Impact Leaders - Sustainable & Impact Investment and Performance with Purpose

Guest Bio
Marcelo Rojas Decut is the Co-Founder & CEO of eCLUB a modern bank for the unbanked in Latin America. Marcelo has a professional career with over 18 years of senior experience in the financial sector - in retail and corporate banking - as a board member and commercial director in large global banks such as BBVA and Citi Bank focusing on LatAm, particularly Argentina, Paraguay & Uruguay. He is also an entrepreneur at heart and 10 years ago ventured into new areas including Agro business and the use of innovative technologies to improve the yield and performance of its investments.Since 2017 he is a member of the executive board of CREA - the regional Consortium of Agricultural Innovation. Marcelo is a chartered accountant, with an Executive Post-graduate from the University of Navarra (IESE), a post-graduate degree in Applied Business Management at the California State University, as well as a Masters in Strategic Management from the Universidad de Misiones (UNAM)
eCLUBeCLUB is a FinTech company focused on democratizing impact by providing access to financial services in Latin America. eCLUB’s mission is to solve the financial inclusion problem in Latin America. The social mission is to empower the 270 million unbanked people to help unlock Latin America ́s growth potential by giving them access to financial services for the first time. The vision is to become the regional leader. The first target country is Paraguay, given the current opportunities and partnerships available for the faster and more successful delivery of the initial growth plans and impact.

Summary
How do you help people improve their lives? Research shows that Impact Economics is key, which is driven by financial inclusion and empowerment, since the opportunities for people increase exponentially as their income and financial situation improves. But for this, people first need to be able to access what only a small percentage of the population can - equality so people have the same available to them, but this begins with access.  
During this insightful conversation you will have a window open for you … to show you the current situation in Latin America, what needs to be done, what can be done, and who is doing it, and the immense opportunity for Impact Investing.
Key Points

Time Stamp2.30 Introduction - Marcelo Rojas Decut, CEO of eCLUB. Asunción, Paraguay6:15 What is eCLUB9:50 Living in a cash-based economy without credit history14:13 Why Marcelo and his team are the right people16:50 Banking sector in South America is concentrated in very few banks21:37 What is the eCLUB user experience26:45 How they made it work with compliance and regulations30:20 Dealing with low-risk customers32:08 How to make eCLUB financially sustainable35::45 Measuring impact on society40:36 Positive cycle of helping small businesses get credit42:38 Paraguay, Brazil and other fintechs46:00 Why Warren Buffet is investing in Latin America48:18 Biggest challenge for Marcelo and the team52:20 What makes an impact leader?
Useful link:Marcelo Rojas Decut in Linkedin eClub - https://eclub.com.py/

Reuters article: “Warren Buffett-backed Nubank to seek IPO valuation of over $55 bln”
Report: Fintech for Financial Inclusion in Latin America and the Caribbean - The Case of Paraguay

--------Call-to-actions:The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale”

1- Become an IMPACT LEADER - Book your FREE STRATEGY CALL today!
We are looking for 10 people interested to join our new IMPACT LEADERS programme. Book your FREE strategy call today.

2-Become a sponsor
We’re looking for 3 founding sponsors to support the mission! Reach out today to work with us! 

3-Become a Patreon

if you would like to support it, you can become a Patreon and also make one-off contributions. 

4 - Get in touch
Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners

5 - GIFT: My FREE Guide to Fastrack your Career to create Profit & Impact 
If you are a professional, a high-achiever, trying to get ahead in your career to double your Income & Impact …  then download my free guide: The 6 Reasons you are stuck in your career and how to fix it fast

Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse
Impact Leaders is produced by Woon Tan of Podcast Publishing

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Important:

Tameo Impact Fund SolutionsTameo is a spin-off from Symbiotics, including its market research, impact reporting, deal valuation and matchmaking solutions. Based on 15 years of experience built at Symbiotics, our aim is to promote the growth of the impact investing industry by increasing transparency and supporting evidence-based decision-making via independent solutions.

Safeya Zeitoun, Head of Impact at TameoDuring her 5 years at Symbiotics, Safeya has focused on assessing the social and environmental impact achieved by Symbiotics' investments. She has also contributed to industry initiatives on social performance management. Before that, she was a researcher at the Access to Knowledge for Development Center at the American University in Cairo. She holds a master's degree in International Economics from the Graduate Institute of International and Development Studies in Geneva, and a bachelor’s degree in Economics from the American University in Cairo.

