Impact Leaders - Sustainable & Impact Investment and Performance with Purpose

Guest Bio Marcelo Rojas Decut is the Co-Founder & CEO of eCLUB a modern bank for the unbanked in Latin America.  Marcelo has a professional career with over 18 years of senior experience in the financial sector - in retail and corporate banking - as a board member and commercial director in large global banks such as BBVA and Citi Bank focusing on LatAm, particularly Argentina, Paraguay & Uruguay.  He is also an entrepreneur at heart and 10 years ago ventured into new areas including Agro business and the use of innovative technologies to improve the yield and performance of its investments. Since 2017 he is a member of the executive board of CREA - the regional Consortium of Agricultural Innovation. Marcelo is a chartered accountant, with an Executive Post-graduate from the University of Navarra (IESE), a post-graduate degree in Applied Business Management at the California State University, as well as a Masters in Strategic Management from the Universidad de Misiones (UNAM) eCLUB eCLUB is a FinTech company focused on democratizing impact by providing access to financial services in Latin America. eCLUB’s mission is to solve the financial inclusion problem in Latin America. The social mission is to empower the 270 million unbanked people to help unlock Latin America ́s growth potential by giving them access to financial services for the first time. The vision is to become the regional leader. The first target country is Paraguay, given the current opportunities and partnerships available for the faster and more successful delivery of the initial growth plans and impact. Summary How do you help people improve their lives? Research shows that Impact Economics is key, which is driven by financial inclusion and empowerment, since the opportunities for people increase exponentially as their income and financial situation improves. But for this, people first need to be able to access what only a small percentage of the population can - equality so people have the same available to them, but this begins with access.   During this insightful conversation you will have a window open for you … to show you the current situation in Latin America, what needs to be done, what can be done, and who is doing it, and the immense opportunity for Impact Investing. Key Points In the US almost 60% of transactions are done digitally, in Latin America almost 75% of transactions are done in cash. The unbanked are living in an unequal society where people who have the least access to cash have to pay a higher price for financial services. We can help to close the huge gap between those who have access to financial services and those who haven't. eCLUB’s mission is to solve the financial inclusion problem in Latin America. The main focus is to help people have a better life. That is the end goal. Consumers have very few alternatives, most of the banking sector is concentrated in very few banks. And you can see the same story in every country. The sector is dominated by 5 or 6 banks that concentrate 80% of deposits and 80% of the loans.  Due to the lack of competition in the sector, the people have to pay some of the highest interest rates in the world, and some of the highest fees in the world. Yes, because they have no alternative.  The worst is that this way of doing banking has created a big problem, where almost 50% of the middle class and lower-middle-class people don't have access to an account, over 70% of the people don't have access to credit. Banking the unbanked means that simplicity is key in the user experience. “We are not just providing financial services, we are also giving the unbanked tools to improve their financial knowledge to re functionalities that allow people to track their expenses, knowing what they are spending the money.” In Latin America, there is a high level of entrepreneurship.  For small businesses the main barrier to growth is a lack of access to finance and credit. This sector creates 70% of employment in the whole of Latin America. eCLUB’s first market is Paraguay and to reach 1 million people in the next 4 years. They aim to launch in Brazil next! Time Stamp 2.30 Introduction - Marcelo Rojas Decut, CEO of eCLUB. Asunción, Paraguay 6:15 What is eCLUB 9:50 Living in a cash-based economy without credit history 14:13 Why Marcelo and his team are the right people 16:50 Banking sector in South America is concentrated in very few banks 21:37 What is the eCLUB user experience 26:45 How they made it work with compliance and regulations 30:20 Dealing with low-risk customers 32:08 How to make eCLUB financially sustainable 35::45 Measuring impact on society 40:36 Positive cycle of helping small businesses get credit 42:38 Paraguay, Brazil and other fintechs 46:00 Why Warren Buffet is investing in Latin America 48:18 Biggest challenge for Marcelo and the team 52:20 What makes an impact leader? Useful link: Marcelo Rojas Decut in Linkedin  eClub - https://eclub.com.py/ Reuters article: “Warren Buffett-backed Nubank to seek IPO valuation of over $55 bln” Report: Fintech for Financial Inclusion in Latin America and the Caribbean - The Case of Paraguay -------- Call-to-actions: The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1- Become an IMPACT LEADER - Book your FREE STRATEGY CALL today! We are looking for 10 people interested to join our new IMPACT LEADERS programme. Book your FREE strategy call today. 2-Become a sponsor We’re looking for 3 founding sponsors to support the mission! Reach out today to work with us!  3-Become a Patreon if you would like to support it, you can become a Patreon and also make one-off contributions.  4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5 - GIFT: My FREE Guide to Fastrack your Career to create Profit & Impact  If you are a professional, a high-achiever, trying to get ahead in your career to double your Income & Impact …  then download my free guide: The 6 Reasons you are stuck in your career and how to fix it fast Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse Impact Leaders is produced by Woon Tan of Podcast Publishing ------- Important: The content shared on this podcast does not constitute a request, offer a recommendation, or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Tameo Impact Fund Solutions Tameo is a spin-off from Symbiotics, including its market research, impact reporting, deal valuation and matchmaking solutions. Based on 15 years of experience built at Symbiotics, our aim is to promote the growth of the impact investing industry by increasing transparency and supporting evidence-based decision-making via independent solutions. Safeya Zeitoun, Head of Impact at Tameo During her 5 years at Symbiotics, Safeya has focused on assessing the social and environmental impact achieved by Symbiotics' investments. She has also contributed to industry initiatives on social performance management. Before that, she was a researcher at the Access to Knowledge for Development Center at the American University in Cairo. She holds a master's degree in International Economics from the Graduate Institute of International and Development Studies in Geneva, and a bachelor’s degree in Economics from the American University in Cairo. Ramkumar Narayanan, Head of Research & Investments at Tameo Over 8 years, Ramkumar contributed to Symbiotics' research work in the areas of microfinance funds, markets, and social performance by developing reporting tools and co-authoring white papers and industry reports on these topics. Prior to his time at Symbiotics, he worked for over 3 years at the World Microfinance Forum Geneva, leading a working group aimed at raising awareness of the opportunities and challenges of private sector MF investments in China. Ramkumar holds a master’s degree in Public Management and a bachelor’s degree in Business Administration from the University of Geneva. Key points: Impact is a subset of sustainable investments. Impact pushes it further by looking at the measurements. At Symbiotics, historically focused has been on Microfinance and research and reporting Tameo was created to provide more independence, to support impact investors and impact fund managers to make evidence based decision and data driven decisions for their investments, increase accountability and transparency in the market. Private Asset Impact Fund Report 2021 - for fund managers as benchmark 175 impact funds participated in the stud. 300 data points per fund. There was a flat growth in AUM for impact funds in 2020. Average fund size of USD 140-150 million with fixed income funds are much larger compared to private equity funds. Microfinance - No clear statistics that show with confident that micro finance alleviates poverty, but there are very clear consistent positive impact from micro finance with tangible benefits e.g micro enterprises provides a stable source of income. They are able to capture business opportunities that otherwise would not be possible for them. They won’t be as strongly affected by shocks e.g if member of family dies or storm destroys your home.  Micro finance creates Increased possibilities and opportunities. From survey, 90% of end borrowers say they believe quality of life has improved with access to micro finance. Blended finance works, there are a lot more innovation happening and  there is huge interest in it. Tameo is providing this market intelligence to the market as more investors still need more information. Regmifa -  Regional MSME Investment Fund for Sub-Saharan Africa and Loans for growth fund Investors need to have a change in mindset and be open to new investable opportunities Time Stamp: [5.29] What is impact investing? [7:34] Symbiotics and Tameo, how Tameo got started [12:35] Private Asset Impact Fund Report 2021, top trends in 2020 [19:16] Breakdown of investments types in the funds [21:30] Safeya’s research of Micro loans [28:10] How Tameo was funded as a startup [31:00] Latest update from the space of blended finance [33:59] Regmifa fund for sub saharan Africa and loans for growth fund [36:35] Investors need more information to understand and be educated [38:18] People are still reluctant to invest, changing the mindset of investors. [42:00] Educating investors and coming together under a common language. Useful links: Tameo Solutions https://tameo.solutions/ Symbiotics Group https://symbioticsgroup.com/ Impact Fund Report 2021 https://tameo.solutions/research/ Regmifa https://regmifa.com/ Event: Building Bridges https://www.buildingbridges.org/ -------- Call-to-actions: The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1- Become an IMPACT LEADER - Book your FREE STRATEGY CALL today! We are looking for 10 people interested to join our new IMPACT LEADERS programme. Book your FREE strategy call today. 2-Become a sponsor We’re looking for 3 founding sponsors to support the mission! Reach out today to work with us!  3-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5 - GIFT: My FREE Guide to Profit & Impact If you are a professional, a high-achiever, trying to get ahead in your career to double your Income & Impact …  then download my free guide: The 6 Reasons Why You Don't DOUBLE Your INCOME And IMPACT And How To Fix It.. Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse Impact Leaders is produced by Podcast Publishing ------- Important: The content shared on this podcast does not constitute a request, offer a recommendation, or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind. Update Description

Guest Bio: Audrey Selian currently serves as Director of the Artha Initiative associated with Rianta Capital Zurich and is a team member/advisor to the Halloran Philanthropies. She has been active in the impact investing sector since 2006, and is founder of ArthaPlatform.com, an online impact investment platform that is designed to tackle the economics of due diligence around high impact, small scale SMEs/SGBs.  She has also been a wanna-be techie since 1997. She completed her PhD in technology policy and development and has been thinking about how to intertwine the two ever since. She is passionate about bringing good people together, and proving that investment in good business(es) is one of the keys to best serving the under-served on this planet.  Audrey has a background in management consulting from PricewaterhouseCoopers, and her entrepreneurial experience includes several years spent in business development, marketing and sales at an NSF-funded software start-up called Wireless Grids Corporation.  Artha Impact The Artha Impact team has been working since 2007 as the impact investing arm of Rianta Capital, which is a dedicated advisory to the Singh Family Trust. Through this initiative, they have been running a series of programs designed to invest, catalyze and convene around the promise of supporting meaningful business interventions for impact in India. Today Artha Impact holds a robust portfolio of direct early/growth stage investments and a small handful of impact funds in the country.  Sectors of focus include - but have not been limited to - agriculture, healthcare and livelihoods. Key Points: There is an incredible network of like minded family offices Artha Network platform  help coordinate discovery and create more visibility. “The information about who's doing what and where should not be left to chance, because the opportunity costs are just too high in the event that things go wrong, and things don't happen the right way.” Partnership with Menterra, one of the oldest social enterprise incubator in India. Biosense - last mile health diagnostic service Collaborative learning and action is key to solving the last mile challenge Telecoms & Beer are succeeding in the last mile - the narrative must change to grease the wheels, otherwise we continue to propagate the same exact mentality that is contributing to hundreds of parallel silos. Something that gets people to see a carrot that changes the behaviour where we’re all competing against each other to develop on SDG X. Impact Measurement - we encourage folks that we work with to pick 2 or 3 things that are really tangible and possible to measure Taxonomies - we are trying to keep it simple Partnerships play a crucial role in due diligence - We had 40% of investors reported in the GIIN survey, express willingness to utilize other investor’s due diligence documentation, and that’s a sea change.  