Name: Ep 37: ESG Metrics and Shareholder Advocacy for Value Creation
Start: 2019-10-03T15:00:00Z
End: 2019-10-03T15:28:00.000Z
Location: BrightTALK
Rating: 4

Investors and advisors can learn everything they need to know about sustainable finance as Paul Ellis interviews leaders in the field.

After a 25-year financial market and banking career, Scott Donachie founded Companies for Net Zero (CNZ), which brings together global business leaders via summits and networking events to share insights on delivering immediate climate outcomes. CNZ also publishes daily climate insights and education via its ‘CNZ Eco Forum’ smartphone app, which our followers will learn about in this episode. Since founding CNZ five years ago Scott has built an extensive network of sustainability-focused business leaders in the New York metro area who are committed to delivering climate outcomes. The Sustainable Finance Podcast (SFP) will  participate in CNZ’s upcoming Decarb New York on Sept. 14th, focusing on practical decarbonizing of New York real estate assets in response to Local Law 97, which we will discuss in this SFP episode.

See the Attachments tab at the BrightTALK channel link to this SFP episode for details on future CNZ events.

EP 217: Sustainability-Focused Leaders Deliver on Carbon Reduction

My guest in this episode of The Sustainable Finance Podcast (SFP) recently launched his new Amazon bestselling book, The ESG Data Revolution: Sustainable Fuel for Tomorrow’s Business. Michael Poisson’s advice for organizations large and small is to confidently explore the cutting-edge tools of this rapidly expanding field and tap into sustainability for long-term success. Michael is an established FinTech executive with a passion for corporate responsibility and ESG data. He is also Managing Director at Ideal Ratings, responsible for North American business. And that’s what we’re going to talk about today, the business of ESG Data.

EP 216: ESG Data Is a Capital-Intensive Growth Industry

Baringa is a global consulting firm with expertise in sustainable finance transformation, ESG integration and climate change risk. In today’s episode of the SFP I’m speaking with Cindra Maharaj, a corporate treasury and risk expert partner with Baringa in New York. We’re going to discuss how financial institutions are navigating the transition to a net zero economy and why those already aligned with TCFD, the Task Force on Climate-related Financial Disclosures, likely still have some way to go to comply with the carbon and other Green House Gas (GHG) reporting protocol that the SEC is proposing.

See the Attachments tab for a Baringa white paper on corporate GAP analysis.

EP 215: Exploring the SEC & TCFD Carbon Reporting Sticking Points

We all know how important good employees are to any business. But in financial services, and particularly sustainable finance, which is rapidly expanding and changing the way we invest, finding and developing top talent is absolutely critical. So how do you go about finding the right people with the right skills to help your company become a sustainability leader? In today’s podcast I’m talking with 2 pioneers in recruiting and talent development in sustainable finance. Andy Cartland founded Acre 20 years ago, and has built the company into a global leader in the field. Gloria Mirrione is Executive Director and Head of Sustainable Finance and Impact Investing at Acre, Americas. Andy and Gloria will be answering some of the most important questions about how human capital drives transformational change, whether for traditional or alternative asset managers or for banks and insurers.

EP 214: Acre Transforms Talent Recruiting for Sustainable Investment

For investors trying to get a handle on what’s happening in the global economy, confusion and uncertainty seem to reign. My guest today, Marina Severinovsky, Head of Sustainability, North America for Schroders Asset Management, brings a new perspective in today’s podcast. Schroders believes that markets are currently experiencing more than a typical cyclical turning point. In fact, we’re looking at a global reset where patterns of the past decade will face a period of adjustment. What does this mean for investors and asset managers? Severinovsky and I talk about how a new regime in policy and market behavior is unfolding, driven by global themes like decarbonization, deglobalization, and demographic change, all of which investors need to understand if they are to find the best opportunities and safeguard their portfolios. Tune in to the program to find out why the Schroders team believes Sustainability will be key to navigating this new era.
See the Attachments tab for additional Schroders research on Regime Shift topics for investors.