Ramkumar Narayanan, Head of Research & Investments at TameoOver 8 years, Ramkumar contributed to Symbiotics' research work in the areas of microfinance funds, markets, and social performance by developing reporting tools and co-authoring white papers and industry reports on these topics. Prior to his time at Symbiotics, he worked for over 3 years at the World Microfinance Forum Geneva, leading a working group aimed at raising awareness of the opportunities and challenges of private sector MF investments in China. Ramkumar holds a master’s degree in Public Management and a bachelor’s degree in Business Administration from the University of Geneva.
Key points:

Time Stamp:
[5.29] What is impact investing?[7:34] Symbiotics and Tameo, how Tameo got started[12:35] Private Asset Impact Fund Report 2021, top trends in 2020[19:16] Breakdown of investments types in the funds[21:30] Safeya’s research of Micro loans[28:10] How Tameo was funded as a startup[31:00] Latest update from the space of blended finance[33:59] Regmifa fund for sub saharan Africa and loans for growth fund[36:35] Investors need more information to understand and be educated[38:18] People are still reluctant to invest, changing the mindset of investors.[42:00] Educating investors and coming together under a common language.
Useful links:Tameo Solutions https://tameo.solutions/

Symbiotics Group https://symbioticsgroup.com/

Impact Fund Report 2021 https://tameo.solutions/research/

Regmifa https://regmifa.com/

Event: Building Bridges https://www.buildingbridges.org/

--------Call-to-actions:The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale”

1- Become an IMPACT LEADER - Book your FREE STRATEGY CALL today!
We are looking for 10 people interested to join our new IMPACT LEADERS programme. Book your FREE strategy call today.

2-Become a sponsor
We’re looking for 3 founding sponsors to support the mission! Reach out today to work with us! 

3-Become a Patreon

if you would like to support it, you can become a patreon and also make one-off contributions. 

4 - Get in touch
Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners

5 - GIFT: My FREE Guide to Profit & Impact
If you are a professional, a high-achiever, trying to get ahead in your career to double your Income & Impact …  then download my free guide: The 6 Reasons Why You Don't DOUBLE Your INCOME And IMPACT And How To Fix It..


Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse
Impact Leaders is produced by Podcast Publishing

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Important:

Update Description

Guest Bio:
Audrey Selian currently serves as Director of the Artha Initiative associated with Rianta Capital Zurich and is a team member/advisor to the Halloran Philanthropies. She has been active in the impact investing sector since 2006, and is founder of ArthaPlatform.com, an online impact investment platform that is designed to tackle the economics of due diligence around high impact, small scale SMEs/SGBs. 
She has also been a wanna-be techie since 1997. She completed her PhD in technology policy and development and has been thinking about how to intertwine the two ever since. She is passionate about bringing good people together, and proving that investment in good business(es) is one of the keys to best serving the under-served on this planet. 
Audrey has a background in management consulting from PricewaterhouseCoopers, and her entrepreneurial experience includes several years spent in business development, marketing and sales at an NSF-funded software start-up called Wireless Grids Corporation. 
Artha ImpactThe Artha Impact team has been working since 2007 as the impact investing arm of Rianta Capital, which is a dedicated advisory to the Singh Family Trust. Through this initiative, they have been running a series of programs designed to invest, catalyze and convene around the promise of supporting meaningful business interventions for impact in India. Today Artha Impact holds a robust portfolio of direct early/growth stage investments and a small handful of impact funds in the country.  Sectors of focus include - but have not been limited to - agriculture, healthcare and livelihoods.
Key Points:

Time Stamp:[04:22] How do you define sustainable and impact investing?[06:28] How did Artha started?[09:38] How the Singh family articulated their values[10:24] Who is Tom Singh [14:42] Impact for Breakfast Chapters, learning network and series[16:07] Words matter, Chi points[18:13] How Artha Network impact investment platform was created[24:35] Artha investment funds[27:40] Being the cornerstone investor of USD 80million Manterra fund 2[29:35] Biosense health company[31:57] Challenge of different startup investees [35:26] Collaborative action for last mile products [39:46] The narrative must change[40:32] Artha Adventure Challenge[43:36] Impact measurement methodology [47:54] Building tools to manage cost[54:43] Audrey Selian’s advise for others in impact[1:01:02] What makes an impact leader?
Useful links:Audrey Selian Linkedin- https://www.linkedin.com/in/audrey-selian-097261/
Artha Networks https://www.arthanetworks.com/

