54 min

Mark Campanale - Sustainability, Planetary Boundaries, and Changing Capitalism Impact Leaders - Sustainable & Impact Investment and Performance with Purpose

    • Investing

Mark Campanale is an award winning Sustainable Investment expert, the Founder & Executive Director of the Carbon Tracker Initiative and conceived the ‘unburnable carbon’ capital markets thesis. He has twenty-five years experience in sustainable financial markets working for major institutional asset management companies. 

Please listen to the episode to be inspired beyond any boundaries and read the “More about Mark Campanale” section at the end of these notes to learn more about his outstanding career and contribution to the financial markets and our society at large.

Highlights:

How can we change financial Markets for good? 

“There is an old saying: How do you change capitalism? You need to take control of the capital.”

Mark’s (career) evolution and path to founding Carbon Tracker:

Going to The University of York

Crossing the Sahara Desert

Becoming an analyst assessing projects for Live Aid

Working on the first fairtrade coffee in Tanzania in1988

Pioneering green finance alongside Tessa Tennant founder of Merlin Ecology Fund

Being one of the first “green analyst” in the City of London

Investing in the first renewable energy business

Knowing what you don’t like: Stop the city protest

Inspiring women leaders in the industry

How global warming motivated Mark to find solutions through the world of finance.

Xtrata’s IPO and the lack of sustainable impact information on their documentation.

The long list of supporters, advocates and funders of this movement

“In the same way that Bill McKibben with the divestment movement managed to change everything, Mark Carney carried this message into the world of financial markets regulation has changed everything.”

Re-thinking the purpose of finance: The future of the planet, the security of the financial system and pension schemes.

Paris Climate agreement: Investors are absolutely aligned with a safe outcome.

The analysis of ecological boundaries and its financial impact

“Four or five hedge funds are now shorting the fossil fuel industry and going long on the clean economy. I think we are going to see a lot more of that in the future.”

“Everyone that has sold out of the fossil fuels sector or shorted it in from 10 years ago has done extremely well, both on a relative and absolute basis … but we need a forceful intervention”.

Using Satellites and AI to help cut carbon emissions: Transparency is a crucial element of accountability.

Trying to alert the world of an urgent challenge

Time Stamp:
[01:14] Who is Mark Campanale - An introduction to his Bio
[05:25] What is sustainable and impact investing? Intention and boundaries?
[08:03] What ignited Mark’s passion in sustainable finance?
[17:50] Background 10 years story of how Carbon Tracker started and materialised - including funding
[24:00] Wasted Capital and Stranded Assets: coining the phrase together with Unburnable Carbon
[26:00] Ideas are a cursed and the purpose of markets
[28:00] Working with investors and educating the market, including Pension Trustees
[31:00] Bill McKibben, Mark Carney, and their impact
[34:00] The role of the private sector: investors, shareholder, fiduciary duties and pension funds
[36:00] The network of initiatives linking into Planet Tracker and measuring the impact on Ecological boundaries
[40:00] Supply chain: Fish stock as natural capital, deforestation, agriculture and meat production
[42:00] Climate Action 100 and its $46trn coalition and the change on valuations
[45:00] The need for a forceful intervention to close the Fossil Fuels sector
[46:00] The role of firms such as Share Action and Litigation Funds
[48:00] Using AI to create transparency and accountability on Carbon Emissions reporting
[49:20] What impresses Mark about Impact Leaders
[52:00] Call to action

Useful links:
Mark Campanale - https://www.linkedin.com/in/mark-campanale-18862

Mark Campanale is an award winning Sustainable Investment expert, the Founder & Executive Director of the Carbon Tracker Initiative and conceived the ‘unburnable carbon’ capital markets thesis. He has twenty-five years experience in sustainable financial markets working for major institutional asset management companies. 

Please listen to the episode to be inspired beyond any boundaries and read the “More about Mark Campanale” section at the end of these notes to learn more about his outstanding career and contribution to the financial markets and our society at large.

Highlights:

How can we change financial Markets for good? 

“There is an old saying: How do you change capitalism? You need to take control of the capital.”

Mark’s (career) evolution and path to founding Carbon Tracker:

Going to The University of York

Crossing the Sahara Desert

Becoming an analyst assessing projects for Live Aid

Working on the first fairtrade coffee in Tanzania in1988

Pioneering green finance alongside Tessa Tennant founder of Merlin Ecology Fund

Being one of the first “green analyst” in the City of London

Investing in the first renewable energy business

Knowing what you don’t like: Stop the city protest

Inspiring women leaders in the industry

How global warming motivated Mark to find solutions through the world of finance.

Xtrata’s IPO and the lack of sustainable impact information on their documentation.

The long list of supporters, advocates and funders of this movement

“In the same way that Bill McKibben with the divestment movement managed to change everything, Mark Carney carried this message into the world of financial markets regulation has changed everything.”

Re-thinking the purpose of finance: The future of the planet, the security of the financial system and pension schemes.

Paris Climate agreement: Investors are absolutely aligned with a safe outcome.

The analysis of ecological boundaries and its financial impact

“Four or five hedge funds are now shorting the fossil fuel industry and going long on the clean economy. I think we are going to see a lot more of that in the future.”

“Everyone that has sold out of the fossil fuels sector or shorted it in from 10 years ago has done extremely well, both on a relative and absolute basis … but we need a forceful intervention”.

Using Satellites and AI to help cut carbon emissions: Transparency is a crucial element of accountability.

Trying to alert the world of an urgent challenge

Time Stamp:
[01:14] Who is Mark Campanale - An introduction to his Bio
[05:25] What is sustainable and impact investing? Intention and boundaries?
[08:03] What ignited Mark’s passion in sustainable finance?
[17:50] Background 10 years story of how Carbon Tracker started and materialised - including funding
[24:00] Wasted Capital and Stranded Assets: coining the phrase together with Unburnable Carbon
[26:00] Ideas are a cursed and the purpose of markets
[28:00] Working with investors and educating the market, including Pension Trustees
[31:00] Bill McKibben, Mark Carney, and their impact
[34:00] The role of the private sector: investors, shareholder, fiduciary duties and pension funds
[36:00] The network of initiatives linking into Planet Tracker and measuring the impact on Ecological boundaries
[40:00] Supply chain: Fish stock as natural capital, deforestation, agriculture and meat production
[42:00] Climate Action 100 and its $46trn coalition and the change on valuations
[45:00] The need for a forceful intervention to close the Fossil Fuels sector
[46:00] The role of firms such as Share Action and Litigation Funds
[48:00] Using AI to create transparency and accountability on Carbon Emissions reporting
[49:20] What impresses Mark about Impact Leaders
[52:00] Call to action

Useful links:
Mark Campanale - https://www.linkedin.com/in/mark-campanale-18862

54 min

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