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

Ep 20: Due Diligence in Impact Investing

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
Recorded Oct 29 2018 31 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Paul Ellis | Eva Yazhari, CEO, Beyond Capital | Hummayun Javed, Senior Analyst, Align Impact
Presentation preview: Ep 20: Due Diligence in Impact Investing

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
  • Global Green Fixed Income Strategies for 2020 Jan 23 2020 6:00 pm UTC 60 mins
    Paul Ellis, Alessia Falsarone, Patrick Drum, Eric Glass
    On January 8, 2020 Bloomberg LP reported global issuance of green bonds and loans, as well as other types of sustainable debt, totaled $465 billion in 2019, up 78% from $261 billion in 2018, according to data compiled by BloombergNEF. The outstanding global volume of sustainable debt now exceeds $1 trillion.

    Green bonds, where the proceeds are used for environmentally-friendly projects, made up the majority of the issuance last year, totaling $271 billion, the data show. Sustainability-linked loans, which often have interest rates linked to a borrower’s performance on environmental, social or governance issues, were the fastest-growing sub-sector.

    Join our panel of experts for a discussion about the expanding global supply of sustainable debt across the corporate, municipal and and sovereign markets into 2020 and beyond.

    Panelists:
    Alessia Falsarone, SASB FSA, Managing Director and Head of Sustainable Investing at PineBridge Investments
    Patrick Drum, Saturna Capital: Portfolio Manager of the Sustainable Fixed Income Fund & Amana Participation Fund
    Eric Glass, CFA, Portfolio Manager - Fixed Income Impact Strategies

    Moderated by: Paul Ellis, Sustainable Finance Consultant, Founder of The Sustainable Finance Podcast
  • Ep 67: Attacking the $800B Climate Infrastructure Deficit with Venture Debt Recorded: Jan 14 2020 23 mins
    John McCartney, Founder at Artesian Capital Management
    The global climate infrastructure deficit is $800 billion -- a year! McCartney explains how Artesian Capital Management's High Impact Green Bond Fund blends green bonds, venture debt, and asset-backed securities related to clean energy infrastructure projects to address this serious funding shortfall.
  • Ep 66: Impax Approaching $20B AUM in Low Carbon Economy Investments  Recorded: Dec 15 2019 28 mins
    David Richardson, Executive Director of Business Development at Impax Asset Management
    After two decades and with almost $20 billion in AUM, Impax’s investment thesis is driven by cost reductions in renewable energy technologies and government commitments to reduce CO2 emissions by the UK and the EU, as well as by “We Are Still In” member states, cities and companies in the US. 
  • Ep 62: Renewables Expert Peter Fusaro Says Clean Energy Has Arrived Recorded: Dec 10 2019 29 mins
    Peter Fusaro, Senior Advisor to AV Group Ltd.
