Name: EP 221: Demystifying ESG Integration with Data that Matters
Start: 2023-06-24T11:31:00Z
End: 2023-06-24T11:31:34.000Z
Location: BrightTALK
Rating: 0

Investors and advisors can learn everything they need to know about sustainable finance as Paul Ellis interviews leaders in the field.

What can VC and PE companies do when faced with pressures from investors, customers, and regulators to report ESG metrics more accurately and dedicate more resources to the process? SFP guests Charlie Mahoney, Head of U.S. Sales at Novata, and Simone Wren, ESG and Sustainability Director at New Relic, bring first-hand experience and insights to how private companies can achieve their sustainability and business goals, like increasing employee retention, reducing their carbon footprint, and building more financially efficient business systems.

EP 280: How Private Companies Can Keep Investors and Customers Happy While Managing Reporting and Regulatory Challenges

Today’s guest, Francisco Roque de Pinho, does a deep dive on how regenerative agriculture is addressing land degradation and water scarcity across Latin America. Roque de Pinho, who began his career as a banker at https://www.linkedin.com/company/edmond-de-rothschild/. and co-founded The Land Group in 2016. The company is an independent and fully integrated real asset manager and farmland operator of 40,000 hectares in South America focusing on soil management, animal welfare, natural resource conservation, and water system resilience. With €120 million of assets under management, The Land Group is now ramping up its focus on adaptive-grazing based approaches to regenerative agriculture.

EP 279: Regenerative Agriculture Delivers Consistent Returns for Institutional, Family Office, and Fund Investors

GaiaLens is an AI-powered Sustainable Analytics Platform for institutional investors and financial services firms. My guest, CEO and Co-Founder Gordon Tveito-Duncan, and team offer cutting-edge technologies through this innovative platform and a suite of tools that support asset managers and owners throughout the whole ESG investment lifecycle. Tveito-Duncan tells us how their platform saves significant time and helps fulfill ESG portfolio reporting, investment screening, and deep-dive research capabilities.

EP 278: How Unique ESG Platform Integrates ESG Data for Better Portfolio Reporting and Investment Screening

The Asia-Pacific (APAC) region, with its diverse economies, regulatory environments, and cultures, presents unique challenges and opportunities for businesses, investors, and regulators. On today’s program, Jeanne Lee, Head of APAC Sales and Kyle Flick, APAC Advisory Lead at Novata talk about how their platform is simplifying and streamlining data collection to help businesses create a competitive edge, stimulate long-term growth and prepare for regulatory reporting.

SFP 277: How Private Market Companies Can Manage ESG Metrics in APAC Economies

In 2016 the founding partners at Cibus Capital merged their first-hand experience of the impacts of the current food production industry on the planet and its people. By combining their skills in finance and agriculture they formed the Cibus Funds to invest in more sustainable food systems. Rob Appleby, Cibus Capital’s CIO and Founder, believes that by identifying companies that are category or local champions, with proven track records, a cost advantage and that pay specific attention to sustainability criteria, Cibus makes investments that will outperform over the next decade.

Episode 276: How to Invest in the Future of Food

The single serve coffee industry has a recycling problem: too many pods, not enough recycling providers. My guest today is going to tell us how his company aims to solve this problem by manufacturing compostable coffee pods. Matthew Martin is the VP of Innovation at Pod Pack Int’l. He’s second generation, growing up in the business with his father, who co-founded Pod Pack in 1996. In 2018 Pod Pack Intl. joined LongueVue Capital (“LVC”), which galvanized the company’s potential to generate attractive returns while being accountable for their social and environmental impact.

EP 275: Introducing a Compostable Pod Cup of Coffee

In 1989, Ron Dembo founded Algorithmics Inc., which he grew from a start-up to the largest supplier of enterprise financial risk systems, serving 80% of the world’s largest banks and insurers. Fast forward to 2020, with just three employees, Dembo embarked on and even bolder mission, launching Riskthinking.AI–a groundbreaking simulation engine capable of modeling the world’s largest financial institutions, the most complex corporations, and even entire countries, all to assess the impact of climate change on their futures. On today’s program, Dembo talks to us about developing a platform that is scientifically rigorous, mathematically sound, scalable, computationally efficient and evolving alongside advancements in data science.

EP 274: Riskthinking.AI: Using Digital Twin Technology To Project Climate Finance Risk

Insurance carriers are the second largest money management group and one of the most impactful regulatory industries on earth. How is Premiums for the Planet, a membership-based collective action movement, motivating this industry to incorporate more sustainable investment strategies? Join Founder and CEO Brad Stevenson as we discuss how the collective’s companies are challenging the investment practices of their insurance carriers to support the climate adaptation efforts of the collective.

EP 267: How Climate Conscious Companies are Challenging the Insurance Industry

The need for convergence and harmonization of ESG frameworks and metrics across industries and regions has become critical in today’s market landscape. Investors and asset managers need quality data that they can compare across companies, industries, and indexes. The critical need for convergence and harmonization of ESG frameworks and metrics globally is the topic of today’s program. Laura Callaghan, Associate Director of ESG Services at Novata, is going to take us behind the scenes into the Service team’s important role in moving Novata beyond the sustainable investment industry perception that this is just a technology platform. We will explore the ESG convergence initiatives and frameworks that are key for market transparency, and what barriers exist in achieving this convergence.

