Tag Archives: Deep Impact Investing

Change Not Charity: Charitable Giving For Climate Change with Jack Chellman (Ep. 80)



The traditional process for giving money to charity can leave people feeling skeptical, but when it comes to donating to charities for climate change, applying a “fund management” approach can be the solution that makes a difference. 

In this episode, Jack Chellman, the head of strategy and communications at the Global Returns Project, joins Kimberly Griego-Kiel to talk about the company’s Global Returns Portfolio. Jack explains how this portfolio works as a diverse, effective, and scalable not-for-profit tool designed to regenerate the planet and protect the environment. 

Jack discusses:

  • Types of charitable giving 
  • Ways the Global Returns Project works to support climate change with not-for-profit organizations to curate investments (not for financial return)
  • The 3 UN Sustainable Development Goals this organization targets
  • Ways individual investors can get involved and the role of taxes when it comes to charitable giving 
  • The difference between donating stocks and cash 
  • And more!

Resources:

Connect with Jack Chellman:

To contribute, please click here:

  • Organization Name: The Global Returns Project Limited
  • Charity Number: 1186683

Connect with Kimberly Griego-Kiel:

About Our Guest:

With a background in journalism and social advocacy, Jack Chellman transitioned to environmental work out of concern for issues of intersectional climate justice. A Marshall Scholar, Jack holds an MPhil in Political Thought and Intellectual History from the University of Cambridge. He also earned an MSc with distinction in Media, Power, and Public Affairs from Royal Holloway, University of London.


VegTech™ Invest, The Revolution in Plant-Based Innovation ETFs ⁠— Part 2 with Elysabeth Alfano (Ep. 79)



Plant-based innovations in food play an important role in solving food insecurities. 

So, how do we reduce plastics in packaging without using animal-based materials?

In this episode, Elysabeth Alfano is back to explore the ins and outs of our current plant-based revolution. Elysabeth sheds light on investing in animal-free meat and the reasons we need to move away from plastic packaging.

By exploring market trends and reviewing the different sustainable options in food and packaging around the world, Elysabeth also explains ways that climate change and food injustices will translate to the bottom line.

Elysabeth discusses:

  • The five plant-based sectors that VegTech™ Invest is funding and why
  • Ways the firm is investing in reducing plastic using animal-free material supply systems
  • How Anheuser-Busch is supporting precision fermentation to create animal-free meat
  • Ways you can invest in VegTech™ Invest’s EATV with little capital
  • And more!

Resources:

Connect with Elysabeth Alfano:

Connect with Kimberly Griego-Kiel:

About Our Guest:

As the CEO of VegTech™ Invest and the advisor to the VegTech Plant-based Innovation & Climate ETF, EATV, Elysabeth Alfano combines her business leadership and investing experience in the plant-based business arena. Helping to define and grow the new investment sector of Plant-based Innovation, her expertise is investing in the companies that are innovating with plants to produce animal-free products for sustainable consumption.

A sought-after speaker, Elysabeth discusses the intersection of sustainability and the global food supply system on radio, TV, at conferences, in boardrooms, and, most recently, at the United National Global Leaders Compact Summit. She also hosts a weekly Plantbased Business Hour interview show.


Where in the World is Sustainable Healthcare!? (Ep. 76)



Having access to better healthcare is not just a mission within our nation but also worldwide. 

So, how to work towards a better system?

In this episode, Kim Griego-Kiel explores the current healthcare system and how it’s designed to be reactive instead of proactive. By sharing her own experiences and reviewing the different healthcare systems around the world, Kim explains the pros and cons of a universal and sustainable healthcare system and what those look like. 

Kim discusses:

  • The importance of incorporating further prevention methods 
  • The role of mental health initiatives within a proactive healthcare system
  • Her personal experiences with healthcare in different countries 
  • Ways our investment portfolios can support sustainable healthcare systems
  • How did the pandemic impact healthcare across the world 
  • And more!

Resources:

Connect with Kimberly Griego-Kiel:


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Banking on Success Or Failure (Ep. 74)



Not every bank or mutual fund we give our money to has our environmental impact values in mind. 

In this episode, Kim Griego-Kiel takes a deep dive into how you can be smarter about where your money is going and who you invest with. She talks about banking and insurance alternatives that share ESG values and prioritize what they invest in to make an impactful difference.

