DiscoverSRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing
SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing
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SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

Author: Scott Arnell

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SRI360 explores how professional and institutional investors use impact investing and sustainable finance to shape real-world outcomes.

Each episode features an in-depth conversation with a leading investor in public or private equities, public or private debt, venture capital, or real assets.

We focus on the mechanics of investing: how strategies are designed, how capital is allocated, how impact is achieved and measured, and where incentives succeed, or fail, within asset-owner systems.

If you want clear, honest insight into the future of sustainable & responsible investing from the people shaping it, this show is your competitive edge.   

Learn more at SRI360.com.

124 Episodes
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What happens when sustainability strategies fail to address real climate risk and long-term investment outcomes? In this episode of SRI360, I am speaking with Laura Ortiz Montemayor about impact investing, climate risk, and regenerative finance, and why sustainability alone may no longer be enough for investors focused on long-term value creation. Drawing from Laura’s experience in traditional finance and her work building regenerative investment strategies in Latin America, the conversation ...
The biggest risk investors face right now isn’t just climate change, geopolitics, or emerging-market volatility. The real threat in impact investing is inertia. Capital stays in familiar places because big asset owners can get satisfactory returns elsewhere. So, unless incentives and information change, inertia wins. This episode is about why social investment keeps getting stuck, even when good people across government, finance, and communities are trying to do the right thing – and what act...
Agrifood and AgTech investing in Latin America is still widely misunderstood. That gap between perception and reality is creating real opportunity for patient, specialized investors who understand agriculture as a long-term operating business, not a short-cycle investment theme. Volatility here is often mistaken for weakness. But as this conversation makes clear, agribusiness has kept growing through recessions, pandemics, and political transitions. In many cases, it’s been one of the most re...
Catalytic capital is often described as concessional capital, sometimes accepting lower returns. But this framing overlooks what matters most. In practice, catalytic capital steps in first, absorbs the risk others can’t, and makes institutional capital comfortable enough to follow. If you’re involved in capital allocation, this matters because catalytic capital isn’t about charity. It’s about structuring risk so institutions can invest in assets they normally couldn’t because of regulatory an...
Forestry is often treated as just timber production. But in this 2-in-1 compilation about sustainable forestry, you’ll hear a different way of thinking. One that looks beyond timber to carbon, biodiversity, water, and resilience. I revisit key moments from two earlier episodes that look at sustainable forestry as a serious investment strategy and a practical example of nature-based investing. They show how forests can deliver competitive returns, hedge inflation, and reduce portfolio risk whi...
The apparel industry is a $3 trillion market. But a massive share of what it produces goes straight to waste. That combination points to mispriced inputs and broken systems. And to real opportunities for circular economy solutions that work on both the business side and the environmental side. In this end-of-year gift to listeners, I'm revisiting a conversation that shows where to look for investment opportunity: at overproduction, reverse logistics that don’t work, and at a system where bran...
Green bonds sound simple until you try to separate the real ones from the 50 shades of green flooding today’s market. This episode offers an insider framework to distinguish credible green bonds from greenwashing, understand what real additionality looks like in fixed income, and make more confident capital-allocation decisions in a label-driven market. It revisits early conversations with Marilyn Ceci and Romina Reversi, leaders who helped build the green bond market before sustainable finan...
Blended finance is making hard deals in emerging markets investable. It drives real infrastructure development where capital markets are thin. And when the work involves emergency aid and building businesses, you need someone who’s seen how money really works in emerging markets. Few people know how to make those pieces fit together better than my guest today. Talmage Payne has spent three decades proving that mission-first investing can deliver both measurable social impact and competitive r...
My guest is Mark Kahn, Managing Partner at Omnivore, a $295 million venture capital firm investing in startups across agriculture, food, and the rural economy in India, focused on climate risk resilience. In this episode, we talk about how venture capital can be redesigned to fund climate adaptation in the real economy, and still deliver real returns. Mark shares what he’s learned from over a decade investing in agritech and climate adaptation in India, and why institutional investors continu...