Every player has a lot to contribute, technology is amplifying what each and every one of us can do. “Federation and King of the Hill strategies, domination strategies aren’t going to work today. There is too much empowerment at the end notes that is propelled by technology.” “None of us is as smart as all of us.” Time Stamp: [04:22] How do you define sustainable and impact investing? [06:28] How did Artha started? [09:38] How the Singh family articulated their values [10:24] Who is Tom Singh  [14:42] Impact for Breakfast Chapters, learning network and series [16:07] Words matter, Chi points [18:13] How Artha Network impact investment platform was created [24:35] Artha investment funds [27:40] Being the cornerstone investor of USD 80million Manterra fund 2 [29:35] Biosense health company [31:57] Challenge of different startup investees  [35:26] Collaborative action for last mile products  [39:46] The narrative must change [40:32] Artha Adventure Challenge [43:36] Impact measurement methodology  [47:54] Building tools to manage cost [54:43] Audrey Selian’s advise for others in impact [1:01:02] What makes an impact leader? Useful links: Audrey Selian Linkedin- https://www.linkedin.com/in/audrey-selian-097261/ Artha Networks https://www.arthanetworks.com/ Artha Entrepreneur discovery challenge https://arthaimpact.com/artha-entrepreneur-discovery-challenge/ Menterra Ventures https://www.menterra.com/ GIIN https://thegiin.org/ The GIIN Impact Investing in the COVID context survey report  Defi https://en.wikipedia.org/wiki/Decentralized_finance Mansur Olson https://en.wikipedia.org/wiki/Mancur_Olson BOOKs recommendations: > The business of building a better world, by Professor David Cooperrider and Audrey Selian https://www.amazon.com/Business-Building-Better-World-Leadership/dp/1523093641 >Purpose of Capital, by Jed Emerson https://www.goodreads.com/book/show/42013267-the-purpose-of-capital -------- Call-to-actions: The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1- Become an IMPACT LEADER - Book your FREE STRATEGY CALL today! We are looking for 10 people interested to join our new IMPACT LEADERS programme. Book your FREE strategy call today. 2-Become a sponsor We’re looking for 3 founding sponsors to support the mission! Reach out today to work with us!  3-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5 - GIFT: My FREE Guide to Profit & Impact If you are a professional, a high-achiever, trying to get ahead in your career to double your Income & Impact …  then download my free guide: The 6 Reasons Why You Don't DOUBLE Your INCOME And IMPACT And How To Fix It.. Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse Impact Leaders is produced by Podcast Publishing ------- Important: The content shared on this podcast does not constitute a request, offer a recommendation, or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Guest bio Marie Puaux is Head of Impact Management at Bamboo Capital Partners. She is passionate about social innovation and helping organizations improve their impact.  Prior to joining Bamboo, she worked in Corporate Social Responsibility within two multinational companies in France and in the U.S. She also worked in Sustainability Consulting, supporting companies in the design of strategies and projects related to social & environmental sustainability, and in Microfinance with an international NGO in France and an MFI in India. Marie holds a Master of Science in Business Administration from ESSEC Business School, where she majored in Social Entrepreneurship. Her major thesis focused on companies’ ‘Base of the Pyramid’ strategies and their impact on informal economy in low- and middle-income countries.  Bamboo Capital Bamboo Capital Partners is an impact investing platform which provides innovative financing solutions to businesses in emerging markets serving the needs of low- and middle income populations, thus catalysing lasting impact.  We bridge the gap between seed and growth stage funding through a full suite of finance options – from debt to equity – which we activate unilaterally or through strategic partnerships. Bamboo is a partner of Palladium, a global impact firm with operations in 90 countries. Key Points  Investing in best in class impact and more than just from an ESG standpoint. Two components when assessing investmentee in funds  Delivers positive impact Prevents negative impact Investment focus Financial inclusion Access to clean energy Affordable health care to low income population Care SheTrades Fund for women empowerment ABC Fund for small holder farmers in Africa - Agribusiness Fund as part of International Fund for Agricultural Development Investments of 250k to 3-4 million The balance of investments that are high impact but do not to burden investee company on reporting Key to managing impact measure - Define impact metrics and defining lists of indicators, have conversations with investee at the start of investment, capturing operational data, eg. having a methodology to estimate CO2 avoided. Measuring impact to end beneficiary using deep dive impact studies and questionnaires Advice on designing impact funds -  Define the impact ambition and impact thesis Key barrier is that for investors there is a need for high liquidity, making ticket size smaller. E.g. having flexible note issuance programs Develop blended finance mechanism to derisk private sector investment with faster range of public and philanthropic nature investments Timestamps [4:26] What is sustainable and impact investing to you? [5:50] ESG approach vs impact investing [9:24] Bamboo Capital and partnership with Palladium Global Impact [11:30] History of Bamboo Capital and investment thesis [14:11] Focus on emerging and frontier markets with strong on financial inclusion  [16:10 ] New Impact Assists, partnering with Care and International Trade Center [24:00] Marie Puaux’s role at Bamboo Capital [25:43] Working with UN CDF teams on impact measure and reporting [26:43] Working with NGOs for technical assistance [28:57] Investment Management Framework [29:43] Capturing data for measuring impact from company and end beneficiaries [34:26] Impact Management Framework [36:25] Aligning impact breakdown to SDGs [37:54] How does Bamboo puts it all together [41:00] First step to move into sustainable impact investing as investors [44:08] Investing during the Covid times and the impact to SMEs during Covid [47:10] Ambitious vision and target of Bamboo Capital  [48:36] What is green washing and impact investing  [53:10] Net Impact. Have you been missold impact investing? [54:35] How did Marie Puaux ended up having a career in impact investing?  [56:20] What makes an impact leader? [57:20] Call-to-action for the impact industry Useful links Marie Puaux’s Linkedin  https://www.linkedin.com/in/mariepuaux/ Bamboo Capital https://bamboocp.com/ Bamboo Capital Impact Report https://bamboocp.com/impact/ Bamboo ESG Risk Managament https://bamboocp.com/esg-risk-management/ Listen to Bamboo Capital Impact Leaders podcast episode with Florian Kemmerich https://audioboom.com/posts/7641232-florian-kemmerich-of-bamboo-capital-partners-leveraging-capital-as-a-force-for-good John Phillippe de Scherevel https://bamboocp.com/team_members/jean-philippe-de-schrevel/ Blue Orchard https://www.blueorchard.com/ Care SheTrades Impact Fund https://www.intracen.org/news/The-International-Trade-Centre-CARE-Enterprises-and-Bamboo-Capital-Partners-join-forces-to-boost-gender-justice-with-the-CARE-SheTrades-Impact-Fund/ ABC Fund http://agri-business-capital.com/about.html AgriTerra.org https://www.agriterra.org/ UN CDF https://www.uncdf.org/ IRIS Plus impact metrics https://iris.thegiin.org/ Gogla Grid Energy Association https://www.gogla.org/ IMP Framework https://impactmanagementproject.com/ IFC https://www.impactprinciples.org/ Palladium Group  https://thepalladiumgroup.com/about  -------- Call-to-actions: The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1- Become an IMPACT LEADER - Book your FREE STRATEGY CALL today! We are looking for 10 people interested to join our new IMPACT LEADERS programme. Book your FREE strategy call today. 2-Become a sponsor We’re looking for 3 founding sponsors to support the mission! Reach out today to work with us!  3-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5 - GIFT: My FREE Guide to Profit & Impact If you are a professional, a high-achiever, trying to get ahead in your career to double your Income & Impact …  then download my free guide: The 6 Reasons Why You Don't DOUBLE Your INCOME And IMPACT And How To Fix It.. Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse Impact Leaders is produced by Podcast Publishing ------- Important: The content shared on this podcast does not constitute a request, offer a recommendation, or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Guest bio James Arbib is a London-based investor in technology. He is the founder of Tellus Mater, an independent philanthropic foundation dedicated to exploring the impacts of disruptive technology, and its potential for solving some of the world’s most challenging problems.  In addition, Jamie oversees a London-based family office with a diversified portfolio, across all asset classes and a focus on the risks and opportunities of technology disruption. A graduate in History from Trinity College, Cambridge, he has a Masters in Sustainability Leadership also from Cambridge. He is a qualified chartered accountant and worked as an investment analyst covering utilities. Summary How do you solve the world’s biggest problems? Throw a lot of money at it and hope it goes away? Or does it kick the can and cause even bigger problems? James Arbib from RethinkX describes the work that tackles the most complex issues by breaking it down into the most basic components. The think tank uses the Seba Technology Disruption Framework, which has been used to understand and predict some of the biggest disruptions across several industries. What will be the next disruption to change the world? It might have come from RethinkX. Key points RethinkX is a think tank that analyses and predicts the uncharted waters of industry disruptions. The 5 foundational sectors are all ripe for the next big disruption. Great technological advances are lowering the costs to accessibility. Climate change solutions ARE possible, but we need to commit to certain courses of intentional action. How do we determine ownership for all the world’s greatest issues? Mindset will always be the greatest supporter or inhibitor to great progress. The impact of small cheques/donations  The domino effect  Timestamps [5:22] The fine line between sustainable and impact investing [8:53] RethinkX in a nutshell  [11:21] Feedback loops  [12:02:] Providing better information for decision-makers [12:59] RethinkX’s book Rethinking Humanity [17:14] How Carbon Tracker got its start [21:56] The 5 foundational sectors [23:56] Humanity 1.0, 2.0, 3.0 [31:12] Rethinking climate change [37:14] Putting Band-aids on problems [38:49] Livestock farming’s environmental impact [39:57] Insulin: example of plunging costs with technological advancements [41:02] Singular molecule and protein creation  [41:59] Amazon deforestation [42:27] Transportation system disruption [42:45] Gasoline and self-driven cars  [46:00] Bill gates directed us to Nuclear shipping  [46:57] Target date for decarbonisation [47:30] Flow vs stock of carbon and the 3 disruptions  [48:22] Passive reforestation [50:52] Economic terrorism [54:49] Is climate change solution achievable? [56:00] Social issues and communities - fixing the mess forward [56:20] What is the point of disruptions? [59:01] Ownership: who is responsible for finding solutions? [1:00:33] Mindset: the real dangers of a narrow, linear mindset [1:04:03] The paradigm of biology and physics combine  [1:04:51] The 12 leverage points [1:08:08] The tsunami of change coming  [1:10:56] How do we land the message  [1:12:53] Tik Tok is the way forward  [1:17:33] The real enemy to open discussions [1:20:19] The #1 challenge to real impact Useful links JP Dallmann on Forbes Rethink X: rethinkx.com James Arbib: LinkedIn https://www.linkedin.com/in/james-arbib-6883973a Carbon Tracker: carbontracker.org Book recommendation: Rethinking Humanity -------- Call-to-actions: The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1-Become a Patreon if you would like to support it, you can become a Patreon and also make one-off contributions.  2-Become a sponsor We’re looking for 3 founding sponsors to support the mission! Reach out today to work with us!  3-Become an IMPACT LEADER We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call. 4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5 - GIFT: My FREE Guide to Profit & Impact If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide: The 6 Reasons why YOU DON’T CREATE PROFIT & IMPACT 6 - FREE WEBINAR Join JP on his upcoming FREE WEBINAR to learn more and ask questions Helping create the best experience by answering this short survey Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse Impact Leaders is produced by Podcast Publishing ------- Important: The content shared on this podcast does not constitute a request, offer a recommendation, or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Guest bio Dr. Reinhard Hübner is the Chief Executive Officer at SKION WATER Gmbh and investment manager at SKion. With a background in industrial operations, Dr. Hübner has over 17 years of professional experience, including with an international management consultancy. Since 2010, he has been responsible for the development and management of the investment portfolio in the water technology sector at SKion. Summary Water is the one resource we can’t live without, and for which there is no substitute. Investing in water technology companies is both an entrepreneurial opportunity and opportunity to protect a precious resource that can have the biggest impact in the world. Key points Due to the ubiquitous nature of water, we forget we should be investing in water management technologies for real impact. The technology to clean water is not necessarily unattainable, it can actually be quite simple, but government regulation and centralisation of management prevents accessibility. Adam Smith’s water-diamond paradox continues today. Lack of money/funding is not the issue for water solutions. Transparency and looking for investment opportunities.  SKion discusses their investment criteria  Skion explains the 2 principles of how they operate in the water industry   Why private international investors are needed.  Digitalization-what data is important?  