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EP 85: Next Gen Advisor Steers a Resilient Course During the Pandemic

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.
Recorded Nov 17 2020 31 mins
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Presented by
Noel Pacarro Brown, CIMA, CPWA, The Conscious Wealth Management Group & First Vice President at Morgan Stanley
Presentation preview: EP 85: Next Gen Advisor Steers a Resilient Course During the Pandemic

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  • EP 108: ISS ESG’s New Indexes Raise the Bar on Diversity & Governance Recorded: Jan 11 2021 21 mins
    Viola Lutz, Associate Director & Head of Investor Consulting at ISS ESG
    Lutz describes the new US Diversity Index, the first of its kind for US companies and directors that includes ethnicity along with gender. We also discuss the launch of the Governance QualityScore (GQS) Index family, designed to help investors to identify large and mid-cap companies with strong board structure and shareholder rights as well as those aligned with UN Global Compact principles. In addition we talk about ISS ESG’s role working with institutional investors to explore climate-related risks through a suite of possible solutions.

    Open the Attachments tab to read Lutz's recent article at ISS ESG: Conversations on Climate
  • EP 107: Diversity Wins, Inclusion Matters Recorded: Jan 3 2021 22 mins
    Eve Ellis, Wealth Advisor, William Blair
    Ellis, together with Nikolay Djibankov, leads the Matterhorn Group at William Blair, a full-service wealth advisory group developing and executing sophisticated financial and philanthropic plans for individuals, businesses, and nonprofit institutions. Ellis and I talk about their two portfolios: The Gender Parity Strategy and the The Matterhorn/Refinitiv Diversity & Inclusion Strategy. Ellis explains how the companies they own incorporate a diversity and inclusion social contract into stakeholder engagement. According to Ellis these companies will be the winners in performance and customer loyalty and attract a high quality workforce. Ellis also belongs to the Thirty Percent Coalition and working groups at Intentional Endowment Network, and US SIF to advocate for diversity and inclusion in the workplace.
  • EP 106: Labeled Bonds: The Secular Shift to a Sustainable, Global Economy Recorded: Dec 27 2020 25 mins
    James Rich, Senior Portfolio Manager, Aegon Asset Management
    As the key developer of the sustainable investing framework for Aegon Asset Management, Rich focuses on how to invest alongside sustainable megatrends in fixed income. We talk about the huge issuance of labeled bonds ($444B in 2020): green bonds, social bonds, and sustainable bonds. Rich shares a practical approach to identifying sustainable megatrends and opportunities across the fixed income spectrum. We also discuss how sustainability can help identify opportunities to uncover upside return potential and avoid downside risk by investing in companies that are sustainable leaders and improvers.

    Visit the Attachments tab for a Bio and Profile on James Rich, as well as the 2020 Aegon Sustainable Fixed Income, Sustainability Report.
  • EP 105 ImpactVest: New Private Equity Firm Focuses on Mission Driven Enterprises Recorded: Dec 14 2020 31 mins
    Aisha Williams, Founder & CEO at ImpactVest
    After eight years doing development work in the public sector as a U.S. Federal Government Boren Scholar, and four years in the private banking industry focused on ESG and SRI, Williams has recently launched ImpactVest, dedicated to private equity impact strategies that use the GIIN (Global Impact Investing Network) tenets. Williams shares the startling statistic that only 4% of impact funds are currently invested in Africa. We talk about the lack of private capital allocation to impact strategies in both developed and developing economies, particularly regarding gender equality, climate risk, and access to financial services.

