago Tribune's Blue Sky Innovation and recognized by Good City Chicago receiving its Innovative Leader Award. Dorri is a 2019 Inductee in the Chicago Innovation Hall of Fame. Dorri prides herself on being a socially-conscious business leader and is committed to creating an inclusive marketplace by leveraging a cross-sector approach of engaging business, civic and community partners. Dorri has a breadth of professional experience across a variety of businesses and industries. She was a partner at Crowe Horwath, LLP, one of the largest accounting firms in the U.S.. She also held senior positions with Snap-on Incorporated and Booz Allen Hamilton. Dorri serves on the Board of Directors for Lifeway Foods, William Blair Funds and Skyway Concession Company (Chicago Skyway).  Dorri's civic and philanthropic leadership includes the board of directors for the Chicago Center for Arts and Technology, 1871 (Technology Business Accelerator), Chicago Council on Global Affairs, Civic Consulting Alliance, Civic Federation, and Forefront. She is also a member of the Illinois Charitable Trust Board. Dorri received a bachelor of business administration degree from the University of Wisconsin-Madison, a master of business administration degree from Northwestern University's Kellogg School of Management, and an honorary Doctor of Humane Letters from Lake Forest College. Connect with Dorri: LinkedIN personal: https://www.linkedin.com/in/dorrimcwhorter/ LinkedIn company:  linkedin.com/company/ymca-of-metropolitan-chicago Instagram company: instagram.com/YMCAChicago Instagram personal:instagram.com/chiccpa Twitter company:  twitter.com/YMCAChicago Twitter personal: twitter.com/chicCPA Facebook company: facebook.com/YMCAChicago Web: ymcachicago.org Credits: Learn more about the  Black Woman Leading™ learning experience at http://blackwomanleading.com/ Learn more about our consulting work with organizations at https://knightsconsultinggroup.com/ Email Laura: laura@knightsconsultinggroup.com Instagram: @blackwomanleading Podcast Music & Production: Marshall Knights  Graphics: Olayinka Ajibola Listen and follow the podcast on all major platforms: Apple Podcasts Spotify Stitcher iHeartRadio Podbay

Today's letter is about how to find socially responsible investments if you are a busy investor. Here's the letter:I don't have time to make sure companies are on the up and up, is there a way to quickly pick socially responsible investments?There are some quick options. If you are busy and not the type to pick individual stocks, you may want to choose from some socially responsible mutual funds that have already been bundled together. They tend to perform well, just as well, some data suggests they perform even better than “mainstream” funds. Check with a financial advisor for legally binding advice, but here are some examples for illustrative purposes:Vanguard's index fund VFTAX excludes fossil fuels, nuclear power, weapons, tobacco, alcohol, and adult entertainment (lol). It had a 23% return last year. To learn more about ESG, check out episodes 3, 6, and 9.Fidelity's index fund FITLX includes companies with higher ESG scores relative to their peers. Their return was 19% last year.Impact Shares' Minority Empowerment ETF NACP includes companies that are "empowering to minorities." Their return was 26% last year.State Street's gender diversity ETF SHE includes companies with higher executive-level gender diversity compared to their peers. Their return was 18% last year.BlackRock's low carbon target ETF CRBN includes companies with low carbon footprints relative to their peers. Their return was 17% last year.If you are someone that chooses your own individual stocks, and you are busy, the buzziest option is the one that seems to be the hot topic, and that is going according to the ESG ratings. That is a risk rating that is based on 3 categories: Environmental, Social, and Governance. There's a lot of enthusiasm for this rating system, but it is far from perfect. Here is a sampling of ESG risk scores:Microsoft: 15 (great environmental score, average human capital development, average or good corporate governance, good privacy & data security)Amazon: 27 (average carbon footprint, whack labor management and corporate behavior, good corporate governance and privacy & data security)Tesla: 31 (negative environmental impact of their batteries, bad working conditions for employees, Elon Musk is erratic)Fox Media: 41 (bad carbon emissions, average labor management, bad corporate behavior, good corporate governance)It's not a perfect rating to use for a variety of reasons. It isn't completely inclusive of everything you might care about, if you're thinking about social responsibility. Also, I do wonder sometimes about the supply chain of a company. Maybe the company itself isn't on the books for inflicting some serious harm on our world, but their partners do, or their suppliers do. So, it's not perfect, but it is something. And if you're busy, this is better than not having any way to sort through companies.If you have been thinking about getting a financial advisor anyway, this might be a perfect way to begin your relationship with them, by laying out what your values are and having them keep that in mind as they put together your portfolio.To submit your letter to the show, email spenddonateinvest@gmail.comTo support the show visit buymeacoffee.com/spenddonateSupport the show