Explore the Investment horizon  Challenges and costs involved in transporting water Time stamps [3:57] Dr. Reinhard Hübner’s background in industrial operations [6:43] The founder, Susanne Klatten, and her philosophy regarding water [7:40] Corporate and investment structure of SKion Water [12:28] Transparency and looking for investment opportunities   [13:00]  SKion Investment criteria [14:35] Agripreneurs, and accessibility to end-users [14:45] 2 Principles Skion implement in their business [15:48] The different types of waters  [17:51] Investing in water technologies in Latin America [19:05] “Invisible” assets and 100 years of economics [21:53] The distribution of water and its uses [24:27] Out-of-date water infrastructure [29:09] Identifying and measuring impact [30:30] Methane is worse than CO2  [31:30] Investment horizon  [32:09] Technological perspective of water management [36:07] The water-diamond paradox [38:29] Resources for understanding supply chains [41:08] The real waste in bottled water [43:31] The different types of investing [47:22] Successful private-public partnership models [49:40] Privatized utilities and services in most countries [51:32] Importance of phosphorus [53:30] How Dr. Hübner ended up in water Useful links JP Dallmann on Forbes Dr. Reinhard Hübner LinkedIn Susanne Klatten: Bio Andrew Walker: LinkedIn Blue Gold Marketing website: https://www.bluegoldmarketing.com/  SKion website (English): https://www.skionwater.com/en/ SKion Website:  https://www.skion.de/en/ SKion Impact: https://www.skionwater.com/en/impact.html Reinhard Hübner (SKion GmbH) about investing in water: YouTube  SKion Awarded Water Company of the Year: Award  Ecopreneur Website: WWW.ECOPRENEUR.CL Book recommendation: The Wealth of Nations by Adam Smith Blue text research Website: https://www.bluetechresearch.com/ Further resources   Bluetech Research - Dynamics of Water Innovation McKinsey Report - Charting Our Water Future INVITATION - Best Water Event  AQUATECH website:https://www.aquatechtrade.com AQUATECH Innovation Forum: https://www.aquatechtrade.com/innovation-forum/ -------- Call-to-actions: The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  2-Become a sponsor We’re looking for 3 founding sponsors to support the mission! Reach out today to work with us!  3-Become an IMPACT LEADER We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call. 4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5 - GIFT: My FREE Guide to Profit & Impact If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide: The 6 Reasons why YOU DON’T CREATE PROFIT & IMPACT 6 - FREE WEBINAR Join JP on his upcoming FREE WEBINAR to learn more and ask questions Helping create the best experience by answering this short survey Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse Impact Leaders is produced by Podcast Publishing ------- Important: The content shared on this podcast does not constitute a request, offer a recommendation, or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Guest bio JP Dallmann is usually behind the scenes, but as a guest, he brings with him over 20 years of financial services industry experience and is using those skills to help usher in a new world of sustainable development and impact investment practices. Guest Host Ken D. Foster knows all about the ups and downs of life, which is how he has developed science-based, highly practical solutions for stimulating human potential in companies / or individuals who are seeking: personal balance, increased profitability, organizational productivity, time management skills, meditation techniques, systemic solutions, and authentic team-building communication. Summary Flipped interview! When the host becomes the guest, JP Dallmann - who is always shining a light on others’ work - has the spotlight on his work around impact investing and leadership. People have been making poor investment decisions for many years, but what is it about today’s environment that makes it especially difficult to create Profit & Impact? What are the trends or products that make people wish they paid more attention? What is the cure to this new age of information overload? How can people and companies become more focused, sustainable, profitable and make a difference to clients, society and the planet? Highlights How to become an Impact Leader  How JP started his career in Financial Services and Investment Banking  Learning some of the secrets from the 1% of the 1% How to become an “Impact Diamond” to attract the right opportunities  Even a beautiful diamond needs polishing for that final brilliance JP & ILA and Partners launch the IMPACT LEADERS PROGRAMME, to help leaders in the industry to create Profit & Impact, faster and at scale Creating clarity without anxiety and overwhelm to manage the vast amount of information about sustainable and impact investing  Aligning your values and actions and your business/company Investments: staying in your lane vs missing the latest trends - understanding the true alignment of purpose and values is something you’ll never regret and will always pay off Creating a crystal-clear message for investors and stakeholders  Helping each other is the only way to truly make a difference The power of your community and having access to the right people JP’s Free Guide: “The 6 Reasons You & your Business Don’t Create Sustainable Profit & Impact” How to create Profit and Impact fast and effectively with the “faster profit & impact leadership method” Join the upcoming Webinar to learn more about the 6 reasons, the method and IMPACT LEADERS PROGRAMME and how to join Time stamps [2:16] Why JP started his career in the financial service industry [3:31] The first reason why people (and companies) don't create profit and impact [6:43]  For-profit or not: Creating a business model that is sustainable, funded, and profitable, over time [6:57 ] Leveraging experience and network to help others  [8:38] Investing in Cryptocurrency and staying in your lane [11:00] Communication and how investment seeking funds & companies struggle to convey a clear message [12:14] The launch of the IMPACT LEADERS PROGRAMME to help leaders in the industry [13:47] Becoming an Impact Diamond to attract Profit & Impact  [17:00] What makes a person or company attract the right and best opportunities  [17:12 ] Aligning values and actions to that of your company  [18:05 ] How to connect with JP [18:49] The importance of community & accountability, and having access to the right people [19:19] The Impact Leaders Podcast raising awareness about Sustainable & Impact Investing Useful links JP Dallmann on Forbes Listen to JP's IMPACT LEADERS Podcast  Download JP’s FREE Guide: The 6 Reasons why YOU & YOUR BUSINESS DON’T CREATE SUSTAINABLE PROFIT & IMPACT Sign up for JP's upcoming FREE Webinar Connect with JP Dallmann on your Social Media Favourite platform Kenneth D. Foster’s Website  Ken’s book: The Courage to Change Everything  -------- Call-to-actions: The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  2-Become a sponsor We’re looking for 3 founding sponsors to support the mission! Reach out today to work with us! 3-Become an IMPACT LEADER We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call. 4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5 - GIFT: My FREE Guide to Profit & Impact If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide: The 6 Reasons why YOU & YOUR BUSINESS DON’T CREATE SUSTAINABLE PROFIT & IMPACT 6 - FREE WEBINAR Join JP on his upcoming FREE WEBINAR to learn more and ask questions Helping create the best experience by answering this short survey Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse Impact Leaders is produced by Podcast Publishing ------- Important: The content shared on this podcast does not constitute a request, offer a recommendation, or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Guest Bio - David O’Leary David is a wealth management expert, impact investment professional, public speaker, and writer. David spends his time as Founder & Principal of Kind Wealth, a holistic wealth management practice helping early to mid-career Canadians manage their money in a way that matches their values. (See full BIO at the end of the notes) Summary This is yet another  fascinating episode that covers so many questions: What is the role of a wealth manager? Or an Investment Manager? Or a Financial Planner?  What is the fiduciary duty? And what is the duty of the pension funds and other institutions that are the largest investors in the world?  And from a personal perspective, what are some of the best things the “average” person can do to “vote with their dollar”? Do you have to be a high-stakes, risk-taking investor to make a difference? Or can you be involved from early career stages to shape the future world into a sustainable landscape and impact wealth reality? What is the best intersectionality between advisors and clients? How do we measure impact, the access and the inclusion to products, services and the effect they are having on people, the environment and the returns?  These and so many more topics are covered during this in-depth episode. Enjoy!  Key points The definition of “impact investment” and the spectrum of capital: where or how you want to participate is your personal choice based on your wealth management goals. Somehow, sustainable investment and profit-generation became mutually exclusive, but it doesn’t have to be. The impact of having a theory of change Whatever it’s called, when your approach to wealth management includes using finances to better the world, your investments will be healthier than if you were only trying to get more money with little regard to how profits are generated. Milton Friedman vs Real Sustainable Fiduciary Duty Brow Stocks and the prisoners’ dilemma  Key definition: Investment Management vs Financial Planning  The Intersectionality of wealth managers and clients Measuring Impact, Qualifications & God’s call Time stamps [6:09] How David defines sustainable and impact investment [9:04] The spectrum of defining “impact investment” [18:07] The real intent of fiduciary duty vs the old Milton Friedman interpretation  [21:30] Brown stocks perform worse than sustainable ones  [24:10] Short-term vs. Long-term wealth management plans [31:35] The age range (and reason) of people who have been most historically underserved in quality financial advice [33:33] Investment management vs financial planning: two separate personal finance issues that have traditionally been erroneously combined, now should be intentionally treated separately [41:00] Wealth managers & advisors tend to serve people like themselves   [42:00:] Measuring Impact, underrepresented groups, access & inclusion  [50:37] The Bottleneck: Perfect is the enemy of good - Financial advisors vs. ESG investments [56:00:] Some relevant qualifications in the UK and Canada  [1:00:35] David working in Sierra Leone on microfinance projects, how that relates to impact investing [1:02:00] World Vision and the work of missionaries [1:05:00] Call to action Useful links JP Dallmann on Forbes David O’Leary’s website Connect with David and listen to his podcasts - Sign up at impactinvesting.how Kind Wealth website https://kindwealth.ca/team/ Andrew Parry on the Impact Leaders Podcast World Vision website https://www.wvi.org Milton Friedman on Wikipedia Theory of change on Wikipedia Logframe - Logical Framework Approach CFA Institute Website Certified Professional Impact Analyst (CPIA) designation at Queens University -------- Call-to-actions: The podcast is one of catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  2-Become a sponsor We’re looking for 3 founding sponsors support the mission! Reach out today to work with us! 3-Become an IMPACT LEADER We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call. 4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5 - GIFT: My FREE Guide to Profit & Impact If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide : The 6 Reasons why YOU & YOUR BUSINESS DON’T CREATE SUSTAINABLE PROFIT & IMPACT Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse Impact Leaders is produced by Podcast Publishing ------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind. ------- About the Guest - David O’Leary David is Founder & Principal of Kind Wealth, a holistic wealth management practice helping early to mid-career Canadians manage their money in a way that matches their values. David also produces and hosts The Impact Investing Podcast and is a frequent speaker at conferences and in the media (The Globe & Mail, The Toronto Star, BNN Bloomberg, CNBC Africa, etc.). Previously, David was Managing Director of Origin Capital, the impact investing division of World Vision Canada. Prior to that he co-founded Eden Valley Partners, an advisory practice managing discretionary portfolios and providing financial planning to high net worth Canadians. David spent the first 13 years of his career with Morningstar in both Canada and South Africa in a variety of Director level roles where he specialized in Investment Manager Research. David holds a BA in English Literature from the University of Toronto, an MBA from the Rotman School of Business, the Chartered Financial Analyst (CFA) designation, and the Qualified Associate Financial Planner® (QAFP) designation. He is also working toward the Certified Professional Impact Analyst (CPIA) designation at Queens University.  ------- David’s short life story In clichéd fashion, my life was transformed when I met a girl. I know, boy meets girl, how original! But her influence led me to take a six-week sabbatical from my job on Bay Street to spend that time volunteering in Sierra Leone with one of the world’s largest humanitarian organizations. My goal was to learn about how they were using microfinance to help end poverty.  The trip was an emotional roller coaster that left me, at once, angry, sad, inspired, and motivated to do something about the appalling inequality I had witnessed. I didn’t realize it then, but two years later I would move to South Africa. Four years after that, I would quit my job in the institutional investment world and move home to pursue work that I felt could make a bigger social impact. This work included co-founding a traditional financial advisory practice that integrated philanthropy with financial planning for retirement-age Canadians. It also included three years leading the impact investing division of the same INGO I had volunteered with all those years ago in Sierra Leone. During this time, I spent evenings and weekends working to get Kind Wealth off the ground.   I’m passionate about Kind Wealth because during my 20 years of working in financial services, I came to see the underbelly of the industry and the many ways in which it took advantage of clients, the very people it claims to serve. I have also built a deep understanding of how people’s money choices impact the world around us: whether it be decisions about saving, spending, investing, or donating, it all leaves a footprint, for better or worse. I am excited to be building a wealth management practice that actually lives out its values, treats clients fairly, and helps them reach their financial goals in a way they can feel good about.  On a personal note, I am a passionate advocate for equality of all stripes but maintain a particular focus on fighting for gender equality and against wealth inequality. I have a wide set of eclectic and often incongruous interests. In what feels like a lifetime ago, I was a competitive boxer in both Canada and South Africa. As such, I spent a great many hours punching other people in the face. Yet I’ve spent even more time traveling to developing countries trying to understand the root causes of wealth inequality and how I could help tackle it.  In recent years I have been on a quest to simplify my life, be content with less, and stay mindful of the impact my life choices have on the world around us. I am currently working on eating less meat and reducing my family’s consumption by purchasing or bartering for second-hand goods. Oh, and in case you’re wondering, that girl I mentioned at the top of my bio, the one who changed my life, I ended up marrying her and having two strong-willed, socially conscious girls together.  ------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

