Podcasts about Swell Investing

Teresa Orsolini, Chief Marketing Officer of Swell Investing, joins Aaron to talk about the journey to build Swell Investing to be part of the growing $30 trillion impact investing industry…shortly before the company announced it would be ceasing operations on August 31, 2019. Aaron and Teresa discuss why she pivoted from a successful marketing career, how companies got included in (and booted from) Swell’s portfolios, and how she worked to bridge the gap between consumers and their investments. Tune in to find out which centenarian company you’ve never heard of was one of Teresa’s favorites on the platform and why Aaron felt this episode was still important to share, despite the recent news. Production Credits: Aaron Kwittken, Jeff Maldonado, Lindsay Hand, Ashley McGarry, Giovanna Pineda, Katrina Waelchli, Jake Honig, and Mathew Passy Learn more about your ad choices. Visit megaphone.fm/adchoices

Did you know that you cast a vote every time you spend your money? You are voting for companies whether you realize it or not. When you invest your money, you are doing the same thing…but do you know who you are voting for?Arianna Savant, Head of Product at Swell Investing, is the guest on this episode demystifying how and why impact investing is important in your investing practice.What You'll LearnWhat is driving the movement behind impact investingWhat is the difference between investing for impact and traditional investingHow do you decide what impact companies you should invest inWhat Swell is doing to bring impact investing to the massesArianna's money story and her journey to evolve her own investing practiceLinksSwell InvestingUnited Nations Sustainable Development GoalsSUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE!Want to have a cup of coffee this week on us? Leave a review in iTunes and email a copy of your review to info@mmoneypodcast.com. Ask ShannahHave an Ask Shannah question, submit it hereGet SocialShannah on TwitterShannah on Instagram

If you’ve ever felt you’ve come from a world of work where you’re a woman fighting for a seat at the table, then this episode of the Lead with Love podcast is for you. We explore what it means to leave the boys club and redefine work on our terms as female leaders. In this episode, I get cozy with Martha Shaughnessy, the founder of The Key PR, and she’s the San Francisco Communications Lead of the Women’s March. Over the span of her 20 years in communications, working with huge tech brands, startups and nonprofits, Martha has cemented her position as a trusted go-to among journalists. In 2017, she founded The Key PR with a mission to serve high-impact, low-BS communications services to clients. Headquartered in San Francisco, the team has doubled in size over the last year, and has the pleasure of creating media, messaging and content programs for game changing companies in financial tech, transportation, and consumer brands like Lending Club, Swell Investing, Skip Scooters, and Shopkick. What you'll hear (and don't want to miss!): :: Her escape plan to leave her former corporate position and the shifts she had to make in order to transition to being an entrepreneur :: Martha’s collaboration with the Women’s March in San Francisco and how the opportunity presented itself, and came together :: The way Martha turned her shortcomings into her strengths as a team leader and why she views the company as a single team that wins and loses together :: What have been the key ingredients for building a company culture that people want to be a part of :: The ladder that Martha has built for equal pay and how Key PR is created a money-savvy group of employees :: The most valuable marketing Martha says she has done since starting the company You can find the full show notes from this episode over at https://jadahsellner.com/stand-up-take-up-space-martha-shaughnessy-158 

Comedian Matthew Brian Cohen joins us to discuss his new article in McSweeney's, "I Support Strong Women of Color Unless They Are Politically to My Left". PLUS: The latest 2020 news, and a special field report on elderly Trump critics hoping to live long enough to see the Mueller report. This episode is sponsored by SWELL INVESTING. bafflegabcast.com

Today's conversation is with Teresa Orsolini, Chief Marketing Officer at Swell Investing. Growing up between the Dominican Republic and the United States, Teresa witnessed social and environmental problems like water scarcity first hand. Now, she is helping to drive global solutions. Teresa is on a mission to make impact investing more accessible, understandable, responsible, and interconnected. She is building a brand that people want invite into their homes by relying on two key tools - knowledge and honesty.

Can you make money and help save the world at the same time? Well, that’s exactly what we’re about to find out in this episode with Teresa Orsolini from Swell Investing. Swell is a company that helps you start investing your money with as little as $50, and in portfolios of companies that are all on this earth to do good. In other words, learn how to invest your money with intention and see them grow as the planet thrives with you. Sounds like your kind of investing? Then let’s dive right in! No matters if you know a ton about investing or nothing at all, I’m sure you’ll get a lot of new insights from this super inspiring episode.Don’t miss: If you sign up for a Swell account with the code HEYCHANGE, they will put in another $50 in your name. So head over to https://www.swellinvesting.com to get started.Website: www.swellinvesting.comInstagram: https://www.instagram.com/swellinvesting/Connect with + Follow Anne ThereseWebsite: www.heychange.netInstagram: https://www.instagram.com/annetheresebengtsson/ See acast.com/privacy for privacy and opt-out information.

