Podcasts about toniic

My guest today is Stephanie Cohn Rupp, Chief Executive Officer of Veris Wealth Partners — one of the first impact-only wealth management firms in the world, and one of the rare few that has been majority women-owned or led since day one.Stephanie was born in the U.S. and raised just outside Paris by parents who did medical missions in underserved communities. She learned early on that work should serve a bigger purpose. That belief shaped her path — from microfinance in Central Asia to leadership roles at the Omidyar Network, Toniic, and Threshold Group.But what she really wanted was a firm fully aligned with her mission — a place where impact wasn't just a side offering but the whole point.That's exactly what she found at Veris. They weren't just any firm – Veris was one of the first impact-only wealth management firms in the world. Majority women-led, deeply mission-driven, and at the time – looking for their next CEO.It was a perfect match! Stephanie stepped in, and today, she leads a team managing $2.3 billion in assets, all dedicated to an ambitious goal – to create a more sustainable, equitable, and just world. Veris focuses on four core impact themes: climate solutions, sustainable agriculture, racial and gender equity, and community wealth building. They use a holistic approach, integrating environmental, social, and governance factors across all asset classes.Unlike most firms, Veris doesn't just offer impact investing – it operates as an impact investment itself. They hold themselves to the same standards on diversity, equity, climate, and inclusion that they expect from the investments they make.It's not always easy with the current political backlash against ESG in the USA and climate denial still making headlines.Yet despite these headwinds, Stephanie has no dilemma - impact investing is here to stay. Because climate challenges, inequality, and injustice aren't going anywhere. And will eventually affect us all.So tune in and let Stephanie show you that impatience for change is actually the best growth engine around.—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys to insights into how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors.—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:- Veris Website - Veris LinkedIn   - Stephanie LinkedIn 

Praveen has been a principal of Varshney Capital Corp., a Vancouver based family office, since 1991. He's also a Founding Director of Pyfera Growth Capital & a Founding Director of Humanitas Smart Planet Fund, both with a social impact focus. Mr. Varshney obtained a Bachelor of Commerce degree from the University of British Columbia in 1987 and is a FCPA, FCA. He has been a Director or Officer of many publicly traded companies over the years including one of Canada's largest fintech companies, Mogo Inc. (NASDAQ: MOGO & TSX: MOGO) (Co-Founder). He is also a Co-Founder of NEXE Innovations (TSX.V : NEXE) and of Little Kitchen Academy, and former CFO of Carmanah Technologies which became Canada's largest solar company, and of The Plastic Bank. He was also Co-Founder of a predecessor of Mountain Province Diamonds (TSX : MPVD) who's Gahcho Kue project in September 2016 became the world's largest new diamond mine since 2003 & De Beers' (MPVD's partner) second-largest producer behind its Jwaneng mine in Botswana. Praveen is a member of the Vancouver Chapter of EO since 1996, Toniic, TiE Vancouver (Founding Director) & Silicon Valley Blockchain Society - Vancouver Chapter (Founding Director). He's also served on a number of non-profit boards such as the Varshney Family Foundation, Dalai Lama Center for Peace + Education, the Vancouver Foundation & a Founding Member of Instruments Beyond Borders. He's also an SVP Vancouver Partner, a Director of Foundations for Social Change, and on the Advisory Boards of Room to Read Vancouver and The Thomas Edison Innovation Foundation in New Jersey. He also Co-Founded with his daughter, Jaiya, Down to the Last Straw, a global movement to reduce plastic waste with a major focus on single-use plastic straws. Praveen is also a recipient of Business in Vancouver's 40 Under 40 Awards, the 2020 Greater Vancouver Board of Trade Wendy McDonald Diversity Awards Outstanding Mentor and the 2021 inaugural, 2022 & 2023 Business in Vancouver Top 500 Most Influential Business Leaders in BC (Banking & Finance – Private Equity, Venture Capital & Hedge Funds category).

Did you know there are membership organizations for people of means who want to use their money in greater alignment with their values? Whether you are looking for a group to join or looking for free resources online to DIY your own journey towards greater alignment between your money and your values, tune in this week to learn more about: Toniic, Women Donors Network, Solidaire, Resource Generation, and Thousand Currents.Links from today's episode:Toniic's Directory of Impact Investments https://toniic.com/diirectory/ Financial Times: Toniic, partner of GIIN, wants to bring impact investing to China's wealthy https://www.ft.com/content/23f02dd0-f3c9-11e8-9623-d7f9881e729fWomen Donors Network https://womendonors.org/ San Francisco Chronicle: Zendaya makes $100,000 donation to Bay Area theater where she got her start https://www.sfchronicle.com/entertainment/article/zendaya-california-shakespeare-theater-donation-18680592.phpSolidaire https://solidairenetwork.org/ Solidaire's Black Liberation Pooled Fund https://solidairenetwork.org/movement-partnerships/black-liberation-pooled-fund/ Thousand Currents https://thousandcurrents.org/ Resource Generation https://resourcegeneration.org/ ICYMI another episode you might enjoy:When Trust Fund Kids Grow Up- Episode 97 (recorded a few weeks before the 2024 rebranding of this show)Connect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.Support the show

Welcome to The Conduit's podcast series on Humanising Investment. Inspired by Gillian Tett's book, Anthrovision, this series will focus on inspiring the next generation of investors to recognise the value of responsible investing. Hosted by Asha Lad, each episode will be talking to a leading responsible investor in the institutional responsible investing space, getting to grips with each of their stories, understanding what led towards a career in the space and how they feel we can begin to humanize the finance industry. In this episode Asha is joined by Liesel Pritzker Simmons. Liesel and her husband Ian co-founded Blue Haven Initiative, a single family office managing a diversified global investment portfolio. Blue Haven Initiative is considered the largest impact-focused family office in the U.S and is likely among the largest investment funds in the world dedicated solely to impact investing.   Liesel oversees an impact investing portfolio structured to generate competitive financial returns and effect positive social and environmental change. The portfolio spans asset classes, from public equities and fixed income holdings to private equity, direct investments and philanthropic programs. Liesel also works closely with organizations that support and advance the field of impact investing. She was a co-founder of The ImPact, a network of families committed to the conscientious stewardship of wealth. She also serves on the board of Toniic, which provides tools for investors to evaluate impact investments, and on the board and the investment committee of ImpactAssets. Liesel is also co-founder of IDP Foundation, focused on achieving universal primary education.

A very special episode: Koen van Seijen, author and host of the Investing in Regenerative Agriculture and Food podcast, is interviewed by John Kempf, the founder of Advancing Eco Agriculture (AEA) and top expert in biological and regenerative farming. In this conversation, John and Koen discuss:Current investment activity in agricultureThe role of capital in regenerative adoptionRegenerative practices and topics attractive to investorsRegenerating the water cycle at a local ecosystem levelThe benefits of nutrient absorption through foliageThe need for education in the finance worldAreas of opportunities for growers todayIncreasing consumer interest through nutrient densityAdditional Resources“Back from the Brink: How Australia's Landscape Can Be Saved” by Peter Andrews“The Hidden Life of Trees” by Peter Wohlleben “The Weather Makers: How Man Is Changing the Climate and What It Means for Life on Earth” by Tim FlanneryWalter Jehne YouTube Playlist About John KempfJohn Kempf is the founder of Advancing Eco Agriculture (AEA). A top expert in biological and regenerative farming, John founded AEA in 2006 to help fellow farmers by providing the education, tools, and strategies that will have a global effect on the food supply and those who grow it. Through intense study and the knowledge gleaned from many industry leaders, John is building a comprehensive systems-based approach to plant nutrition – a system solidly based on the sciences of plant physiology, mineral nutrition, and soil microbiology.About Koen van SeijenHe has interviewed over 250 investors, investment fund managers, opinion leaders, farmers, and scientists to find out how money can best be used to regenerate soil, people, local communities, and ecosystems. He is currently a member engagement manager of Toniic, the global community of dynamic and active impact investors. Previously Koen supported Aqua-Spark, an impact investing fund focused on sustainable aquaculture companies.---------------------------------------------------Join our Gumroad community, discover the tiers and benefits on www.gumroad.com/investinginregenag. Support our work:Share itGive a 5-star ratingBuy us a coffee… or a meal! Support the showFeedback, ideas, suggestions? - Twitter @KoenvanSeijen - Get in touch www.investinginregenerativeagriculture.comJoin our newsletter on www.eepurl.com/cxU33P! Support the showThanks for listening and sharing!