Artha Entrepreneur discovery challenge https://arthaimpact.com/artha-entrepreneur-discovery-challenge/
Menterra Ventures https://www.menterra.com/

GIIN https://thegiin.org/

The GIIN Impact Investing in the COVID context survey report 

Defi https://en.wikipedia.org/wiki/Decentralized_finance

Mansur Olson https://en.wikipedia.org/wiki/Mancur_Olson

BOOKs recommendations:> The business of building a better world, by Professor David Cooperrider and Audrey Selian https://www.amazon.com/Business-Building-Better-World-Leadership/dp/1523093641
>Purpose of Capital, by Jed Emerson https://www.goodreads.com/book/show/42013267-the-purpose-of-capital

--------Call-to-actions:The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale”

1- Become an IMPACT LEADER - Book your FREE STRATEGY CALL today!
We are looking for 10 people interested to join our new IMPACT LEADERS programme. Book your FREE strategy call today.

2-Become a sponsor
We’re looking for 3 founding sponsors to support the mission! Reach out today to work with us! 

3-Become a Patreon

if you would like to support it, you can become a patreon and also make one-off contributions. 

4 - Get in touch
Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners

5 - GIFT: My FREE Guide to Profit & Impact
If you are a professional, a high-achiever, trying to get ahead in your career to double your Income & Impact …  then download my free guide: The 6 Reasons Why You Don't DOUBLE Your INCOME And IMPACT And How To Fix It..


Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse
Impact Leaders is produced by Podcast Publishing

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Important:

Guest bioMarie Puaux is Head of Impact Management at Bamboo Capital Partners. She is passionate about social innovation and helping organizations improve their impact. Prior to joining Bamboo, she worked in Corporate Social Responsibility within two multinational companies in France and in the U.S. She also worked in Sustainability Consulting, supporting companies in the design of strategies and projects related to social & environmental sustainability, and in Microfinance with an international NGO in France and an MFI in India.

Marie holds a Master of Science in Business Administration from ESSEC Business School, where she majored in Social Entrepreneurship. Her major thesis focused on companies’ ‘Base of the Pyramid’ strategies and their impact on informal economy in low- and middle-income countries. 
Bamboo CapitalBamboo Capital Partners is an impact investing platform which provides innovative financing solutions to businesses in emerging markets serving the needs of low- and middle income populations, thus catalysing lasting impact. We bridge the gap between seed and growth stage funding through a full suite of finance options – from debt to equity – which we activate unilaterally or through strategic partnerships. Bamboo is a partner of Palladium, a global impact firm with operations in 90 countries.
Key Points 

Timestamps
[4:26] What is sustainable and impact investing to you?[5:50] ESG approach vs impact investing[9:24] Bamboo Capital and partnership with Palladium Global Impact[11:30] History of Bamboo Capital and investment thesis[14:11] Focus on emerging and frontier markets with strong on financial inclusion [16:10 ] New Impact Assists, partnering with Care and International Trade Center[24:00] Marie Puaux’s role at Bamboo Capital[25:43] Working with UN CDF teams on impact measure and reporting[26:43] Working with NGOs for technical assistance[28:57] Investment Management Framework[29:43] Capturing data for measuring impact from company and end beneficiaries[34:26] Impact Management Framework[36:25] Aligning impact breakdown to SDGs[37:54] How does Bamboo puts it all together[41:00] First step to move into sustainable impact investing as investors[44:08] Investing during the Covid times and the impact to SMEs during Covid[47:10] Ambitious vision and target of Bamboo Capital [48:36] What is green washing and impact investing [53:10] Net Impact. Have you been missold impact investing?[54:35] How did Marie Puaux ended up having a career in impact investing? [56:20] What makes an impact leader?[57:20] Call-to-action for the impact industry

Useful links
Marie Puaux’s Linkedin  https://www.linkedin.com/in/mariepuaux/

Bamboo Capital https://bamboocp.com/

Bamboo Capital Impact Report https://bamboocp.com/impact/

Bamboo ESG Risk Managament https://bamboocp.com/esg-risk-management/

Listen to Bamboo Capital Impact Leaders podcast episode with Florian Kemmerich https://audioboom.com/posts/7641232-florian-kemmerich-of-bamboo-capital-partners-leveraging-capital-as-a-force-for-good

John Phillippe de Scherevel https://bamboocp.com/team_members/jean-philippe-de-schrevel/