    See the Attachments tab for information on the RISE Fund's Impact Multiple of Money analysis and the Harvard Business Review article on Calculating the Value of Impact Investing.
  • EP 73: Climate Risk Is a Present and Future Business Critical Issue Recorded: Dec 10 2020 29 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.
    The Forrester New Wave: Climate Risk Analytics, Q3 2020 ranks The Climate Service among the eight providers that matter most and how they stack up. Link to details at the Attachments tab of this podcast.
  • Private Capital & Municipal Finance Drive Sustainable & Equitable Urbanization Recorded: Dec 2 2020 60 mins
    Paul Ellis, Paul Ellis Consulting; Martina Macpherson, Moody's; Jaffer Machano, UNCDF; Elisabetta Colombo, E.V
    One of the biggest drivers of growth in the global green economy is innovative collaboration between private capital and sovereign and municipal finance. The green and social bond markets, for example, reached 1 trillion+ issuance in the third quarter 2020. One of the key challenges in ensuring that this global growth is sustainable and equitable is managing the rise of urbanization, in both developed and developing economies. In this webinar, Martina Macpherson from Moody's, Elisabetta Colombo from V.E, and Jaffer Machano from United Nations Capital Development Fund (UNCDF) will cover the most pressing issues, such as managing credit risk, structuring private capital deployment, and assessing the capacity of local governments to address these urbanization challenges. What is becoming increasingly clear is that these market-based financial solutions are delivering significant economic benefits to communities and investors.
  • EP 104: How ESG Regulation Affects the Cost of Capital Recorded: Dec 1 2020 28 mins
    Jake Moeller, Senior Investment Consultant, Square Mile Investment & Research
    Jake Moeller, Senior Investment Consultant at Square Mile, talks about the dramatic increase in assets under management going into sustainable and responsible investment strategies globally since 2016, with 30%+ AUM in both the U.S. and Europe incorporating ESG analysis. Moeller and I discuss how Europe continues to be 5+ years ahead of the U.S. in enacting regulatory policies related to greenhouse gas reductions and achieving net zero carbon emissions. He explains how these policies are influencing corporate business models and the cost of capital today.
  • EP 103: What’s Ahead for ESG Research and Analytics? Recorded: Nov 22 2020 25 mins
    Iyassu Essayas, Director of ESG Research at Parnassus
    According to Essayas, the Covid-19 pandemic and the growing number of storms, fires, and other environmental disasters have affected every aspect of ESG analytics across all sectors of the economy. What will this mean over the next few years? Join us for this discussion as Essays explains that ESG metrics will be more dynamic, with more collaboration across data and analytics platforms leading to more standardized ESG methodologies.
  • EP74: Enviva’s Sustainable Wood Pellets: A Low-Carbon, Renewable Solution Recorded: Nov 20 2020 33 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.
    Enviva's first ever Corporate Sustainability Report is available at the Attachments tab of this podcast - Displace Coal; Grow More Trees; Fight Climate Change
  • EP 87: Schroders' ESG Funds Are Outperforming the Competition Recorded: Nov 19 2020 24 mins
    Katherine Davidson, Portfolio Manager/Global Sector Specialist at Schroders
    Davidson explains how those corporations with good customer relationships and more sustainable corporate cultures pre-pandemic are more resilient during the pandemic, starting at the Board level and including a strong investment in their employees.
    Schroders Global Sustainable Growth Fund details are linked at the Attachments tab of this podcast program.
  • EP 73: Climate Risk Is a Present and Future Business Critical Issue Recorded: Nov 18 2020 29 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.
    The Forrester New Wave: Climate Risk Analytics, Q3 2020 ranks The Climate Service among the eight providers that matter most and how they stack up. Link to details at the Attachments tab of this podcast.
  • EP 85: Next Gen Advisor Steers a Resilient Course During the Pandemic Recorded: Nov 17 2020 31 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 102: How Climate Risk Scores and Scenario Analysis Drive Investor Decisions Recorded: Nov 2 2020 29 mins
    Emilie Mazzacurati, Founder & CEO at Four Twenty Seven, Inc.
    Four Twenty Seven promotes climate adaptation and resilient investment through the integration of climate science into business and policy decisions, particularly their climate risk scores for listed securities, risk assessments for real estate, and intelligence services for scenario analysis. In our conversation Mazzacurati also talks about the increasing number of carbon neutrality declarations from corporate and government sectors. For example, she walks us through how corporations in the manufacturing sector are applying scenario analysis to opportunities for breakthrough technologies, and how China and the EU can do the same for credit rating risk.
    Mazzacurati was named among the Top 100 People in Finance for 2019. Her full bio is included in the Attachments tab of this program.
  • EP: 89: Rocky Mountain Institute and the Banking Sector Unite on Climate Finance Recorded: Oct 26 2020 23 mins
    Radhika Lalit, Director, Center for Climate Aligned-Finance, Rocky Mountain Institute
    Lalit talks about Rocky Mountain Institute’s new Center for Climate-Aligned Finance, which is bringing the financial sector to the table to evaluate how to bring their portfolios into alignment with a zero-carbon future. The Center is collaborating with Wells Fargo, Bank of America, Goldman Sachs, JP Morgan Chase and other partners to develop an engagement platform with sectors such as oil and gas, steel, and utilities to drive decarbonization. Visit climatealignment.org for more details.
