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Ep 35: Blending Behavioral Finance & Multi-Generational Impact Investing Advice

Randy Kaufman, Senior VP and strategic growth advisor at EMM Wealth, incorporates her study of behavioral finance and the psychology of wealth into impact investing and strategic philanthropy portfolio allocations. Her clients include multi-generational family offices, foundations and high net worth individuals.
Recorded Feb 26 2019 31 mins
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Presented by
Paul Ellis | Randy Kaufman
Presentation preview: Ep 35: Blending Behavioral Finance & Multi-Generational Impact Investing Advice

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  • Ep 44: Growing Impact Investing and Reducing Greenwashing Recorded: May 12 2019 35 mins
    Paul Ellis | Gil Crawford, CEO of MicroVest
    Impact investing is growing fast but greenwashing is increasing due to lack of regulatory oversight. Crawford brings his 25 years of experience in micro finance and the capital markets to this discussion of the World Bank’s newly launched operating principles designed to reduce greenwashing in the impact investing landscape.
  • EP. 43: S&P Dow Jones Indices Launches New ESG Indices Recorded: Apr 30 2019 29 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.
  • Climate Risk 2019: Global Capital Markets and Public Policy Options Recorded: Apr 16 2019 60 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.

    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
  • How to Bridge the Generational Divide and Transition Your Sustainable Practice Recorded: Apr 11 2019 59 mins
    Paul Ellis | Randy Kaufman, EMM Wealth | David Aaron, EMM Wealth | Glen Macdonald, Bronfman Rothschild
    Experts from EMM Wealth and Bronfman Rothschild discuss their approaches to sustainable and impact investment integration for multiple-generation, high net worth clients. Advisors and investors will learn:

    How wealth advisors and foundations are using ESG risk and impact measurements to optimize portfolio strategies and participate in growth opportunities in the transition to a low-carbon economy.

    How the divide between multi-generational investors can be bridged through ESG and Impact investing.

    How sustainable and impact investing is changing the way strategic philanthropy integrates with overall portfolio strategy.

