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Managing ESG Investing and Client Relationships during the Pandemic

How financial services firms are adapting their business models to the COVID-19 pandemic. Practical suggestions for continuing to service clients and manage investment strategies online through your socially distanced and dispersed advisory practice and/or asset management team.
Recorded Apr 30 2020 63 mins
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Presented by
Paul Ellis | Alessia Falsarone | Jeff Gitterman | Ivka Kalus | Karen Wawrzaszek
Presentation preview: Managing ESG Investing and Client Relationships during the Pandemic

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  • Channel
  • Channel profile
  • Liquidity in a Crisis: Using Passive And Active ETFs To Protect Your Portfolio Recorded: Jun 2 2020 61 mins
    Paul Ellis | Martina Macpherson | Mona Naqvi | Linda Zhang
    Understand how Active and Passive ETFs are faring in the current market, and learn how to employ them in a portfolio to reduce volatility.

    Panel:
    Paul Ellis, Impact Investing Marketing & Social Media Consultant, Advisor Education and Founder, The Sustainable Finance Podcast (moderator)
    Martina Macpherson, Senior Vice President, Strategic Partnerships & Engagement, Moody's Corporation
    Mona Naqvi, Head of ESG Product Strategy, North America at S&P Dow Jones Indices
    Linda Zhang, CEO and Founder, Purview Investments
  • EP 85: Next Gen Advisor Steers a Resilient Course During the Pandemic Recorded: Jun 2 2020 32 mins
    Noel Pacarro Brown, CIMA, CPWA, The Conscious Wealth Management Group & First Vice President at Morgan Stanley
    A Forbes Top Next-Gen Wealth Advisor and 2nd generation Managing Partner in the practice founded by her mother, Brown works with institutions, family offices, and high net worth individuals. As co-chair of the Consulting Group Advisory Council at Morgan Stanley, Brown regularly speaks and writes about practice management for financial advisors. We also talked about the protocol they use to address any kind of market or economic crisis, which has been especially successful during the current investor panic around COVID-19.
  • EP 84: Impact Fund Targets Advanced Technologies in US & Latin America Recorded: May 26 2020 28 mins
    Tony Saxton & Paul Savoldelli, Co-Managing Partners of Terra Impact Fund
    The Terra Impact Fund uses private equity capital to target the growth of sustainable technologies across multiple economic sectors in the US and Latin America, like ecotourism, sustainable agriculture, and waste-to-biofuel energy. We talked about their innovative partnership: Saxton finds new opportunities and Savoldelli provides the infrastructure to manage and scale up the new businesses. For example, ecotourism provides local communities with hundreds of sustainable jobs, as well as private funding for schools and healthcare clinics.
    Tony Saxton serves as the Co-Managing Partner of Terra Impact Fund, and Founder and Managing Partner of Terra Group Holdings. Paul Savoldelli serves as the Co-Managing Partner of Terra Impact Fund and the CEO of Americas Management Group.
  • EP 83: Envision Solar: Easy, Fast, Scalable EV Charging Solutions Recorded: May 18 2020 23 mins
    Desmond Wheatley, President, CEO & Chairman of the Board at Envision Solar
    Envision Solar International produces sustainable technology innovations for EV charging, outdoor media, and energy security. Wheatley explains how Envision’s portable charging stations are completely self-contained and require no permits, installation or customer contact during delivery.
  • EP 82: Trucost Analyzes S&P Global’s Climate Risk Recorded: May 11 2020 29 mins
    Rochelle J. March, Manager, ESG Innovation and Analytics at Trucost, part of S&P Global
    Trucost is the sustainability analytics division of S&P. In 2019 March and her team did the first analysis of S&P Global using TCFD (Task Force on Climate-Related Financial Disclosures) metrics to look at S&P Global’s physical and transition risks related to climate change. March discusses the findings.
  • EP 81: Janet Wong: Advancing Diversity in the Boardroom Recorded: May 5 2020 22 mins
    Janet Wong, CPA and Board Member of the Thirty Percent Coalition
    Minority women are responsible for 40% of consumer spending in the U.S., but they make up only 2% of corporate board membership. Wong, a retired partner with KPMG, works with numerous high powered gender and minority focused nonprofits to advocate for bringing more diversity into the boardroom.
  • Managing ESG Investing and Client Relationships during the Pandemic Recorded: Apr 30 2020 63 mins
    Paul Ellis | Alessia Falsarone | Jeff Gitterman | Ivka Kalus | Karen Wawrzaszek
    How financial services firms are adapting their business models to the COVID-19 pandemic. Practical suggestions for continuing to service clients and manage investment strategies online through your socially distanced and dispersed advisory practice and/or asset management team.
  • EP 80: Lessons from the Pandemic: Ignoring Science Carries Steep Costs Recorded: Apr 27 2020 28 mins
    Georg Kell, Chairman of the Board at Arabesque
    Kell, who is also a regular contributor to Forbes and the founding executive director of the UN Global Compact, talks about his recent article on the four lessons we should learn from the pandemic. Our conversation focused on Lesson #2: Prevention is better than cure. Kell discusses the danger of ignoring scientific evidence on climate change as well as infectious diseases, and explains that corporate sustainability and sustainable investment affirm that values and purpose are the enduring features of resilient organizations.
  • EP 79: “Leapfrog” Technologies Make Investing in LDC’s Less Risky Recorded: Apr 24 2020 26 mins
    Esther Pan Sloane, Head, Partnerships, Policy and Communications at UNCDF 
    Pan-Sloane discusses how UNCDF (United Nations Capital Development Fund) is using advanced technologies, like digital banking and communication platforms, for crisis management (Covid-19 response for example) and to support capital flows for infrastructure investment in LDCs (Least Developed Countries).
  • EP 78: Women Tech Entrepreneurs Outperform Men When Given Access to Capital Recorded: Apr 23 2020 25 mins
    Nisa Amoils, Venture Tech investor through Grasshopper Capital
    In her book Women Tech Founders on the Rise (WTF), Amoils describes how in 2019 women founders got only 2% of VC capital when there was no male co-founder, while women teams outperform all-male teams by 63% (2015 data). In this podcast Amoils talks about Grasshopper Capital, her VC firm that invests in blockchain and related disruptive technologies, especially when they have impact.
  • EP 77: Washington, DC, Restaurant Fuses Food and “Gastroadvocacy” Recorded: Apr 15 2020 29 mins
    Peter Schechter, Co-Founder and Tea Ivanovic, Dir. Communications & Outreach at Immigrant Food
    Former Think Tank director Peter Schechter and award-winning chef Enrique Limardo, owner of Esquire's Best New Restaurant in America, opened Immigrant Food, one block from the White House, 4 months before the pandemic. In their unique model, they celebrate America's immigrant heritage and work with 5 local nonprofits to advocate for immigration by inviting customers to engage directly, and by donating their mezzanine floor to the NGOs for meetings and trainings. Schechter and Ivanovic talk about the impact of the pandemic not only on their new restaurant but on the entire hospitality sector, Immigrant Food's 'layered' business model that includes advocacy components such as a monthly magazine, and their plans to scale the Immigrant Food restaurants to multiple locations including other major US cities.
  • EP 76: Advising Clients for the Long Term during the Pandemic Recorded: Apr 9 2020 28 mins
    Laura J. LaTourette, CFP, Family Wealth Management Group
    LaTourette brings more than 20 years of financial planning experience to help her diverse LGBTQ clientele keep focused on long term ESG investment strategies while managing their short term needs during this pandemic. In the podcast she also explains her focus on legacy planning and diversity initiatives.

    Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC, The Wealth Consulting Group, and Family Wealth Management Group are separate entities from LPL Financial.
  • EP75: Morningstar’s 2019 Sustainable Funds Landscape Report Recorded: Apr 5 2020 33 mins
    Jon Hale, Global Head of Sustainability Research at Morningstar, Inc.
    A couple of the most encouraging findings from this report are the strong performance of sustainable funds compared to the total mutual fund universe and the dramatic increase in asset flows to sustainable funds during 2019, especially during the record-breaking 4th quarter.
  • EP74: Enviva’s Sustainable Wood Pellets: A Low-Carbon, Renewable Solution Recorded: Mar 30 2020 34 mins
    John Keppler, Chairman & CEO of Enviva LP
    Keppler explains how 3.5 million metric tons of sustainable wood pellets allow heat generators and power producers to reduce their carbon footprint by up to 85% on a lifecycle basis and help meet their renewable energy generation goals. Enviva has generated an annualized total return to unitholders of about 24% since its initial public offering in 2015 and just this week reaffirmed its full-year distribution guidance in a COVID-19 environment.
  • EP 73: Climate Risk Is a Present and Future Business Critical Issue Recorded: Mar 23 2020 30 mins
    Joseph Lake, Chief Operating Officer at The Climate Service (TCS)
    Lake describes Climate Risk as the largest idiosyncratic risk in the world left unmeasured by asset managers and companies. Investors can capture climate change opportunities not yet priced into company data by the markets.
  • EP 72: Harnessing the Power of Science to Build Scalable Impact Solutions Recorded: Mar 16 2020 28 mins
    Michele Demers, Founder and CEO, Boundless Impact Investing
    Demers’ science-based research methodology provides investor-friendly, rigorous and cost-effective impact assessments by experts in financial analysis and environmental informatics.
  • EP 71: Climate Change a Risk to All Stages of the Corporate Value Chain Recorded: Mar 9 2020 31 mins
    Elliott Harris, UN Assistant Secretary-General, Chief Economist Dept. of Economic and Social Affairs United Nations
    Harris explains how 40 years of scientific data from the Intergovernmental Panel on Climate Change (IPCC) shows the potential for Climate Risk to all stages of the business value chain, across all countries and economic sectors.
  • EP70: How to Scale Your Cleantech Startup Faster Recorded: Feb 10 2020 31 mins
    Kristin Barbato, Founder & CEO, Build Edison; Co-Founder, Dynamo Energy Hub
    Barbato talks about Build Edison, her consulting company that de-risks and grows innovative technologies into revenue generating businesses, and Dynamo Energy Hub, a unique networking platform for clean techs, energy industry leaders, investors, and policymakers created to connect key stakeholders in the clean energy space.
  • EP 69: How WELL Certification is reducing global GHG Emissions Recorded: Feb 3 2020 29 mins
    Rachel Gutter, President, International Well Building Institute (IWBI)
    Gutter tells listeners how the International WELL Building Institute is advancing health and well-being for people around the globe through better buildings and communities and stronger organizations. The WELL Building Standard is now used by over 10,000 WELL Accredited Professionals (WELL APs) world-wide, and there are over 500 million square feet of certified or registered built infrastructure across 58 countries to date.
  • Ep 68: Fixed Income Investing Accelerates Among UNPRI Signatories Recorded: Jan 26 2020 30 mins
    Patrick Drum, Saturna Capital: Portfolio Manager of the Saturna Sustainable Bond Fund & Amana Participation Fund
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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.

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  • Title: Managing ESG Investing and Client Relationships during the Pandemic
  • Live at: Apr 30 2020 3:00 pm
  • Presented by: Paul Ellis | Alessia Falsarone | Jeff Gitterman | Ivka Kalus | Karen Wawrzaszek
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