Wepa! I'm Marina. I am a technologist, mom, podcast host, leadership coach, cruciverbalist and aquarian. ;) UNBOSSED is “Stories of Amazing Women in Chicago”. If you are a new listener to UNBOSSED, we would love to hear from you. Please visit our Contact Page and let us know how we can help you today! Support this podcast: https://anchor.fm/marina-malaguti In this episode: I interviewed Dorri McWhorter,President and CEO at YMCA of Metro Chicago. Dorri joined the YMCA in August 2021. Before serving at the Y, Dorri joined YWCA Metropolitan Chicago in March 2013 and has led the organization's transformation to a social enterprise, including the YWCA's expansion of digital services with the launch of YShop.org (e-commerce platform), womenshealthexchange.org (health insurance and information) and the MPWR, pronounced “empower”, mobile app (community engagement). Dorri leverages her large-scale change experience from working over 20 years in management consulting to the work that the YWCA does to create social change. Dorri lead the process for the YWCA to develop an exchange traded fund (ETF) for women's empowerment (NYSE: WOMN) in partnership with Impact Shares, which is the first non-profit investment advisor to develop an ETF product. Dorri was included in the inaugural list of “The Blue Network”, comprised of the top 100 innovators in Chicago, by Chicago Tribune's Blue Sky Innovation and is a 2019 Inductee in the Chicago Innovation Hall of Fame. Dorri serves on the Board of Directors for William Blair Funds and Skyway Concession Company (Chicago Skyway), and Lifeway Foods, Inc. Dorri co-chairs the Advisory Board for First Women's Bank (in formation). McWhorter's civic and philanthropic leadership includes the board of directors for the Chicago Center for Arts and Technology, 1871 (Technology Business Accelerator), Civic Consulting Alliance, and the Civic Federation. Dorri is also a member of the Illinois Charitable Trust Board. McWhorter received a bachelor of business administration degree from the University of Wisconsin-Madison, a master of business administration degree from Northwestern University's Kellogg School of Management and an honorary Doctor of Humane Letters from Lake Forest College. Memorable Quotes: You cannot separate the numbers (or budget) from the narrative (or strategy) Useful Links and Resources: https://www.linkedin.com/in/dorrimcwhorter/ https://www.ymcachicago.org/ Follow UNBOSSED Podcast Anchor: https://anchor.fm/marina-malaguti Youtube: https://www.youtube.com/channel/UCDTz6_FepG04QTs1BjFLBjw/ Spotify: https://lnkd.in/eUhfH8E Apple Podcasts: https://lnkd.in/e7cWtBv Google Podcasts: https://lnkd.in/enjChPt Audible: https://music.amazon.com/podcasts/cea4c49e-6c7e-4dab-833e-eb57d204c493 Substack: https://thechicagowoman.substack.com/ And all others… --- Support this podcast: https://anchor.fm/marina-malaguti/support

#9 Faith, Social Justice and Money with Marvin Owens—Getting Resources to the Communities that Need them Most. In this episode, Esther Pan Sloane speaks with the Reverend Marvin Owens, Chief Engagement Officer for Impact Shares, about the NAACP, community organizing, the role of faith in advocating for social justice, and why economic independence is critical for minority communities.

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on why fundamentals still matter. Bob Sloan, Founder and Managing Partner at S3 Partners, on entering finance’s "populist revolution." Marvin Owens, Chief Engagement Officer of Impact Shares and former Senior Director of Economic Development at the NAACP, on Black History Month and economic equity. Katherine Greifeld, Bloomberg cross-asset reporter, and Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on the retail Reddit/Robinhood traders targeting silver. Hosted by Paul Sweeney and Vonnie Quinn.