Koen van Seijen is an author and host of the Investing in Regenerative Agriculture and Food podcast. He has interviewed over 150 investors, investment fund managers, opinion leaders, farmers, and scientists to find out how money can best be used to regenerate soil, people, local communities, and ecosystems. He is currently a member engagement manager of Toniic, the global community of dynamic and active impact investors, and a managing partner at Garnell Capital Partners, an impact and regen food and ag financial advisory firm in Milan. Previously Koen supported Aqua-Spark, an impact investing fund focused on sustainable aquaculture companies. In this conversation, John and Koen discuss: Current investment activity in agriculture The role of capital in regenerative adoption Regenerative practices and topics attractive to investors Regenerating the water cycle at a local ecosystem level The benefits of nutrient absorption through foliage The need for education in the finance world Areas of opportunities for growers today Increasing consumer interest through nutrient density To learn more about Koen and the “Investing in Regenerative Agriculture and Food” podcast, please visit: https://investinginregenerativeagriculture.com/ Additional Resources “Back from the Brink: How Australia's Landscape Can Be Saved” by Peter Andrews “The Hidden Life of Trees” by Peter Wohlleben  “The Weather Makers: How Man Is Changing the Climate and What It Means for Life on Earth” by Tim Flannery Walter Jehne YouTube Playlist  About John KempfJohn Kempf is the founder of Advancing Eco Agriculture (AEA). A top expert in biological and regenerative farming, John founded AEA in 2006 to help fellow farmers by providing the education, tools, and strategies that will have a global effect on the food supply and those who grow it. Through intense study and the knowledge gleaned from many industry leaders, John is building a comprehensive systems-based approach to plant nutrition – a system solidly based on the sciences of plant physiology, mineral nutrition, and soil microbiology. Support For This Show & Helping You Grow Since 2006, AEA has been on a mission to help growers become more resilient, efficient, and profitable with regenerative agriculture.  AEA works directly with growers to apply its unique line of liquid mineral crop nutrition products and biological inoculants. Informed by cutting-edge plant and soil data-gathering techniques, AEA's science-based programs empower farm operations to meet the crop quality markers that matter the most.  AEA has created real and lasting change on millions of acres with its products and data-driven services by working hand-in-hand with growers to produce healthier soil, stronger crops, and higher profits. Beyond working on the ground with growers, AEA leads in regenerative agriculture media and education, producing and distributing the popular and highly-regarded Regenerative Agriculture Podcast, inspiring webinars, and other educational content that serve as go-to resources for growers worldwide. Learn more about AEA's regenerative programs and products: https://www.advancingecoag.com/ ~  VIDEO: To learn more from John Kempf about regenerative agriculture, watch this conversation between John and three AEA grower partners about how regenerative agriculture is changing lives and conventional farming: https://youtu.be/n9U6GwbYPDk  

Social impact trailblazer Lisa Kleissner co-founded KL Felicitas Foundation, Toniic, and Hawaii Investment Ready, all key players in the movement to bring down the barriers to impact investing. Lisa also brings her two decades of experience in impact investing and philanthropy to her work as a board member at Aqua-Spark and Real Good Fish. During this episode, she shares her story.Tuning in, you will learn about her holistic approach to her work and her commitment to end siloing in the impact investment space. We touch on allocating appropriate returns and why the answer is often none at all. Lisa shares her thoughts on the role of government and the private sector in helping to move the needle and finding the middle point between what people think they want and what is truly necessary.For full show notes, visit: https://www.lifteconomy.com/blog/lisa-kleissner/The spring cohort of the Next Economy MBA is officially open! Save 20% when you register before 1/29 with our early-bird sale ➡️ https://lifteconomy.com/mba

Tara Health Foundation promotes health, well-being and opportunity for women and girls by strategically investing their financial and human capital in innovative, evidence-informed programs.Ruth Shaber, M.D., founder & president of Tara Health Foundation, started her career in 1990 as an obstetrician and gynecologist at the Kaiser Permanente South San Francisco Medical Center. She served as chief of Obstetrics and Gynecology from 1997 to 2003 and spent six years as director of Women's Health for the Northern California division of Kaiser Permanente. She is the founder of the Women's Health Research Institute in Kaiser Permanente's Northern California region. Ruth was medical director at the Kaiser Permanente Care Management Institute (CMI) from 2007 to 2012. At CMI she worked with Kaiser Permanente's regional and national leaders to apply the best evidence-based and successful systems approaches to create reliable clinical performance. Ruth is the co-founder and board chair of Rhia Ventures, a group of foundations and investors that collaborate to bring new types of capital and enterprise to the field of reproductive health in the United States. She is also a board member at the Women of the World Endowment and Toniic. She received her B.A. from Yale University and her medical degree from the University of Pennsylvania.Robyn Russell is the Senior Director of the Gender Diverse Investing Collective at Tara Health Foundation. She consults on projects aimed at driving systemic change for women and communities of color. She currently leads an initiative with the Tara Health Foundation and Women of the World Endowment to put more capital in the hands of women to increase returns and drive economic growth. She also works with the DC Primary Care Association (DCPCA) on innovative approaches to improve the health and well-being of low-income women of color. Contact: robynrussell@tarahealthfoundation.orgElevate Your Brand is the #1 marketing podcast for entrepreneurs and “wantreprenuers” looking for insider tips and secrets from the most exciting new and growing brands in Los Angeles and the US at large. Each week, entrepreneurial special guests join Laurel Mintz, founder and CEO of award-winning marketing agency Elevate My Brand, to discuss the marketing failures and successes that have brought their brands to the next level. Learn from real-life experiences and be inspired by leaders in your industry about how smart digital and experiential marketing can elevate your brand.

Regenerative agriculture has become a buzzword in the food world, but there is actually no formal definition of it. Broadly it means a set of practices that aim to improve land while cultivating crops and livestock, instead of depleting it like industrial practices often do. But it means so much more than that to many and is wider-ranging than its potential to sequester carbon from the atmosphere. In this episode, we explore philosophies of regeneration and ask our guests how they define regenerative agriculture, how we can make sure regenerative farms are actually doing what we need them to, and how do we support farmers while they make the transition? In today's roundtable, we sit down with Reginaldo Haslett-Marroquin, founder of the Regenerative Agriculture Alliance; Dan Kittredge, founder of the Bionutrient Food Association, Elizabeth Whitlow, executive director at the Regenerative Organic Alliance; Koen van Seijen, Toniic manager and host of the Investing in Regenerative Agriculture podcast; and Daniela Ibarra-Howell, CEO of Savory Institute. We discuss: Philosophies of regeneration and what is regenerative agriculture How regenerative ag might help address global challenges like climate change and supply chain issues related to war and covidWhat might a new regenerative agriculture system look likeWhat might we learn from indigenous agricultural practicesHow corporations can work with farmers to create a more regenerative system How might we fund the transition to regenerative agricultureDo we need regenerative agriculture certification? Show Notes Regenerative Agriculture AllianceBionutrient Food AssociationRegenerative Organic AllianceToniicInvesting in Regenerative Agriculture podcastSavory InstituteROC Program Subscribe to our newsletters that track all of the business, tech, and investment trends in food: https://tinyurl.com/nfonewsletters Follow us on Instagram: @newfoodorderpod Follow us on Linkedin: @agfunder & @foodtechconnect Thank you to Foodshot Global & New Hope Network for sponsoring the series. And a huge thank you to everyone who helped us bring this podcast to life:  Production: Cam Gray, Cofruition Audio Editing: Tevin Sudi Original Music: Rodrigo Barbera  Art: Lola Nankin Project Management: Patrick Carter

Join myself and Kristin Siegel, Head of EMEA (Europe, Middle East and Africa) from https://toniic.com - the global action community for impact investing - as we discuss our latest report No More Greenwashing: Driving evidence-based practice in ESG & Impact Investing which you can get for free at http://bit.ly/nomoregreenwashingSmarter Impact is hosted by http://linkedin.com/in/philipbateman and produced by http://bravocharlie.globalSupport the showFor the latest insights on leadership, impact investing, global challenges, business strategy and storytelling, make sure to join me on LinkedIn, and get the newsletter, Smarter Impact - Every Thursday!