Kim discusses:

  • How alternate banking like community banks or credit unions can work for you 
  • The steps insurance companies are taking to be stewards of the environment
  • What 30 of the primary insurers are doing to avoid catastrophic climate change
  • How to find out if your bank or mutual fund invests in fossil fuels
  • And more!

Resources:

Connect with Kimberly Griego-Kiel


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15 Questions To Quiz Your Financial Health (Ep. 73)



Do you know where your financial health stands?

In this episode of Deep Impact Investing, Kimberly Griego-Kiel talks about Horizons Sustainable Financial Services’ financial health quiz. She dives into all 15 questions for you to follow along and figure out your financial health score.

Kim discusses:

  • Why it’s important to not only know the value of your bank and investment accounts but also to check them regularly
  • Why you should list your assets and liabilities or know where to find them
  • The importance of developing specific and measurable financial goals
  •  Knowing the value of your home and the balance of your mortgage and the interest rate
  • And more!

Resources:

Connect with Kimberly Griego-Kiel:


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Prioritizing ESG Investments with Dr. Pooja Khosla (Ep. 71)



Everything from the environment to resources, and even sustainability, has been impacted by current events, which in turn bring market volatility.

How should we react to this? Should we be scared? Should the ESG markets be worried?

In this episode, Kimberly Griego-Kiel talks with Entelligent’s executive vice president for client & product development, Dr. Pooja Khosla. Dr. Khosla discusses some of the recent anti-ESG sentiments she has been hearing, along with things we can do to prioritize ESG investing today. 

Dr. Khosla and Kim discuss:

  • Why ESG has underperformed over the last six months
  • How some industrialized countries like the US are producing more carbon than countries with a larger population
  • Reasons environmental-focused investors need to pay more attention to carbon production
  • How operating in scarcity of resources has made emerging markets more resourceful and environmentally friendly
  • And more!

Resources:

Connect with Dr. Pooja Khosla:

Connect with Kimberly Griego-Kiel:

About Our Guest:

Dr. Pooja Khosla is the executive vice president for client & product development at Entelligent. Dr. Khosla is an economist, econometrician, and mathematician who has deep knowledge to build investing solutions. She has extensive experience in predictive modeling, microfinance, and designing impact investment tools and has been working on impact solutions since 2003, both nationally and internationally.




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56. Leadership & Community Investments as Crucial ESG Components — Part 2



In October 2021, Kimberly Griego-Kiel took part in the ESG For Impact! Conference in Colorado Springs. 

Now back with part two of her ESG for Impact! miniseries, Kim welcomes George Gay, the CEO of First Affirmative Financial Network, and Ebony Perkins, Self-Help Credit Union’s Vice President and Director of Investor Relations. 

George and Kim explore George’s military background and ways to gain leadership within the environmental, social, and governance investing arena, while Ebony reviews everything you need to know about community investments. Plus, she shares how Self-Help Credit Union can support you when you need it the most. 

Kim, George, and Ebony discuss:

  • How leadership skills are transferable from industry to industry
  • How 9/11 and the 2008 Market Crisis affected perceptions of success 
  • The lending business during the pandemic
  • The importance of understanding where your money ‘sleeps’
  • And more!

Resources:

Connect with George Gay:

Connect with Ebony Perkins:

Connect with Kimberly Griego-Kiel

About George Gay:

George has worked at First Affirmative Financial Network since 1986, serving as the CEO since 1999. First Affirmative is a leading provider of professional services to investment professionals who focus on socially responsible investing, sustainable investing, ESG investing, and/or Impact Investing. Through their managed account service, Sustainable Investment Solutions TM, they currently manage roughly $1 Billion for clients around the country. Geroge is recognized as an industry role model and mentor. He’s a highly sought-after speaker, panelist, and counselor. He is a past recipient of the industry’s “SRI Service Award.”