About this episode Flipped interview! When the host becomes the guest, JP Dallmann - who is always shining a light on others’ work - has the spotlight on his mission and work on impact leadership and investing. On this epsiode, JP is interviewed for the Green Leaders Inner Circle. For most people it is very difficult to pinpoint exactly where to start the transition into sustainable and impact investments ... or be able to tell if it is working, particularly with all the moving parts and variables involved. Given the way the markets is evolving, investment trends are headed towards a human need for a sustainability goal. In fact, all investments have impact, good or bad, the key is in having a “net positive impact”. So what are the challenges we are facing to become an impact leader? Where do you want to put your stakes? Do you need special knowledge, or can you start where you are? These and many more questions are discussed and some real insights are shared during this episode. Short introductions | See full BIOs at the end of the notes: About the guest  JP Dallmann is usually behind the Mic, but as a guest he brings with him over 20 years of financial services industry experience, which he is using in combination with his skills and network to help usher in a new world of sustainable and impact investment practices to help the transition of capital in the industry, faster and at scacle. About the host  Anca Novacovici is a sustainability advocate and the founder of Eco-Coach, a Washington DC-based consulting company that helps organizations of all sizes grow their sustainability programs. Highlights The main reasons why people and companies are NOT creating Profit & Impact. The most important thing is to start, improvements can be made along the way. It is still early days, but there are already many solid resources that will help with navigating the impact investment world. Seek out knowledge because “success leaves clues” and if you look hard enough, you will find what you need to propel you forward. Having the right foundation is the key to building anything, and with impact investing it is key to nurture a growth mindset. Strategy is a key component, but having the right plan and people around you is paramount. The launch of the IMPACT LEADERS Programme and how the “impact diamond’ can be a tool you can use to attract the right opportunities for growth, faster and at scale. How to make the best of the IMPACT LEADERS Podcast. Time stamps [4:15] How JP got his start in sustainable & impact investment  [12:11] The skills you need to be an impact leader [13:29] What do you do when you don’t know what you don’t know? [15:58] How to make a difference as an impact leader within an organization [18:29] “Success leaves clues”, so which clues do you look for? [20:22] How to build a strong foundation for profit and impact [23:24] How clarity can carry you through the journey [25:45] What is  it all for? JP describes his role and frame of reference for impact [29:00] Impact Leaders Programme: become a force for good and a magnet of opportunities for positive change, as part of this growing community. [32:52] Impact diamond analogy: Charcoal or Shining? Where are you in this process? Useful links JP Dallmann on Forbes JP’s FREE GUIDE to PROFIT & IMPACT Connect with JP Dallmann on social media Apply to join the IMPACT LEADERS PROGRAMME - See call to action #3 below. Anca Novacovici at Washington DC-based Eco-Coach Change Leaders Quick Start Program  Anca’s books that she has co-authored:  Sustainability 101: A Toolkit for Your Business DC Metro Area Green Career and Jobs Guide -------- Call-to-actions: The podcast is one of catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  2-Become a sponsor We’re looking for 3 founding sponsors support the mission! Reach out today to work with us! 3-Become an IMPACT LEADER We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call. 4-Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners 5-GIFT: My FREE Guide to Profit & Impact If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide : The 6 Reasons why YOU & YOUR BUSINESS DON’T CREATE SUSTAINABLE PROFIT & IMPACT Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse Impact Leaders is produced by Podcast Publishing -------- About the Guest - JP Dallmann’s BIO JP Dallmann is an award-nominated Sustainable & Impact Investing (S&II) Advisor, Champion, and Thought Leader, with over 20 years experience in the Financial Services Industry, as a Banking Executive and Advisor at major institutions such as HSBC, RBS, and PwC. JP is the CEO of ILA & Partners, on a mission to create Profit & Impact, advising executives and companies, working mainly with values aligned Investment Managers and Global Leaders, to help them transition into and scale Sustainable & Impact Investing faster. JP is also the host of the renowned Impact Leaders Podcast, featuring some of the best investors in the world and leaders focusing on Sustainable & Impact Investment and Performance with Purpose, supporting the companies that are solving the world’s biggest challenges. He recently launched the IMPACT LEADERS programme, inspired by his clients and the need of many to get the support they need to become a magnet of the right opportunities. JP supports various initiatives to raise awareness about the SDGs, including the Impact Founders community, which he co-founded, and Fast Forward 2030, where he is a Board Member. He is also an author and contributor on Forbes.com, and participates as host and panelist at relevant events, partnering with key figures and major organisations to share best practices and inspire others to push the important agenda of Sustainable Finance. About the Host - Anca Novacovici’s BIO Anca Novacovici is a speaker, author and mentor with over 15 years of experience in environmental sustainability. She is the founder and President of Eco-Coach Inc, a Washington DC based sustainability firm that assists organizations to prepare for 2030 and beyond. Anca has worked with public and private organizations, ranging from Fortune 500 to start-ups, to develop their sustainability strategy, operationalize and communicate it, and embed it in their organizational culture.   Some past and current clients include Capital One, Goodwill Industries International, Booz Allen Hamilton, Washington Gas, the Smithsonian, DC Department of Energy & Environment, the US Senate (Architect of the Capitol) and many more. Anca recently launched the Green Change Leaders Quick Start program, to support individuals who want to implement sustainability in their organization but aren’t sure where to start. To date, over 1,500 individuals have taken advantage of the program to grow sustainability at work. She and her team are in the process of developing additional tools and programs which will be available in the near future.  Anca is a LEED AP;  she obtained her Masters of Business Administration in International Management from Thunderbird, the American Graduate School of International Management, and her Bachelor of Science degree in Foreign Service from Georgetown University.  -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

About this episode What do you do when your desire to change the world seems at odds with capitalism? Sir Tim Smit pulls back the curtains on the perception of a contradictory world that is actually not so contradictory at all. He shares the lessons and mistakes that can transform an organization from ordinary to extraordinary, and it all has to do with mutually beneficial partnerships. “If you can't do the whole job, you could end up doing a lot of damage.” So how do you make sure you can do the whole job? About Sir Tim Smit Sir Timothy Bartel Smit KBE is a Dutch-born British businessman is best known for his achievements in Cornwall and for writing the book The Lost Gardens of Heligan, winner of the 1997 Book of the Year. He and John Nelson restored the gardens, which are now one of the UK’s best loved gardens and named “Garden of the Year” by BBC Countryfile Awards (Mar 2018).   Tim started work as an archaeologist before taking an unexpected leap into the music business, working as both a songwriter and producer receiving seven platinum and gold discs.  Tim is currently the Executive Vice-Chair and Co-founder of the multi award-winning Eden Project in Cornwall. Since its opening in 2001, over 22 million people have come to see a once-sterile pit turned into a cradle of life containing world-class horticulture and startling architecture, symbolic of human endeavour.  He dreamt up and created the Eden Project, near St Austell, an £80 million initiative to build two transparent biomes in an old china clay pit near the village of Bodelva, which is said to have contributed over £1 billion into the Cornish economy. Tim is also Executive Co-Chair for Eden Project International, which aims to have an Eden Project on every habited continent by 2025.  Key points The pandemic has exacerbated but also highlighted and accelerated necessary changes in how we interact with our environment. Long-term partnerships - that are mutually beneficial - are the key to sustained growth and opportunities that can truly make a difference. The Eden Project is more than just building pretty gardens, there are deep, social and philosophical, reasons for why it has been developing scientifically the way it has. The key to upending the status quo when it comes to clean air and water for all is having difficult conversations that really examine why capitalism and moral bankruptcy are falsely equated. Some of the difficult conversations are unintentional consequences of oversimplifying complex issues as “good” or “bad” Sir Tim Smit lists his favourite people and books that discuss intelligent approaches to understanding how the world should work, and how it was working before intervention that was backed by greed and self-interest.  Time stamps [4:18] The social impact of pandemic and lockdowns [12:14] What is the difference between investment and impact investment? [14:01] The Garden Festival, and how it helped Sir Tim Smit build the Eden Project [15:59] How Sir Tim Smit defines true impact investing [24:21] Words matter! How a “good” word like ‘farm’ presents limitations and places a cap on opportunities [30:48] How does capitalism translate to good moral behaviour? [39:20] What is community? Do you define it by map lines or by social behaviour? [43:50] What education gets right (and wrong) about sustainable society [1:00:35] What is an auditor’s role in social sustainability? [1:07:13] The best decision ever made in the Eden Project [1:17:59] What anthropology got wrong with indigenous cultures [1:21:45] How scientific knowledge becoming extremely accessible leaves us with no excuse to remain stagnant in our lives  [1:33:06] The unintentionally unhealthy dialogue about carbon  [1:43:51] How Sir Tim Smit got his start in appreciating nature  [1:54:33] Call to action, the “Tim Smit way” Useful links Sir Tim Smit bio at The Eden Project  The Eden Project: https://www.edenproject.com Eden International Projects - https://www.edenproject.com/eden-story/our-ethos/eden-project-international Sir Ken Robinson - TED Talks Manchester Bidwell Corporation - Project William Strickland Jr. - Bill - The value of a Teacher Stephen Lloyd - Bates Wells - Golden Share  Books by Tim:  The Lost Gardens of Heligan. London 1999: Victor Gollancz. ISBN 0-575-06765-9 The Heligan Vegetable Bible, London 2002: Cassell Illustrated Books recommended by Tim: Buckminster Fuller: Operating Manual for Spaceship Earth Bruce Pascoe: Dark Emu: Aboriginal Australia and the birth of agriculture Merlin Sheldrake: Entangled Life Recent news articles: The Guardian - Eden Project to start drilling for ‘hot rocks’ to generate geothermal energy Sky news - Scientists searching for 'Holy Grail' of energy begin drilling into Earth's crust to power Eden Project BBC News - Eden Project: Drilling starts for geothermal power Hawaii references - Andrea Buckman Leeward Haleakala Watershed Restoration Partnership (www.lhwrp.org)  Non-profit Uhiwai O Haleakala (uhiwai.org) Videos & Documentaries “Down to Earth” with Zac Efron on NETFLIX - Season 1 Episode 3: Costa Rica - Biodiversity  -------- Call-to-actions: The podcast is one of catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  2-Become a sponsor We’re looking for 3 founding sponsors support the mission! Reach out today to work with us! 3-Become an IMPACT LEADER We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call. 4 - Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse Impact Leaders is produced by Podcast Publishing 5 - GIFT: My FREE Guide to Profit & Impact If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide : The 6 Reasons why YOU & YOUR BUSINESS DON’T CREATE SUSTAINABLE PROFIT & IMPACT Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse Impact Leaders is produced by Podcast Publishing -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Renato Mazzola is the managing partner of BTG Pactual, Head Private Capital Division, and part of BTG Pactual Partners’ Committee. He has more than twenty years of experience in the investment industry, including time at the Inter-American Development Bank and JP Morgan, with expertise in economics, capital markets, and international relations. Renato also serves as a board member in companies spanning several countries, including Eneva, GlobeNet, Bodytech, and Estapar.  