Growing numbers of individuals and institutions with capital to invest want to make a difference in society and a return on their money. This new series of podcasts from Ariadne – the European Funders Network for Social Change and Human Rights takes you through the field of gender lens investing, explaining what it is, why it matters and how you, or your organisation can get started. This episode looks at why gender lens investing is important for everyone who would like to see a more equitable world. It explores the research that shows that diverse workplaces perform better on nearly every measure than those that lack a gender balance. Such companies and organisations are happier, healthier and more prosperous places. Ariadne member, Suzanne Biegel, who is one of the leading pioneers of Gender Lens Investing and co-founder of the Gender Smart Investing Summit, puts it this way: “We have so much data now that says – whatever metric you want to look at – there's a high correlation between gender balance and women's leadership and decreased risk and decreased volatility, which is what investors care about as much as they do about upside and improved performance.” Marvin Owens of Impact Shares, an ethical investment house, says: “More and more investors are not only looking at how their money can do well for them financially, but how their money can also reflect their social cause. This is why the impact shares model is really beginning to take off.” This series from Ariadne goes on to look at why data is vital and how to extend the same principles to racial justice and LGBTQI. In other episodes we also provide a guide on how to start investing with a gender lens, and look at how upheavals like COVID and Black Lives Matter are changing the possibilities in this growing field. These podcasts were supported by funds from the European Commission. It is written and presented by Jo Andrews, founder and former director of Ariadne and co-founder of the gender lens data research specialist, Equileap. The podcasts are produced and edited by Bill Taylor of The Lark Rise Partnership. Ariadne's Learning Series on Gender Lens Investing was funded by the European Union's Rights, Equality and Citizenship Programme (2014-2020). Project title: INGENDER. Project number: 831633. The content of this podcast series represents the views of the author only and is his/her sole responsibility. The European Commission does not accept any responsibility for use that may be made of the information it contains.

In late 2018, UNCDF embarked on an unprecedented journey--the creation of the first ever UN-exchange traded fund (ETF). The non-profit ETF sponsor, Impact Shares, launched the Sustainable Development Goals Global Equity ETF (NYSE Arca: SDGA) in collaboration with UNCDF. The ETF would enable investments that support the achievement of the SDGs, while reflecting the importance of the LDC markets and UNCDF's efforts to increase transformative private sector investments to ensure that we leave no one behind. In the two years between the launch of the ETF and now, what have we learned about leveraging private capital to advance SDG achievement, notably in last mile markets? And what are the lessons that institutional and impact investors can use to make their capital more impactful, particularly in the age of Covid? The CEO of Impact Shares, Ethan Powell, joins Capital Musings to share his views and answers.

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why policy response has destroyed information gleaned from markets. Kan Nawaday, former corruption and fraud prosecutor for the US Attorney’s Office in the Southern District of NY and Partner at Venable LLP, discusses Attorney General Barr's Friday night massacre and the loss of DOJ credibility. Stew Leonard, Jr., CEO of Stew Leonard’s Grocery stores, discusses what's happening to food prices. Ethan Powell, CEO of Impact Shares, and Marvin Owens, Senior Director at the NAACP, to discuss the renewed interest in Impact Shares NAACP Minority Empowerment ETF (NYSE Arca: NACP). Hosted by Paul Sweeney and Vonnie Quinn.