Kristin and I go into the nature of Toniic, a global organisation of 500 high net-wealth individuals, family offices and foundations "the global action community for impact investing". Then we talk cultural norms, pioneering measurement and finance innovation in environments amendable to rapid change, 'Article 6, 8 and 9 funds' in the EU's Sustainable Finance Disclosure Regulations and legacy energy assets.We then discuss the variety of apetite for impact investing, theories of change, values, the speed of innovation, Project Drawdown, the Impact Management Project, Pymwymic, NEXUS Global and The ImPact - then Kristin gives us her 'quick start guide' to get going with Impact investing; "Don't get discouraged, but also do get started", and we end with a philosophical riff on the role of capital, GDP and consciousness. This interview is based on Kristin's contributions to our latest free guide, 'No more greenwashing: Driving evidence-based practice in ESG & Impact Investing' which you can download for free at http://bit.ly/nomoregreenwashingSupport the show

In our sixth episode, Charly Kleissner shares his investment philosophy, which he calls “deep impact investing”. Charly came into wealth as a technologist building several very successful companies in Silicon Valley. He developed the basis for what later became Apple's OS with Steve Jobs at Next, but considers the B2B eCommerce company Ariba his masterpiece. Since selling his Ariba stock, Charly has devoted himself to impact investing to give meaning to his wealth. He co-founded Toniic, a network for likeminded impact investors, to share knowledge and deal flow. Under the umbrella of Toniic, he also launched the 100% Network, a group of more than 160 asset owners committed to investing all their wealth towards positive impact. With portfolio sizes ranging from more than 1 million to more than 500 million, they have jointly committed 6 billion USD, with more than half currently deployed. Some of these portfolios are the basis for the T100 project, a longitudinal study of investments fully oriented towards impact. We discuss the role of research to analyze risk-return-impact profiles. Charly reflects on his role shaping the impact investing ecosystem and shares his thinking around systemic change as opposed to incremental progress. He also shares why he is opposed to cryptocurrency speculation but believes blockchain technology and tokenization hold promise for the future of impact investing. Links Charly co-founded the Toniic network, a global community of asset owners seeking deeper positive net impact through their investments. The 100% Network is a subgroup of members committed to direct all their investable wealth towards impact. Otto Scharmer's book Theory U influenced Charly's approach to building trust in networks. Toniic has initiated the T100 Project, a longitudinal study of investment portfolios 100% activated towards deeper positive net impact in every asset class. In addition to producing practitioner reports, it works with the Center for Sustainable Finance and Private Wealth (CSP) under the leadership of Dr. Falko Paetzold to publish academic research. Arne Naess' work around deep ecology (a term coined in a 1973 article) led Charly to come up with the concept of “deep impact”. To analyze whether investments are systemic in nature, Charly points to John Fullerton's principles of a regenerative economy and Kate Raworth's Doughnut of social and planetary boundaries. Charly recently wrote his personal reflections and call to action on Humanity and Impact Investing at the Crossroad.   Timestamps On some podcast players, you should be able to jump to the section by clicking: (01:57) – Charly's background and motivation for impact investing (07:12) – The process for sourcing an impact investment (07:26) – The Toniic network (09:01) – The investors aligning 100 % of their portfolio towards impact (11:28) – How to establish trust in networks (15:48) – Research on the impact-risk-return correlation and the aspiration to develop a post modern portfolio theory (19:41) The value of data vs. the value of insights (22:32) The ESG movement (27:25) System change (28:45) Social impact bonds (32:34) The need for public-private collaboration to make progress on the SDGs (37:30) Blended capital to finance social entrepreneurship (42:49) On market rate returns as a benchmark (48:51) Tokenization (01:00:17) Consciousness and deep impact   Contact For feedback on the show, or to suggest guests for future episodes, contact us at scifi@esmt.org

This week, Robert is joined by a guest that exemplifies the essence of a psycho-political life with his relationship with the world. Adam Bendell is the CEO of Toniic, a global action community for impact investors. Toniic creates community, provides educational resources, and curates impact investment opportunities for its members. Adam joined Toniic from his role as chief innovation officer for FTI Consulting. He was also CEO and co-founder of Strategic Discovery, an electronic discovery innovator. Adam is an active impact investor, philanthropist, innovator, meditator, yogi, backpacker, motorcyclist, utilitarian, student of collaborative communication, and a lifelong learner. Here, Robert and Adam discuss the great work he is currently doing and share the seeds of change that led him away from the classic definitions of success. It also reveals how well this motivation dovetails into Psycho-Economics. Psycho-Politics can be broken down into three core principles. The first is to become aware of our tendency to externalize our challenging emotions on others. Instead, we can learn to relate to challenging emotions without letting them rule our responses. The effect of externalizing our emotions on others is to believe they are the source of our anger, distrust, alienation etc. This is a setup for war, divorce, competition, corruption, rationalization and much more. The first principle also reflects that It is natural to want to take care of ourselves and our family first, but given that this is what almost all of us do, we need to contemplate giving a greater percentage of our heart, time and energy to the greater world. Very few are taking care of the poor, the planet and natural resources. This leaves us at great risk of killing ourselves if we cannot see that our emotions are our responsibility. The second is similar to the first principle except it is related to those that have some extra money.  It is an encouragement to revamp our relationship to money and success as we consider how to care more for others by  increasing our percentage of sharing wealth from those that have some to give. This also highlights the realization that if those that have extra money, which is in the hundreds of trillions of dollars, don't make these new moves, then the chances for our planet's survival are deeply imperiled. The third is to ask ourselves, what is the balance for me between taking care of those I love and also the poor, the country and planet on which I live? We must continue to reflect on this for the rest of our lives. Join Robert and Adam as they traverse the many issues facing our world today with vulnerability, heart, and the opportunity to see their joy in giving. Read the transcription and listen to this episode on The Global Bridge Foundation website.

"Ich persönlich habe ein Versprechen abgegeben, nicht mehr auf Panels auf Konferenzen zu sprechen, wo nur Männer sprechen. Da ist meine Einstellung: aufgrund meiner Werte kann ich da nicht mitmachen - bitte ersetzt meinen Platz mit dem einer Frau." Mit dieser Haltung zeigt unser Gast, Charly Kleissner, klare Kante. In dem Moment als ihm klar wurde, welchen Einfluss er haben kann, war diese Antwort für ihn naheliegend. Der IT-Experte ist in den 1980ern mit seiner Frau in die USA ausgewandert und u.a. durch den Aufbau und Börsengang eines Start-ups zu Geld gekommen. Gemeinsam mit seiner Frau gründet er die Felicitas Stiftung und fördert mit Toniic das sog. Impact Investing (siehe Folge 20), also das Investieren in wirksame und zukunftsfähige Geschäftsideen und Organisationen. Sein Leitansatz ist Deep Impact: wenn wir einen wirkungsvollen Wandel in der Gesellschaft und Wirtschaft bewegen wollen, müssen wir unser Bewusstsein verändern und an uns selbst arbeiten. Monika Schulz-Strelow ist eine der bekanntesten Frauen der deutschen Wirtschaft. Sie hat für die Mitgründung und ihr Engagement im Rahmen des FidAR e.V. (Frauen in die Aufsichtsräte) das Bundesverdienstkreuz erhalten. Für sie verschenken viele Unternehmen nach wie vor Potenzial, wenn sie sich auf das "Muss" an Beteiligung zurückziehen und sich nicht kritisch mit ihren Strukturen auseinandersetzen, um mehr Diversität zuzulassen. Mit unseren Gästen sprechen wir unter anderem über Frauen in Aufsichtsräten, Gleichstellung aller Minderheiten, Quoten und persönlichen Veränderungen, die nötig sind, damit wir als Gesellschaft oder Unternehmen Menschen in ihrer Unterschiedlichkeit gleich beteiligen. Wie können Organisationen mehr Gleichstellung umsetzen? Worauf kommt es an? Verschenkt die junge Generation Gestaltungsmöglichkeiten? Welche Rolle spielt der persönliche Wandel und das Bewusstsein? Freut Euch auf einen anregenden Austausch mit unseren Gästen - hört rein! Wenn Ihr selber noch Fragen oder Ideen für eine nächste Folge habt, schreibt uns gerne einen Kommentar oder eine Mail an redaktion@aufwindzukunft.de!