Renato is on a mission to transform and define impact investing as part of organizational DNA, instead of optional charity donations when there is extra cash lying around. His commitment to proactively change financial mindsets to long-term, sustainable investment practices is setting the division apart, as the performance of the company is being recognised: since 2016, BTG Pactual has been consistently receiving awards for "Best Private Bank in Brazil" (World Finance Magazine), "Best Private Bank in Latin America" (Global Finance & Professional Wealth Management Magazines), and "Best Investment Bank" (Euromoney & World Finance Magazines). Summary What do you do when your economic environment isn’t quite ready for the changes you know it needs? Join JP Dallmann and Renato Mazzola as they discuss the Latin American (LatAm) market, the abundance of opportunities for long-term impact, and how to transform cultural DNA towards sustainable investment practices. Find out how to “have it all” as an investor of the future. Key points The evolving definition of sustainable development impact The worst aspects of the pandemic have proven the urgent need for more sustainable impact investment Latin America is following the European and North American markets, with many opportunities for impact funding True test of “best practice” is about cultural DNA, not just observable behaviour Analysing companies’ impactfulness   How to “have it all”: impact & profits Time stamps [5:44] Definition of sustainable development impact (and how it has evolved) [8:11] How lessons from the pandemic can help spur the momentum of impact investment [10:39] Latin American trends towards sustainability are taking hold, but not embedded into cultural DNA yet [14:48] Latin American infrastructure issues, example of water privatization in Brazil [21:15] What it would take for low-income populations to move out of poverty [26:08] The context and economics of European investments in Latin America [30:53] What is the right balance between foreign investment mentality and local, culturally appropriate approaches? [35:52] You can have it all! Invest for impact AND make profits [41:43] How to analyze a company’s investment on impactfulness (levels 1-3) [45:17] The evolution of BTG’s governing process and why it’s significant [51:53] Why the government’s inability to put up capital directly translates to opportunities for investors with entrepreneurial spirit [53:04] Are you the ideal investor? If so, reach out to Renato! [59:09] Final words from Renato [1:01:01] Work with JP! You could be one of three founding sponsors to transform capital investing into impact investing Useful links Renato Mazzola linkedin BTG Pactual Team (Portuguese)  BTG Pactual updates (English/Portuguese)  BTG Pactual main site (English) BTG Pactual ESG & Impact Investing (Portuguese) WSJ article - Alternatives Gain Favor With Latin American Investors BNAmericas article - BTG Pactual snags 58% of Oi’s fiber business for US$2.3bn Further resources Renato’s blog article - “Latin America: Primed and Ready for Impact Investment” Latin America's Growing Appetite for Alternative Assets - Webinar Alternatives Gain Favor With Latin American Investors Call-to-actions: The podcast is one of catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale” 1-Become a Patreon if you would like to support it, you can become a patreon and also make one-off contributions.  2-Become a sponsor We’re looking for three founding sponsors support the mission! Reach out today to work with us! 3-Become an IMPACT LEADER We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call. 4-Get in touch Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse Impact Leaders is produced by Podcast Publishing -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

“How To Invest Sustainably in Real Estate?” Anna Clare Harper interviews JP Dallmann on a double episode collaboration between Impact Leaders and The Return - Property & Investment Podcasts Part of the New Series: “The Sustainable Investment Dilemma 💰vs🌎  ✅ Share, Subscribe & Turn on your notifications to get the alerts for future episodes 🙋🏼‍♂️ See links or go to: bit.ly/ImpactLeaders About Anna Clare Harper Anna Clare is Property Entrepreneur, Author, TedX speaker and Podcast Host. As CEO of SPI Capital, Anna works with High Net Worth Individuals looking to invest £1-20m into UK residential property so that they can diversify their portfolios without the hassle. Anna was recently named one of Bisnow’s ‘Women Leading Real Estate’, and published Amazon Best Seller, Strategic Property Investing. Highlights of this episode include: Biggest challenges some  clients face as investors What works and what doesn’t: some inspiring examples of sustainable (ESG) investing from the investors in the real estate sector How to measure impact in a way that is accurate and commercially viable Measurement and trade-offs and what’s getting in the way? What is the highest priority: should you care more about social impact or the environment? The role of policy intervention to achieve more sustainable outcomes in residential property Innovation that successfully facilitate profitable, sustainable investment, including Green-Lending focus  Mistakes and misunderstandings happening in pursuit of sustainable investment What we can learn from within and beyond the real estate sector to enable the majority of investors in UK property to invest profitably and sustainably Time Stamp: [02:30] Introductions: Who is Anna Clare Harper and SPI Capital [06:40] What is the best way to measure sustainable or ESG impact in residential property? [13:30] Intentionality in investments in the sector  [16:08] Trade offs: what’s getting in the way? [23:15] Best practices in the UK: Schroder case study [25:40] Mistakes & misunderstanding in pursuit of sustainable investing  [31:20] Example of good sustainable impact investing [34:10] Example of innovation in real estate Useful links: Anna Clare Harper SPI Capital Simon Bond of Columbia Threadneedle ULI Greenprint net zero 2050 17Africa.com Gerrit Heyns Schroders, Lexicon Bracknell - Regenerative town LaSalle: Investing in our future - Sustainability Blue Orchard Dr Patrick Scheurle Conduit Club NXT Tec Building Technology - Australia Reports Schroders: Impact Investing in Real Estate Articles Deep impact: a guide to real estate impact investing UK social housing: Investment case stacks up for institutional investors Documentaries BILL GATES 60 mins interview   Jakarta Is Sinking  Become a Founder Sponsor & Impact Leader The podcast is one of catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale”. So we are looking for 3 Founder Sponsors to support our mission to enable the transition of capital into S&II, please contact JP Dallmann directly or contact us via our website. Podcast support options if you would like to support it, you can become a Patreon and also make one-off contributions. Thank you in advance.  Impact Leaders Club Programme We are looking for 10 IMPACT LEADERS interested in creating profit focusing on people & the planet to join our programme. If this is you, contact us to sign up or register your interest here. -------- Take action Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners Impact Leaders is produced by Podcast Publishing -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Craig Cogut | Founder, Chairman & CEO | Pegasus Capital Advisors Craig Cogut has spent a career building successful investment businesses. Mr. Cogut founded Pegasus, a private equity fund, in 1995 and serves as its Chairman and CEO. Through Mr. Cogut’s leadership, Pegasus has focused on sectors influenced by global resource scarcity and the need to combat climate change, as well as on the growth in demands globally for human health and wellness, leading to Pegasus becoming the first U.S. private equity fund manager to be accredited by the Green Climate Fund. In 1990 Mr. Cogut co-founded and was one of the original partners at Apollo Advisors L.P., a position he held for six years preceding the creation of Pegasus. Mr. Cogut has been an active philanthropist in the fields of improving education, building civil society and championing environmental and health issues. Mr. Cogut is currently Chairman of the Board of Directors of HealthE, Inc. and Vice Chairman of the Board of Directors of PanTheryx. Mr. Cogut is an alumnus of Brown University and Harvard Law School. About Pegasus Capital Advisors | Creating value beyond returns Pegasus is a leading global private markets impact investment manager. As the first U.S. private equity fund manager accredited by the Green Climate Fund, they are dedicated to fostering sustainable growth while providing attractive returns for investors. Pegasus way is rooted in a deep commitment to creating long-term value beyond returns, pioneering in commercial impacting investing and has invested more than USD 2.6bn on behalf of clients helping great businesses to grow and make a positive difference. ​ Key Points: Go outside your bubbles to get inspiration. Although they are diverse sectors and geographies, technologies that will work are not all that different. “We want to build businesses for the long term, which will continue to be valuable, and will be even more valuable in somebody else's hands.”  Climate can destroy a business's supply chain, it can destroy consumer preferences, there are so many aspects you have to factor in sustainability into your very future. The Subnational Climate Fund (SCF) is our first product to bring creative solutions in blended finance to the emerging markets. Nature based solutions are about holistic solutions. It really is measuring how do we use biodiversity and use nature to help us solve a number of issues. Time Stamp:  [0:00:50] Intro [0:09:26] What is sustainable and impact investing? [0:11:15] Climate change - Great impact on businesses [0:12:01] Sustainable investment dilemma  [0:12:21] Dilemma not one size fits all [0:15:29] Important of transition finance [0:17:40] Water is no longer free [0:22:43] Clothing and ice cream productions are serious threat to water [0:26:56] Pegasus focuses on sustainability and health and wellness [0:29:43] Young consumers cares about product sustainability  [0:31:07] The 6 funds by Pegasus  [0:43:41] Pegasus focus on Carribean and Central America is resilient and sustainable agriculture [0:44:40] SCF’s certification by the Green Climate Fund [0:47:51] The importance of mission driven CEOs in a business [0:53:40] Pegasus in the next 30 years [0:57:22] How ESG definition is changing [0:59:05] Nature based solutions clean up environment in harmony with nature [1:04:23] Developing sustainable and regenerative agriculture for island nations [1:06:26] Challenges of greenwashing and ESG [1:12:03] Integrity is vital for creating businesses [1:18:41] Craig’s advice for someone interested in launching a (Impact) fund  [1:19:18] How did Craig end up founding Apollo? [1:29:10] What makes an impact leader? Call-to-action  Useful links: Pegasus Capital Advisors Patrick Scheurle Linkedin Patrick Scheurle on Impact Leaders Episode 25 Green Climate Fund The Subnational Climate Fund (SCF) announcement The Spectrum of Capital  R20 IUCN Gina McCarthy Extra Information + Latest updates & interviews: Visit our YouTube channel for upcoming Video of this interview US climate envoy supports “indispensable” GCF role during climate forum The Climate Finance Opportunity in Developing Countries: How the Green Climate Fund Delivers Climate Action Become a Founder Sponsor & Impact Leader The podcast is one of catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale”. So we are looking for 3 Founder Sponsors to support our mission to enable the transition of capital into S&II, please contact JP Dallmann directly or contact us via our website. Podcast support options if you would like to support it, you can become a Patreon and also make one-off contributions. Thank you in advance.  Impact Leaders Club Programme We are looking for 10 IMPACT LEADERS interested in creating profit focusing on people & the planet to join our programme. If this is you, contact us to sign up or register your interest here. -------- Take action Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners Impact Leaders is produced by Podcast Publishing -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Tim Crockford leads the Regnan Equity Impact Solutions team. He previously managed the Hermes Impact Opportunities Equity Fund from its launch in December 2017, having co-founded the Hermes Impact team in 2016. Tim joined Hermes Investment Management in 2009 as a research analyst for the European Equities team and became lead portfolio manager of the ESG-integrated Hermes Europe ex-UK Equity Fund in 2015, which he also managed until he left Hermes. About Regnan Regnan is a responsible investment leader with a long and proud heritage providing advice and insights on important environmental, social and governance (ESG) issues. Regnan was established in 1996 to investigate and address ESG-related related sources of risk and value for long-term shareholders in Australian companies. Building on that expertise, in 2020 Regnan expanded its capabilities into responsible investment funds management, backed by the considerable resources of Pendal Group (ASX:PDL), the Australian investment manager and owner of J O Hambro Capital Management. They have offices in Sydney, Melbourne and London. Key Points: Engagement and stewardship is a hugely important part of impact investing. “It’s all part of the same strategy to really try and democratise it as an investment category, to broaden access to impact investing.” “I think one of the cultures within the investment team is this concept of constant improvement, so the strategy, the process, the philosophy is identical to the one that we founded back in 2012, we started building in 2016, and launched in 2017.” On systems change - Our SDG taxonomy is the centerpiece. The taxonomy is basically what helps us identify what systems we’re going to be moving towards. It is a process and a list of economic activity in product and services that are being produced by companies that help achieve specific SDG targets. “I hope to see that all Article 9 business takes much more nuanced and thoughtful approach to classifying which companies they will ultimately invest and allocate their capital towards, and which they aren't ... ... I think ultimately, businesses change and businesses can reinvent themselves, which is something that that needs to be reminded. We have some great examples in our portfolio of companies that have transitioned from perhaps in the industries that have been extractive industries and negative industries in the past towards, you know, positive areas like renewables in renewable energies, but ultimately, it's much more complicated and much more qualitative than a simple scoring system can ever help you achieve.” Education is key. Being able to help investors that are new to sustainable impact investing to understand and decipher this alphabet soup of terminology is key, because it allows them to quickly or more quickly align, their own objectives with the products that are available to them on the market.  