EP 213: A New Global Regime for Policy and Market Behavior in 2023

Vanessa Zamy is the founder of Your Vision’s Catalyst and a sustainable business growth strategist. She has been featured on Fast Company and NPR Marketplace. As a keynote speaker she enjoys delivering actionable tips to business owners that make burnout a thing of the past. Today we’re going to discuss common mistakes that sustainable finance practitioners make when trying to get their target market interested in a new analytics tool, thought leadership blog, podcast platform or investment portfolio strategy. Vanessa and I were speakers at the FPA National Conference last December in Seattle.

EP 212: Sustainable Growth Goals Guide Long Term Investment Advice

Hystar AS, the Norwegian high-tech hydrogen company, recently announced a series B funding round of USD26 million to rapidly scale-up to full operations with an automated GW-capacity production line by 2025. CEO Fredrik Mowill says the company’s PEM electrolyzers produce green hydrogen from water electrolysis using less energy than existing technologies, and enable a substantial increase in hydrogen production output. In today’s SFP episode Mowill will explain how Hystar makes the world’s most efficient PEM electrolyzers for green hydrogen production, an important source of energy for the Net Zero carbon transition.

EP 211: Technology Enables an Increase in Green Hydrogen Production

Green Scooter works at the cutting edge of the latest trends in renewable energy and urban transportation. The company manufactures a unique range of electric scooters designed for both commuter and cargo use. Welcome to our Sustainable Finance Podcast (SFP) conversation about South Africa’s first all-electric e-hailing platform and related online food delivery marketplace. And join me in welcoming Fezile Dhlamini, the Founder and CEO of Scooter to today’s episode. Fezile assures me that Green Scooter’s 3-wheeler EVs are just the entry point of this growing market in Africa for Africa. We’re going to hear about his plan from day one, which has been to start a company that creates employment and builds Africa’s transport technology skills for the future.

EP 210: EVs are the Entry Point for Africa’s Transport Future

My guest in today’s podcast program is the Managing Partner of the Zero Emissions Fund and for two decades has been a mentor and board advisor to green technology startups. Claudia Marcusson serves on investment boards of impact VCs and is a limited partner herself. Marcusson has worked for more than twenty years in financial services across the globe and lectures at the National University of Singapore on green technology for senior executives and C-level suites. In today’s conversation we’re focusing on her role with the Zero Emissions Fund and Accelerator.

See the Attachments tab at this BrightTalk link for details on the National University of Singapore course Claudia Marcusson will be offering on "Green Technology in the Digital Economy for Leaders", July 28, 31 2023

EP 209: Scaling Early Stage Startups in Sustainable Decarbonization

Hy24 recently announced the closing of the world’s largest clean Hydrogen infrastructure fund at EUR 2 billion AUM. The Fund is focused on scaling proven hydrogen technologies for mature infrastructure assets and aims to play a major role in decarbonizing the global economy. Alejandro Perellon, Head of the Americas at Hy24, is my podcast guest today and we’ll talk about how the portfolio will be diversified across geographies and value chains to scale up the clean hydrogen economy. We will also touch on how the recently passed Inflation Reduction Act will impact the development of hydrogen energy infrastructure in the U.S. going forward.

EP 208: Funding the Supply and Demand Sides of Clean Hydrogen Energy

Rachel Robasciotti and Adasina Social Capital believe in bold, decisive action to make large scale, systemic change throughout the financial system. This requires the interlocking of four levers: People, Investments, Campaigns and Education. Adasina works with community social justice organizations to define the criteria that guide the firm’s investments. Robasciotti then mobilizes other investors to partner through campaigns that amplify the voices of impacted populations throughout the financial system.  Community-sourced impact data sets the standard for how companies and governments are measured in relation to racial, gender, economic, and climate justice. Investors then seek both financial and social returns by investing in public companies that are accountable to the well-being of the people and planet they impact.

EP 207: Your Bridge Between Financial Markets & Social Justice

Weather Trade Net creates data analysis tools powered by weather data for operational business purposes. Founder and CEO Elena Maksimovich launched the online platform to differentiate, quantify and report on the financial vulnerability induced by weather volatility in changing climate scenarios. The platform’s research regarding weather shock resilience and climate change adaptation projects demonstrates bankable investment opportunities. And Weather Trade Net’s proprietary Climate Risk Indices are adapted to business needs in the context of TCFD reporting, climate risk audit and parametric insurance underwriting. Maksimovich joins me in today’s podcast episode to explain how Weather Trade Net works.