In this episode we dive into: > How Charly's work with Steve Jobs in Silicon Valley informs his path to challenging the status quo and what is needed for true systems change > Defining success from having it all to being who you are meant to beThe essence of consciousness at the beginning and end of life > Intentionality and the choices we make on a daily basis > Practices of mindfulness that contribute to impact > Systems change and the Deep Impact Movement > Why ESG is not Impact Investing (ESG is 'the not contributing to harm (maybe)' in the three bullets above when investing. It considers environmental, social and governance factors in investment decisions vs. Impact Investing which is about contributing to solutions), and > Impact investing as a path to awakening consciousness About Charly Kleissner Charly Kleissner is an impact investor. He believes that the fundamental and real meaning of wealth is to make a positive contribution to humanity and the planet. He is a leader of the deep impact movement which is not only treating the symptoms of our failing economic system, but its root causes – with a level of awareness and consciousness that is non-anthropocentric, acknowledging that humanity is part of the evolutionary process, not outside of it. He sees impact investing not as an intellectual exercise, but as an expression of who he really is. Dr. Kleissner co-founded KL Felicitas Foundation, Social-Impact International, the Central European Investment Ready Program, and Hawai'i Investment Ready, which help social entrepreneurs worldwide accelerate and increase their impact. Dr. Kleissner co-founded Toniic, a global network for impact investors and Toniic's 100% Network, a global group of asset owners dedicated to 100% impact, currently representing over $6 billion in assets that are actively moving into impact. Dr. Kleissner serves as a full member of The Club of Rome, as Chairman of the Board at ImpactAssets, on the Board of the Schwab Foundation for Social Entrepreneurship and Proof of Impact, and on the Advisory Board of Chi Impact Capital, Industree Foundation, Impact Hub Tirol, MCI Business School, Commonland, 4L Capital and Rainfall. Dr. Kleissner has over twenty years of experience as a senior technology executive in Silicon Valley. He held executive and senior engineering management positions at Hewlett-Packard, NeXT, RightPoint, and Ariba. Dr. Kleissner earned his M.S. and Ph.D. in Computer Science from the University of Technology, Vienna. Learn more about Charly: charlykleissner.com LinkedIn Connect with Stephanie: ▶︎ WEBSITE | https://www.stephanietrager.com ▶︎ YOUTUBE | https://www.youtube.com/c/stephanietragercatalysttalks ▶︎ INSTAGRAM | https://www.instagram.com/stephanietrager ▶︎ LINKEDIN | https://www.linkedin.com/stephanietrager ▶︎ TWITTER | https://www.twitter.com/stephanietrager --- Send in a voice message: https://anchor.fm/catalyst-talks/message

Der Antrieb und die Motivation Impact Investing zu betreiben, ist sehr unterschiedlich und vermögensunabhängig. Dabei gilt: unsere Investments haben immer eine Auswirkung. Bei Impact Investing mache ich mir diese Auswirkungen bewusst und versuche einen möglichst positiven Impact zu haben. Eine genaue Messung und Analyse des Impacts der Unternehmung, des Zwecks etc. sind dabei eine wichtige Grundlage um Impact Investing betreiben zu können. Unsere heutigen Gäste Ingo Dahm, Gründer und Geschäftsführer der capacura GmbH, und Kristin Siegel, Impact Investment Beraterin und Head of EMEA bei Toniic, setzen seit Jahren das Thema Impact Investing um und beraten verschiedene Investoren, wie sie ihr Geld nachhaltig und wirkungsvoll anlegen können. Sie diskutieren in dieser Folge, mit welchen finanziellen Mitteln wir die Zukunft enkelfähig gestalten können. Dabei betrachten sie die Probleme systemisch, sprechen über individuelle Businessmodelle und über die nachhaltige Kraft hinter Bildungs-Investangeboten und Erfolgsbeteiligungen. Wo liegen die Nachteile der Green Deals und Vermögensverwalter - sind die Privatpersonen auf dem Vormarsch? Was braucht es noch um die zukünftige Transformation zu unterstützen? Inwieweit Verzicht, Renditestärke, Skalierbarkeit und Wachstum mit Impact zusammenhängen, erfahren wir in unserer heutigen, spannenden Episode mit dem Thema: Mit Impact Investing den Wandel unterstützen – was unser Geld bewegen kann. Hört rein!

Impact Investing – ein immer häufiger vorkommender Begriff. Aber was ist das eigentlich? Was haben Nachhaltigkeit und ESG damit zu tun? Schaffe ich als Anleger mit nachhaltig orientierten Investitionen auch schon Impact? Das alles und noch vieles mehr erfahren Sie im CAPinside-Podcast mit Kristin Siegel, Head of EMEA bei Toniic, und Peter Jäderberg, Geschäftsführer bei Jäderberg & Cie.. Im Gespräch mit CAPinside CEO Achim Denkel verraten die beiden außerdem, warum alleine der Kauf und Verkauf von Aktien keine so große Wirkung erzielen kann und, dass Impact Investments nicht immer etwas mit der Umwelt zu tun haben müssen. Warum? Sie erfahren es im Podcast – viel Spaß beim Hören.

Matt Patsky is CEO and Lead Portfolio Manager of the Trillium ESG Global Equity strategy and Portfolio Manager of the Trillium Sustainable Opportunities strategy. Matt has over three decades of experience in investment research and investment management. He began his career at Lehman Brothers in 1984 as a technology analyst. In 1989, while covering emerging growth companies for Lehman, he began to incorporate environmental, social, and governance factors into his research, becoming the first sell side analyst in the United States to publish on the topic of socially responsible investing in 1994. As Director of Equity Research for Adams, Harkness & Hill, he built the firm's powerful research capabilities in socially and environmentally responsible areas such as renewable energy, resource optimization, and organic and natural products. Before Trillium, Matt worked at Winslow Management Company in Boston, where he served as director of research, chairman of the investment committee, and portfolio manager for the Green Growth and Green Solutions Strategies.Matt currently serves on the board of TONIIC and has previously served on the Boards of Environmental League of Massachusetts, Shared Interest, Pro Mujer, US SIF, and Root Capital. He is also a member of the Social Venture Circle (SVC) and is a member of the CFA Society Boston and is a Chartered Financial Analyst charterholder.Trillium Asset Management is at the forefront of thought leadership and continues to draw from decades of experience focused exclusively on responsible investing. Trillium's founder, Joan Bavaria, was a true visionary and served as an early catalyst for change in the investment industry. The firm's innovative approach led to the creation of numerous organizations, the development of the ESG investment field, and the first generation of investors focused on improved environmental, social, and governance outcomes.Today, the firm is an impact-driven, ESG-focused firm dedicated to aligning values with investment objectives. Trillium's commitment to active ownership and shareholder advocacy has contributed to concrete and positive change.

