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

<p>The SRI360 Podcast is focused exclusively on Sustainable & Responsible Investing ('SRI'), Impact Investing, ESG and Socially Responsible Investing. To learn more, visit SRI360.com. Each episode presents an interview with a world-class investor who is an accomplished practitioner from different asset classes in wide-ranging, long-form discussions. In each episode, we cover everything from each investor's early personal journey—and what motivated and attracted them to commit their life energy to SRI—to insights on how they developed and execute their investment strategies, what challenges they face today and much more. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from world-class investors. <br /><br />Past guests include Sir Ronald Cohen, GSG Impact ● Ashley Schulten, BlackRock ● Jenn Pryce, Calvert Impact Capital ● Marisa Drew, Standard Charter ● Kieron Boyle, Impact Investing Institute ● Alina Donets, LO Assets Managers ● Jed Emerson, AlTi Tiedemann Global ● Matt Patsky, Trillium Investment Management ● Sharon Vosmek, Astia ● Ben Rick, Social and Sustainable Capital ● Jean-Philippe de Schrevel, Bamboo Capital ● Karla Mora, Alante Capital ● Ron Gonen, Closed Loop Partners ● Anish Majmudar, M&G ● Stewart Langdon, LeapFrog Investments ● Philipp Mueller, BlueOrchard ● Lucy Mortimer, Archipelago Ventures ● Mitch Reznick, Federated Hermes ● Mark Dowding, BlueBay Asset Management ● Stefano Bacci, Ambienta ● Ben Guest, Gresham House Energy Storage Fund ● Adam Swersky, Social Finance ● Asha Mehta, Global Delta Capital ● Marilyn Ceci, JP Morgan ● Charlotte Kaiser, BTG Pactual TIG ● Martin Berg, Climate Asset Management ● Liesel Pritzker Simmons, Blue Haven Initiative ● Chris Ailman, CalSTRS ● Maya Chorengel, TPG-The Rise Fund ● Rochus Mommartz, ResponsAbility ● Ingrid Kukuljan, Federated Hermes ● Nancy Pfund, DBL Partners ● Jonathan Maxwell, Sustainable Development Capital ● Michele Giddens, Bridges Fund Management, and many more.</p>

Green Bonds 101: Two Women Who Built the Market from Scratch

Green bonds reshaped parts of sustainable finance and placed transparency and disclosure at the core of fixed-income markets. Although they didn’t change credit risk they managed to change how investors evaluate credibility, disclosure, and intent. This 2-in-1 compilation revisits two earlier conversations about the early days of green bonds, when issuers and investors were still figuring out how the product worked. This was before sustainable finance went mainstream. In that period, climate ...

12-16
01:04:55

How Blended Finance Powers 8% IRR in Emerging Market Utilities

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...

12-09
01:22:16

Venture Capital’s New Frontier: Why India Wins in AgriTech, Rural Fintech, & Climate Resilience

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...

12-02
01:25:38

Why Impact Must Become Finance’s Third Axis: Rethinking Returns, Risk, and Responsibility

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...

11-25
01:49:29

Affordable Housing & High Returns: How RBC’s Stable-Prepay Mortgage Portfolios Deliver Alpha and Community Wealth (#113)

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...

11-18
01:21:26

The Contrarian Bet: Why Investing in India & Africa is "Less Risky Than Silicon Valley VC" (#112)

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 ...

11-11
01:32:51

50 Shades of Green: The €850+ Billion Logic Behind AXA’s Investment Approach (#111)

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...

11-04
01:18:21

Double-Dividends from Nature-Risk: Using Geospatial Data to Pinpoint Hidden Alpha in Global Portfolios (#110)

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...

10-28
01:56:22

Sustainability 2.0: How Growth Investors Unlock Hidden ROI from ESG Metrics (#109)

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...

10-21
01:11:13

Moving from IRR to IMM: Investing Based on the Impact Multiple of Money | Michael Etzel, Bridgespan (#108)

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...

10-14
01:48:01

40% IRR & Social Justice: How Vox Built Brazil’s 1st Impact Fund Scaling Solutions for the Base of the Pyramid (#107)

My guest today is Daniel Izzo, co-founder and CEO of Vox Capital – Brazil’s first impact investing firm. When Vox launched in 2009, the term "impact investing" barely existed in Latin America. There was no roadmap, just a few people who believed business could do more than serve the top of the pyramid. Daniel teamed up with Kelly Michel, co-founder of Artemisia, an accelerator for social entrepreneurs. Kelly introduced him to Antonio Ermírio de Moraes Neto, a young investor from one of Brazil...

