YourStake, YourStory

The Journey to Intentional ESG Integration

Paula discusses her early career experiences at ESG research firms Sustainalytics and MSCI, which illuminated opportunities to more systematically and holistically weave ESG into the investment process. Rather than relegating ESG to a siloed, reactive overlay, Paula set out to put ESG factors on equal footing with traditional financial metrics.

Honeytree's Investment Process

In part of this e...

Revalue is a values-driven investment firm founded in 2013 by Angela Barbash, an experienced investment advisor with over 20 years of service. The firm's mission is to assist individuals in aligning their finances with their values by divesting from the extractive economy and investing in the regenerative economy.

Revalue focuses on providing investment options in the public markets that support impact-oriented communities and organ...

Welcome to the latest episode of "Your Stake, Your Story," in this episode we welcomed Bill Davis, the founder of Stance Capital. With our co-founder and host, Gabe Rissman, the discussion navigates through Bill's unique career path, which spans from the direct mail industry to renewable energy, ultimately leading to his groundbreaking work in applying complex data models to ESG investing. His expertise sheds light on the intricate...

In this episode of Your Stake Your Story, we are joined by Maureen Maguire, CFP, AIF, and Vanessa Jilot, CFP, CRPC, the founders of Terra Blue Wealth Management, an ESG-only wealth management firm. 

Together they discuss how they met and founded Terra Blue, how they look at ESG investing, the role of activism and politics in investing, and share their experiences serving clients across wide generation gaps to accomplish the same goa...

When Marco Vangelisti first started in finance, he was part of a Quant Team using performance analysis tools and optimization packages for Wall Street portfolio managers. 

Soon after, Marco managed investment equity portfolios on behalf of large foundations and endowments focused and was part of a $20 Billion emerging market equities, long-only, strategy that had the best 10-year track record at the time, and outperformed their inde...

Elysabeth Alfano, CEO of VegTech, is the fund manager and advisor to the world’s only plant-based ETF, EATV. She is driven and passionate about addressing climate change in a matter of years not decades. Often, many reports say we have till 2050, but she argues that we need to look at 2030 as the date we need new systems in plate to reap the existential rewards by 2050. 

While many issues related to climate change like renewable en...

Beekeeping also created an opportunity for clients of his to shift investments into ESG funds, every year, Jon would give each client a small jar of his honey, and there sparks a curiosity around how the honey was made, sharing ideas on how bees connect to the environment, societies and even governance bring clients to say, “I like this idea and I didn’t think I could put money into issues that I care about, so how can I make this ...

In this episode, Michael and Gabe talk about:

• The trend of more investors being interested in protecting and growing their wealth, but also creating more good with their money in the world.
• How Michael finds his client's ESG interest in his use of a questionnaire, and further conversations with what ESG means to each client.
• The challenges around making the transition to ESG and how the space is constantly evolving.
• The power of sh...

 Welcome to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing. In this episode, Gabe Rissman talks with Meghan Lape-Lefevre, AFC®, CFP®, and EA® of Conscious Impact Financial. Meghan founded her practice in 2020 while in Germany and has since moved to Colorado where she uses values-based investing to align her cl...

Gabe Rissman  00:07

Hi, everyone, and welcome to YourStake, Your Story. We are a video series focused on best practices around ESG. And really focusing on the financial advisor experience and what your challenges are and what's out there and what you might be worried about thinking about excited about. Today, I'm really excited to be speaking with Zack Stein, who is the co founder of carbon collective. Zack, really glad to have you ...

Gabe Rissman  00:06

Hi and welcome to another episode of your steak your story. We're a video series with advisors and for advisors focused on highlighting best practices around values based investing. Today I'm really excited to have Dave and michelina with me. Dave has been working in the financial industry for more than 20 years. And fair planet advisors represents the culmination of Dave's years of professional experience, comb...

Gabe Rissman  0:00  

Hello and welcome to your steak your story. We're a video series with advisors for advisors, highlighting best practices of ESG and sustainable investing. Today I'm really excited to have Jeff Gutterman, a trusted advisor. And Jeff has a really great resume Jeff is a widely recognized leader in the ESG and sustainable investing field. Jeff's the creator of the smart, sustainable metrics applied to risk tolerance...

“...the publicly traded market was really built off of 19th, 20th century mentality where really, it was just, ‘make the money, be as profitable as you can, be as successful as you can.’ It really only is, I'd say, the advent of the Internet, where people became much more aware of their impact and what's happening and all these negative, extra maladies that can come from mining natural resources overseas, or sweatshop labor...it's ...

“I didn’t grow up with wealth, and my friend group, a lot of people didn’t grow up with wealth either. They didn’t grow up with that level of financial literacy or financial exposure that people who do grow up with wealth or work in finance do.”

Welcome in to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing.

Joini...