works at the intersection of profit and purpose.  She is a thought leader and veteran in harnessing the power of capitalism to solve the world's most pressing problems.    Elizabeth serves as the Senior General Partner at Dev Equity, a venture capital fund investing in B-Corps in low-income housing, urban revitalization, and sustainable agriculture in Latin America (Nicaragua, Honduras, Panama, Costa Rica, Ecuador, and Peru). Elizabeth started her career in rapidly growing, innovative technology companies.  She served as a Product Manager for Microsoft Word when Windows was first launched and participated in forming the original Microsoft Office product.  After graduating as a Baker Scholar from Harvard Business School, she joined Yahoo! as one of the earliest employees-- quickly rising through the ranks to lead the business side of several divisions including Yahoo! Finance, Yahoo! Mail, Yahoo! Search, Yahoo! Auctions, Yahoo! Classifieds, Yahoo! Greetings and other properties.  Most importantly, she was a founder of Yahoo! Shopping and became a leader in developing and shaping Yahoo's e-commerce strategy.  Under her leadership, Yahoo's e-commerce initiatives grew to become over 2/3 of the company's revenue. After Yahoo! Elizabeth was appointed President and CEO of CML Global Capital, a publicly traded investment conglomerate based in Canada.  As CEO she oversaw several major transactions including executing a takeover of another publicly traded real estate company, a normal course Issuer bid, and eventually a privatization of the corporation.  She sold several of the firm's corporate assets and eventually sold the remaining portfolio company to its management.  Since that time, Elizabeth has dedicated her career to impact investing and corporate social responsibility-- demonstrating that strong financial performance and positive social change are inherently connected.  Her first impact investment fund, the Dignity Fund, provided growth debt to 14 Microfinance institutions in 12 countries, enabling loans to over 35,000 poor entrepreneurs per year.  The Dignity Fund was one of the very first for-profit investment vehicles in the Microfinance industry, paving the way for the massive influx of capital into that field. Elizabeth became an avid evangelist for impact investing and has served on many boards of impact funds and social enterprises.  Her board positions include Unitus (chair) a microfinance accelerator; Deutsche Bank's Microfinance Consortium, FINCA Microfinance fund, Align Impact's fund-of-funds, MicroPlace (chair) an online investment company she helped sell to EBay, Root Capital (farm expansion capital), and Ujjivan (Microfinance bank that has since gone public) among others. Elizabeth is an active member of Young Presidents Organization (YPO) where she served on the international board and founded the YPO Social Enterprise Network; Toniic, an association of impact investors, and many other communities.  Elizabeth is a thought leader and frequent speaker on impact investing and corporate social/environmental responsibility. For more information on Dignity Fund go to https://dignitycapital.com/

works at the intersection of profit and purpose.  She is a thought leader and veteran in harnessing the power of capitalism to solve the world's most pressing problems.    Elizabeth serves as the Senior General Partner at Dev Equity, a venture capital fund investing in B-Corps in low-income housing, urban revitalization, and sustainable agriculture in Latin America (Nicaragua, Honduras, Panama, Costa Rica, Ecuador, and Peru). Elizabeth started her career in rapidly growing, innovative technology companies.  She served as a Product Manager for Microsoft Word when Windows was first launched and participated in forming the original Microsoft Office product.  After graduating as a Baker Scholar from Harvard Business School, she joined Yahoo! as one of the earliest employees-- quickly rising through the ranks to lead the business side of several divisions including Yahoo! Finance, Yahoo! Mail, Yahoo! Search, Yahoo! Auctions, Yahoo! Classifieds, Yahoo! Greetings and other properties.  Most importantly, she was a founder of Yahoo! Shopping and became a leader in developing and shaping Yahoo's e-commerce strategy.  Under her leadership, Yahoo's e-commerce initiatives grew to become over 2/3 of the company's revenue. After Yahoo! Elizabeth was appointed President and CEO of CML Global Capital, a publicly traded investment conglomerate based in Canada.  As CEO she oversaw several major transactions including executing a takeover of another publicly traded real estate company, a normal course Issuer bid, and eventually a privatization of the corporation.  She sold several of the firm's corporate assets and eventually sold the remaining portfolio company to its management.  Since that time, Elizabeth has dedicated her career to impact investing and corporate social responsibility-- demonstrating that strong financial performance and positive social change are inherently connected.  Her first impact investment fund, the Dignity Fund, provided growth debt to 14 Microfinance institutions in 12 countries, enabling loans to over 35,000 poor entrepreneurs per year.  The Dignity Fund was one of the very first for-profit investment vehicles in the Microfinance industry, paving the way for the massive influx of capital into that field. Elizabeth became an avid evangelist for impact investing and has served on many boards of impact funds and social enterprises.  Her board positions include Unitus (chair) a microfinance accelerator; Deutsche Bank's Microfinance Consortium, FINCA Microfinance fund, Align Impact's fund-of-funds, MicroPlace (chair) an online investment company she helped sell to EBay, Root Capital (farm expansion capital), and Ujjivan (Microfinance bank that has since gone public) among others. Elizabeth is an active member of Young Presidents Organization (YPO) where she served on the international board and founded the YPO Social Enterprise Network; Toniic, an association of impact investors, and many other communities.  Elizabeth is a thought leader and frequent speaker on impact investing and corporate social/environmental responsibility. For more information on Dignity Fund go to https://dignitycapital.com/

According to a 2019 UBS Global Family Office Report, a quarter of family offices are engaged in impact investing. Over a third are expected to increase their impact allocation to as much as 24% over the next five years.The most popular investments were direct private equity (76%), real estate (32%), and private equity funds (24%). And the industries of interest are education (45%), agriculture/food (45%), and energy and resource efficiency (43%).This sounds like a positive development, but how involved are family offices in impact investing,  and are they truly making a difference through their investments, in particular to SEA? To answer this question, I speak with Cindy Ko, Head of Asia-Pacific at Toniic, a global community of asset owners seeking deeper positive net impact, for her insights.

In episode 20 of the Investing in Impact podcast, I speak with Koen van Seijen, Senior Manager at Toniic and host of the Investing in Regenerative Agriculture and Food Podcast, on the future of farming and agriculture.

Lisa Renstrom, Founder of ValuesAdvisor, details her adventures that led her down the path of impact.  She shares her core values of building meaningful, authentic relationships and energizing money for good.  Lisa explores intentionality over profit in her role helping others get to the root of “enoughness.”  She encourages investors of every level to actively pursue financial opportunities that speak peace to their hearts and minds.In this episode, Lisa talks about:  Her acquisition of financial resources that gives her the responsibility and privilege of being an impact investor [2:29] Successfully campaigning to move billions of dollars out of the fossil fuel industry [8:27] Moving beyond the typical transactional experience of financial advising to manifest deeper relationships with ValuesAdviors [12:17] The power of money as an energy source for making good happen [19:01] Exploring intentionality and enoughness [25:29] Inviting everyone to sleep better at night by investing in things they are proud of [30:37] Resource Links ValuesAdvisor A curated collection of financial professionals suggested by peers in impact and philanthropic affinity groups who meet key values-aligned investing criteria Invest for Better A nonprofit campaign on a mission to help women demystify impact investing, take control of their capital, and mobilize their money for good Divest Invest A global network of individuals and organizations united in the belief that by using our collective influence as investors to divest from fossil fuels, and invest in climate solutions, we can accelerate the transition to a zero-carbon economy If you liked this episode, check out...Annie Chen on 100% Family Office Geeta Aiyer on Social Justice & Gender EqualityPaolo Fresia on 100% Impact

In celebration of International Women's Month, Sean Li, together with special co-host Keitha Pansy, welcomes Emilie Cortes, a full-time MBA class of 2002. She is the Treasurer at Compton Foundation and the Chief Financial Officer at Toniic. Emilie shares how being a "secret genius" paved the way for a finance career and how her love for mountaineering helped launch her entrepreneurial path. She also talks about how she got into the global impact investing ecosystem when she joined Toniic, a nonprofit organization with a powerful mission aligned with her passion. Emilie also explains the articles she co-wrote with fellow Haas alum Tracy Gray, which focused on community foundations and five action items that people can apply in their organizations, especially those focusing on gender equity or racial justice. *Episode Quotes:* ----------------- "Somebody calls me the secret genius because I don't look the stereotypical image of what a smart person looks like. I like that triple threat because people have low expectations, and then I get a chance to blow them away." "The first issue we wanted to dismantle was the misconception that women and people of color as funded managers are more risky. I have not yet seen a single study that says less diversity is better, not one. And I've never seen or heard of a study that said polished presentations equals higher returns. So, this is really in the bias land because all the data is that women and people of color are less risky and perform better." "If your goal is to help women and people of color and you're not helping your managers who are women and people of color, it's quite hypocritical." *Show Links:* ------------- • LinkedIn ( https://www.linkedin.com/in/emiliecortes/ ) • How Foundations Fail Diverse Fund Managers and How to Fix It ( https://ssir.org/articles/entry/how_foundations_fail_diverse_fund_managers_and_how_to_fix_it ) • Goldman Sachs on Women and Mixed Gender ( https://www.ft.com/content/021a1b60-a5fa-42ad-83b4-482268cac7ac ) Support this podcast at — https://redcircle.com/onehaas/donations