    Fusaro shares key findings from his research: 1) renewables are now affordable with costs declining 40-90%, 2) U.S. corporate buying of renewable energy has doubled in the last two years, and 3) renewables are great investments for pension funds
  • Ep 65: Turnkey Solutions for Donor Advised Fund Impact Investing Recorded: Dec 9 2019 26 mins
    Adam Rein, Co-Founder of CapShift
    Rein highlights CapShift’s data and advisory services on over 500 qualified, public and private impact investment options for the $110 billion donor-advised fund (DAF) market.
  • EP 64: Insights from the GIIN Investor Forum 2019 Recorded: Nov 24 2019 29 mins
    Amit Bouri, Chief Executive Officer & Co-Founder at The Global Impact Investing Network (GIIN)
    Bouri highlights conversations about the role of fiduciary duty, scaling impact investing with integrity and how to measure impact in addressing the UN Sustainable Development Goals
  • Ep 63: How Key Risk Indicators Influence Fixed-Income Investment Recorded: Nov 17 2019 32 mins
    Alessia Falsarone, Head of Sustainable Investing, Sr Portfolio & Risk Strategist for Developed Markets Fixed Income
    Falsarone explains how applying fewer financially material metrics in the portfolio selection process creates a better backdrop for risk-adjusted out-performance in developed credit markets
  • Ep 62: Renewables Expert Peter Fusaro Says Clean Energy Has Arrived Recorded: Nov 10 2019 30 mins
    Peter Fusaro, Senior Advisor to AV Group Ltd.
    Fusaro shares key findings from his research: 1) renewables are now affordable with costs declining 40-90%, 2) U.S. corporate buying of renewable energy has doubled in the last two years, and 3) renewables are great investments for pension funds
  • Ep 30: Esther Pan Sloane; Head, Partnerships, Policy and Communications at UNCDF Recorded: Nov 7 2019 28 mins
    Paul Ellis | Esther Pan Sloane; Head of Partnerships, Policy and Communications at UNCDF
    Esther Pan Sloane leads a team of ten people globally who work to tell UNCDF's story, raise funds to support it's programs, and seek partners for innovative new ventures, like the finance-industry managed, public-private investment funds we discuss in episode 30.
  • The S&P 500 ESG Index: Evolving the ETF Landscape Recorded: Nov 5 2019 46 mins
    Paul Ellis, Paul Ellis Consulting | Mona Naqvi, S&P Dow Jones Indices| Andrew Walsh, UBS Asset Management | Luke Oliver, DWS
    The S&P 500 ESG Index, launched in April by S&P Dow Jones Indices, is the benchmark for ESG ETF strategies launched since then by DWS and UBS Asset Management. Mona Naqvi of S&P Dow Jones Indices, Luke Oliver of DWS and Andrew Walsh of UBS Asset Management discuss the value to investors and advisors of their partnerships and the growth of assets under management since the ETFs have been launched.
  • EP 61: Impact Investment for Sustainable Wealth at Bair Financial Recorded: Nov 5 2019 29 mins
    Marci Bair, Founder & CEO and Victor Orozco, Managing Partner - Bair Financial Planning
    Bair and Orozco serve a diverse community of female executives, LGBT couples and business owners who expect consumer and investment choices to reflect their personal values.

