Moderating a panel discussion that is actually interesting

Moderating a panel discussion that is actually interesting

I’m often asked how I started in public speaking. I’m certainly naturally drawn to it as you can see from the photo of me prepping for one of my first talks. It also takes diligence to create and deliver engaging, relevant content. One of the ways I got started speaking at industry conferences was by moderating panel discussions. It’s a great way to get used to being on stage and presenting content to an audience. I did well at moderating which led to being asked to take on larger roles. But if you’re new to moderating, the task can seem daunting. Here are my top tips for moderating a panel. I’ve added notes specific to impact and ESG investing, but the format works for any topic.

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"Indexing is absolutely compatible with impact. Index funds are not." An interview with Josh Levin of OpenInvest

"Indexing is absolutely compatible with impact. Index funds are not." An interview with Josh Levin of OpenInvest

When I first heard about OpenInvest a few years ago, I was intrigued by their combination of a digital platform for customizing portfolios to investors’ unique ESG desires while also letting those investors vote their shares via their smartphones. Since they are based in San Francisco, I went to meet them in person. It’s been a pleasure getting to know Josh Levin, Co-Founder of OpenInvest over the past few years. Just as fun has been watching them open up their platform to RIAs so that advisors could take advantage of the values customization technology. Though we agree on almost all of the big picture items, we don’t always agree on the details. I hope you enjoy this spirited conversation as much as I did.

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Money as a Lever to Change the World: Geeta Aiyer on Active Management & Investing for Impact

Money as a Lever to Change the World: Geeta Aiyer on Active Management & Investing for Impact

I sat down to chat with Geeta Aiyer, President & Founder of Boston Common, a recognized leader in the impact investing space (rated A+ for governance and strategy by PRI), and one of my personal impact investing heroes. This interview is part of an ongoing series on the topic of whether index investing in public equities can be impactful.

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Conference Highlights & Photos: TruValue Labs 2019 US Conference

Conference Highlights & Photos: TruValue Labs 2019 US Conference

Over the past 5 years I’ve watched with interest as TruValue Labs has grown from startup to well known ESG data provider. Their approach to gathering data is unique and has always interested me, so I was thrilled when they asked if I would help them with their 2019 US Conference. I had a dual role of emcee and an unusual role of being an extra pair of eyes and ears for attendees. I watched each presentation and panel closely, then at the end of the event, summed up all of the themes, key takeaways, and action items I saw for attendees. Below is a recap of those themes and takeaways along with some photos. If you want more photos and highlights, there’s a Twitter moment here; if you prefer a short video wrap up, you can see that here.

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“You can’t serve two masters.” Garvin Jabusch, CIO of Green Alpha, on Why Benchmark Tracking is Broken

“You can’t serve two masters.” Garvin Jabusch, CIO of Green Alpha, on Why Benchmark Tracking is Broken

This year, I’ve been exploring the intersection of indexing and impactful investing in public equities. Can we have our cake and eat it too? I wrote my thoughts here and interviewed Jon Streur, Calvert CEO. After I saw that Garvin Jabusch, CIO of Green Alpha, wrote about a similar topic in this Financial Times piece, I sat down to get his thoughts to share with my Connected Investing readers.

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