Impact Leaders - Sustainable & Impact Investment and Performance with Purpose

JP Dallmann
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Impact Leaders - Sustainable & Impact Investment and Performance with Purpose

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 ILA & Partners and Fast Forward 2030. Visit http://fastforward2030.com to learn how to include the Global Goals into your business models, and ILAandPartners.com (https://ilaandpartners.com/) for advice on how to transition into Sustainable & Impact Investing.

  1. Modern Banking for the Unbanked in Latin America

    01/21/2022

    Modern Banking for the Unbanked in Latin America

    Guest Bio Marcelo Rojas Decut is the Co-Founder & CEO of eCLUB a modern bank for the unbanked in Latin America.  Marcelo has a professional career with over 18 years of senior experience in the financial sector - in retail and corporate banking - as a board member and commercial director in large global banks such as BBVA and Citi Bank focusing on LatAm, particularly Argentina, Paraguay & Uruguay.  He is also an entrepreneur at heart and 10 years ago ventured into new areas including Agro business and the use of innovative technologies to improve the yield and performance of its investments. Since 2017 he is a member of the executive board of CREA - the regional Consortium of Agricultural Innovation. Marcelo is a chartered accountant, with an Executive Post-graduate from the University of Navarra (IESE), a post-graduate degree in Applied Business Management at the California State University, as well as a Masters in Strategic Management from the Universidad de Misiones (UNAM) eCLUB eCLUB is a FinTech company focused on democratizing impact by providing access to financial services in Latin America. eCLUB’s mission is to solve the financial inclusion problem in Latin America. The social mission is to empower the 270 million unbanked people to help unlock Latin America ́s growth potential by giving them access to financial services for the first time. The vision is to become the regional leader. The first target country is Paraguay, given the current opportunities and partnerships available for the faster and more successful delivery of the initial growth plans and impact. Summary How do you help people improve their lives? Research shows that Impact Economics is key, which is driven by financial inclusion and empowerment, since the opportunities for people increase exponentially as their income and financial situation improves. But for this, people first need to be able to access what only a small percentage of the population can - equality so people have the same available to them, but this begins with access.   During this insightful conversation you will have a window open for you … to show you the current situation in Latin America, what needs to be done, what can be done, and who is doing it, and the immense opportunity for Impact Investing. Key Points In the US almost 60% of transactions are done digitally, in Latin America almost 75% of transactions are done in cash. The unbanked are living in an unequal society where people who have the least access to cash have to pay a higher price for financial services. We can help to close the huge gap between those who have access to financial services and those who haven't. eCLUB’s mission is to solve the financial inclusion problem in Latin America. The main focus is to help people have a better life. That is the end goal. Consumers have very few alternatives, most of the banking sector is concentrated in very few banks. And you can see the same story in every country. The sector is dominated by 5 or 6 banks that concentrate 80% of deposits and 80% of the loans.  Due to the lack of competition in the sector, the people have to pay some of the highest interest rates in the world, and some of the highest fees in the world. Yes, because they have no alternative.  The worst is that this way of doing banking has created a big problem, where almost 50% of the middle class and lower-middle-class people don't have access to an account, over 70% of the people don't have access to credit. Banking the unbanked means that simplicity is key in the user experience. “We are not just providing financial services, we are also giving the unbanked tools to improve their financial knowledge to re functionalities that allow people to track their expenses, knowing what they are spending the money.” In Latin America, there is a high level of entrepreneurship.  For small businesses the main barrier to growth is a lack of access to finance and credit. This sector crea