About Ebony Perkins:

Ebony is a dedicated, solution-oriented social entrepreneur with a passion for community investing. In her career, she has scaled operations across 70 individual branches and 800 employees to grow cash investments in the social impact space, nearly doubling investments YoY from 2020 – 2021.  She has participated on a leadership team that has led overall deposit growth from $1.2B to $2.5B over five years through strategic planning, business development initiatives, and mergers and acquisitions. Ebony was elected to the Board of US SIF in 2020, the leading voice for sustainable investing across all asset classes. She has secured $250M + in community investments by engaging foundations, high net worth individuals, and Fortune 100 companies across industries, including tech, consumer goods, and financial services.

 


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55. How we can Create a New Economy With Rex Raimond — Part 1



In October 2021, Kimberly Griego-Kiel took part in the ESG For Impact! conference in Colorado Springs. 

During this two-day conference, Kim attended sessions focused on SRI investments, strategies, and concepts while connecting with like-minded professionals and industry leaders. 

One of those leaders was Rex Raimond, the director of The Transformational Investing in Food Systems (TIFS) Initiative.

In the first part of the ESG for Impact! miniseries, Rex joins Kim to explain everything around investing in global food systems. They explore how food growth can impact our health and the environment and outline ways we can get into a new sustainable economy.

Kim and Rex discuss:

  • How food systems fit within the ESG arena
  • The destructiveness of the agricultural system
  • The financial component of growing food system operations
  • Consequences of not managing our land properly
  • And more!

Resources:

Connect with Rex Raimond

Connect with Kimberly Griego-Kiel

About Rex Raimond: 

Rex Raimond has more than 20 years of experience developing strategies and building effective partnerships for sustainable and equitable food systems. He applies his partnership-building skills to help build a movement among concessional, impact, and commercial investors, companies, civil society organizations, and other stakeholders to increase investment in principles-aligned food system businesses that are economically viable and deliver sustainable impact. Rex has worked on many aspects of food and agricultural systems transformation, including sustainable finance, crop insurance, and agricultural policy, market incentives for soil health practices, sustainable supply chains, food safety, science and emerging technologies, sustainable landscape planning, and climate change. 

 


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52. Investing for Climate Risk and Gender Equality With Pooja Khosla



Many of us want to be informed investors, putting our money towards companies and causes that will positively impact our earth and societies.

But finding the information we need to make these decisions can be a challenging task.

That’s why companies like Entelligent are working to give investors the data they need to invest according to their values.

In this episode, econometrician and Entelligent’s executive vice president for client & product development, Pooja Khosla, joins Kimberly Griego-Kiel to discuss just how the company helps investors engage in impact investing. She talks about investment solutions that are climate-aligned and explains how her investment tools translate the projections from climate change models into simple rankings, which can be used to build climate-resilient portfolios.

Pooja discusses:

  • What an econometrician is
  • How Entelligent helps investors engage in ESG investing
  • Sustainable impact investing
  • How climate change and inequality are linked
  • Gender equality in financial services and how the pandemic has empowered women
  • And more!

Resources:

Connect with Pooja Khosla:

Connect with Kimberly Griego-Kiel:

About our Guest:

Pooja Khosla Ph.D. is Vice President of Client Development at Entelligent. Dr. Khosla is an economist, econometrician, and mathematician who has deep knowledge to build investing solutions. She has extensive experience in predictive modeling, microfinance, and designing impact investment tools and has been working on impact solutions since 2003, both nationally and internationally. 


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51. What’s Risk Got to Do With It? With Johann Klaassen



Fear is a double-edged sword:

It can hold you back from doing something you should do and can also make you do something you normally wouldn’t do — especially when it comes to your investments.

In this week’s episode, Kimberly Griego-Kiel and Johann Klaassen discuss the different risks that involve the investment arena. Drawing from client and prospect concerns, Kim and Johann address must-know considerations around risks so that you, too, can learn how to make better financial decisions. 

Johann discusses:

  • Reasons why you should report on your ESG criteria
  • How much risk should you take with your portfolio
  • Risk perception: How do you understand and measure risk 
  • The types of risks involved in the markets
  • And more

Connect with Kimberly Griego-Kiel and Johann Klaassen:

About Johann Klaassen:

As Horizons Sustainable Financial Services’ Executive Vice President and Chief Investment Officer, Johann supports investors who focus their efforts on environmental, social, and corporate governance issues. He also helps clients vote with their dollars for a positive transformation of our economy and society toward a socially just and environmentally sustainable world.