Impact Interviews & Success Stories
I encourage my clients to tell impact stories from their Impact Investing client portfolios. Stories make portfolios tangible and deepen the connection with clients and advisors.
As a way of providing examples, I interview impact investing leaders about their favorite Impact Investing Success Stories.
Pat Miguel Tomaino is the director of socially responsible investing at Zevin Asset Management and is a leader in using shareholder advocacy to advance racial and gender justice initiatives.
We met recently at an impact investing event in Philadelphia and I’m excited to include his recent impact investing success story in my series of interviews.
Over the past year a number of people have asked me, “do you know Cat Berman?” and I didn’t know her…until recently. I ran into her at a conference in March and, as predicted by our mutual acquaintances, we hit it off immediately. Catherine, “Cat” Berman is the co-founder, and CEO of CNote, an impact savings platform. Today I’m thrilled to share an impact success story from CNote. Read on for this inspirational story of a product from a cancer patient turned inventor.
It was my pleasure to chat with Betsy Moszeter, COO of Green Alpha. The impact story from this interview is an alternative energy play. Read on to see the interesting ways that this forward looking manufacturing company has been able to use their technology for more than just wind energy. Also, you’ll get to hear more about Betsy, her path to impact investing, her thoughts on stock buybacks, and her favorite hike.
Kristin Hull is the Founder, CEO, and CIO of Nia Impact Capital. She and I have known each other through the impact investing field for many years; but it wasn’t until I sat down with her for this interview that I got to know more of her fascinating personal story. Read on for that as well as an interesting success story about one of her favorite solution-based investments.
Research has shown that corporate policies that foster inclusive workplaces by supporting LGBT employees lead to more positive business outcomes, lower staff turnover, and increased job satisfaction and productivity. Read how Brianna Murphy of Trillium used the shareholder engagement process to push for LGBT workplace protections at JB Hunt.
Recently, I got to pay a visit to a long time friend and mentor of mine, Gloria Nelund, Chairman & CEO of TriLinc Global. Gloria is a leader and innovator in the impact investing space so I was thrilled to talk to her about the impact investing "a-ha" moment she had partway through her career as well as the details of a recent international lending success she's particularly proud of.
Last month I caught up with Matthew Blume, the Director of ESG Research and Shareholder Advocacy at Appleseed Capital. I wanted to chat with him about the idea of shorting stocks of “bad actor” companies, an idea that logically follows from some of the impact investing theories, but is not frequently utilized.
Impact Investing Success Story: Estée Lauder and Investing in Gender Equality | In conversation with Joe Keefe of Pax World Funds
Last week I spoke with Joe Keefe, Impact Investing leader, and President & CEO of Pax World Funds. We talked about where he sees impact investments driving change, and he shared a recent favorite impact investing success story.