Orbiting with us this week is Kanini Mutooni who is the MD for venture philanthropy firm DRK Foundation. Kanini is also an advisor for Toniic and is the board chair for Global Innovation Fund. In this journey from her home/school in Kenya, Kanini shares about her passion for investing capital in early stage social entrepreneurs and brilliantly gives an insight into the challenges of home schooling in lockdown for three children under eleven. In her story of hopefulness Kanini talks about an amazing initiative in Ghana that is growing exponentially despite a recent tragedy. Find out more about drkfoundation.org + toniic.com and about Kanini's story of hopefulness: peoplespensiontrust.com See the shortened video episode here: https://youtu.be/MmC8p7x97LE -------------- More about Wonderspace: https://ourwonder.space Youtube: https://www.youtube.com/channel/UCBUt53ifgsf4Hu9tQTWjEmA/videos Facebook: http://facebook.com/ourwonderspace Instagram: http://instagram.com/ourwonderspace Twitter: https://twitter.com/ourwonderspace Online community: http://wonderspace.mn.co/ --------------- Music: https://theade.me

Philanthropic investment funds are far less helpful than they would lead us to believe. This means that investing for the good of humanity needs to follow a different model. Today, we explore a concept called impact investing with Dr. Charly Kleissner, a novel approach he has been developing over the last 20 years that prioritizes impact over returns. Over this time, Charly has started KL Felicitas Foundation, Toniic, and ImpactAssets, three groups that try to orchestrate impact investing in different ways. This episode takes place in two parts. The first focuses on Charly’s investment philosophy and why he thinks the system is broken and needs an overhaul. In this section, we use the term Deep Ecology as a springboard to understand Deep Impact investing and how it presents an alternative investment model that is not born from an anthropocentric philosophy. We explore why philanthropy and ESG’s actually have a net harmful impact, how social impact bonds and tokenization of impact present a way forward, and the steps Charly’s different companies have taken to get impact investing off the ground. The second section of the show dives into the other half of the equation, a consciousness revolution Charly believes needs to happen before humanity can take the steps required to live in a way that benefits rather than harms the planet. For many insights into the world of investing and the channels that exist there as well as inside ourselves, be sure to tune in at one of the links below:Listen on SpotifyListen on Google PodcastsListen on Apple PodcastsRead the full summary here!

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

We interview an organization linking up Philadelphia’s small businesses with local investors to generate a win-win for the community. Learn how they do it and how you can get started with local investing in your area.

Kim Clancy is Member Engagement Manager of Toniic a global community of asset owners seeking deeper positive net impact across the spectrum of capital. Episode Highlights In our conversation, we talk about how Kim got her start in venture capital (VC) · Impact Investing During a Pandemic · Initiatives for new Impact Investors · And much, much, more Resources Mentioned: Toniic.com Sacred Economics by Charles Eisenstein Timestamps: 00:00 - 00:27 → Introduction. 00:27 - 01:00 → Guest Introduction. 01:00 - 02:25 → What is Toniic? 02:25 - 03:47 → Toniic’s Reports and Research Ventures (T100 Project) 03:47 - 04:13 → How Toniic is organized. 04:35 - 05:07 → How to become a member of Toniic. 05:07 - 07:08 → Shared Due Diligence for Investment Opportunities within Toniic. 07:08 - 08:34 → Supporting Social Entrepreneurs with Impact Investing during a Pandemic. 08:34 - 09:23 → Revenue Based Financing 10:17 - 11:14 → Toniic’s Impact Terms Platform 11:14 - 12:38 → Toniic’s Guidelines to Track and Manage Impact. 13:35 - 14:12 → Toniic’s Impact Management Project 14:12 - 16:16 → SEGs and Toniic Tracer 16:16 - 18:40 → Current Toniic Initiatives and Educational Curriculum for new Impact Investors 18:40 - 20:23 → 100% Group 20:23 - 23:04 → About Kim Griffin 23:04 - 24:18 → Education 24:18 - 26:42 → Aquaponics 26:42 - 27:44 → Time at Toniic. 27:44 - 29:40 → Skills to acquire to get into similar roles. 29:40 - 33:00 → Hobbies. 33:00 - 34:29 → Book Suggestion. 34:29 - 38:02 → Final Remarks: Trends 38:02 - 39:22 → How to reach out to Kim Griffin and Toniic.

In conversation with Sally Graham of Fern Equity. We talk her background in working for charities, the importance of caring, GIIN and TONIIC and Impact investment. As well as what she believes makes ideas investable and the advantages of age and critical friends. Welcome to the 12 Ronnies podcast. 12 ronnies.com helps inventors and innovators to connect with entrepreneurs and investors to create commercial teams and then get their products and services to market successfully. To find out more information go to 12 ronnies.com and our LinkedIn groups listed below. Join our Linkedin group: https://www.linkedin.com/groups/8873817/ And our Facebook group: https://www.facebook.com/groups/75902... And check out our platforms and tools: www.12ronnies.com

Today's guest is Tim Freundlich, CEO of ImpactAssets.Tim is a long-time innovator in new financial instruments in the social enterprise sector, which he now applies as the head of ImpactAssets, the $1 billion boutique donor advised fund and investment note offerer for impact investments. While previously at Calvert Foundation for 12 years, he conceived of and launched the donor advised fund. He was also instrumental in building the $250mm Community Investment Note with more than $1 billion invested into 300-plus nonprofits and for profits globally.He co-founded and serves as Managing Partner for Good Capital that, in addition to its flagship Social Enterprise Expansion Fund LP, founded the 2,500-person annual Social Capital Markets (SOCAP) conferences in San Francisco and four Impact Hubs in the US; co-working, meeting and community space serving approximately 2,000 social innovators.Tim is a sought-out industry speaker and regularly featured and quoted in media such as ThinkAdvisor and WealthManagement and has appeared on TheStreet and Forbes. He received a BA from Wesleyan University and an MBA from the University of San Francisco. Tim and his wife, Julie, live in San Francisco with their sons, Milo and Gus.In today’s episode, we cover:Overview of ImpactAssetsOrigin story and how the model worksHow it is different than a typical institutional asset allocationWho the target customers areTraction and progress to dateSome example success storiesLong visionImpact, if successfulWhat comes nextBarriers holding them backWhat could change to help them move fasterAdvice for people looking to allocate their philanthropic capital to maximize its impactLinks to topics discussed in this episode:ImpactAssets: http://impactassets.org/Tim Freundlich: https://www.impactassets.org/about_us/team/timothy-freundlichUN Sustainable Development Goals: https://www.un.org/sustainabledevelopment/sustainable-development-goals/Seth Goldman: https://en.wikipedia.org/wiki/Seth_Goldman_(businessman)Beyond Meat: https://www.beyondmeat.com/MSCI KLD 400 Social Index: https://www.investopedia.com/terms/d/domini_400.aspCalvert Impact Capital: https://www.calvertimpactcapital.org/What is a donor-advised fund? https://www.nptrust.org/what-is-a-donor-advised-fund/Toniic: https://toniic.com/CREO Syndicate: http://creosyndicate.org/You can find me on twitter @jjacobs22 or @mcjpod and email at info@myclimatejourney.co, where I encourage you to share your feedback on episodes and suggestions for future topics or guests.Enjoy the show!