10-07
01:37:42

Accidental Father of Impact: Nick O'Donohoe on Leading BSC, BII & Building Investability in Emerging Markets (#106)

My guest today is Nick O’Donohoe CMG – former CEO of British International Investment, co-founder of Big Society Capital, and one of the early figures to frame impact investing as a financial discipline. Nick spent nearly three decades in global banking – first at Goldman Sachs, then at JPMorgan, where he rose to become Global Head of Research. When the crisis hit in 2008, Nick left JPMorgan to explore whether finance could be used to serve people who had never been served by it at all. Th...

09-30
01:34:56

The Terrifying Math of Stranded Assets: Why Oil & Gas Valuations May Be Off by $100+ Trillion | Mark Campanale (#105)

In this episode, I sit down with Mark Campanale, founder of Carbon Tracker and Planet Tracker, best known for introducing one of the most disruptive ideas in climate finance: the carbon bubble. Mark’s journey began in his 20s, crossing the Sahara and working in a famine camp, where he first saw how capital, policy, and poverty were deeply linked. After years supporting fair-trade cooperatives in East Africa, he shifted to sustainable finance in London, co-launching the Jupiter Ecology Fund an...

09-23
01:40:58

$28B and Counting: Inside Grosvenor’s Returns-First Impact Approach to Scaling Sustainable Capital Across Private Markets | Jonathan Hirschtritt (#104)

In this episode, my guest is Jonathan Hirschtritt, Head of Sustainability & Investment at GCM Grosvenor – a leading global alternative asset manager for more than five decades. The firm manages over $80 billion across the full spectrum of alternatives and has built one of the most comprehensive impact and sustainability investing platforms in private markets. In 2017, Grosvenor brought Jonathan in to work on strategy and operations, later moving into the role of Deputy COO. Four years lat...

09-16
01:46:15

Scaling Global South Startups: Lessons Learned From Mercy Corps' Bold Strategy | Tim Rann (#103)

In this episode, my guest is Timothy Rann, Managing Partner of Mercy Corps Ventures. He leads what is likely the only venture capital fund in the world to have emerged from within a humanitarian NGO. When the fund was first created, Mercy Corps itself was a $600 million-a-year organization working in more than 40 conflict and climate-stressed countries. After years of building businesses in fragile markets such as Cambodia, Vietnam, and Afghanistan, he and his wife moved to Jakarta, where he ...

09-09
02:23:09

Where Nature Meets Capital: 3 Leaders Turning Nature Into a Real Asset Class (#102)

Most investors now accept that climate risk is financial risk. But what about nature loss? What about the fact that half of global GDP is tied to the natural world – from soil health to pollination to forest carbon – and yet almost none of that value is priced into markets? If climate was the first wake-up call, nature is the second. In this 3-in-1 compilation, we revisit past episodes with investors at the forefront of this shift. Each one is building strategies to bring natural capita...

09-02
02:02:57

How Social Bonds Are Shaping the Future of Impact Investing (#101)

The traditional view of bonds focuses only on financial returns. But social bonds turn that model on its head by aligning capital with solutions to pressing social challenges. Social bonds link financial success directly to positive societal change. Across these 3 conversations from past guests of the SRI360 podcast, a common thread emerges. When you design investment strategies to solve real problems and hold yourself accountable for the outcomes, you can unlock new sources of alpha, resilie...

08-26
01:34:25

Renewables Alone Won’t Work: The 2 Missing Pieces in the Net Zero Energy Puzzle (#100)

We’ve spent decades talking about the shift to renewables – building more wind, more solar, more clean energy capacity. And that’s important. But it’s also only half the story. Because once that energy is generated, what happens next is where things start to get complicated – how it's stored, how it's moved, and how much of it actually gets used. Right now, the answer to that last question is… not much. In fact, the majority of global energy still gets lost before it ever reaches an end user....

08-19
01:34:39

The Collision of Healthcare & Tech: Where Innovation Meets Patient Impact & Market Returns (#099)

Healthcare is filled with breakthrough claims. But most of what gets funded doesn’t make it anywhere near a hospital ward, a low-income patient, or a parent juggling three jobs. The gap between what’s possible and what’s actually useful is real, and these two investors are trying to close it. This week, we revisit two conversations with fund managers who are focused on problems that actually matter: the rising cost of care, the complexity of getting it, and the systems that still leave too ma...

08-12
01:24:52

Tech for Good: 3 Innovators Building Tech for People, Planet, and Purpose (#098)

What do an AI-powered investment engine, a grassroots organizing platform, and a nature-tech-focused VC have in common? They’re all built on the conviction that technology should be in service of real-world problems – not just market efficiency or shareholder return. And increasingly, investors are stepping up not only to fund that kind of innovation, but to actively shape it. In this 3-in-1 compilation, we revisit past episodes with investors who are doing exactly that: using capital to stee...

08-05
01:42:55

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