    Randy Kaufman, Senior Vice President at EMM Wealth
    David Aaron, Co-CEO and Chief Investment Officer at EMM Wealth
    Glen Macdonald, Bronfman Rothschild Managing Director, Impact Investing Advisor
  • Ep. 38: Achieving SDG #9 - $3 Trillion US Sustainable Infrastructure Upgrades Recorded: Mar 19 2019 33 mins
    Paul Ellis | Hazel Henderson
    Where does capital need to be deployed in the US to build resilient infrastructure, foster innovation, and promote inclusive and sustainable industrialization? Henderson, the founder and President of Ethical Markets Media, explains how her Green Transition Scoreboard tracks the requirements for funding.
  • Episode 42: How Nuveen Is Addressing the Responsible Investing Taxonomy Problem Recorded: Mar 19 2019 27 mins
    Paul Ellis | Amy O'Brien
    How do advisors and asset managers integrate portfolio strategies, shareholder activism and other investor motivations? O’Brien describes Nuveen’s rigorous, platform-wide approach.
  • Ep. 40: Adding Trillions to the Economy from Educational Opportunities for Women Recorded: Mar 19 2019 29 mins
    Paul Ellis | Joe Keefe
    Joe Keefe, President, Pax World Funds, shows how integrating global social and environmental policies that support better education for women and girls can potentially add trillions of dollars to economic growth.
  • Ep. 39: Opportunities for Women Advisors: The Invest in Women Conference 2019 Recorded: Mar 19 2019 32 mins
    Paul Ellis | Dorothy Hinchcliff
    Hinchcliff explains how the Conference, now in its 5th year, helps women in finance develop partnerships with investors as stewards of family wealth. Keynote speakers span the generations of activist women leaders who are addressing the most pressing financial and social issues.
  • Ep 37: ESG Metrics and Shareholder Advocacy for Value Creation Recorded: Mar 16 2019 29 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 36:Jed Emerson on The Purpose of Capital Recorded: Mar 9 2019 33 mins
    Paul Ellis | Jed Emerson
    In his eighth book on sustainable finance,The Purpose of Capital, Jed Emerson expands the arc of blended value investing into a multi-generational journey of personal and family discovery on the path to Other Impact. Join the conversation!
  • Ep 35: Blending Behavioral Finance & Multi-Generational Impact Investing Advice Recorded: Feb 26 2019 31 mins
    Paul Ellis | Randy Kaufman
    Randy Kaufman, Senior VP and strategic growth advisor at EMM Wealth, incorporates her study of behavioral finance and the psychology of wealth into impact investing and strategic philanthropy portfolio allocations. Her clients include multi-generational family offices, foundations and high net worth individuals.
  • Ep 34: Purpose Driven Investment at Bernstein, Beyond Risk and Return Recorded: Feb 24 2019 30 mins
    Paul Ellis | Michael Lear
    Michael Lear, VP and CFA with Bernstein Private Wealth Management, has spent two decades integrating impact and values-driven purpose into equity and fixed income portfolio strategies for entrepreneurs, foundations and family offices. He's a man on a mission, using public and private capital market funding to help his clients achieve sustainable investment goals.
  • Ep 33: Digital Assets 2019 Outlook with Templum, Inc. and LilaMax Media Recorded: Feb 15 2019 27 mins
    Paul Ellis | Vincent Molinari | Jane King
    Vincent Molinari, Co-Founder of Templum, Inc. and Jane King, CEO of LilaMax Media set expectations and explore possible developments for the blockchain-based, digital assets capital markets and regulatory environment during 2019.
  • How Women Are Disrupting the Finance Industry Business Model Recorded: Feb 14 2019 62 mins
    Paul Ellis | Danielle Kayembe | Jeff Cohen | Erika Karp
    Whether it's the gender pay gap, board of directors seats and equal opportunity for career advancement, or greater access to private market capital funding for female-owned-and-run startup businesses, women are disrupting the status quo in the banking and finance industry. Our diverse panel of experts raise awareness of these issues in their work every day and advocate for a more transparent industry dialogue related to gender and inclusion materiality metrics. We are fortunate to have them join us for this conversation and look forward to our audience's participation.
  • Ep 32: The Case for Active Management in ESG and Impact Investing Recorded: Feb 5 2019 31 mins
    Paul Ellis | Scott Klimo, CIO, Saturna Capital
    Scott Klimo, CIO and portfolio manager at Saturna Capital believes that today's ESG investor seeks to identify companies that are setting the standard in environmental, social and governance policies and practices. These companies are moving toward best practices with specific, measurable signposts that active managers use to gauge progress and performance.
  • Ep 31: Women Centered Innovation in Investment and Consumer Products Recorded: Jan 28 2019 32 mins
    Paul Ellis | Danielle Kayembe, GreyFire
    Danielle Kayembe is a female futurist and serial entrepreneur who works on projects at the intersection of women, technology and social impact. Through her company GreyFire, she advises female founders on scaling their businesses, raising capital and seizing the opportunities that the male-centered investment ecosystem is unprepared to understand.
  • Ep 30: Esther Pan Sloane; Head, Partnerships, Policy and Communications at UNCDF Recorded: Jan 16 2019 29 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.
  • Ep 29: UN Capital Development Fund (UNCDF) Recorded: Jan 8 2019 27 mins
    Paul Ellis | Jaffer Marchano, UNCDF Municipal Finance Expert
    Jaffer Marchano, municipal finance expert with the UNCDF leads the Municipal Investment Finance Programme, which is co-sponsoring the The International Municipal Development Fund. Tune in to learn about the design elements of this Fund, which will focus on municipal infrastructure projects in developing countries around the world.
  • Ep 28: Jessica Long, Managing Director - Strategy & Sustainability at Accenture Recorded: Jan 7 2019 26 mins
    Paul Ellis | Jessica Long, Managing Director - Strategy & Sustainability at Accenture
    Jessica Long, Managing Director - Strategy & Sustainability at Accenture, shares research about the negative impact to revenue growth and EBITDA following a decline in stakeholder trust.
  • The Global Sustainable and Impact Investing Outlook Recorded: Dec 28 2018 63 mins
    Paul Ellis | Jeff Gitterman | Martina MacPherson | Brace Young
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    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.
Sustainable Finance Knowledge for Financial Advisors
Each week, Paul Ellis discusses one of the 17 Sustainable Development Goals w/ luminaries in the Financial Services Industry

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  • Title: Ep 35: Blending Behavioral Finance & Multi-Generational Impact Investing Advice
  • Live at: Feb 26 2019 2:55 pm
  • Presented by: Paul Ellis | Randy Kaufman
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