The Global Impact Investing Network has estimated the impact investing market at over $502 billion, managed by a growing 1,340 organizations around the world.This week, we hear from Adam Bendell, the CEO of Toniic, a global community for impact investors with members in 26 countries. Toniic provides families, individuals, and companies with access to impact investment deals, tools and networking. Adam has previously held senior leadership positions in consulting and tech, and is an impact investor himself."Impact investing is a rising tide environment. Impact investors want to go further than screening out investments, we are talking about values alignment," says Adam. "There is now a sense that businesses can be run with a greater sense of integrity than what was thought to be the norm over the last 50 years."For more on the podcast, see the Beyond Capital Podcast website.

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

Working hard to bring more revenue back to the farm gate for farmers who are delivering ecosystem services. A 10 min summary of the interview with Bert Glover, co-founder of Impact AG Partners. Welcome to Investing in Regenerative Agriculture. Listen to the full interview here: https://soundcloud.com/investinginregenerativeagriculture/episode-50-interview-bert-glover --------------------------------------------- Join our Gumroad community, discover the tiers and exclusive benefits here: https://gumroad.com/investinginregenag Other ways to support my work: - Share the podcast - Give a 5-star rating - Or buy me a coffee… or a meal! www.Ko-fi.com/regenerativeagriculture --------------------------------------------- - We're seeing our consumers and our society saying we want ethically produced food and fibre and we have an expectation of you the farmers that you're going to do the right thing. - We see more and more opportunity to bring more revenue back to the farm gate for farmers who are delivering ecosystem services. - We really believe that we only borrow our natural assets from our children and we believe that you know in the production of food and fibre it shouldn't be at the cost of the environment and it shouldn't be at the cost of the human race globally. - And our objective here is to sit between the financial sector and the operating sector which is the farming sector and help both of those participants deliver better than average triple bottom line results - If consumers can recognize that in the past they've bought food and it's been a relatively low financial cost but it's been at the cost of the environment. If we can change their mindset from commodity based food to premium high quality nutrient dense food, clean food, slow food I think that's when we can really start to capture more change. Impact AG website
 http://www.impactag.com.au
 UBS Family office report 
http://www.globalfamilyofficereport.com/
 Project Drawdown 
https://www.drawdown.org/solutions/food

 More information on Toniic: https://www.toniic.com 

More on 100% Impact Portfolios: https://www.toniic.com/t100
 Cation Exchange Capacity 
https://en.wikipedia.org/wiki/Cation-exchange_capacity
 
Measurements keep coming back as a key point! With Abby Rose we discussed how the farmers can measure their own soil health: https://soundcloud.com/investinginregenerativeagriculture/interview-abby-rose

 We discussed carbon as a proxy also with Chuck Liedekerke: https://soundcloud.com/investinginregenerativeagriculture/interview-charles-de-liedekerke
 Seaweed and cow methane emissions 
https://mentalfloss.com/article/89660/could-feeding-seaweed-cows-help-save-climate
 Carbon farming credits 
https://blog.pasturemap.com/issuance-of-the-first-australian-carbon-credit-units-to-a-soil-carbon-grazing-project 

Nori did a great podcast on the program in Australia https://nori.com/podcast/64-restoring-soil-health-for-resilient-farmswith-louise-edmonds-of-intuit-earth
 Danone company bond https://www.forbes.com/sites/jaycoengilbert/2018/02/20/every-cfo-should-know-this-the-future-of-banking-ties-verified-esg-performance-to-cheaper-capital/
 Slow Food
 https://www.slowfood.com/
 Dirt to Soil Gabe Brown https://www.chelseagreen.com/product/dirt-to-soil/
 Call of the Reed Warbler, Charles Massy
 https://www.chelseagreen.com/product/call-of-the-reed-warbler/ --------------------------------------------- If you want to discover more visit http://investinginregenerativeagriculture.com If you want to receive an email when I upload a new episode, subscribe here eepurl.com/cxU33P. The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.

Working hard to bring more revenue back to the farm gate for farmers who are delivering ecosystem services! Welcome to Investing in Regenerative Agriculture. Join our Gumroad community, discover the tiers and exclusive benefits here: https://gumroad.com/investinginregenag Other ways to support my work: - Share the podcast - Give a 5-star rating - Or buy me a coffee… or a meal! www.Ko-fi.com/regenerativeagriculture ------------------------------------------------------------------------ This time I had the great pleasure to interview Bert Glover, co-founder of Impact AG Partners. - We're seeing our consumers and our society saying we want ethically produced food and fibre and we have an expectation of you the farmers that you're going to do the right thing. - We see more and more opportunity to bring more revenue back to the farm gate for farmers who are delivering ecosystem services. - We really believe that we only borrow our natural assets from our children and we believe that you know in the production of food and fibre it shouldn't be at the cost of the environment and it shouldn't be at the cost of the human race globally. - And our objective here is to sit between the financial sector and the operating sector which is the farming sector and help both of those participants deliver better than average triple bottom line results - If consumers can recognize that in the past they've bought food and it's been a relatively low financial cost but it's been at the cost of the environment. If we can change their mindset from commodity based food to premium high quality nutrient dense food, clean food, slow food I think that's when we can really start to capture more change. Impact AG website
 http://www.impactag.com.au
 UBS Family office report 
http://www.globalfamilyofficereport.com/
 Project Drawdown 
https://www.drawdown.org/solutions/food

 More information on Toniic: https://www.toniic.com 

More on 100% Impact Portfolios: https://www.toniic.com/t100
 Cation Exchange Capacity 
https://en.wikipedia.org/wiki/Cation-exchange_capacity
 
Measurements keep coming back as a key point! With Abby Rose we discussed how the farmers can measure their own soil health: https://soundcloud.com/investinginregenerativeagriculture/interview-abby-rose

 We discussed carbon as a proxy also with Chuck Liedekerke: https://soundcloud.com/investinginregenerativeagriculture/interview-charles-de-liedekerke
 Seaweed and cow methane emissions 
https://mentalfloss.com/article/89660/could-feeding-seaweed-cows-help-save-climate
 Carbon farming credits 
https://blog.pasturemap.com/issuance-of-the-first-australian-carbon-credit-units-to-a-soil-carbon-grazing-project 

Nori did a great podcast on the program in Australia
https://nori.com/podcast/64-restoring-soil-health-for-resilient-farmswith-louise-edmonds-of-intuit-earth
 Danone company bond https://www.forbes.com/sites/jaycoengilbert/2018/02/20/every-cfo-should-know-this-the-future-of-banking-ties-verified-esg-performance-to-cheaper-capital/
 Slow Food
 https://www.slowfood.com/
 Dirt to Soil Gabe Brown https://www.chelseagreen.com/product/dirt-to-soil/
 Call of the Reed Warbler, Charles Massy
 https://www.chelseagreen.com/product/call-of-the-reed-warbler/ ------------------------------------------------------------------------ If you want to discover more visit www.investinginregenerativeagriculture.com If you want to receive an email when I upload a new episode, subscribe here eepurl.com/cxU33P The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.

Sharrell Lo and Talkative ToniiC talk about the importance of self care and physical fitness. They also discuss details about their upcoming event The Dayton Alumni Relays. This event is a benefit to raise awareness and financial support to local community organizations. Also learn about the organization  Make A Sound an organization on a mission to empower women and their families. 

Dr. Charly Kleissner is a pioneer in the field of impact investment. He believes that the deeper meaning of wealth is to make a positive contribution to humanity and the planet. Dr. Kleissner co-founded KL Felicitas Foundation (www.klfelicitasfoundation.org), and Social-Impact International (www.social-impact.org), which help social entrepreneurs worldwide to accelerate and increase their impact.  Dr. Kleissner co-founded Toniic and the 100% Impact Network, global networks for impact investors. Dr. Kleissner serves as Chairman of the Advisory Board of the Global Hub Company (www.the-hub.net), and as Board Director and Chairman of the Investment Committee of ImpactAssets. In this extended and wide-ranging interview, Charly paints an exciting picture of the state of impact investment today, talks about the importance of “deep impact investing”-and shares his abiding belief in the potential of changing the financial system to build a better world. Charly talks about his experience at TONIIC and the 100% impact network and highlights the results that have been achieved at the KL Felicitas Foundation (that impact investors can construct a 100% impact portfolio and achieve competitive financial returns in all asset classes while making a big impact). Charly highlights some of the important work the Foundation is doing supporting the impact investment ecosystem. Finally, he discusses how modern portfolio theory should be re-conceptualized to integrate positive impact. (This is edited version of an interview posted on the Financing Social Entrepreneurs podcast.) The post Episode 43: Dr. Charly Kleissner, co-founder KL Felicitas Foundation, discusses the power of “deep impact” investing and the importance of developing a new post-modern portfolio theory that includes impact appeared first on The Sustainability Agenda.