    "Breaking The Code", Deciphering Climate Action Efforts in the Financial Sector - RMI research is available for download from the Attachments tab of this program.
  • EP: 89: Rocky Mountain Institute and the Banking Sector Unite on Climate Finance Recorded: Oct 26 2020 24 mins
    Radhika Lalit, Director, Center for Climate Aligned-Finance, Rocky Mountain Institute
    Lalit talks about Rocky Mountain Institute’s new Center for Climate-Aligned Finance, which is bringing the financial sector to the table to evaluate how to bring their portfolios into alignment with a zero-carbon future. The Center is collaborating with Wells Fargo, Bank of America, Goldman Sachs, JP Morgan Chase and other partners to develop an engagement platform with sectors such as oil and gas, steel, and utilities to drive decarbonization. Visit climatealignment.org for more details.
    "Breaking The Code", Deciphering Climate Action Efforts in the Financial Sector - RMI research is available for download from the Attachments tab of this program.
  • EP 101: A New Education & Collaboration Network for Sustainable Finance Recorded: Oct 18 2020 30 mins
    Phil Kirshman, Founder, Impact Metropolis
    After many years in the asset management industry, Kirshman launched Impact Metropolis as a social network and video hosting site dedicated to the sustainable and impact investing community. According to Kirshman, as sustainable investing becomes more mainstream, collaboration and sharing of information is being impacted. Kirshman describes how Impact Metropolis is both aggregating resources across the sector and providing a platform where individuals and businesses, both new to impact investing and seasoned professionals, can network, promote their services, and connect with others in the field.
  • EP 100: Turnkey Group Focuses on Risk & Sustainable Growth in Asian Markets Recorded: Oct 11 2020 24 mins
    Tony Wines, CEO of Turnkey Group
    Turnkey Group is a global company focusing on high growth markets in Asia. Wines started the company in 2016 to provide a risk and sustainability platform for company strategy. We talked about enhancements to Turnkey’s Sustain-Tech software suite, particularly setting KPIs that include corporate security, regulatory changes, more transparent supply chains, and managing employee health and safety. The enhancements also enable live collaborations between teams in the field and company management.
    You can link to Turnkey's website from the Attachments tab of this podcast program.
  • Ep 99: Re-Nuble: Using Yesterday’s Leftovers to Fuel Tomorrow’s Abundance Recorded: Oct 6 2020 21 mins
    Tinia Pina, Founder and CEO, Re-Nuble
    Pina walks us through the cutting edge technology that converts food waste into industrial grade organic fertilizer for soil-less and vertical farms. The technology is carbon negative and has the potential to reduce greenhouse gas emissions by 6-12,000 metric tons CO2e per year while increasing produce yields by 20% to 30%. The implications for urban agriculture are extraordinary, and offer an exciting growth opportunity for sustainable finance professionals.
  • Working to Bridge the Financing Gap in Developing Economies Recorded: Sep 29 2020 51 mins
    Paul Ellis, Moderator; Martina Macpherson, Moody's; Jason Mitchell, Man Group and Charulata Singal, UNCDF
    When small businesses in developing economies need additional capital to continue growing, they typically face a finance gap. Martina Macpherson of Moody's Corp ESG Solutions Group, Jason Mitchell of Man Group, and Charulata Singal of United Nations Capital Development Fund (UNCDF) discuss how investors in developing economies are working with data analytics firms and asset managers to address both the risk and the many opportunities for growth in these economies and for companies with exposure to local entities through their value and supply chains. When UNCDF engages with local enterprises in frontier markets, it builds depth into these markets and nurtures more bankable deal flow, ultimately acting like a project preparatory facility for Development Finance Institutions (DFI) and other commercial investors. Developing these kinds of cross-sector collaborations and public-private partnerships are also fundamental for establishing environmental and social resilience and long term prosperity in line with Agenda 2030.
  • EP 98: How Marsh & McLennan Is Addressing the Sustainable Finance Revolution Recorded: Sep 28 2020 34 mins
    Alex Bernhardt, Director, Marsh & McClennan Companies Advantage group
    Marsh & McClennan, the world's leading professional services firm in the areas of risk, strategy and people, offers sustainable finance capabilities across all four businesses (Marsh, Mercer, Oliver Wyman and Guy Carpenter). In our podcast, Bernhardt talks about how the sustainable finance revolution is impacting asset valuations related to physical and transition climate risk as well as workplace social issues like systemic racism. An important topic given that ESG concerns impact more than $80 trillion in global assets under management.
    Alex Bernhardt can be reached at Alex.Bernhardt@oliverwyman.com.
Investors and Advisors Talk ESG Strategy Integration
Investors and advisors can learn everything they need to know about sustainable finance as Paul Ellis interviews leaders in the field.

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  • Title: EP 85: Next Gen Advisor Steers a Resilient Course During the Pandemic
  • Live at: Nov 17 2020 4:00 pm
  • Presented by: Noel Pacarro Brown, CIMA, CPWA, The Conscious Wealth Management Group & First Vice President at Morgan Stanley
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