Further education and refinement of the terminology is key.  Fund managers that are perhaps newer to the game, should try and be vigilant and careful with how they label their products, not just from a regulatory point of view, but also from a naming convention point of view. Because it makes a big difference in helping the broader understanding of people who are just learning about this space as we speak. The future belongs to everyone Good businesses exist to solve problems. Look beyond the marketing material and imaging to really challenge the investors to tell you what they want to achieve and tell you how they want to achieve it. Leaders are innovative and sometimes have to rewrite the rules. Time Stamp: [0:00:50] Intro [0:02:30] What is sustainable and impact investing? [0:06:44] It takes time. Its not an absolute good or bad. [0:11:20] Saving the world or financing the people changing the world  [0:12:46] Regnan, JO Hambro Capital Management and Pendal Group [0:19:17] Separation of brands is driven my communication [0:23:06] Being the best not the biggest [0:27:12] Bringing culture together, herding (TOP) cats [0:30:20] Leaving Hermes, joining the  team, building the culture of improvement [0:35:10] Launching of funds and having access to research team [0:37:40] The Checklist Manifesto, looking at negative impacts [0:40:00] Break even goals from the Future Fit Foundation [0:44:40] Impact assessment and SDG taxonomy [0:50:05] Impact measurement and KPIs  [0:55:00] Investment examples: YDUQS, importance of community, AFYA [1:02:30] SDG, SFDR, Forbes article [1:07:05] Article 9 and EU Taxonomy [1:12:40] Output driven process to assess [1:16:16] Importance of educating new sustainable impact investors [1:19:22] Product innovation in financial services [1:21:08] What made Tim go into impact? [1:24:25] What makes an impact leader? Call-to-action Useful links: Tim Crockford https://www.linkedin.com/in/tim-crockford-8aab9b30/ Regnan https://regnan.com/ Regnan Q1 2021 Impact Report  JO Hambro Capital Management https://www.johcm.com/ Regnan JO Hambro https://www.regnan-johcm.com/ Pendal Group https://www.pendalgroup.com/ The Checklist Manifesto http://atulgawande.com/book/the-checklist-manifesto/ Impact Leaders Episode with Martin Rich of Future Fit Foundation  Future Fit Foundation https://futurefitbusiness.org/ Future Fir Business Benchmark   YDUQS https://www.yduqs.com.br/ AFYA https://afya.com.br/ Mirova https://www.mirova.com/en ESG vs IMPACT =  Top 5 highest ESG rated FTSE companies according to Hargreaves Landsown SFDR - Article 9 - Forbes article by JP Dallmann FT article; HSBC avoids revolt by investors pressing for cut in fossil fuel loans -------- Take action Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners Impact Leaders is produced by Podcast Publishing -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

The new Series Today’s episode of IMPACT LEADERS is the second on our new series: “The Sustainable Investment Dilemma” - Can The Financial Sector Be A Force For Good?” Looking into how industries can help address the Climate & Social Crisis, in particular the financial industry ... taking on the opportunity to address the way it has financed the activities that have taken us to our current situation.   About this Episode  For our second episode we have the inspiring Daniela Barone Soares of Snowball IM - Impact Management. Read more about Daniel, Snowball IM, the highlights and time stamps below.   Subscribe, review & Share If you find the podcast of value, I invite you all to subscribe, turn on the notifications, rate it 5*, give us a review and share. Also visit our sponsor’s website at ILAandPartners.com or the ILA YouTube channel to watch the first video interview on this paramount subject and launch of this series. Sponsors & The Impact Leaders Club If you would like to support the podcast more specifically, we will be soon launching the IMPACT LEADERS Private Club, including the supercast and patreon subscriptions. You can register your interest here. Alternatively, you can email us at podcast@ILAandPartners.com to have a conversation to become a sponsor or patron. About Daniela Barone Soares  Daniela is CEO of Snowball Impact Management. Daniela is excited about systemic solutions for a healthy, prosperous and peaceful future in this planet. She has over 15 years’ experience as a CEO and Board member at the intersection of the commercial and impact worlds, starting her career in private equity and venture capital investing and then spending nine years at the helm of Impetus. She serves as Non-executive Director on the business responsibility committee of IHG Plc. She is a Trustee of the Institute for the Future of Work and a Senior Advisor for the Forward Institute. She was selected by the Financial Times and Inclusive Boards as one of the top 100 women in engineering (2019) for her work as NED at Halma Plc, by Brazil’s Istoé Dinheiro magazine as one of "20 People who are Changing Brazil and the World for the Better" (2017) and by the Independent on Sunday as one of 100 people who make Britain a better place (“Happy List” 2008). She holds a MBA from Harvard Business School and a BSc in Economics from Unicamp. About Snowball IM Snowball Impact Management is a diversified, multi-asset investment vehicle that aims to create positive outcomes for people and planet whilst generating sound financial returns. Snowball invests in a range of public and private funds that support a variety of social and environmental outcomes across the UN’s Sustainable Development Goals. They are currently have deployed our funds invested in public and private market investments and we target a risk-adjusted annual return of 5-6% above inflation, net of all fees, over the long term. They have a four year track record investing with this strategy. Highlights: “We still look and act as if people and nature are inputs into the financial process and inputs for financial gains instead of thinking financial markets are tools to support people and planet.” Impact investing: is intentional, additional and measurable and incorporates risk based approach of ESG and takes it one step further. The ABC approach = A: Avoiding harm + B: Benefiting stakeholders + C: Contributing to solutions “I do think that especially the larger companies could do faster than what they are doing. And I think, unfortunately, a lot of them will only do it under pressure from investors and from the way that we invest. And that's why it's important, I think, is a very important role of the financial industry to make sure that we also don't get accommodated with the status quo , and start to really put some incentives and pressure for companies to transition faster, especially the ones that have more resources to do so.” Snowball’s investment strategy is to have a diversified portfolio: renewable energy, sustainable forestry, social housing, charity bonds, circular economy, tech for good.  They invest in all SDGs - with the final SDG in aquaculture of SDG14 - Life Below Water.  First time investors are interested to learn from every asset classes and impact from every SDGs. Core and satellite strategy: What is happening on the ground How fund managers works with investments to improve impact How we work with other fund managers and investors to improve our approach and share leaning Standards and regulations are next steps to scale impact. We need to make it easy for investors to compare and contrast investments and make it harder for impact washing. Pricing of negative externalities is a fundamental step in scaling and mainstreaming impact. Rockefeller Foundation gave a grant so that Snowball can share their experience to the impact community of lessons learned about starting and growing an impact fund - there will be a webinar - Watch this space. Investment examples: Circularity Capital is an investment fund of Snowball, they invest in circular economy businesses. Shark Solutions is an investment of Circular Capital, they recycle and reuse hard to extract PVB from laminated glasses. Nothing ventured, nothing gained. Going after your network and asking for advise. TimeStamp: [0:04:30] Intro: Who is Daniela Barone Soares? [0:06:30] What is sustainable and impact investing? [0:09:51] Sustainable Investment Dilemma  [0:13:43] Governance of Snowball [0:15:45] Investment strategy and vision for an IPO [0:19:14] Breaking down the invisible wall [0:22:10] Chasing high returns comes with higher risks, fund of funds strategy [0:25:40] How Snowball got started [0:30:25] Collaboration with entire ecosystem [0:36:30] Snowball’s investment strategy [0:40:50] Do impact investors like a broad range of assets? [0:46:00] Liquidity of the fund and IPO [0:47:33] How to manage operationally? [0:51:10] Measuring impact: Snowball methodology  [0:59:10] Grant from Rockefeller Foundation and webinar [1:02:16] Circularity Capital and Shark Solutions [1:06:30] The future and how to scale impact [1:11:10] Pricing negative externalities, increasing price of debt for unsustainable companies [1:13:20] Other companies democratising Impact: Big Exchange, Tickr and Clim8 [1:16:57] How did you end up doing this?  [1:24:27] Being lucky and taking the opportunities [1:34:00] How to join a Board level C-suite of a large public company [1:38:40] What makes an impact leader? Useful links: Snowball Impact Management at https://www.snowball.im/ Daniela Barone Soares on Linkedin Alexander Hoare of C Hoare and Co Bank  James Perry on Linkedin, COOK, B Lab UK Colin Baines of Linkedin, Friends Provident Foundation Golden Bottle Trust https://www.hoaresbank.co.uk/golden-bottle-trust Sophie Marple of on Linkedin, Gower St Taylor Family Foundation Circularity Capital Shark Solutions Snowball IM’s Impact Reports - Managing for Impact  Impact Management Project  IFC Impact principles  TCFD - Taskforce For Climate-Related Disclosure  SASB - Sustainability Accounting Standards Board Harvard’s impact weighted accounts Nigel Kershaw’s Impact Leaders Podcast episode Big Exchange Tickr Clim8invest Save The Children -------- Take action Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners Impact Leaders is produced by Podcast Publishing -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

New Series Today’s episode of IMPACT LEADERS is part of our new series called: “The Sustainable Investment Dilemma”  Looking into how industries can help address the Climate & Social Crisis, in particular the financial industry, taking on the opportunity to address the way it has financed the activities that have taken us to our current situation. I invite you all to visit our sponsor’s website at ILAandPartners.com or the YouTube channel to watch the first video interview on this paramount subject and launch of this series. About this Episode To start our new series we have very special guests, Peter Wuffli, PhD, and Professor Vanina Farber, PhD, Founder and Chairs of the elea Foundation and the IMD elea Centre for Social Innovation. They are also the co-authors of the newly published book “THE elea WAY: A Learning Journey Toward Sustainable Impact”, which they are presenting and discussing during our conversation. FREE GIVE AWAY Get a digital copy of The elea Way Book - Send us a message via CONTACT US page with Subject Line: The elea Way . ***Limited copies*** So hurry! Professor Vanina Farber, PhD, is an economist and political scientist with 20 years of teaching, researching, and consultancy experience. She holds the elea Chair for Social Innovation at IMD. Previously, Vanina was Dean of the Graduate School of Business and Associate Professor at Universidad del Pacífico in Peru. Peter Wuffli, PhD, is a senior leader and entrepreneurial philanthropist. He is the Founder and Chairman of elea Foundation for Ethics in Globalization and the Honorary Chairman of IMD. Previously, Peter was a partner at McKinsey & Company, the CEO of UBS Group and the Chairman of Partners Group, respectively IMD. In 2015, he published the book Inclusive Leadership. The elea Way Book - The Learning Journey Toward Sustainable Impact The new book by Vanina Farber and Peter A. Wuffli summarizes insights from elea’s 15-year pioneering journey, from creating an investment organization, choosing purposeful themes, and sourcing opportunities, to partnering with entrepreneurs for impact creation. Elea Foundation Elea was established in 2006 with the purpose of fighting absolute poverty (i.e. less than USD 3 daily income) with entrepreneurial means. Elea is a philanthropic impact investor in the fields of agricultural value chains, informal retail and last mile distribution, employable skill building and digital solutions. Institute for Management Development (IMD) The Institute for Management Development (IMD) is an independent academic institution with Swiss roots and global reach, founded 75 years ago by business leaders for business leaders. Based in Lausanne Switzerland and Singapore, IMD has been ranked in the Top 3 of the annual FT’s Executive Education Global Ranking for the last nine consecutive years and in the top five for 17 consecutive years. Their MBA and EMBA programs have repeatedly been singled out among the best in Europe and the world. The tag line is Challenging what is and inspiring what could be.            