Hi [[ session.user.profile.firstName ]]

Paul Ellis Podcast Episode 16: The 29th Annual SRI Conference

A preview of this year's conference with guests George Gay, CEO of First Affirmative Financial Network; Jan Mercer Dahms, CEO of the SRI Conference & Community; Greg Vigrass, President of Folio Institutional
Recorded Sep 19 2018 31 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Paul Ellis | George Gay | Jan Mercer | Greg Vigrass
Presentation preview: Paul Ellis Podcast Episode 16: The 29th Annual SRI Conference

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • Ep 27: Sam Adams, CEO of Vert Asset Management Recorded: Dec 18 2018 24 mins
    Paul Ellis| Sam Adams
    Sam Adams, CEO of Vert Asset Management, makes sustainable investing in publicly traded real estate trusts (REITS) easier for financial advisors and their clients. Tune in to hear how he does this for global investors.
  • The Global Sustainable and Impact Investing Outlook Recorded: Dec 12 2018 63 mins
    Paul Ellis | Jeff Gitterman | Martina MacPherson | Brace Young
    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 Recorded: Dec 6 2018 29 mins
    Paul Ellis | Jennifer Sireklove, Director of Responsible Investing, Parametric
    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 Recorded: Nov 30 2018 25 mins
    Paul Ellis | Meg Voorhes, Research Director at US SIF
    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 Recorded: Nov 21 2018 32 mins
    Paul Ellis | Sonya Dreizler Founder of Solutions with Sonya
    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. Recorded: Nov 21 2018 25 mins
    Paul Ellis | Bonnie Lyn de Bartok, CEO of MacCormick Inc.
    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 Recorded: Nov 12 2018 24 mins
    Paul Ellis | Ian Simm, Founder and Chief Executive, Impax Asset Management
    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 Recorded: Nov 6 2018 31 mins
    Paul Ellis | Hazel Henderson, Founder, Ethical Markets Media
    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 Recorded: Oct 30 2018 50 mins
    Paul Ellis, Brian Pierson, and Barbara Krumsiek
    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 Recorded: Oct 30 2018 47 mins
    Paul Ellis, Jeff Gitterman, Katherine St. Onge, and Jennifer Sireklove
    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 Recorded: Oct 29 2018 31 mins
    Paul Ellis | Eva Yazhari, CEO, Beyond Capital | Hummayun Javed, Senior Analyst, Align Impact
    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
  • Episode #19: Holly Ruxin discusses the Montcalm Capital Fund Recorded: Oct 22 2018 23 mins
    Paul Ellis | Holly Ruxin, CEO and Founder of Montcalm TCR
    Holly Ruxin, CEO and Founder of Montcalm TCR, on the benefits of investing in companies solving the world's most pressing environmental and social problems.
  • Episode #18: The 2018 UN Sustainable Investing Conference Recorded: Oct 15 2018 23 mins
    Paul Ellis, Jeff Gitterman
    Jeff Gitterman, conference convener and founding partner of Gitterman Wealth Management recaps the event.
  • Paul Ellis Podcast Episode 17: Jordan Kimmel, creator of FACTS Stock Selection Recorded: Oct 4 2018 24 mins
    Paul Ellis, Jordan Kimmel
    Paul Ellis speaks with Jordan Kimmell, creator of the FACTS Stock Selection Process.
  • Paul Ellis Podcast Episode 16: The 29th Annual SRI Conference Recorded: Sep 19 2018 31 mins
    Paul Ellis | George Gay | Jan Mercer | Greg Vigrass
    A preview of this year's conference with guests George Gay, CEO of First Affirmative Financial Network; Jan Mercer Dahms, CEO of the SRI Conference & Community; Greg Vigrass, President of Folio Institutional
  • Paul Ellis Podcast Episode 15: The Green Money Journal, 25 Years of Impact Recorded: Sep 17 2018 25 mins
    Paul Ellis | Cliff Feigenbaum, Founder & Publisher of The Green Money Journal
    Cliff Feigenbaum, Founder & Publisher of the Green Money Journal talks about developments in sustainable investing.
  • Live Webinar: Finding Value in Asia with ESG and Impact Investing Recorded: Sep 14 2018 64 mins
    Paul Ellis (Paul Ellis Consulting), Vivek Tanneeru (Matthews Asia), Patrick Drum (Saturna Capita), Ciaran McCale (Arabesque)
    Like the Americas and the EMEA, there are developed and developing market economies in the APAC region. Related to material ESG and Impact factor analysis, however, the impression in the American and EMEA markets is that APAC economies trail the western developed economies in ESG and Impact integration strategies.

    This despite data from the CFA Institute Global Perceptions of ESG Investing 2017 report, which found that 81% of CFAs in APAC markets consider corporate governance factors in company analysis, versus less than 60% in the Americas or EMEA markets.

    In this live discussion with Q&A our panel of investment management experts will cover;
    * What are the key performance indicators (KPI's) for corporate governance in the APAC markets
    * What ESG factors do companies in the APAC markets provide to investors for analysis
    * What other value-related factors should U.S. and EMEA advisors and investors consider when committing capital to APAC market funds

    Join this session to explore where the value is in the APAC public, private and blended markets. This session will give you a reality check on the risk/reward dynamics in the APAC markets

    Panellists;
    Vivek Tanneeru, Portfolio Manager of the Matthews Asia ESG Strategy
    Patrick Drum, PM of the Sustainable Bond fund at Saturna Capital
    Ciaran McCale, Head of Media and Communication, Arabesque Asset Management


    Moderated By;
    Paul Ellis, Sustainable Finance Consultant, Paul Ellis Consulting
  • Paul Ellis Podcast Episode 14: The Charles Schwab 2018 ETF Survey Recorded: Aug 29 2018 22 mins
    Paul Ellis, Kari Droller, Vice President at Charles Schwab
    Kari Droller, Vice President at Charles Schwab, offers insights on ESG/SRI related responses from the survey.
  • Paul Ellis Podcast Ep 13 - SDG #16: Peace, Justice and Strong Institutions Recorded: Aug 22 2018 24 mins
    Paul Ellis | Erika Karp, Founder and CEO, Cornerstone Capital
    Erika Karp, Founder and CEO, Cornerstone Capital, Inc. shares her decades of experience in the sustainable finance movement toward the realization of a regenerative economy.
  • Paul Ellis Podcast Ep 12 - SDG #5: Gender Equality Recorded: Aug 13 2018 29 mins
    Paul Ellis, Allyson McDonald, CEO at Work Capital
    Allyson McDonald, CEO at Work Capital, discusses how to meet investors objectives for integrating gender equality into private and public market investment strategies.
.
Each week, Paul Ellis discusses one of the 17 Sustainable Development Goals w/ luminaries in the Financial Services Industry

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Paul Ellis Podcast Episode 16: The 29th Annual SRI Conference
  • Live at: Sep 19 2018 9:30 am
  • Presented by: Paul Ellis | George Gay | Jan Mercer | Greg Vigrass
  • From:
Your email has been sent.
or close