Richard Brandweiner, Chair of Impact Investing Australia and a longtime institutional investor, joins the show to discuss the realities of impact investing at scale. He reflects on universal ownership, system-level risks, blended finance, and what it truly takes to align capital with real-world outcomes and fiduciary expectations. Richard shares lessons from leadership roles at Perpetual, Aware Super, LeapFrog, Pendal, and Regnan, and why hope isn’t a strategy when designing investment framew...
In this episode, I talk with Ron Homer – Chief Strategist for Impact Investing at RBC Global Asset Management, and one of the earliest architects of community development investing in the United States. Ron’s perspective was shaped in Bedford-Stuyvesant, where he watched a thriving neighborhood decline not because of its people but because mortgage support and investment disappeared. That experience set him on a five-decade mission to help redirect capital back into places that had been over...
My guest today is Eva Yazhari – General Partner at Beyond Capital Ventures and one of the most original thinkers in the world of impact investing. Trained on Wall Street, Eva left finance to found Beyond Capital, turning her expertise toward building impact-driven markets. Beyond Capital Fund was structured as a nonprofit, a 501(c)3 – not to do charity, but to meet the moment. She describes it as “almost like a Trojan horse” – a structure that made her approach more acceptable to early ...
My guest today is Jamie Friedland, a former U.S. Treasury trader turned sustainability analyst at AXA Investment Managers – one of the world’s largest and most active players in sustainable investing. He joined AXA Investment Managers – now part of BNP Paribas Group – in March 2022. Within the group, BNP Paribas Asset Management oversees over €716 billion in assets, while the broader platform manages around €1.5 trillion globally. Approximately 90% of listed assets are classified under Articl...
My guest today is Laura Segafredo – Chief Growth Officer at NatureAlpha, and a systems thinker who’s spent the last twenty years connecting science, policy, and capital to build tools that help finance face the realities of the climate crisis. Laura began her career as an energy economist in Europe and California, contributing to major climate policy efforts like the Paris Agreement. She then spent nearly a decade at BlackRock, where she helped transform ESG from a niche concern into a $500 b...
My guest is Nidhi Chadda, founder and CEO of Enzo Advisors – a female- and minority-led sustainability and climate advisory firm that helps companies and investors integrate ESG factors into strategy and performance. She’s a former Wall Street portfolio manager who believes ESG isn’t about politics – it’s about disciplined risk management and long-term value creation grounded in data. Before launching Enzo, Nidhi built a career that spanned investment banking, consulting, and asset management...
My guest today is Michael Etzel – a partner at Bridgespan, and one of the key architects behind a shift that’s still unfolding: the effort to bring hard-nosed analytical discipline to a field once seen as closer to charity than capital. Michael came to this work from the social sector, back when “impact investing” wasn’t yet a defined field. At Bridgespan, he began advising philanthropists and foundations – and over time, that work expanded to include some of the world’s largest asset manager...
Return drivers in impact venture capital are changing fast. And today's guest Daniel Izzo is at the forefront of that shift. Daniel is the co-founder and CEO of Vox Capital Brazil’s first impact venture capital firm. He’s shown that mission-driven startups serving low-income populations can deliver both strong risk-adjusted returns (including a 40% IRR in one fund) and true social justice. In this episode Daniel explains why financial inclusion is the fastest-growing opportunity in Latin Am...
Blended finance is what makes the hardest deals in emerging markets investable. Nick O’Donohoe knows this better than most. As the former CEO of British International Investment, he helped deploy billions into infrastructure, healthcare, and manufacturing across Africa and South Asia, using capital structures others considered too risky. In this episode, Nick explains how BII used blended finance to back high-risk infrastructure and essential services where commercial investors rarely go. ...
Stranded assets are turning up on balance sheets everywhere. And Mark Campanale saw the climate risk before anyone else did. As founder of Carbon Tracker, Mark helped expose how fossil fuel companies are valued on the assumption they’ll burn over $100 trillion worth of reserves… reserves that science says must largely stay in the ground. His team’s “Unburnable Carbon” report landed on desks at JP Morgan, BlackRock, and the Vatican, and kickstarted the global divestment movement. In this ep...
In this episode, I sit down with Jonathan Hirschtritt, who helped build and now leads sustainable and impact investing at GCM Grosvenor – an alternatives-only asset manager that’s been around for more than 50 years. The firm manages over $80 billion across the full spectrum of alternatives, including private equity, infrastructure, real estate, and credit. Within that, Grosvenor oversees roughly $28 billion aligned with sustainable investing, with a more tightly defined impact allocation acr...
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