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

🌎 Get the latest updates on Sustainable & Responsible Investing at: https://sri360.com/newsletter/ What does it take to move impact investing from individual transactions to a system?  And what does that mean for the field when the global development finance landscape shifts so dramatically in such a short period of time?  In this episode, Elizabeth Boggs Davidsen traces a career that begins...

Most people think a green or sustainable label on a bond means it is good for the planet. Often, it does not. A label only tells you what the issuer says it will do with the money. It does not prove that real change happens on the ground. That gap is the heart of this episode of SRI360. I'm joined by Elizabeth Alm, Senior Investment Analyst and Portfolio Manager at Saturna Capital, the oldest...

Most investors assume an ESG rating tells them how sustainable a company is. It doesn’t. An ESG rating measures the financial risk environmental, social, and governance factors pose to the company — not the company’s actual impact on people and the planet. That distinction sits at the center of this episode of SRI360. I’m joined by Samantha Duncan, Founder and CEO of Net Purpose, a data platform n...

🌎 Get the latest updates on Sustainable & Responsible Investing at: https://sri360.com/newsletter/ What does it take to build a multilateral development bank from scratch — and then lead one of the world's oldest DFIs through a structural reset of the entire development finance system? In this episode, Leslie Maasdorp traces a career that begins in a South African prison cell and runs th...

What does it take to build a billion-dollar fintech company and then walk away from it to start over during a global pandemic?  In this episode, Mohamed Okasha shares the story behind helping to build Fawry into Egypt’s first tech unicorn—and then leaving shortly after its landmark IPO to launch DisrupTech, a first-time venture capital fund during COVID-19.  He breaks down what matters more than b...

Impact investing is entering a more disciplined, outcomes-driven phase, and it’s more complex than it first appears. In this episode of Sustainable & Responsible Investing 360 , I sit down with Amel Karboul, Founder and CEO of the Education Outcomes Fund, to explore how capital can be tied directly to measurable results. Drawing on her experience working with governments, philanthropies, and i...

Impact investing is entering a new phase, and it’s more nuanced than the headlines suggest. In this episode of Sustainable & Responsible Investing 360, I sit down with returning guest Eric Rice for his third appearance to unpack what’s really happening across global markets. Drawing on his experience at Wellington Management and BlackRock, and now in private markets with SEAF (Small Enterprise...

What does climate investing look like when it actually delivers returns? In this special compilation episode of Sustainable & Responsible Investing 360 , I bring together three investors approaching the climate opportunity from very different angles, yet arriving at a similar conclusion. First, Ben Guest of Gresham House explains why battery energy storage is the missing piece of the renewable...

What if the real constraint in impact investing isn’t a lack of capital… but how that capital is structured? This is a compilation episode built from three conversations, each tackling a different part of the same question. What is catalytic capital? How do you create the conditions for it? And what happens when you deploy it at scale? You’ll hear from Yasemin Saltuk Lamy, Head of Investment Strat...

Over the past several weeks, I have had the opportunity to speak with four leaders working at the intersection of capital, climate, and system-level change, each bringing a distinct perspective on what it takes to move from intention to real-world impact.  Across these conversations, we explored everything from outcomes-based financing and government-backed impact models to regenerative finance an...

In climate investing, credibility is often associated with breakthrough technologies or large-scale energy infrastructure. This episode challenges that assumption by asking a different question: what if some of the most compelling climate investment opportunities lie within the everyday realities of farming? My guest this week is Sarah Nolet, Co-Founder and General Partner at Tenacious Ventures. W...

Climate finance conversations often focus on mitigation. However, the question Tamer El-Raghy raises is more structural: what if one of the most compelling climate investment opportunities lies in helping smallholder farmers adapt? In this episode of Sustainable & Responsible Investing 360, I’m joined by Tamer El-Raghy, Managing Director of the Acumen Resilient Agriculture Fund (ARAF). Tamer l...

In venture capital, credibility is often framed around access, networks, and pattern recognition. This episode challenges that foundation by asking a harder question: what if the industry’s biggest blind spot is also its most persistent source of mispriced opportunity? My guest this week is Sharon Vosmek, CEO and Managing Partner of Astia. With more than two decades of early-stage investing experi...

In fixed income, credibility is tested differently, and real world metrics like liquidity, scale, and benchmark scrutiny leave little room for storytelling. This episode examines how impact strategies can operate inside mainstream credit markets without weakening financial discipline or diluting measurable outcomes. My guest this week is, Matt Lawton, Matt is the Head of Impact Fixed Income at T....

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...

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 fin...

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 p...

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 thro...

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 stru...

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...

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 in...

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...

Blended finance is making hard deals in emerging markets investable. It drives real infrastructure development where capital markets are thin. And when the work involves emergency aid and building businesses, you need someone who’s seen how money really works in emerging markets. Few people know how to make those pieces fit together better than my guest today. Talmage Payne has spent three decades...

My guest is Mark Kahn, Managing Partner at Omnivore, a $295 million venture capital firm investing in startups across agriculture, food, and the rural economy in India, focused on climate risk resilience. In this episode, we talk about how venture capital can be redesigned to fund climate adaptation in the real economy, and still deliver real returns. Mark shares what he’s learned from over a deca...

Richard Brandweiner, Chair of Impact Investing Australia and a longtime institutional investor, joins the show to discuss the realities of impact investing at scale. He reflects on universal ownership, system-level risks, blended finance, and what it truly takes to align capital with real-world outcomes and fiduciary expectations. Richard shares lessons from leadership roles at Perpetual, Aware Su...