Highlights: Since the term was coined in 2007, there is now $500 -700 billion committed capital to impact investing. Social entrepreneurs are supported by organisations such as Ashoka, Skoll World Forum, WEF, Leaders of Tomorrow. Social entrepreneurship and impact investing are the two trends coming together bringing inclusive capitalism to solve and innovative solutions. I am a strong believer that capitalism is something great. Capitalism should be the solution and not the problem. But I also say we should make capitalism more inclusive. Talented people today want to work in companies that pursue meaningful purpose. Public expects capitalism to be articulated in a new way. We can do well by doing good. Every wealthy family particularly the younger generation is interested in these topics The elea Center for Social innovation focus on bringing social entrepreneurs with corporates Covid - All 20 active ventures survived. It was a humbling experience working with entrepreneurs through the pandemic. The pandemic gave us much more urgency and momentum. There is bigger recognition that systemic risks that are tail risks with low probability could happen. The idea of the system is much more concrete and the idea of interconnectedness becomes clear. The Elea Way Book allows for self learning, it is a practical and hands on book from a pedagogical perspective. It is the book that brings together social entrepreneurship and impact investing Standing on the shoulders of others - Bill Braden and Andy Kuper Bill Braden - CEO and founder of Ashoka  - pioneer of social entrepreneurship Andy Cooper - Leapfrog, the first proof of an investment company that profit and purpose works. Fund managers should take a deeper look at impact. 3 phases of impact investment: $10k - Idea phase, competition $100k - Entrepreneur has to decide to fully commit, friends and family money not suffice. revenue of $0.5-2million - Not just concepts, building teams, working with government, 5-7 years Accion harnessing digital technology to create financial inclusion Examples of investments: InkaMoss - helping 6000 farmers, small farm holders in Peru Dharma Life - supporting entrepreneurship in 40,000 villages in India BagoSphere - providing digital courses to improve employability skills in The Philippines Encouraged to see that social entrepreneurship, impact entrepreneurship and corporates are coming together. “No hay mal. Que por bien no venga” - There are 100’s of methods but nothing that suited our purpose.  The elea Impact Measurement Method was developed for for measuring of impact on absolute poverty specifically for elea. This takes into account - factors and elea impact points/1000 Swiss Franc. Impact points serve 3 purpose: To set goals - how many impact point we want to achieve For comparability between ventures - capital allocation tool To communicate regular performance reporting Investors are not just competing for more impact points but internalising the impact,more than just seeing images. Quantifying impact helps the decision making process and applies theory of change. At some stage, in 5-10 years, impact becomes tradeable. These kinds of currencies become real currency and maybe blockchain will help us here to create markets with impact. When we look at impact it is still traded at a discount. My dream is that one day impact will be traded at a premium not at a discount. They are not called donors, they are called philanthropic investors who give us philanthropic investors. They become by being on the board, helping with strategy and risk management. It’s not about creating bigger institutions and organisations. It’s about how to build partnerships, how to build bridges across sectors. It’s about getting different type of organisations aligned. Collaboration in blended finance needs to be more agile. We are starting to see SDG funds of $500million with blended finance facilities.  Keys to leadership is intentional influence. Leadership needs to be ethical, be more horizontal than vertical, and is able to get things done and mobilise people around solving problems. We need to learn and be thorough. We have wasted a lot of money. Entrepreneurship is more critical and scarce now than money for impact investment.” Time Stamp: [0:02:40] Intro to Vanina and Peter [0:05:20] What is impact investing? [0:09:12] Are we facing a Sustainable Investment Dilemma? Capitalism [0:11:20] Making impact vs making profit  [0:13:56] UBS philanthropic arm brought in higher quality conversations with wealthy people [0:15:30] Spectrum of sustainable investing, impact and philanthropy [0:17:30] What is IMD [0:22:00] What is ELEA and why it was founded [0:24:00] Elea Center and social innovation [0:27:00] 10 years review and plan in 2016 [0:30:00] Launching a book in the pandemic in the summer of 2020 [0:35:00] The shift in urgency [0:36:40] Writing the book [0:40:00:] How to mobilise private capital, [0:43:30] The two trends of social entrepreneurship and impact investing [0:50:00] Practical and all inclusive book, limited give away [0:51:50] 3 phases of impact investments [0:54:30] Examples of elea investments [0:57:00] Transformation in corporations, How to pivot during COVID [0:58:45] “No hay mal. Que por bien no venga” [1:01:10] Mainstreaming of impact and social entrepreneurship  [1:02:30] elea Impact Measurement Method and Impact Points [1:06:00] Impact Performance Report [1:10:30] Performance of elea investments [1:16:00] Spectrum of capital  [1:16:45] Mindset of profit first or impact first [1:19:40] Impact aligned organisations, ecosystems [1:22:18] Blended finance is extremely promising but needs to be more agile [1:24:45] Vanina’s career [1:29:30] What is an impact leaders Useful links: Prof Vanina Farber Linkedin Peter Wuffli Linkedin Elea.org The elea Way Book: The Learning Journey Toward Sustainable Impact Inclusive Leadership: A framework for the Global Era book Elea Center for Social Innovation, IMD Skoll World Forum WEF Bill Drayton, Founder of Ashoka Andrew Kuper, Founder and CEO of Leapfrog Investments Accion - Harnessing digital technology to create financial inclusion Investment Companies InkaMoss BagoSphere Dharma Life Serco - Donor to Elea Accenture  IFC Uniliver Bill & Melinda Gates Foundation -------- Take action Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse. Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners Impact Leaders is produced by Podcast Publishing -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Thank You 2020, Welcome 2021! On this special year end episode of IMPACT LEADERS I just wanted to record a short message to thank each one of you - our guests, listeners and supporters.  It has been a challenging year indeed, so we are very grateful to everyone for investing your time to listen, engage and take action in your companies and working with us at ILA & Partners.  Together we have reached some significant milestones this year. We are humbled by simply being able to share with one person, the knowledege and best practices from some of the best investors in the market, but this year we managed to double the number of episodes we published and we reached over 18,000 downloads! And as for our audience: we are so pleased to see that we have an international reach, with close to 50/50 gender split, and quite a substantial younger crowd tuning in.  Thanks to all of you !  Also thank you for your feedback, positive reviews and private messages. They are always very encouraging ... so please keep them coming ! Finally, I wanted to take the opportunity to let you know that: Next year we will be announcing some new initiatives and plans to help you engage even more and continue supporting IMPACT LEADERS, in order to help scale Sustainable & Impact Investing faster and increase awareness about the SDGs. We are very excited about this but We cannot yet announce it, so stay alert. As you may already know, we continue to work on our vision at ILA & Partners and the launch of “ILA Funds”, and we are actively looking for partners, portfolio managers, distribution specialist, investors, and others with an interest in Sustainable & Impact Investing .  Please reach out if you would like to learn more, help, or work with us in some capacity.  So on behalf of everyone at the Impact Leaders podcast and ILA & Partners, we wish you a healthy and sustainably prosperous new year 2021 ! Thank you !  And God bless you all!  -------- Connect with JP Dallmann on Linkedin, Twitter, or Instagram. Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners How to incorporate SDGs into your business model - Fast Forward 2030 Impact Leaders is produced by Podcast Publishing -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Aquila Group is a leading investment manager in real asset solutions.  Its sustainable investment strategy focuses on investments in renewable energy, energy efficiency, infrastructure, residential real estate, green logistics as well as timber and agriculture.  Founded in 2001 by Dieter Rentsch and Roman Rosslenbroich as one of the first German alternative investment firms, Aquila Group currently manages EUR 11.2 billion for institutional investors worldwide (as of 31/03/2020). Lars Meisinger is Head of Aquila Capital’s international client advisory and corporate development. Prior to joining Aquila Capital in 2016, Lars was responsible for strategic product development at UBS Asset Management. He previously served as Chief Operating Officer at BlackRock Alternative Investors for the EMEA region. His long professional experience includes eight years in management roles at Man Group and senior positions at AXA Investment Managers in both London and Frankfurt. Lars holds a master's degree in economics from Maastricht University and a bachelor's degree from Johann Wolfgang Goethe University, Frankfurt. He is a Chartered Alternative Investment Analyst (CAIA). Alexander Lenz was recently appointed CEO Asia Pacific at Aquila Capita. He is based in Singapore and has worked in the renewable energy sector since 2007.   Prior to joining Aquila Group in 2020, Alexander was the CEO of Conergy where he focused on development and investment in solar PV assets, both utility scale and behind-the-meter C&I, across the Asia Pacific region.  Previously, when Conergy was part of a global group, Alexander was the CEO & President APAC, responsible for the group’s business in Asia Pacific and the Middle East, with a focus on project development, turnkey EPC contracting, and O&M of utility scale solar PV assets in the region.  Before moving to Asia, HE was Head of Corporate Development in Conergy’s headquarters in Hamburg.  Alexander was previously a consultant in the Restructuring and Corporate Finance practice of Roland Berger Strategy Consultants in Berlin and in the management consulting practice of Deloitte in Duesseldorf.  He holds a master’s degree in Economics from Maastricht University, in The Netherlands. Highlihgts: Our business focuses on real assets or essential assets, renewable energy, real estate, timber and agriculture. "We are moving the goalposts away from ESG steadily to impact in the future, where it's not only about compliance with environmental aspects, social and governance aspects." "... one of the very few independent investment managers in Germany, and in operation for 20 years, is in my view, a strong indication of the vision that the two founders set out Roman and Dieter." “We want to bring to the table smart capital, as opposed to passive capital that is abundantly existing, but doesn't really get to the point.” There is an interest in investing in Asia. More institutional investors in the region are interested in increasing exposure to renewable energy and sustainable investments. We support by not just creating our own renewable energy offering but by helping create a broader universe of offering for renewable energy that benefits everyone. The renewable energy market is constantly changing you need to stay ahead, stay intellectually curious and have the ambition to analayse the market and create sound investment decisions. Time Stamp: [06:36] What is sustainable and impact investing? [09:19] What does Aquila Capital do? [15:59] What makes Aquila different  [19:13] Exploring new markets in APAC  [19:44] Future plans and vision for Aquila Capital in APAC [23:00] Investment fund between APAC and Europe   [25:09] Aquila model in managing relationship with stakeholders [26:27] Reasons to list Aquila Fund in the London Stock Exchange [28:43] Advices to beginners about ESG and understanding their professions [33:21] Aquila fundamentals on CO2 emissions and performance [35:39] Alex and Lars thoughts on achieving the Paris climate Targets [38:59] Future Global Climate and R&D 100 Groups [46:23] Future focus of Aquila Capital  [49:58] Alexander Lenz’ career move from Europe to APAC [53:32] Call to action Useful links: Lars Meisinger https://www.linkedin.com/in/lars-meisinger-b8b477b4/ Alexander Lenz https://www.linkedin.com/in/alexander-lenz-04899b22 Roman Rosslenbroich https://www.aquila-capital.de/ueber-uns/geschaeftsfuehrung Dieter Rentsch https://www.aquila-capital.de/ueber-uns/geschaeftsfuehrung Christine Brockwell https://www.linkedin.com/in/christine-brockwell-755b014 Aquila Capital https://www.aquila-capital.de/ Group Companies: http://alceda.lu/ https://www.klima-invest.de/ The Aquila Capital Transformation Award  ESG Reports http://www.aquila-capital.de/en/responsibility/esg-reports Ratings and labels http://www.aquila-capital.de/en/responsibility/ratings-and-labels GRESB - The Global ESG Benchmark for Real Assets https://gresb.com/ Aquila White Papers - http://www.aquila-capital.de/en/press/whitepaper Aquila White Paper: Energy Efficiency - The First Fuel  Aquila European Renewables Income Fund Plc - Website Aquila European Renewables Income Fund Plc - LSE BMW Sustainability Report  R&D 100 Awards https://www.rd100conference.com/ APAC Infrastructure Forecast Report by PwC  How Much Power is 1 Gigawatt? In 2018, world total electricity final consumption reached 22,315 TWh -------- Connect with JP Dallmann on Linkedin, Twitter, or Instagram. Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners How to incorporate SDGs into your business model - Fast Forward 2030 Impact Leaders is produced by Podcast Publishing -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

