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

Scott Arnell
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SRI360 explores how professional and institutional investors use impact investing and sustainable finance to shape real-world outcomes. Each episode features an in-depth conversation with a leading investor in public or private equities, public or private debt, venture capital, or real assets. We focus on the mechanics of investing: how strategies are designed, how capital is allocated, how impact is achieved and measured, and where incentives succeed, or fail, within asset-owner systems. If you want clear, honest insight into the future of sustainable & responsible investing from the people shaping it, this show is your competitive edge.    Learn more at SRI360.com.

  1. 15H AGO

    Beyond the 2/20 Model: Disrupting VC & 25% IRR from Climate Adaptation in Southeast Asia

    Most climate investment still flows toward mitigation, technologies designed to reduce future emissions. Far less capital is directed toward climate adaptation, despite the fact that many regions are already living with the physical, economic, and social consequences of climate change. This imbalance is especially visible in emerging markets, where climate risk, rapid economic growth, and limited institutional infrastructure collide. In this episode of SRI360, I’m joined by Alina Truhina, Founder and Managing Partner of Radical Fund and Utopia Capital Management.  Alina has spent her career building and backing early-stage companies across Southeast Asia and Africa, with a focus on climate adaptation, venture capital, and how businesses actually get built in emerging markets. We discuss why traditional venture capital models often fail in emerging markets, why climate adaptation is harder to measure (but no less urgent) than mitigation, and why supporting founders in these environments requires far more than simply writing a check. Tune in to learn more about: Why climate adaptation remains underfunded compared to mitigationHow measurement and incentives shape where climate capital flowsWhy traditional venture capital models struggle in emerging marketsWhat founders in climate-exposed regions need beyond just fundingHow capital design influences risk, resilience, and long-term outcomesFeatured guest:  Alina Truhina, CEO and Managing Partner of The Radical Fund and a Partner at the multi-regional investment platform Utopia Capital Management Listen Next:  Conversation with Nick Hurd: How Paying for Outcomes Unlocks Impact Investing ReturnsDiscover More from SRI360°: Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update

    1h 24m

  2. FEB 5

    Regenerative Finance and Biodiversity: The Risk Investors Keep Mispricing

    What happens when sustainability strategies fail to address real climate risk and long-term investment outcomes? In this episode of SRI360, I am speaking with Laura Ortiz Montemayor about impact investing, climate risk, and regenerative finance, and why sustainability alone may no longer be enough for investors focused on long-term value creation. Drawing from Laura’s experience in traditional finance and her work building regenerative investment strategies in Latin America, the conversation explores how capital allocation shapes systems, and why rethinking how capital is deployed matters as much as where it flows. The conversation is especially relevant for investors navigating climate finance, nature risk, and sustainable investing in emerging markets. We talk about: the difference between sustainability and regeneration in impact investingwhy changing what we invest in isn’t enough without changing how capital is deployedhow capital shapes systems, and risk, over timewhat regenerative finance looks like for investors focused on long-term outcomesFeatured guest:  Laura Ortiz Montemayor, founder of SVX México and Managing Partner of Regenera VenturesListen Next:  Conversation with Helen Avery, Director of Nature Programs at the Green Finance Institute (GFI)Discover More from SRI360°: Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update

    2h 18m

  3. JAN 21

    Alpha From Inertia: How Paying for Outcomes Unlocks Impact Investing Returns

    The biggest risk investors face right now isn’t just climate change, geopolitics, or emerging-market volatility. The real threat in impact investing is inertia. Capital stays in familiar places because big asset owners can get satisfactory returns elsewhere. So, unless incentives and information change, inertia wins. This episode is about why social investment keeps getting stuck, even when good people across government, finance, and communities are trying to do the right thing – and what actually has to change for money to start moving. It focuses on where incentives misfire and how to scale impact investing and social investment beyond pilot projects.  I’m joined by Nick Hurd, former UK minister and now Chair of GSG Impact. Nick has worked across government, finance, and civil society. He helped build the UK’s social investment market, pioneered early social impact bonds, and later stepped away from politics after deciding markets offered more leverage than ministries. We talk about: how outcome-based finance works in practicehow social investment moves risk off taxpayerswhere social impact bonds work (and where not)why climate finance must account for communities, not just emissionsFeatured guest:  Nick Hurd, Chair & Senior Adviser at GSG Impact Listen Next:  Conversation with Sir Ronald Cohen Conversation with Nick O’DonohoeDiscover More from SRI360°: Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update

