Tag Archives: Kimberly Griego Kiel

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58. Bridging the Gap Between the ESG Investing and the Financial Industry With Jim Horlacher and Reem Fatayerji



The gap between the mainstream financial world and the socially responsible investing arena may seem vast. 

But, believe it or not, there are ways to bridge the two. This is exactly what Kimberly Griego-Kiel discusses with her guests in this fourth and final episode of the ESG for Impact! miniseries.

This week, Kimberly sits down with First Affirmative Financial Network’s investment advisor, Jim Horlacher, to outline how the financial industry is blending into the socially responsible investing field, the reasons why he’s passionate about the industry, and how the ESG for Impact! conference is shaping the future of ESG investing.

Duke University MBA student Reem Fatayerji also joins Kim to highlight ways the ESG investing arena can be more impactful and the barriers the industry needs to overcome to grow its impact.

Kim, Jim, and Reem discuss:

  • The cultural differences between the financial world and the socially responsible investing field
  • Why impactful investing can be rewarding for you and your client
  • Three ways ESG investing can be more impactful
  • The interesting conversations and relationships built throughout the ESG for Impact! conference
  • And more!

Resources:

Connect With Jim Horlacher:

Connect with Reem Fatayerji:

Connect With Kimberly Griego-Kiel:

About Jim Horlacher:

Jim helps socially and environmentally conscious investors manage their money to make a positive impact on their lives and our whole world. With over 25 years of experience, he is deeply committed to social justice and sustainability. Jim is focused on helping clients develop clear, disciplined financial strategies that take into account our shared Triple Bottom Line of People, Planet, and Profits. He holds an AIF Professional, Accredited Investment Fiduciary, an MBA from the University of Edinburgh (Scotland, UK), and a BS in Business, Economics, and Computer Science, Baker University (USA). Jim also volunteers with and financially supports a wide variety of progressive organizations and campaigns locally, nationally, and internationally, and has served in leadership positions in many of them. He participates in several networks including, the First Affirmative Financial Network, LLC, Green America / Green Business Network, US SIF, The Forum for Sustainable and Responsible Investment.

About Reem Fatayerji:

Reem is completing her MBA at Duke University, where she is a speakers/events coordinator for the impact investing cohort after earning her bachelor’s degree in International Relations and Economics at the University of California, Davis. She previously worked in a consulting firm supporting nonprofits in impact management, finance, and strategy, and as an analyst with an investment consulting firm.

 


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57. Sustainable Shareholder Advocacy with Leslie Samuelrich, Sam Adams, and Sarah Adams – Part 3



For this episode of the four-part ESG for Impact! miniseries, Kimberly invites three difference-makers in sustainable shareholder advocacy to outline their unique focus on ESG investing and mutual funds.

This week, Leslie Samuelrich, the president of Green Century Funds, and Kim explore plastic pollution, recycling, climate change, sustainable supply chains and how Leslie’s campaigns are pushing for change in these areas.

Additionally, Vert Asset Management’s Chief Executive Officer, Sam Adams, and Chief Sustainability Officer, Sarah Adams, join Kim to explain how they work together to drive change with sustainable real estate with companies that are either constructing or maintaining buildings.

Kim, Leslie, Sarah, and Sam discuss:

  • The plastic we consume and waste we create due to improper recycling practices
  • Ways Green Century Funds’ approach to supply chains and the disposable economy 
  • How to make real estate more sustainable
  • Ways the ESG For Impact! conference has contributed to the sustainable and  collaborative investment arena
  • And more!

Resources:

Connect with Leslie Samuelrich:

Connect with Sam Adams:

Connect with Sarah Adams:

Connect with Kimberly Griego-Kiel

About Leslie Samuelrich:

Leslie leads Green Century Capital Management and focuses on the firm’s investment strategies, business development, and impact investing program. The Green Century Funds have experienced 570% growth under her leadership. Ms. Samuelrich has more than 25 years of experience in ESG investing, corporate engagement, and environmental and public health advocacy. Her comments have appeared in The Wall Street Journal, Bloomberg, the New York Times, Responsible Investor, Barron’s, and many other outlets. She currently serves on the Board of Directors of the Forum for Sustainable and Responsible Investment (US SIF) and the Advisory Board of the Intentional Endowments Network. 

About Sam Adams:

Sam is the CEO of Vert Asset Management.  Sam is an environmentalist and a capitalist passionate about preserving and defending nature and has worked as an investment professional. He has 20 years of experience at Dimensional Fund Advisors, where he learned the power of the markets as an Investment Professional. Sam is passionate about making sustainable investing easier for financial advisors and their clients. He also holds a BA from the University of Colorado, Boulder, and an MBA from UC Davis Graduate School of Management. 