    56 min
  2. The Economic Opportunity and Resilience Of Impact Investing

    12/26/2021

    The Economic Opportunity and Resilience Of Impact Investing

    Tameo Impact Fund Solutions Tameo is a spin-off from Symbiotics, including its market research, impact reporting, deal valuation and matchmaking solutions. Based on 15 years of experience built at Symbiotics, our aim is to promote the growth of the impact investing industry by increasing transparency and supporting evidence-based decision-making via independent solutions. Safeya Zeitoun, Head of Impact at Tameo During her 5 years at Symbiotics, Safeya has focused on assessing the social and environmental impact achieved by Symbiotics' investments. She has also contributed to industry initiatives on social performance management. Before that, she was a researcher at the Access to Knowledge for Development Center at the American University in Cairo. She holds a master's degree in International Economics from the Graduate Institute of International and Development Studies in Geneva, and a bachelor’s degree in Economics from the American University in Cairo. Ramkumar Narayanan, Head of Research & Investments at Tameo Over 8 years, Ramkumar contributed to Symbiotics' research work in the areas of microfinance funds, markets, and social performance by developing reporting tools and co-authoring white papers and industry reports on these topics. Prior to his time at Symbiotics, he worked for over 3 years at the World Microfinance Forum Geneva, leading a working group aimed at raising awareness of the opportunities and challenges of private sector MF investments in China. Ramkumar holds a master’s degree in Public Management and a bachelor’s degree in Business Administration from the University of Geneva. Key points: Impact is a subset of sustainable investments. Impact pushes it further by looking at the measurements. At Symbiotics, historically focused has been on Microfinance and research and reporting Tameo was created to provide more independence, to support impact investors and impact fund managers to make evidence based decision and data driven decisions for their investments, increase accountability and transparency in the market. Private Asset Impact Fund Report 2021 - for fund managers as benchmark 175 impact funds participated in the stud. 300 data points per fund. There was a flat growth in AUM for impact funds in 2020. Average fund size of USD 140-150 million with fixed income funds are much larger compared to private equity funds. Microfinance - No clear statistics that show with confident that micro finance alleviates poverty, but there are very clear consistent positive impact from micro finance with tangible benefits e.g micro enterprises provides a stable source of income. They are able to capture business opportunities that otherwise would not be possible for them. They won’t be as strongly affected by shocks e.g if member of family dies or storm destroys your home.  Micro finance creates Increased possibilities and opportunities. From survey, 90% of end borrowers say they believe quality of life has improved with access to micro finance. Blended finance works, there are a lot more innovation happening and  there is huge interest in it. Tameo is providing this market intelligence to the market as more investors still need more information. Regmifa -  Regional MSME Investment Fund for Sub-Saharan Africa and Loans for growth fund Investors need to have a change in mindset and be open to new investable opportunities Time Stamp: [5.29] What is impact investing? [7:34] Symbiotics and Tameo, how Tameo got started [12:35] Private Asset Impact Fund Report 2021, top trends in 2020 [19:16] Breakdown of investments types in the funds [21:30] Safeya’s research of Micro loans [28:10] How Tameo was funded as a startup [31:00] Latest update from the space of blended finance [33:59] Regmifa fund for sub saharan Africa and loans for growth fund [36:35] Investors need more information to understand and be educated [38:18] People are still reluctant to invest, changing the mindset of in

    46 min
  3. The Essence of Capital: Scaling Impact and Legacy

    11/12/2021

    The Essence of Capital: Scaling Impact and Legacy

    Guest Bio: Audrey Selian currently serves as Director of the Artha Initiative associated with Rianta Capital Zurich and is a team member/advisor to the Halloran Philanthropies. She has been active in the impact investing sector since 2006, and is founder of ArthaPlatform.com, an online impact investment platform that is designed to tackle the economics of due diligence around high impact, small scale SMEs/SGBs.  She has also been a wanna-be techie since 1997. She completed her PhD in technology policy and development and has been thinking about how to intertwine the two ever since. She is passionate about bringing good people together, and proving that investment in good business(es) is one of the keys to best serving the under-served on this planet.  Audrey has a background in management consulting from PricewaterhouseCoopers, and her entrepreneurial experience includes several years spent in business development, marketing and sales at an NSF-funded software start-up called Wireless Grids Corporation.  Artha Impact The Artha Impact team has been working since 2007 as the impact investing arm of Rianta Capital, which is a dedicated advisory to the Singh Family Trust. Through this initiative, they have been running a series of programs designed to invest, catalyze and convene around the promise of supporting meaningful business interventions for impact in India. Today Artha Impact holds a robust portfolio of direct early/growth stage investments and a small handful of impact funds in the country.  Sectors of focus include - but have not been limited to - agriculture, healthcare and livelihoods. Key Points: There is an incredible network of like minded family offices Artha Network platform  help coordinate discovery and create more visibility. “The information about who's doing what and where should not be left to chance, because the opportunity costs are just too high in the event that things go wrong, and things don't happen the right way.” Partnership with Menterra, one of the oldest social enterprise incubator in India. Biosense - last mile health diagnostic service Collaborative learning and action is key to solving the last mile challenge Telecoms & Beer are succeeding in the last mile - the narrative must change to grease the wheels, otherwise we continue to propagate the same exact mentality that is contributing to hundreds of parallel silos. Something that gets people to see a carrot that changes the behaviour where we’re all competing against each other to develop on SDG X. Impact Measurement - we encourage folks that we work with to pick 2 or 3 things that are really tangible and possible to measure Taxonomies - we are trying to keep it simple Partnerships play a crucial role in due diligence - We had 40% of investors reported in the GIIN survey, express willingness to utilize other investor’s due diligence documentation, and that’s a sea change.  Every player has a lot to contribute, technology is amplifying what each and every one of us can do. “Federation and King of the Hill strategies, domination strategies aren’t going to work today. There is too much empowerment at the end notes that is propelled by technology.” “None of us is as smart as all of us.” Time Stamp: [04:22] How do you define sustainable and impact investing? [06:28] How did Artha started? [09:38] How the Singh family articulated their values [10:24] Who is Tom Singh  [14:42] Impact for Breakfast Chapters, learning network and series [16:07] Words matter, Chi points [18:13] How Artha Network impact investment platform was created [24:35] Artha investment funds [27:40] Being the cornerstone investor of USD 80million Manterra fund 2 [29:35] Biosense health company [31:57] Challenge of different startup investees  [35:26] Collaborative action for last mile products  [39:46] The narrative must change [40:32] Artha Adventure Challenge [43:36] Impact measurement methodology  [47:54] Buil