    1h 31m

  4. JAN 15

    How AgTech Venture Capital Harvests Alpha and Impact in Latin America

    Agrifood and AgTech investing in Latin America is still widely misunderstood. That gap between perception and reality is creating real opportunity for patient, specialized investors who understand agriculture as a long-term operating business, not a short-cycle investment theme. Volatility here is often mistaken for weakness. But as this conversation makes clear, agribusiness has kept growing through recessions, pandemics, and political transitions. In many cases, it’s been one of the most resilient parts of the economy. I’m joined by Francisco Jardim, General Partner at SP Ventures. He’s spent nearly two decades building one of the region’s earliest agrifood venture capital platforms, investing across agriculture innovation, climate resilience, and food security in Brazil and across Latin America. We talk about: Why tropical agriculture operates differently from temperate agriculture in US and European systemsHow climate and AgTech investors often misprice Latin AmericaWhy Brazilian agribusiness continued growing through macro shocksHow to scale sustainable agriculture without sacrificing productivity or food securityTune in to hear why Latin American agrifood and climate tech may be one of the most compelling risk-return opportunities of this generation. Featured guest:  Francisco "Chico" Jardim, General Partner at SP Ventures, one of the earliest venture firms built inside Brazilian agricultureListen Next:  Conversation with Daniel Izzo, CEO of Vox Capital, Brazil’s first impact investing firmDiscover More from SRI360°: Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update

    2h 5m

  5. JAN 6

    How Catalytic Capital Turns High-Risk Assets Into Pension-Grade Investments

    Catalytic capital is often described as concessional capital, sometimes accepting lower returns. But this framing overlooks what matters most. In practice, catalytic capital steps in first, absorbs the risk others can’t, and makes institutional capital comfortable enough to follow. If you’re involved in capital allocation, this matters because catalytic capital isn’t about charity. It’s about structuring risk so institutions can invest in assets they normally couldn’t because of regulatory and rating rules. This episode focuses on how catalytic capital functions inside impact investing portfolios under real regulatory and balance-sheet constraints.  It revisits key points from my earlier conversation with Yasemin Saltuk Lamy who built and scaled the Catalyst Portfolio at British International Investment from roughly £300 million to about £1.6 billion. Tune in to learn: Why who goes first matters more than how much capital goes inWhen catalytic capital actually crowds in institutional investorsHow credit enhancement changes regulatory eligibilityHow impact measurement shapes capital allocation decisionsWhy impact trades off with liquidity, not financial returnsFeatured guest:  Yasemin Saltuk Lamy, Head of Investment Strategy for the Institutional Retirement division of Legal & General (L&G) and former Deputy CIO and Head of Asset Allocation and Capital Solutions at British International Investment (BII)Listen Next:  Full conversation with Yasemin Saltuk LamyDiscover More from SRI360°: Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update

