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Sustainable Finance Podcasts with Paul Ellis

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  • The Global Sustainable and Impact Investing Outlook
    The Global Sustainable and Impact Investing Outlook
    Paul Ellis | Jeff Gitterman | Martina MacPherson | Brace Young Recorded: Dec 12 2018 63 mins
    Join Jeff Gitterman, Gitterman Wealth Management, Martina MacPherson, President, Network for Sustainable Financial Markets, Brace Young, Arabesque Asset Management, and Paul Ellis, Host of The Sustainable Finance Podcast on BrightTALk, for a review of industry growth in 2018 and the global outlook for key developments in 2019.

    Sustainable, responsible and impact investing strategies grew to $12 trillion in the two years from January 2016 to January 2018, a 38% increase that represents 26%, or one in every four dollars, of total U.S. assets under professional management.

    The BrightTALK Q4 ESG investing webinar will feature advice for 2019 investment allocation from leading financial advisors and asset managers who specialize in sustainable and impact portfolio strategies. Their clients include institutions, family offices and mass affluent investors, many of whom are integrating global sustainability frameworks like the UN Sustainable Development Goals (SDGs) into their mission-based and personal values focused due diligence process.
  • Ep 26: Responsible Investing at Parametric with Jennifer Sireklove
    Ep 26: Responsible Investing at Parametric with Jennifer Sireklove
    Paul Ellis | Jennifer Sireklove, Director of Responsible Investing, Parametric Recorded: Dec 6 2018 29 mins
    Jennifer Sireklove, Director of Responsible Investing, has built Parametric's Responsible Investing practice over two years, including customized ESG data incorporation on $20 billion AUM, and firm-wide proxy voting on $100 billion AUM.
  • Episode #25 - Meg Voorhes, Research Director at US SIF
    Episode #25 - Meg Voorhes, Research Director at US SIF
    Paul Ellis | Meg Voorhes, Research Director at US SIF Recorded: Nov 30 2018 25 mins
    Meg Voorhes, Research Director at US SIF, discusses details of the 38% growth in professionally managed assets under management (AUM) reported in the 2018 Report on US Sustainable, Responsible and Impact Investing Trends
  • Episode #24: Sonya Dreizler, Founder of Solutions with Sonya
    Episode #24: Sonya Dreizler, Founder of Solutions with Sonya
    Paul Ellis | Sonya Dreizler Founder of Solutions with Sonya Recorded: Nov 21 2018 32 mins
    Solutions with Sonya provides impact investing and business operations expertise for financial services firms. Dreizler was CEO of an RIA and independent broker-dealer prior to founding the consulting firm.
  • Episode #23: Bonnie Lyn de Bartok, CEO of MacCormick Inc.
    Episode #23: Bonnie Lyn de Bartok, CEO of MacCormick Inc.
    Paul Ellis | Bonnie Lyn de Bartok, CEO of MacCormick Inc. Recorded: Nov 21 2018 25 mins
    MacCormick has developed the world's first Social Performance Index, the MSPI, which measures companies' social performance against best practice standards and in relation to their financial performance.
  • Episode #22: Beyond ESG: investment risk through a lens
    Episode #22: Beyond ESG: investment risk through a lens
    Paul Ellis | Ian Simm, Founder and Chief Executive, Impax Asset Management Recorded: Nov 12 2018 24 mins
    Ian Simm, Founder and Chief Executive, Impax Asset Management, discusses how to address three shortcomings of risk analysis in public and private market investing.
  • Ethical Markets Media and the UN Sustainable Development Goals
    Ethical Markets Media and the UN Sustainable Development Goals
    Paul Ellis | Hazel Henderson, Founder, Ethical Markets Media Recorded: Nov 6 2018 31 mins
    Founder Hazel Henderson discusses the value of global frameworks like the UN SDGs to sustainable business growth.
  • Client Nurturing & Retention: Dealing with Intergenerational Wealth Transfers
    Client Nurturing & Retention: Dealing with Intergenerational Wealth Transfers
    Paul Ellis, Brian Pierson, and Barbara Krumsiek Recorded: Oct 30 2018 50 mins
    With 30 trillion moving hands from the Baby Boomers to Millennials, financial advisors need to ensure they can keep their clients and assets in place. Further, people are living longer, so the chances they move will depend on how a retention strategy is executed. Learning how clients like to be dealt with, and developing a strategy to develop client relationships will determine the strength of your practice.

    This webinar will cover topics such as:
    - How to establish a strategy for nurturing & client retention for aging generations
    - Understanding how to create mutual accountability
    - Developing proper communications protocols

    Panel:
    Paul Ellis, Sustainable Investing Consultant (Moderator)
    Brian Pierson, Managing Director, Tiedemann Advisors
    Barbara Krumsiek, Board Member, Arabesque Asset Management
  • Talking with Clients about ESG, Performance, and Integration
    Talking with Clients about ESG, Performance, and Integration
    Paul Ellis, Jeff Gitterman, Katherine St. Onge, and Jennifer Sireklove Recorded: Oct 30 2018 47 mins
    A majority of advisors believe that ESG integration will become standard practice within their organization by 2022 , yet most of them are not asking clients retail & institutional about opportunities for ESG integration in their portfolio strategies. This will shift as Millennials become the predominant investor cohort; by 2030. How can advisors lead the conversation?

    This webinar will cover the following:
    - Understanding how millennials are approaching ESG and integrating it into their portfolios
    - Using Thematic ETFs to design an ESG Portfolio
    - What advisors should focus on when speaking with clients about ESG Integration.

    Panel:
    Paul Ellis, Sustainable Investing Consultant (Moderator)
    Jeffrey Gitterman, Co-Founder, Gitterman Wealth Management
    Katherine St. Onge, Director, Syndications and Institutional Partnerships, Calvert Impact Capital
    Jennifer Sireklove, Director of Responsible Investing, Parametric
  • Ep 20: Due Diligence in Impact Investing
    Ep 20: Due Diligence in Impact Investing
    Paul Ellis | Eva Yazhari, CEO, Beyond Capital | Hummayun Javed, Senior Analyst, Align Impact Recorded: Oct 29 2018 31 mins
    Eva Yazhari, CEO, Beyond Capital, and Hummayun Javed, Senior Analyst, Align Impact discuss why due diligence is essential when investing in early-stage impact enterprises

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