EP 258: ESG Metrics Convergence Is Critical to Market Transparency

Tim Gocher’s adventures in Nepal started 20 years ago when he left his job in London’s financial markets. Gocher is founder and CEO of Dolma Fund Management, the first international private equity firm to focus on empowering Nepal’s startups. Under Tim’s strategic leadership, Dolma has successfully raised over $100Million in two funds and created over 15,000 jobs in Nepal and other developing countries. Tim has pioneered renewable energy investment throughout Asia. He is also founder and chairman of Dolma Foundation, a charity focused on fostering education-related changes in Nepal.

EP 273: The Story of Nepal’s First Private Equity Firm

My guest on today’s program is Marie Clara BUELLINGEN, Head of Sustainable Finance Americas for Societe Generale Corporate & Investment Banking, one of the largest foreign banking organizations in North America. She is charged with solving the challenges of making public and private capital work together to scale clean energy solutions in the required timelines. The Societe Generale sustainable finance team develops ESG strategies and programs that meet with key stakeholder expectations and best practices such as TCFD, SASB, GRI, UNPRI and the CDP. We talk about approaches to clean energy technology solutions that she has seen work across multiple sectors of the global economy.

EP 272: How Public & Private Capital Join Forces to Scale Clean Energy Solutions

It’s Climate Week 2024 in New York, and all eyes are on the decarbonization and climate transition trend, with climate mitigation investing often taking center stage. But as the physical effects of climate change on people and the global economy continue to escalate, it’s increasingly obvious that  investments in climate adaptation and resilience are also critical. And insurance, particularly the insurability of assets across different regions is rapidly becoming one of the most exciting avenues for meeting this need. Three investment experts from Schroders join us on today’s program to discuss what’s happening, including climate and crop insurance industries, insurance linked securities, and private market opportunities. Irene Lauro, an Economist at Schroders, focuses on climate issues; Christophe Etienne, is a Senior Natural Catastrophe Specialist on the Insurance Linked Securities team at Schroders Capital; and Martin E. Diaz Plata is Head of Private Equity Investments at Blue Orchard, an Impact investment manager owned by Schroders that runs the only private equity strategy in the world solely dedicated to climate insurance.

EP 271: Schroders' Insurance Linked Securities & PE Investment Strategies Spur Climate Adaptation and Resilience

The sustainable finance markets in Latin America are developing rapidly, and Sandra Carrillo Hoyos has led more than 50 projects funded by multilateral banks and focused on renewable energy, construction, water management, cement, mining, and forestry. Carrillo Hoyos is an ESG & Sustainable Finance Consulting Partner with ERM, which has been working in the global sustainability markets for decades, and on today’s program she talks with us about the opportunities for scaling the sustainable finance markets in Latin American Countries and connecting climate mitigation ambitions with the employment and social gaps in these economies.

EP 270: The Future of Sustainable Finance Markets in Latin America

The insurance industry, one of the largest money management and investment sectors of the global economy, allocates trillions of dollars across the capital markets every year. Axis, a global specialty insurer and reinsurer, underwrites insurable risks across multiple economic sectors. Joe Dutton, Energy Innovation Lead at Axis, talks with us about their recently launched Lloyd’s syndicate that is underwriting the risks and opportunities of the energy transition.

EP 269: Axis Accelerates Energy Transition Underwriting with New Lloyd’s Syndicate

In today’s episode we’re going to learn how Shariah investment compliance aligns with ESG (Environmental, Social, and Governance) principles, and the unique benefits this integration offers to investors and startups. My guest is Rina Neoh, Managing Partner at Ficus Capital and Secretary General for the ESG Association of Malaysia. Established in 2018, Ficus Capital is the world’s first ESG-Islamic Venture Capital management company. The firm offers investors in-house Shariah financial structuring and an ESG Islamic framework integrated with the investment and monitoring process of its portfolios.

EP 268: Pioneering Ethical Investments with a Shariah-Compliant & ESG Strategy

In 2023 Terra Alpha Investments financed 82% less carbon emissions, 88% less water usage and 35% less waste generation through the firm’s investment portfolio. Tim Dunn is Founder and CIO of this firm that invests in forward thinking companies that are profitably leading the transition toward a sustainable global economy. Terra Alpha engages directly with portfolio companies through proxy voting, thematic campaigns and company-specific interaction. Last year the firm also included its Diversity, Equity and Income data disclosure expectations of companies in their initial engagement letter and had 92 active engagements with portfolio companies. Terra Alpha’s ultimate goal is enabling a sustainable planet for society, which the firm does through portfolio construction, corporate engagement and thought leadership.

EP 266: Why Terra Alpha Actively Engages with Every Portfolio Company

My guests today exemplify an extraordinary partnership in the ESG landscape. Hamilton Lane, a private markets investment management firm with nearly $857 billion in AUM and AUA has a long track record of review and consideration of ESG factors. In 2021 Hamilton Lane joined a consortium of non-profit and for-profit partners to help found Novata, a software platform with the goal to make it easy and practical for the private markets to collect, manage, and act on the ESG metrics. In June 2023, Novata expanded their offering to include the private markets’ broadest collection of ESG benchmarks — enabling its clients to see how their data compares against industry peers. Joining me today to help demystify this complex topic is Lorraine Spradley Wilson, CSO at Novata, and Paul Yett, Director of ESG and Sustainability at Hamilton Lane.

EP 221: Demystifying ESG Integration with Data that Matters

ESG Benchmarks

Risk Assessment

Value Creation

Private Markets

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EP 221: Demystifying ESG Integration with Data that Matters

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