Ben Constable-Maxwell is Head of Sustainable and Impact Investing at M&G Investments, leading the strategy on impact investing as well as covering sustainability issues such as climate change and the circular economy.  He has been central to the development of ESG integration within M&G’s investment processes and has supported the development of ESG solutions for clients across asset classes.  Ben plays an active industry role as a member of various sustainable and impact investment initiatives, interacting with companies, policymakers, NGOs and other investors. He is a Trustee at Firefly International youth organisation, which provides educational and mental health support for young people in conflict-affected areas in the Balkans and Middle East.  Previous to joining M&G in 2003, Ben spent four years with the Equities team at Invesco Perpetual.  He has an honours degree in Classics from the University of Newcastle-upon-Tyne. Highlights:  “We have a responsibility to integrate ESG across our suite of investments and asset classes” If you think about the the issues that drive performance, the issues that really can cause major blow ups, often they're ESG related. Data breach, oil spills, falling faul to a major diversity and inclusion related scandal are all things that can hit the reputation and bottom line of consumers. We just think you have to take into account all these risk whether ESG funds or not, right across all $350B assets. “We have a suite of ESG funds that covers different asset classes. Over the last 10 years, in particular the past 4-5 years, the ESG integration programs across M&G started in equities and fixed income, but is now broadening out to all asset classes on behalf of clients. All of them now say they embrace and integrate and ESG approach.” We have to and our clients wants specifically designed funds with clearly articulated ESG integration programmes  Impact financing fund - Private debt investments in liquid debts investments that have a net positive impact such as social housing, energy efficiency and green buildings, renewable energy infrastructures ESG needs to be managed and communicated just as how the risk function has evolved over the past 10-15 years. There is expectation from clients that ESG is an important part of the process. It’s not just the ESG team, it has to come from the leadership. Companies are not just seeing this as a leadership issue, they are seeing this as a survival issue. Shifting from competitive, moated competitive advantage thinking to a open-minded, supportive, collaborative approach. Mindset shift in healthcare sector with Covid - the role is not just to protect your IP and generate super normal returns but to provide healthcare and save lives. M&G Triple “I” framework: Investment, Intentionality, Impact. Investment: sustainable business models, good company, long-term. Intention comes from purpose, clarity of purpose and authenticity. Examples of KPIs - Millions of tons of greenhouse gas saved, avoidance of virgin material and use of virgin forest. Millions of trees saved, millions of people accessing financial services in underserved communities. Move from a shareholder primacy perspective to a stakeholder responsibility perspective. A company should genuinely be thinking about its responsibilities to all stakeholders and future generations. Impact adjusted accounting approach - we need a new accounting system for the 21st century. Collaboration is at an all time high, to navigate the complexity of changes and behaviours we need.  Time Stamp: [03:00] What is sustainable and impact investing? [05:00] What does M&G do? [10:00] ESG issues and integration programs [12:00] Positive impact fund [15:00] ESG as an ongoing process [20:00] Evolution of risk functions and ESG [22:00] Internal asset owner and leadership expectation  [26:00] Oil and gas, BP, Climate Action 100 [28:00] Measuring impact and “Triple I” framework [35:00] Competitive markets, collaborations and partnerships [38:10] Redesign capitalism [41:00] Stakeholder capitalism, behavioural change and leaders [42:00] The purpose of a company [46:23] Are we at an inflection point? Authentic and ethical? [48:00] Call-to-action Useful link: Ben Constable Maxwell - https://uk.linkedin.com/in/ben-constable-maxwell-593b9b12b M&G Global Positive Impact Fund https://www.mandg.co.uk/adviser/funds/positive-impact-fund/gb00bg884724/ John William Olsen - https://www.linkedin.com/in/johnwilliam Thembeka Stemela Dagbo - https://www.linkedin.com/in/thembeka-stemela-dagbo-78aa3a2a Veronique Chapplow - https://www.linkedin.com/in/veronique-chapplow-1b544a12 Richard Sherry https://uk.linkedin.com/in/richard-sherry-94b58668 Climate Action 100 Plus - http://www.climateaction100.org/ The Impact Management Project - website GIIN https://thegiin.org/ GIIN IRIS+ framework - video  The Investment Association - website The Global Reporting Initiative + The Global Reporting Standards - website SASB George Sarafeim, Harvard Business School, Impact Weighted Accounts UN Principle for Responsible Investment - PRI Big Four ESG reporting framework standards. Deloitte + Ernst & Young  + KPMG + PwC -------- Connect with JP Dallmann on Linkedin, Twitter, or Instagram. Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners How to incorporate SDGs into your business model - Fast Forward 2030 Impact Leaders is produced by Podcast Publishing -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

On today’s episode we are doing something different: we are sharing with you a session that I called “The Sustainable Investment Dilemma”, a conversation I hosted as part of The CogXtra weekly event series, covering in this opportunity the subject of “Sustainable Business – How Industry is addressing the Climate Crisis”. In our case, the financial industry. As my co-panellist I brought together two guests: Amy Clarke, who is Co-Founder & Chief Impact Officer of Tribe Impact Capital, and  Troy Mortimer, who is Responsible Investment and ESG Advisor at ILA & Partners.  If you did not know them already, I highly recommend that you also listen to the individuals episodes we recorded previously. You can also read her Bios at the end of these notes.  As part of the event I also shared a short Video introduction to the recently launched film “Our Planet: Too Big To Fail”, which is a 42-minute film that explores the risks of inaction, the impact of investing-as-usual, and the role the finance sector can play powering a sustainable future. I wanted to bring this to your attention to ask you to watch it and share it, so we can all take proactive actions! You can watch the video on ILA & Partners’ website - Media section: http://bit.ly/ILAmediaV I also thought this is relevant to set the tone ahead of our conversation, but most importantly, I wanted to shine the light on one of the best tools we have to create awareness and understand how interconnected the industry is to every part of society and the world at large. Please note that we had a couple of technical challenges that were all resolved during the first few minutes, but I wanted to make sure you had access to this valuable content. Enjoy !  Highlights: “If we can create a much healthier relationship with our wealth, and the purpose of our wealth, then actually we should be able to fix, repair, increase resilience, and ultimately regenerate the relationships with each other and with nature.” Amy Clarke 50th anniversary of Milton Friedman's seminal essay that was penned and then printed in the New York Times Magazine “there is a real sense that the values and belief systems upon which we have built this global finance system aren't right, they're not fit, they're not robust.” There is the rise of the BCorp movement and the use of BLab tools during the lockdown has risen exponentially. “Impact investing is about helping wealth holders reconnect with the purpose of their wealth. The word wealth comes from two old English 13th century old English words, meaning well being, we've lost the well being and wealth along the way. And it's become singularly focused on financial performance.” Amy Clarke “I see this as a behavioral inertia challenge. Financial institutions are comprised of individuals, we need to look at how we incentivise these individuals, how we are rewarding them and how we associate value with their actions.” Troy Mortimer We can transition not all but a lot of companies through to becoming a force for good. “We need a just transition, quickly and effectively where finance, regulation and policy play a role. We need a carrot and a stick.” Troy Mortimer How do we move beyond (Only) preaching to the converted? The later we leave it, the steeper the transition is going to be - Mark Carney The more we pushback regulation deadlines, the more uncertainty it creates. Ultimately, its better to takes the operational learnings in Covid and behaviour change and apply it to compliance and regulation. Bernard Looney, CEO of BP, a different style of leadership. Moving away into a more human style of leadership. We need to use AI to help change behaviours in the right direction. Passive ESG funds should be able to demonstrate intent. Its important to populate the empirical evidence and convince the skeptics of the economic data with the language that they know. “We have outperformed the benchmarks. There is more than enough data to show that these type of investments are resilient on up and down cycles, which is why we are seeing huge flows into ESG.” Amy Clarke “As a bellwether for market sentiment, its phenomenal, because we can now see everybody is looking for safe harbours and safe harbours of businesses with these kind of resilience built in.” “Investors should be thinking - Well, I understand that there is some volatility right now, but in the mean time, I’m investing for something larger. What you wil see is that over the long-term, it starts to come back in financial returns.” Troy Mortimer As Tim Geithner said, at least in relation to the US financial crisis and how they had resources large enough to do anything about that crisis , but I think financial resources will not be enough in relation to the Sustainability challenge we face. And we will not have time to react and fix things. But we must be proactive. JP Dallmann Timestamps: [2:56] Who is Amy Clarke [03:38] Who is Troy Mortimer [7:30] Can the finance sector be a force for good? What is required for this to happen? [10:40] Behavioural inertia and rethinking what we value [13:10]  Orsted energy from black energy to post IPO as a predominantly green energy company  [16:50] Preaching to the converted and reporting Positive/Negative Impact  [21:40] The complexity of the Sustainable Energy supply chain [25:30] Investing in oil & gas and clean energy  [30:00] Using data and AI to create behaviour change  [34:00] The mistrust created by media and digital [37:00] Passive ESG funds vs Active investing [44:20] Make Money and Global tax infrastructure [46:00] We need to be proactive - Financial resources are not enough Useful links: Amy Clarke on Linkedin Amy Clarke on Impact Leaders Troy Mortimer on Linkedin Troy Mortimer on Impact Leaders Saker Nusseibeh CBE of Federated Hermes on Linkedin Saker Nusseibeh on Impact Leaders BCorp https://bcorporation.uk/ CogX https://cogx.co/ Orsted https://orsted.com/en Microsoft’s commitment  Outrageous Optimism Podcast by Cristina Figueres https://globaloptimism.com/podcasts/ Bernard Looney, CEO of BP - podcast episode Solitaire Townsend, Cofounder of Futerra on Sex, Status and Sustainability - podcast Make My Money Matter  Client Earth  Tim Geitner PANIC : The untold story of the 2008 Financial Crisis, by HBO Notorious RBG - Ruth Bader Ginsburg https://en.wikipedia.org/wiki/Ruth_Bader_Ginsburg Our planet video series - https://www.ourplanet.com/en/ OUR PLANET: TOO BIG TO FAIL - https://www.wwf.org.uk/updates/our-planet-too-big-to-fail Harvard Business School Impact-Weighted Accounts Big Four ESG reporting framework standards. Deloitte + Ernst & Young  + KPMG + PwC rethinking capital on LinkedIn -------- More about the guests - Bios: Amy Clarke Amy Clarke is Co-Founder & Chief Impact Officer of Tribe Impact Capital ("Tribe"), an award-winning wealth management firm and B Corps dedicated in its entirety to advising and managing private and institutional wealth for impact.  Tribe is the first of its kind in the UK, and works with like-minded clients impassioned to use their wealth to manifest the positive social, environmental and economic changes in the world they wish to see in line with their own financial needs. They do this by adopting the Paris Climate Accord and the UN Sustainable Development Goals (UNSDGs) as their impact 'North Stars'. They are on a journey to be Net Zero across Scope 1, 2 and 3 emissions by 2025 having declared a Climate Emergency in their business in September 2019. Amy sits on the board of B Lab UK & Big Issue Invest. She is also an Advisor to the Ocean Plastics Leadership Network and sits on the Development Council of the Future Fit Benchmark - the new benchmark for investors and companies driving towards a future fit world - and the Steering Committee of the Global Ethical Finance Initiative (GEFI).  e: amyc@tribeimpactcapital.com Troy Mortimer Troy Mortimer is a Responsible Investment & Sustainability expert and is Responsible Investment and ESG Advisor at ILA & Partners. He has worked globally across multiple industries, primarily asset management, over the last 20 years with KPMG.  Most recently, Troy led the UK Sustainability and Responsible Investment practice.   Troy has extensive knowledge and experience relating to governance and risk, due diligence, engagement, assurance reporting and responsible investment / ESG practices to sustainability related conversations at companies and with investors. e: TMortimer@ilaandpartners.com JP Dallmann JP Dallmann is an award-nominated Sustainable & Impact Investing (S&II) Advisor, Champion, and Thought Leader, with over 20 years experience in the Financial Services Industry, as a Banking Executive and Advisor at major institutions such as HSBC, RBS, and PwC.   JP is the CEO of ILA & Partners, helping Investment Managers to transition into and scale Sustainable & Impact Investing, and has developed a proposition to launch ILA Funds - The investment management firm focused exclusively on S&II - to provide investors with the opportunity to achieve market returns while creating a net-positive impact.   He advises several executives, companies and organisations on S&II, and supports various initiatives to raise awareness about the SDGs, including the Impact Founders community, which he co-founded, and Fast Forward 2030, where he is a Board Member. JP is also the host of the renowned Impact Leaders Podcast, a contributor on Forbes.com, and participates as host and panelist at relevant events, partnering with key figures and major organisations to share best practices and inspire others to push the important agenda of Sustainable Finance. e: JP@ILAandPartners.com -------- Connect with JP Dallmann on Linkedin, Twitter, or Instagram. Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners How to incorporate SDGs into your business model - Fast Forward 2030 Impact Leaders is produced by Podcast Publishing -------- Im