Sustainable pandemic portfolios exhibit many options. They include companies in industries such as renewable energy, infrastructure, pharmaceuticals, biotech, information technology, etc. Read this post for ideas. Also, discover the companies that have failed to disclose climate data. Do you invest in them? Plus, an ETF that invests in companies promoting minority empowerment. And much more PODCAST: Sustainable Pandemic Portfolios Transcript & Links, Episode 34, June 19, 2020 Hello, Ron Robins here. Welcome to podcast episode 34 published on June 19 titled “Sustainable Pandemic Portfolios”— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources. Remember that you can find a full transcript, links to content – including stock symbols and bonus material – at this episode’s podcast page located at investingforthesoul.com/podcasts. And Google any terms that are unfamiliar to you. ------------------------------------------------------------- 1) Sustainable Pandemic Portfolios Zacks is one of our favourite research groups in these podcasts. Recently viewed on Yahoo! Finance is a new article by them titled ESG Investing Trend to Stay Strong Post Pandemic: 5 Top Picks. Here are the five, quoting first their names, and then Zacks comments on each one. Incidentally, a Zacks Rank #1 is a strong buy and a 2 rank is a buy. Quote, “1. Eli Lilly and Company (LLY) discovers, develops, manufactures, and markets pharmaceutical products. The company’s expected earnings growth rate for the current year is 12.8% compared with the Zacks Large Cap Pharmaceuticals industry’s projected earnings growth of 7.9%... Eli Lilly and Company flaunts a Zacks Rank #1. 2. AbbVie Inc. (ABBV) discovers, develops, manufactures, and sells pharmaceuticals. The company’s expected earnings growth rate for the current year is 19.8% compared with the Zacks Large Cap Pharmaceuticals industry’s projected earnings growth of 7.9%... AbbVie sports a Zacks Rank #1. 3. NVIDIA Corporation (NVDA) operates as a visual computing company. The company’s expected earnings growth rate for the current year is 36.4% against the Zacks Semiconductor - General industry’s projected earnings decline of 14.3%... NVIDIA holds a Zacks Rank #2. 4. Fortinet, Inc. (FTNT) provides security solutions [in] all parts of IT infrastructure. The company has an expected earnings growth rate of 12.6% for the current year against the Zacks Security industry’s estimated decline of 15.3%... Fortinet carries a Zacks Rank #2. 5. Bristol-Myers Squibb Company (BMY) discovers, develops, and sells biopharmaceutical products world. The company’s expected earnings growth rate for the current year is 30.9% compared with the Zacks Large Cap Pharmaceuticals industry’s projected earnings growth of 7.9%... Bristol-Myers Squibb holds a Zacks Rank #2.” End quotes. ------------------------------------------------------------- 2) Sustainable Pandemic Portfolios Also from Zacks, Nitish Marwah has written a piece titled Make Beaucoup Money With These 4 Socially Responsible Funds, I found it on Nasdaq.com. (Bow Koo). Again, I’ll mention the fund followed by brief quotes on that fund from the article. Quote, “1. New Alternatives Fund Class A (NALFX) invests in companies that contribute to a sustainable environment. The fund seeks long-term capital growth with income as its secondary objective… New Alternatives Fund Class A has a Zacks Mutual Fund Rank #1 and an annual expense ratio of 1.08%. 2. Fidelity Select Environment and Alternative Energy Portfolio (FSLEX). The fund invests the majority of its assets in securities of companies that provide business services related to alternative and renewable energy, energy efficiency, pollution control, water infrastructure, waste and recycling technologies or other environmental support etc.… Fidelity Select Environment and Alternative Energy Portfolio has a Zacks Mutual Fund Rank #2 and an annual expense ratio of 0.85%. 3. Parnassus Core Equity Fund - Investor Shares (PRBLX) [It] invests in large-cap companies which have long-term competitive advantage and positive performance on ESG criteria… Parnassus Core Equity Fund - Investor Shares has an annual expense ratio of 0.86%. 4. Parnassus Mid Cap Growth Fund - Investor (PARNX) seeks appreciation of capital by investing the lion’s share of its assets in mid-sized growth companies. The Parnassus Mid Cap Growth Fund - Investor has an annual expense ratio of 0.84%.” End quotes. ------------------------------------------------------------- 3) Sustainable Pandemic Portfolios Continuing with a big theme in this podcast is that of renewable energy. A post titled 6 Alternative Energy Stocks Still Have Significant Upside Potential and written by someone new to these podcasts, Jon C. Ogg. It appeared on the 24/7wallstreet.com site. Following the same procedure, I’ll first mention the company and then quotes related to that company from the article. Solar Related 2. Enphase Energy (NASDAQ: ENPH) Shares of Enphase Energy Inc. saw a sixfold rise from the start of 2019 into late summer, and after pulling back it ran even higher up to $70 or so… Enphase… offers semiconductor-based microinverters for solar panels AC battery storage systems… earnings growth is expected to be almost 40% from 2020 to 2021. 5. Vivint Solar Inc. (NYSE: VSLR) offers distributed solar energy to residential customers by owning and installing solar energy systems in long-term contracts… The company recently closed on $545 million in new financing from two combined packages, and its revenues are expected to grow in 2020 and in 2021. It is expected to reach profitability again in the next two years. Other “1. Bloom Energy (NYSE: BE) After coming public in late 2018 just in time to catch the market crater in the fourth quarter of that year, Bloom Energy Corp. has struggled… A clean stationary platform of solid oxide fuel cell technology for reliable and uninterruptible power is the driving force. Bloom Energy cannot only blame circumstances for its lack of enthusiasm, but this was always considered one of the future cleantech leaders prior to its initial public offering. 3. Green Plains (NASDAQ: GPRE) is one of the independent leaders in ethanol. It also has been using the alcohol to make hand sanitizers… Again, this is not the primary thought that might come to mind in alternative or renewable energy with other aspects of its business, but it has a primary role when it comes to ethanol. 4. Plug Power (NASDAQ: PLUG) Despite a weaker overall market, Plug Power Inc. stock managed to rise during the first half of the week of June 12. The maker of hydrogen fuel cell systems that replace conventional batteries saw some rekindled interest after it was started as Overweight and assigned a $7 price target at Barclays. 6. Capstone Turbine (NASDAQ: CPST) [This one] is extremely speculative. Capstone Turbine Corp. develops and sells microturbine technology solutions for stationary distributed power generation. With a mere $25 million market capitalization, there have been no recognizable analyst calls in quite some time here… Capstone has been a chronic disappointment in its 20-year history as a stock. Again, this one is speculative even for the speculative sector.” End quotes. ------------------------------------------------------------- 4) Sustainable Pandemic Portfolios Now, this is important for all ethical and sustainable investors. The article is titled Top investors publish list of companies that have failed to disclose climate data and appear on the Business Green site. It’s written by James Murray. So why do companies not disclose such data? Do they have something to hide? To see the list go to this page. ------------------------------------------------------------- 5) Sustainable Pandemic Portfolios Another new analyst to these podcasts is Reuben Gregg Brewer. He’s written a piece with the title 3 Infrastructure Stocks to Buy Right Now. These stocks are often mentioned in these podcasts. Quoting Mr. Brewer, “Companies that own infrastructure often pay generous dividends from the reliable cash flows their assets generate. If that sounds like something you'd like to have in your portfolio, then you should take a close look at diversified Brookfield Infrastructure Partners (NYSE: BIP), midstream-focused Enterprise Products Partners (NYSE: EPD), and utility NextEra Energy (NYSE: NEE) right now.” End quote. ------------------------------------------------------------- 6) Sustainable Pandemic Portfolios Our friend Tim Nash over at Corporate Knights has another insightful post titled Pandemic Portfolio: Spotlight on the NAACP Minority Empowerment ETF. He writes that, “Protests have erupted across the world calling for racial equality and police reform. Although these protests have had little impact on the market, they’ve raised a good question: can investors support companies that promote minority empowerment while earning market-rate financial returns? The NAACP Minority Empowerment ETF (NACP) is an exchange-traded fund (ETF) from Dallas-based Impact Shares, which specializes in socially conscious ETFs. According to its fact sheet, the NAACP ETF ‘is designed to provide exposure to U.S. companies with strong racial- and ethnic-diversity policies in place, empowering employees irrespective of their race or nationality.’ … Since its inception in July 2018, the NAACP Minority Empowerment ETF has closely tracked and actually outperformed the S&P 500 by about 4%... [though with] only about US$4 million in assets under management, liquidity issues could arise… the fund has a high management-expense ratio (MER) of 0.75%... “ End quotes. Lastly, Mr. Nash says, “I’m happy there’s an option for investors to support companies that are leading on diversity policies and minority empowerment.” End quote. ------------------------------------------------------------- End Comment Well, these are my top news stories and tips for this podcast: Sustainable Pandemic Portfolios. And to get all the links, stock symbols, and more, or to read the transcript of this podcast and with additional information too, please go to investingforthesoul.com/podcasts and scroll down to this episode. Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast. And please click the share buttons to share this podcast with your friends and family. That way you can help promote not only this podcast but ethical and sustainable investing globally. We can all do our part in helping create a better world – especially in these deeply troubled times. Contact me if you have any questions. Stay well, healthy, and wise! Thank you for listening. Talk to you again on July 3. Bye for now. © 2020 Ron Robins, Investing for the Soul.