Today on Entrepreneur Effect our host is joined by Morgan Simon. Simon is a widely-recognized leader in impact investment who builds bridges between finance and social justice.  Over the past seventeen years, she has influenced over $150 billion in capital.  Simon currently co-leads Candide Group, which supports two clients, including members of the Pritzker family on behalf of the Libra Foundation. She is also co-founder and chair of the non-profit Transform Finance. Previously, Simon served as the founding CEO of Toniic, a global network of impact investors, and as the founding executive director of the Responsible Endowments Coalition. She has worked with the United Nations in Honduras, in corporate reform with ForestEthics, and in domestic microfinance with the Women's Initiative for Self-Employment. She currently serves on the boards of the Restaurant Opportunity Center, The Working World, and CARE Enterprises. A graduate of Swarthmore College, Simon serves as an adjunct professor at Middlebury College's graduate school program. She lives in the Bay Area.

Today's interview is with Morgan Simon, a widely recognized leader in impact investment. Over the past seventeen years, she has influenced $150+ billion from individuals, foundations, and endowments, into socially conscious investments. Her latest book REAL IMPACT: THE NEW ECONOMICS OF SOCIAL CHANGE, has been hailed as “brilliant” by CNN’s Van Jones. Simon currently co-leads Candide Group, which supports two clients, including members of the Pritzker family on behalf of the Libra Foundation. She is also co-founder and chair of the non-profit Transform Finance. Previously, Simon served as the founding CEO of Toniic, a global network of impact investors, and as the founding executive director of the Responsible Endowments Coalition. She has worked with the United Nations in Honduras, in corporate reform with ForestEthics, and in domestic microfinance with the Women's Initiative for Self-Employment. She currently serves on the boards of the Restaurant Opportunity Center, The Working World, and CARE Enterprises. A graduate of Swarthmore College, Simon serves as an adjunct professor at Middlebury College's graduate school program. She lives in the Bay Area.Simon lays out three principles that will ensure impact investing stays on course and can reach its potential to solve societal problems through sustainable, profitable models. Some of the things we discuss in our interview are:How charity and finance are ineffective tools for rebuilding a community but impact investing is How impact investment is the trillion-dollar trend that can change the worldHow to get impact investing right How the largest wealth holders in the world are increasingly moving to impact investmentHow impact investment is for everyone—not just the wealthyResources Mentioned In This EpisodeMorgan's Website: http://morgansimon.com/Morgan's Book: https://www.hachettebookgroup.com/titles/morgan-simon/real-impact/9781568589817/?lens=nation-books See acast.com/privacy for privacy and opt-out information.

"Money is a tool to create the things that we want. It is a proxy for security, health, and welfare for our families and loved ones. When we lose that holistic thinking about what wealth is, then our money winds up working at a very singular purpose to create more pieces of paper as opposed to create greater human and environmental welfare." - Morgan SimonWhen we put our money in a bank (or a mutual fund, pension plan, endowment, etc.) it doesn't just sit there, it is put to use. It is invested in the economy, and it has power. But have you ever stopped to wonder what your money is being invested in? Is it supporting the causes and communities you care about? Or is it being used to further the cause of individuals, organizations, or governments that you disagree with.It is time to recognize that we are all investors, and that it is up to us to make sure we are adding more value than we extract and that the risk and returns are balanced between our investments and the communities.This is the basis for impact investing. Impact investing is the support of social and environmental projects with a financial return, and it has become a hot topic in the world's philanthropy and development circles. In the next decade, it is poised to eclipse traditional aid by ten times. Yet for all the excitement, there is work to do to ensure it actually realizes it’s potential.This week on the show we are interviewing an expert in this field, Morgan Simon. Morgan is the author of the brand new book, Real Impact: The New Economics of Social Change. Over the past seventeen years, she has influenced over $150 billion in capital. Morgan currently co-leads Candide Group, which supports two clients, including members of the Pritzker family on behalf of the Libra Foundation. She is also co-founder and chair of the non-profit Transform Finance.Previously, Morgan served as the founding CEO of Toniic, a global network of impact investors, and as the founding executive director of the Responsible Endowments Coalition.—This episode is brought to you by:Health IQ, an insurance company that helps health conscious people get special life insurance rates. Go to healthiq.com/SPP to support the show and see if you qualify.

For the past several years, John has been Director of Impact Capital at Santa Clara's Miller Center for Social Entrepreneurship and has also been a mentor to social entrepreneurs at the Global Social Benefit Accelerator.  In 2011 he authored a report on impact investing entitled Coordinating Impact Capital: a New Approach to Investing in Small and Growing Businesses and recently co-authored a chapter on equity investing in New Frontiers of Philanthropy (Oxford Press-2014).  He is now pioneering a new investment vehicle – the Demand Dividend - that presents investors with a ‘structured exit' alternative to equity.  In addition, he is co-founder and Director of Toniic, a syndication network of impact investors. John manages investments through Redleaf Venture Management, a venture capital operating company founded in 1993.  John's earlier background includes twenty years of executive level positions at Hewlett Packard, Silicon Graphics, Convergent Technologies and Unisys.  He was one of the founding executives at Netscape Communications. He led investments at AdRelevance (JMXI), Mosaic Communications (TWX), NetGravity (DCLK), RedCreek Communications (SNWL), and Wireless Online.  John serves as a board member at PACT, an NGO based in Washington D.C.  He received his bachelor's degree concentrating in international economics from UCLA and completed executive programs at Wharton and Stanford business schools. Over the last 15 years, he was a managing member of the UCLA Venture Capital Fund and still serves on the UCLA Sciences Board of Visitors. Other recent advisory committees include the World Economic Forum, and HUB Ventures.  John has a vast wealth of knowledge when it comes to financing early stage companies, and he is now applying his skill set to helping social entrepreneurs build investment ready companies at the Miller Center for Social Entrepreneurship at Santa Clara University. It's not often you get to have discussions with someone who launched the first micro VS firm back in 1993, and is now applying lessons learned from tech investing in Silicon Valley to the companies and entrepreneurs who are trying to build businesses addressing climate resilience, bottom of the pyramid customers, and is financing them through innovative means. Rather than always taking equity, there are alternative ways to fund social enterprise startups that align long term goals of both the investor and the company, and create a more sustainable model, and John is at the forefront of these methods.  Show Notes and Resources: Miller Center for Social Entrepreneurship Impact Capital Redleaf Venture Management  Climate Resilience Toniic Demand Dividend 1 | 2 | 3 Investors Circle GIIN Arabella Advisors     Facebook.com/impactinvestingpodcast twitter.com/impinvpodcast

John is a highly experienced former business executive and venture capital investor now focussing on social innovation and impact investing. He is a co-founder of Toniic, a syndication network of impact investors, and Senior Director of Impact Capital at Santa Clara University’s Miller Center for Social Entrepreneurship, and he is also a mentor to Social Entrepreneurs at the Center’s accelerator programs.... The post Episode 2 | The changing face of impact investment: Interview with John Kohler, co-founder of Toniic, a global syndication network of impact investors, and Senior Director of Impact Capital at Santa Clara University’s Miller Center for Social Entrepreneurship. appeared first on Financing Social Entrepreneurs Podcast.

TRE Podcast – The Responsible Capitalist – Charly Kleissner Hear Responsible Capitalist Charly Kleissner, co-founder of the KL Felicitas Foundation and Carol Sanford discuss how the financial system, and specifically impact investing, can leverage humanity to form healthy relationships with the finite resources on our planet. Toniic and the 100% Impact Network, which Kleissner co-founded as […] The post TRE Podcast – The Responsible Capitalist – Charly Kleissner appeared first on Carol Sanford.