    1h 6m
  4. Impact The Right Way: No Green Washing

    10/27/2021

    Impact The Right Way: No Green Washing

    Guest bio Marie Puaux is Head of Impact Management at Bamboo Capital Partners. She is passionate about social innovation and helping organizations improve their impact.  Prior to joining Bamboo, she worked in Corporate Social Responsibility within two multinational companies in France and in the U.S. She also worked in Sustainability Consulting, supporting companies in the design of strategies and projects related to social & environmental sustainability, and in Microfinance with an international NGO in France and an MFI in India. Marie holds a Master of Science in Business Administration from ESSEC Business School, where she majored in Social Entrepreneurship. Her major thesis focused on companies’ ‘Base of the Pyramid’ strategies and their impact on informal economy in low- and middle-income countries.  Bamboo Capital Bamboo Capital Partners is an impact investing platform which provides innovative financing solutions to businesses in emerging markets serving the needs of low- and middle income populations, thus catalysing lasting impact.  We bridge the gap between seed and growth stage funding through a full suite of finance options – from debt to equity – which we activate unilaterally or through strategic partnerships. Bamboo is a partner of Palladium, a global impact firm with operations in 90 countries. Key Points  Investing in best in class impact and more than just from an ESG standpoint. Two components when assessing investmentee in funds  Delivers positive impact Prevents negative impact Investment focus Financial inclusion Access to clean energy Affordable health care to low income population Care SheTrades Fund for women empowerment ABC Fund for small holder farmers in Africa - Agribusiness Fund as part of International Fund for Agricultural Development Investments of 250k to 3-4 million The balance of investments that are high impact but do not to burden investee company on reporting Key to managing impact measure - Define impact metrics and defining lists of indicators, have conversations with investee at the start of investment, capturing operational data, eg. having a methodology to estimate CO2 avoided. Measuring impact to end beneficiary using deep dive impact studies and questionnaires Advice on designing impact funds -  Define the impact ambition and impact thesis Key barrier is that for investors there is a need for high liquidity, making ticket size smaller. E.g. having flexible note issuance programs Develop blended finance mechanism to derisk private sector investment with faster range of public and philanthropic nature investments Timestamps [4:26] What is sustainable and impact investing to you? [5:50] ESG approach vs impact investing [9:24] Bamboo Capital and partnership with Palladium Global Impact [11:30] History of Bamboo Capital and investment thesis [14:11] Focus on emerging and frontier markets with strong on financial inclusion  [16:10 ] New Impact Assists, partnering with Care and International Trade Center [24:00] Marie Puaux’s role at Bamboo Capital [25:43] Working with UN CDF teams on impact measure and reporting [26:43] Working with NGOs for technical assistance [28:57] Investment Management Framework [29:43] Capturing data for measuring impact from company and end beneficiaries [34:26] Impact Management Framework [36:25] Aligning impact breakdown to SDGs [37:54] How does Bamboo puts it all together [41:00] First step to move into sustainable impact investing as investors [44:08] Investing during the Covid times and the impact to SMEs during Covid [47:10] Ambitious vision and target of Bamboo Capital  [48:36] What is green washing and impact investing  [53:10] Net Impact. Have you been missold impact investing? [54:35] How did Marie Puaux ended up having a career in impact investing?  [56:20] What makes an impact leader? [57:20] Call-to-action for the impact industry Useful links Marie Puaux’s Linkedin

    1h 1m
  5. RethinkX: Complex systems change in rapid & radical equilibrium transformation

    08/27/2021

    RethinkX: Complex systems change in rapid & radical equilibrium transformation

    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!

    1h 23m
  6. Water Diamond: No water, No life, No substitute

    08/11/2021

    Water Diamond: No water, No life, No substitute

    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 su

    1h 0m
  7. How to Become an Impact Leader with JP Dallmann & Guest Host Ken D. Foster

    07/30/2021

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

    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 Co

    20 min
  8. How to Understand Impact Investment & Wealth Management in the Simplest Terms

    07/13/2021

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

    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

    1h 21m
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About

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 ILA & Partners and Fast Forward 2030. Visit http://fastforward2030.com to learn how to include the Global Goals into your business models, and ILAandPartners.com (https://ilaandpartners.com/) for advice on how to transition into Sustainable & Impact Investing.

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