CNBC’s Bob Pisani spoke with Marvin Owens, senior director of economic programs at the NAACP, Ethan Powell, founder and president of Impact Shares and Ben Johnson, director of global ETF research at Morningstar. They discussed the rise of ESG, transparency in Corporate America and the Impact Shares NAACP Minority Empowerment ETF (NACP). In the 'Markets 102' section, Bob discusses socially responsible investing.

A recent study by Fidelity Investments found that money and healthy living are the two greatest concerns that women have, and each often affects the other. Lorna Kapusta from Fidelity said that the surprise in the study was not that 85 percent of women are stressed about finances, but that the high level of stress exists across all age groups of women, meaning that women always feel like they are not doing enough to save and prepare for retirement. Also on the show, Ethan Powell, chief executive officer at Impact Shares, a not-for-profit ETF provider, Sam Mcbride of New Constructs leads a trip to the Danger Zone and the Market Call is a rebroadcast of a recent chat with Michael Roomberg of the Miller-Howard Drillbit-to-Burner.

Never miss another interview! Join Devin here: http://bit.ly/joindevin. Impact Shares is an innovative nonprofit financial firm that has created several exchange traded funds or ETFs that ordinary investors to easily purchase in their existing stock portfolios. I am so excited about this opportunity I intend to add these to my personal investment portfolio. While my purchases will be small, I’ll wait a few days before I make my investments to avoid any suggestion of front-running--a serious Wall Street “no-no.” The funds are designed to align with specific development goals. The mission of each fund is developed in partnership with a nonprofit working on that issue area. Impact Shares has issued exchanged traded funds in collaboration with The NAACP Minority Empowerment ETF (Ticker: NACP), the YWCA Women’s Empowerment (Ticker: WOMN) and the United Nations Sustainable Development Goals (Ticker: SDGA). Click the following link to learn my insider secrets to media publicity for social impact: http://bit.ly/75offmedia.

Join Ethan Powell, CEO of Impact Shares, on values-based investing strategies.