    43 min

  6. 12/30/2025

    Why Sustainable Forestry Beats Traditional Timber Models on Risk and Returns

    Forestry is often treated as just timber production. But in this 2-in-1 compilation about sustainable forestry, you’ll hear a different way of thinking. One that looks beyond timber to carbon, biodiversity, water, and resilience. I revisit key moments from two earlier episodes that look at sustainable forestry as a serious investment strategy and a practical example of nature-based investing. They show how forests can deliver competitive returns, hedge inflation, and reduce portfolio risk while addressing climate and biodiversity pressures. In one conversation, Bettina von Hagen talks about how better forest management can make forests more valuable over time. In the other, Charlotte Kaiser explains why climate and biodiversity loss are now showing up as real risks for investors. Together, they show how decisions made on the ground connect with institutional capital in the real world. You’ll hear: How sustainable forestry creates value beyond timber productionWhy forests function as an inflation hedge and portfolio stabilizerHow climate-smart forestry improves resilience without sacrificing returnsHow carbon markets and conservation expand financial optionalityHow biodiversity, carbon, and community outcomes are measuredIf you want solid information before deciding whether forests belong in a portfolio, this episode is a good place to start. Featured guests: Bettina von Hagen, Managing Director & CEO at EFM Investments & AdvisoryCharlotte Kaiser, Head of Impact Finance at BTG Pactual’s Timberland Investment Group (TIG)Listen Next:  Full conversation with Bettina von Hagen Full conversation with Charlotte Kaiser Discover More from SRI360°: Explore all episodes of the SRI360° PodcastSign up for the free weekly email update

    1h 6m

  7. 12/23/2025

    Circular Economy Investing: VC Returns from Fashion’s Broken Logistics

    The apparel industry is a $3 trillion market. But a massive share of what it produces goes straight to waste. That combination points to mispriced inputs and broken systems. And to real opportunities for circular economy solutions that work on both the business side and the environmental side. In this end-of-year gift to listeners, I'm revisiting a conversation that shows where to look for investment opportunity: at overproduction, reverse logistics that don’t work, and at a system where brands often find it cheaper to write off returned product than resell it. These are highlights from an earlier conversation with Karla Mora, founder of Alante Capital, an early-stage venture fund focused on circular economy solutions and sustainable supply chains across the apparel industry. Karla works directly with brands, manufacturers, and material innovators to understand where waste is created and where capital can change outcomes. You’ll hear: How overproduction creates immediate waste in apparelWhere circular economy investments can scale todayHow venture returns and impact align in this sectorListen in. — Featured guest:  Karla Mora: Founder and Managing Partner at Alante Capital, an early-stage venture fund backing scalable circular economy solutions in apparel and consumer supply chains— Listen Next:  Full conversation with Karla Mora— Discover More from SRI360°: Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update

    1h 4m

  8. 12/16/2025

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

    Green bonds sound simple until you try to separate the real ones from the 50 shades of green flooding today’s market. This episode offers an insider framework to distinguish credible green bonds from greenwashing, understand what real additionality looks like in fixed income, and make more confident capital-allocation decisions in a label-driven market. It revisits early conversations with Marilyn Ceci and Romina Reversi, leaders who helped build the green bond market before sustainable finance went mainstream. Both worked inside JP Morgan as issuers, investors, and regulators were still defining standards, reporting, and impact measurement. You’ll hear how green bonds evolved from a niche experiment into a scalable fixed-income market, and what that evolution reveals about transparency, liquidity, and investor trust today. This episode explores: Why green bonds became a strategic communication tool for issuersHow disclosure itself was treated as impactWhat standards actually enabled scale and liquidityWhy nuclear energy re-entered the green bond conversation— Featured guests: Marilyn Ceci: Managing Director and Senior Advisor to the Center for Carbon Transition at JP Morgan and co-author of the Green Bond PrinciplesRomina Reversi: former founding member of JP Morgan’s ESG DCM team, now Managing Director and Head of Sustainable Investment Banking Americas at Crédit Agricole CIB— Listen Next:  Full conversation with Marilyn CeciFull conversation with Romina Reversi— Discover More from SRI360°: Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update

    1h 5m
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SRI360 explores how professional and institutional investors use impact investing and sustainable finance to shape real-world outcomes. Each episode features an in-depth conversation with a leading investor in public or private equities, public or private debt, venture capital, or real assets. We focus on the mechanics of investing: how strategies are designed, how capital is allocated, how impact is achieved and measured, and where incentives succeed, or fail, within asset-owner systems. If you want clear, honest insight into the future of sustainable & responsible investing from the people shaping it, this show is your competitive edge.    Learn more at SRI360.com.

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