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America [19:05] “Invisible” assets and 100 years of economics [21:53] The distribution of water and its uses [24:27] Out-of-date water infrastructure [29:09] Identifying and measuring impact [30:30] Methane is worse than CO2  [31:30] Investment horizon  [32:09] Technological perspective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.

Impact Leaders - Impact Investment and Performance with Purpose

55: Water Diamond: No water, No life, No substitute

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. 

56: RethinkX: Complex systems change in rapid & radical equilibrium transformation

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. 

54: How to Become an Impact Leader with JP Dallmann & Guest Host Ken D. Foster

 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.

53: How to Understand Impact Investment & Wealth Management in the Simplest Terms

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.

52: How to Become an Impact Investment Leader with JP Dallmann & Guest Host Anca Novacovici

Renato Mazzola is the managing partner of BTG Pactual and part of BTG Pactual Partners’ Committee. With more than twenty years of experience in the investment industry (including time at the Inter-American Development Bank and JP Morgan), he brings expertise in economics, capital markets, and international relations. He 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 has paid off: BTG Pactual has been consistently recognized since 2016 with 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).SummaryWhat 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 scene,  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 behind European and North American markets, but this also means many opportunities for impact funding True test of “best practice” is about cultural DNA, not just observable behaviour 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 investingUseful links Renato Mazzola linkedinBTG 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 InvestorsBNAmericas article - BTG Pactual snags 58% of Oi’s fiber business for US$2.3bn Call-to-actionsConnect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse We’re looking for three founding sponsors! Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners Impact Leaders is produced by Podcast Publishing 

50: Renato Mazzola of BTG Pactual: Latin America is Primed and Ready for Sustainable & Impact Investing

 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.

51: Rediscovering Eden: Upending the World Order with Sir Tim Smit

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 PodcastsPart 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 HarperSPI CapitalSimon Bond of Columbia ThreadneedleULI Greenprint net zero 205017Africa.com Gerrit HeynsSchroders, Lexicon Bracknell - Regenerative townLaSalle: Investing in our future - Sustainability Blue OrchardDr Patrick ScheurleConduit ClubNXT Tec Building Technology - AustraliaReportsSchroders: Impact Investing in Real EstateArticles Deep impact: a guide to real estate impact investingUK social housing: Investment case stacks up for institutional investors DocumentariesBILL GATES 60 mins interview  Jakarta Is Sinking  Become a Founder Sponsor & Impact LeaderThe 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 ProgrammeWe 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 actionConnect 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. 

49: How To Invest Sustainably in Real Estate? with JP Dallmann on Anna Clare Harper's The Return - Property & Investment Podcast

Craig Cogut | Founder, Chairman & CEO | Pegasus Capital AdvisorsCraig 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 AdvisorsPatrick Scheurle LinkedinPatrick Scheurle on Impact Leaders Episode 25Green Climate FundThe Subnational Climate Fund (SCF) announcement The Spectrum of Capital  R20IUCNGina McCarthyExtra Information + Latest updates & interviews:Visit our YouTube channel for upcoming Video of this interviewUS climate envoy supports “indispensable” GCF role during climate forum The Climate Finance Opportunity in Developing Countries: How the Green Climate Fund Delivers Climate ActionBecome a Founder Sponsor & Impact LeaderThe 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 ProgrammeWe 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 actionConnect 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.

48: Craig Cogut of Pegasus Capital: Climate Funds and Nature Based Solutions

 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 RegnanRegnan 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-actionUseful 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 LandsownSFDR - Article 9 - Forbes article by JP Dallmann FT article; HSBC avoids revolt by investors pressing for cut in fossil fuel loans --------Take actionConnect with JP Dallmann on Linkedin, Twitter, Instagram and ClubhouseContact 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.

47: Tim Crockford of Regnan Equity Impact Solutions: The Future Belongs To Everyone

 The new SeriesToday’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 ClubIf 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 IMSnowball 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 StTaylor Family FoundationCircularity CapitalShark SolutionsSnowball IM’s Impact Reports - Managing for Impact Impact Management Project  IFC Impact principles  TCFD - Taskforce For Climate-Related Disclosure  SASB - Sustainability Accounting Standards BoardHarvard’s impact weighted accountsNigel Kershaw’s Impact Leaders Podcast episode Big ExchangeTickrClim8investSave The Children --------Take actionConnect 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.

46: Disrupting The Status Quo - Daniela Barone Soares of Snowball Impact Management

 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 AWAYGet 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 ImpactThe 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 FoundationElea 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 leadersUseful links:Prof Vanina Farber Linkedin Peter Wuffli Linkedin Elea.orgThe elea Way Book: The Learning Journey Toward Sustainable ImpactInclusive Leadership: A framework for the Global Era book Elea Center for Social Innovation, IMDSkoll World ForumWEF Bill Drayton, Founder of Ashoka Andrew Kuper, Founder and CEO of Leapfrog Investments Accion - Harnessing digital technology to create financial inclusionInvestment CompaniesInkaMossBagoSphereDharma Life Serco - Donor to Elea Accenture IFCUniliverBill & Melinda Gates Foundation --------Take actionConnect 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.

45: Vanina Farber & Peter Wuffli | “THE elea WAY: A Learning Journey Toward Sustainable Impact”

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 (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business model - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/) -------- 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.

44: Thank You 2020, Welcome 2021!

This podcast features Leaders focusing on Sustainable & Impact Investment and Performance with Purpose, supporting the companies that are solving the world’s biggest challenges. Hosted by JP Dallmann, it shares their stories, messages and advice to increase awareness about impact leadership, investment and performance with purpose. Impact Leaders is brought to you by Fast Forward 2030 and realchangers. Visit fastforward2030.com to learn how to include the Global Goals into your business models & realchangers.com to find talent & careers with impact.

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