    Marci Bair and Victor Orozco are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors, The Wealth Consulting Group and Bair Financial Planning are separate entities from LPL Financial.  
  • Climate Risk 2019: Global Capital Markets and Public Policy Options Recorded: Oct 31 2019 59 mins
    Paul Ellis, Lisa Woll, Jeff Gitterman, Claudine Schneider, Francis Condon
    During the past 40 years Climate Science has accurately predicted rising sea levels, more rapid temperature rise at the poles and hurricanes and typhoons occuring at higher latitudes.

    From 1998 to 2017 the global economic cost of climate-related disasters skyrocketed 151% over the previous 20 year period to $2.25 trillion.

    Join our expert panelists for a discussion about future climate risk assessment options for companies, investors, financial advisors and policymakers.

    Panellists
    Jeff Gitterman, Co-founding Partner, Gitterman Wealth Management
    Lisa Woll, CEO, US SIF, The Forum for Sustainable and Responsible Investment
    Claudine Schneider, Founding President & former U.S. Congresswoman, Solar Alliance
    Francis Condon, Executive Director - Sustainable & Impact Investing, UBS Asset Management

    Moderated by Paul Ellis
  • EP55: 2019 FTSE Russell Smart Beta Survey - Interest in ESG Rising Recorded: Oct 29 2019 26 mins
    Paul Ellis | Tony Campos, Director ESG Product Management Americas for FTSE Russell
    Campos tells listeners why global asset owners are combining Smart Beta with ESG for risk management.
  • EP52: 30 Years of ESG Investing at Neuberger Berman Recorded: Oct 29 2019 28 mins
    Paul Ellis | Jonathan Bailey, Head of ESG Investing at Neuberger Berman
    Bailey, Neuberger Berman’s second generation leader of ESG investing, talks about the firm’s 30 years of competitive performance in active portfolio management of sustainable and impact investment strategies.
  • EP 60: The 2019 Sustainable Investing Conference at the UN on Dec 10th Recorded: Oct 18 2019 26 mins
    Paul Ellis | Jeff Gitterman, Co-Founding Partner and Creator of ESG Investing Services at Gitterman Wealth Management
    Gitterman talks about the extraordinary lineup of speakers for this year’s conference on the “business case” for Sustainable, Impact and ESG Investing. Financial advisors will dialogue with corporate executives like Jeffrey Eckel, Chairman, President and CEO of Hannon Armstrong, asset managers like Saker Nusseibeh, CEO Hermes Investment Management and ESG index builders like Mona Naqvi, Senior Director and Global Spokesperson for ESG Indices, S&P Dow Jones Indices.
  • The S&P 500 ESG Index: Evolving the ETF Landscape Recorded: Oct 16 2019 47 mins
    Paul Ellis, Paul Ellis Consulting | Mona Naqvi, S&P Dow Jones Indices| Andrew Walsh, UBS Asset Management | Luke Oliver, DWS
    The S&P 500 ESG Index offers benckmark-like exposure with a boost in overall ESG performance. Panelists discuss the value to investors of ESG indices combined with the ETF portfolio strategies now offered by DWS and UBS Asset Management.
  • Ep 47: AB’s Municipal Impact Strategy Delivers Performance and Opportunity Recorded: Oct 10 2019 35 mins
    Paul Ellis | Eric Glass, Senior Portfolio Manager, Fixed Income Impact Strategy at AllianceBernstein
    Listen to the story of how Glass created AllianceBernstein’s Municipal Impact Strategy to invest in underserved and low-socio-economic status communities. Glass explains how investing healthcare, education, mass transit, water/waste water and renewable energy infrastructure can generate a 4% tax-exempt yield on investment.
  • Ep 37: ESG Metrics and Shareholder Advocacy for Value Creation Recorded: Oct 3 2019 28 mins
    Paul Ellis | Matthew Blume
    Matthew Blume, portfolio manager and head of ESG research at Appleseed Capital, sees shareholder advocacy as an opportunity to influence the integration of ESG metrics into the long term value creation of companies owned in the Appleseed Fund (APPLX), for which his firm is the adviser. His efforts are part of the reason why APPLX ended 2018 with performance in the top 5% of it's Morningstar World Allocation category for one, three and ten years.
  • EP. 42: S&P Dow Jones Indices Launches New ESG Indices Recorded: Sep 26 2019 28 mins
    Paul Ellis | Mona Naqvi, Senior Director and Global ESG Spokesperson for S&P Dow Jones Indices
    Mona Naqvi discusses her group’s launch of the S&P 500 ESG Index, the basis for a UBS Asset Management ETF that's now available. She also discusses the creation of numerous ESG indices and her ongoing work with Japan’s government pension investment fund (GPIF), the world’s largest, to systematically reduce exposure to high carbon companies through the S&P Carbon Efficient Indices.
  • EP 58:The #SDGGROOVE - Music and Dance Teach Kids about the SDGs Recorded: Sep 19 2019 25 mins
    Paul Ellis | Jade Zaroff, Founder at Entertainment For Change
    Zaroff is launching a campaign to introduce Entertainment For Change, a program that's bringing the #SDGGROOVE, an exciting compilation of music and dance, into schools to teach kids about the UN Sustainable Development Goals.
Sustainable Finance Knowledge for Financial Advisors
Each week, Paul Ellis discusses with his guest the details of how her or his participation in sustainable finance is disrupting "business as usual" in the investment and/or advisory industries.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Ep 20: Due Diligence in Impact Investing
  • Live at: Oct 29 2018 9:00 am
  • Presented by: Paul Ellis | Eva Yazhari, CEO, Beyond Capital | Hummayun Javed, Senior Analyst, Align Impact
  • From:
Your email has been sent.
or close