Swell Investing invites Winston Ibrahim of Hydros to discuss how he was primed by his family for a traditional finance career and why he chose to build an impactful company instead. “If you’re thinking from a long-term business perspective then you’re automatically going to include facts about the environment into the equation because it’s so central to every human.” Winstom Ibrahim is the Founder and CEO of Hydros and we were so pleased to welcome on to our new podcast, Money Meets Morals. Listen as we discuss how Winston was primed by his family for a traditional finance career – and why he chose to build an impactful company instead. What it’s like to pitch an impactful company to more than 200 investors. Why purpose-driven consumers are positioning companies that do well and do good to drive returns. Does the future hold social good unicorns? We think so, and we think you will, too.

Swell Investing has launched a podcast! You’ll hear individual stories of impact and inspiring stories to make you a more informed investor, we’re very excited to begin this journey with our listeners. ----- “There’s going to be a different level of satisfaction with investment as impact investment progresses” - Cathy Clark Cathy Clark literally wrote the book on impact investing and we’re so, so excited to have her as our inaugural podcast guest! Cathy is the Faculty Director at the Center for the Advancement of Social Entrepreneurship (CASE) at Duke University’s Fuqua School of Business and Director of the CASE i3 Initiative on Impact Investing. She talks about the real history of impact investing, the ideology of joining purpose and profit (and how it’s hard to go back to just plain old profit), and how impact investing is becoming available to more investors.

Did you ever think that with $50, you could invest your money, and make the world a little bit better? In this podcast, we’ll be talking money. And, more importantly--money that can make a difference. Teresa Orolini, the Chief Marketing Officer of the impact investing platform Swell will take us through a personal finance lesson (i.e. how much should we be saving per month? What is a Roth IRA?). And, she’ll be breaking down myths about impact investing--something that’s typically only been available for the uber rich. So, swap out that cup of coffee today for a $5 savings--and you’re on your way to using your money to influence huge companies for good...and make a buck or two along the way.   For more info, visit: www.onadulting.com/podcast To connect with Katina about questions, comments, speaker ideas, or sponsorship inquiries please e-mail: onadulting@gmail.com. To join the On Adulting Tribe + email newsletter, please visit: http://eepurl.com/dhaq_T Resources: To learn more about Swell Investing, check out their website: https://www.swellinvesting.com/homepage

Question: how do you decide what stocks or funds to buy? For me, financial health is key. It’s an important marker, but do we care so much about a company’s social mission, really? What’s under the hood? How do they care about their employees? Are they really making an impact in the world? Are they values-driven? Dave Fanger is dedicated to making what he calls "values-driven" investing more accessible. He's the founder and CEO of Swell Investing. It is an innovative impact investing platform that aims to deliver profit, as well as purpose with six socially responsible investment portfolios. It’s a platform he started while working for his employer who actually helped Dave incubate the idea. This is a great story within a story, right? We dive into the meaning of values-driven investing and how Swell Investing selects investments, but also how to convince our boss to let you incubate your big idea while working at the company. We always say, “Don’t quit your day job.” This is literally working your day job and coming up with your idea and incubating your idea at the day job. Pretty genius. For more information visit www.somoneypodcast.com.

Never miss another interview! Join Devin here: http://bit.ly/joindevin. Read the full Forbes article and watch the interview here: http://bit.ly/2xLXP8g. Fifty bucks and five minutes will make you an impact investor. I did it. So can you. Swell Investing is a new impact investing platform created by social intrapreneur Dave Fanger, 40, of Pacific Life. The idea came, Fanger says, five years ago, thinking about how consumers were increasingly making buying decisions based on social impact and thought there ought to be a way for investors to do the same. What he came up with incorporated the latest fintech tools for investing, commonly known as robo-advisors paired with impact data to make informed decisions about impact. The technology allows for accounts as small as $50 with annual fees of just 75 basis points or 37.5 cents on a $50 account. Read the full Forbes article and watch the interview here: http://bit.ly/2xLXP8g. Check out my free webinar on the secrets of crowdfunding for nonprofits: http://crowdfundingforsocialgood.org.