About Sarah Adams:

Sarah is the Chief Sustainability Officer and Co-founder at Vert Asset Management. Sarah leads on the engagement processes to define how the company operates, ways to influence the financial services sector, and ways shareholders can be active stewards of capital for ESG and better business practices. She started in financial services at a boutique brokerage firm during the late 90s dot-com boom.  

 


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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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54. 2021 Year-End Planning With Kimberly Griego-Kiel and Johann Klaassen



Yes, it’s that time of the year already. It’s time to think about year-end planning! 

To kick-start your year-end planning, join Kimberly Griego-Kiel and Johann Klaassen for this information-packed episode as they discuss why a yearly plan is so important for your finances. With rules constantly changing, find out the benefits of having review sessions with your financial advisor to ensure you are not being penalized. 

Plus, discover why early retirement planning is your ticket to becoming financially free in the future!

Kimberly and Johann discuss:

  • How to make the most out of your retirement account
  • Efficient ways to save on taxes
  • The two certain things in life
  • Reasons to have a will in place
  • 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. 


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53. Fishy Fish: What You Should Really Know About Sustainable Seafood



Regardless of whether you enjoy seafood, the truth is, it’s important to be informed about seafood’s sustainable and unsustainable components.

That’s exactly what Kim Griego-Kiel is here to help you learn in this week’s episode.

Join in as Kim reveals how understanding seafood sustainability can help you make conscious decisions as a consumer. Plus, learn how you, too, can mitigate the harm caused to the environment when these marine creatures are extracted from their natural habitat.

Kim discusses:

  • The definition of sustainably harvested seafood 
  • The role of regulatory agencies within the industry 
  • What bycatch is and why it should be eliminated
  • Ways to find labels and certifications for sustainable seafood
  • Easy ways to support sustainable seafood
  • Consequences of fishes being in the wrong habitat
  • And more!

Resources:

Connect with Kimberly Griego-Kiel:

 


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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. 


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50. Gender Equality as Part of a Sustainable Planet with Alyssa Wright



Deep Impact Investing has reached its first big milestone — 50 episodes! 

And because milestone episodes deserve milestone guests, this week, Kimberly Griego-Kiel welcomes award-winning artist, social impact strategist, philanthropic advisor, and the Creative Action Institute’s board chair, Alyssa Wright.

In this episode, Kim and Alyssa not only reveal their new partnership but also discuss everything around gender equality and the ways we can contribute towards a more sustainable planet that cares about treating women and children fairly. 

Alyssa discusses:

  • The Creative Action Institute’s approach towards sustainable impact investing – and ways it resonates with HSFS’ vision 
  • Women and gender equality as something that affects everyone’s lives 
  • Elevating female leadership through the organization’s East African Girls’ Leadership Summit and Mentor Program (EAGLS) 
  • The role of the UN principles of investment when it comes to planet sustainability and gender equality 
  • And more!

Resources:

Connect with Alyssa Wright:

Connect with Kimberly Griego-Kiel:

About our Guest:

Alyssa Wright is an award-winning artist, social impact strategist, philanthropic advisor, development coach, and writer. Having spent time as a human rights activist in Eastern Europe and Africa, Alyssa brings a decade of experience in international philanthropy to Alyssa F. Wright Consulting. As an accomplished consultant and coach, she builds new revenue streams, shifts cultural perspectives, and inspires people to believe that change is possible no matter what.


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49. Investments That Positively Impact Society and the Environment With Alyssa Greenspan, CFA, and David Sand



Many investors who want to make a positive impact with their dollars find it difficult to identify investment opportunities that will help them accomplish this.

That’s where ESG investment companies like Community Capital Management can help.

Managing over $3 billion in assets and fully aligned with the UN sustainable development goals, Community Capital Management works to help clients develop investment strategies that contribute to positive environmental and social outcomes.

This week, CCM’s Alyssa Greenspan and David Sand join Kimberly Griego-Kiel to discuss the company’s client investing and reporting approach.

Alyssa and David discuss:

  • CCM’s annual impact report
  • How the firm’s work culture reflects their overall investment process 
  • CCM’s areas of investments 
  • How to use mortgage-backed securities to help communities in need
  • And more!

Resources:

Connect with Alyssa Greenspan and David Sand:

Connect with Kimberly Griego-Kiel:

About Alyssa Greenspan, CFA:

As Community Capital Management’s president and chief operating officer, Alyssa is responsible for strategic planning, human resources, and new product development. Alyssa is responsible for managing the day-to-day activities and operations of the firm. She also oversees risk management, including portfolio compliance and client service.

About David Sand:

As Community Capital Management’s chief impact strategist, David is responsible for furthering the scope of CCM’s impact analysis including metrics, outcomes, and reporting. As the firm’s subject matter expert on impact and ESG investing, he is involved in client relations and creating new impact and ESG investing strategies to meet the needs of existing and future clients.