EP 206: Weather Trade Net Provides Physical Climate Risk Assessment

Hughey Newsome is in transition, out of public service as CFO of Wayne County, Michigan and into the role of CFO at Piston Group, a private investment platform founded in 1996 by auto industry magnate and NBA champion Vinnie Johnson. Newsome is on a mission within the automotive sector to grow EV demand to critical mass through the investment and profitability needed to dominate industry production and infrastructure. In this episode of the Sustainable Finance Podcast (SFP) we will hear from Hughey Newsome about the broad continuum of sustainable finance acceptance, from early adopters to industry laggards and how current and pending public policy can encourage laggards and reward leaders.

EP 205: Growing EV Demand to Critical Mass in the Automotive Sector

Bruce Kahn, Ph.D. has recently joined Shelton Capital Management to bolster the firm’s Sustainable Investment and ESG expertise. In today’s podcast episode we’re going to begin our conversation with the green industrial transformation that is making corporations more resource use efficient related to water, land, energy and labor. Kahn’s extensive background in sustainable investment management includes industry leaders MSCI, Sustainable Insight Capital Management and Deutsche Asset Management. He is also an Adjunct Professor at Columbia University’s Sustainability Management program, The Earth Institute.

EP 204: Data Rules the Corporate Green Resource Efficiency Revolution

Soji Sanyaolu, Co-Founder of AirSmat, recently announced a partnership with Sterling Bank in Nigeria that enables farmers to increase their output by leveraging quality farm data and AI-generated recommendations. Using drone and satellite technology with soil-level and IoT sensors AirSmat is transforming the way farmers and other stakeholders in the value chain collect, manage and interpret this data. This eliminates guesswork and drives day-to-day operations decisions with precision. In today’s episode Sanyaolu explains how accurate farm data enables banks and insurance companies in the value chain to make decisions that support farm financing and profitability.

EP 203: AI-generated Data Increases Crop Yields on  Nigerian Farms

Since 2010, today’s guest on the podcast has worked in Dubai, United Arab Emirates as a woman general counsel in an era of business disruption. Through this position with a UAE family-owned luxury conglomerate she was introduced to angel investing. Currently, Ghada Qaisi Audi lives in San Francisco and is a founding team member at TARO ISHIDA, a  women’s footwear luxury goods startup, whose high-quality products provide longevity and Circular Economy investments into the future.  We’re going to discuss her experience as a sustainability-focused female founder, and why innovating and addressing an unmet need in the market is always a good business case.

EP 202: Addressing the Business Case for a Sustainable Luxury Market

Sustainability at Bayer means helping people thrive while reducing the company’s ecological footprint. Klaus Kunz is responsible for ESG strategy at all three Bayer Divisions, Crop Science, Pharmaceuticals and Consumer Health. He believes that addressing food security, climate change and loss of biodiversity are the most material challenges in sustainable agriculture today. His work requires brutal transparency and detailed disclosure of related ESG measures at Bayer, the health and nutrition conglomerate. Our conversation in today’s episode of The Sustainable Finance Podcast (SFP) begins and ends with Kunz’s focus on transparency.

Open the Attachments tab at the SFP BrightTALK channel link for more details about Bayer's Transparency and Sustainable Agriculture initiatives.

EP 201: Disclosure and Reporting Leverage Regulatory Transparency

DFD Partners is on a mission is to provide asset managers the most innovative, data driven distribution platform in the industry. Devon Drew, Founder & CEO of DFD Partners understands that diversity in gender, background, asset class and generation drives inclusion. That’s why the firm is dedicated to providing their platform services to those asset managers who may not have the tools and resources to effectively scale. With more than 16 years in the Asset & Wealth management industry, Drew has raised over $30 billion dollars in client AUM. His career with top industry organizations has given him the knowledge and experience to launch DFD Partners.

EP 200: Data & Technology Connect Wealth Managers to New Clients

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 37: ESG Metrics and Shareholder Advocacy for Value Creation

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Ep 37: ESG Metrics and Shareholder Advocacy for Value Creation

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