Blue Orchard https://www.blueorchard.com/

Care SheTrades Impact Fund https://www.intracen.org/news/The-International-Trade-Centre-CARE-Enterprises-and-Bamboo-Capital-Partners-join-forces-to-boost-gender-justice-with-the-CARE-SheTrades-Impact-Fund/

ABC Fund http://agri-business-capital.com/about.html

AgriTerra.org https://www.agriterra.org/

UN CDF https://www.uncdf.org/

IRIS Plus impact metrics https://iris.thegiin.org/

Gogla Grid Energy Association https://www.gogla.org/

IMP Framework https://impactmanagementproject.com/

IFC https://www.impactprinciples.org/

Palladium Group  https://thepalladiumgroup.com/about 

--------Call-to-actions:The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale”

1- Become an IMPACT LEADER - Book your FREE STRATEGY CALL today!
We are looking for 10 people interested to join our new IMPACT LEADERS programme. Book your FREE strategy call today.

2-Become a sponsor
We’re looking for 3 founding sponsors to support the mission! Reach out today to work with us! 

3-Become a Patreon

if you would like to support it, you can become a patreon and also make one-off contributions. 

4 - Get in touch
Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners

5 - GIFT: My FREE Guide to Profit & Impact
If you are a professional, a high-achiever, trying to get ahead in your career to double your Income & Impact …  then download my free guide: The 6 Reasons Why You Don't DOUBLE Your INCOME And IMPACT And How To Fix It..



Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse
Impact Leaders is produced by Podcast Publishing

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Important:

Guest bioJames Arbib is a London-based investor in technology. He is the founder of Tellus Mater, an independent philanthropic foundation dedicated to exploring the impacts of disruptive technology, and its potential for solving some of the world’s most challenging problems.  In addition, Jamie oversees a London-based family office with a diversified portfolio, across all asset classes and a focus on the risks and opportunities of technology disruption. A graduate in History from Trinity College, Cambridge, he has a Masters in Sustainability Leadership also from Cambridge. He is a qualified chartered accountant and worked as an investment analyst covering utilities.

How do you solve the world’s biggest problems? Throw a lot of money at it and hope it goes away? Or does it kick the can and cause even bigger problems? James Arbib from RethinkX describes the work that tackles the most complex issues by breaking it down into the most basic components. The think tank uses the Seba Technology Disruption Framework, which has been used to understand and predict some of the biggest disruptions across several industries. What will be the next disruption to change the world? It might have come from RethinkX.

[5:22] The fine line between sustainable and impact investing[8:53] RethinkX in a nutshell [11:21] Feedback loops [12:02:] Providing better information for decision-makers[12:59] RethinkX’s book Rethinking Humanity

[17:14] How Carbon Tracker got its start[21:56] The 5 foundational sectors[23:56] Humanity 1.0, 2.0, 3.0[31:12] Rethinking climate change[37:14] Putting Band-aids on problems[38:49] Livestock farming’s environmental impact[39:57] Insulin: example of plunging costs with technological advancements[41:02] Singular molecule and protein creation [41:59] Amazon deforestation[42:27] Transportation system disruption[42:45] Gasoline and self-driven cars [46:00] Bill gates directed us to Nuclear shipping [46:57] Target date for decarbonisation[47:30] Flow vs stock of carbon and the 3 disruptions [48:22] Passive reforestation[50:52] Economic terrorism[54:49] Is climate change solution achievable?[56:00] Social issues and communities - fixing the mess forward[56:20] What is the point of disruptions?[59:01] Ownership: who is responsible for finding solutions?[1:00:33] Mindset: the real dangers of a narrow, linear mindset[1:04:03] The paradigm of biology and physics combine [1:04:51] The 12 leverage points[1:08:08] The tsunami of change coming [1:10:56] How do we land the message [1:12:53] Tik Tok is the way forward [1:17:33] The real enemy to open discussions[1:20:19] The #1 challenge to real impact
Useful linksJP Dallmann on Forbes

Rethink X: rethinkx.com

James Arbib: LinkedIn https://www.linkedin.com/in/james-arbib-6883973a

Carbon Tracker: carbontracker.org

Book recommendation: Rethinking Humanity

--------Call-to-actions:The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale”

1-Become a Patreon

if you would like to support it, you can become a Patreon and also make one-off contributions. 

2-Become a sponsor
We’re looking for 3 founding sponsors to support the mission! Reach out today to work with us! 

3-Become an IMPACT LEADER
We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call.

4 - Get in touch
Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners

5 - GIFT: My FREE Guide to Profit & Impact
If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide: The 6 Reasons why YOU DON’T CREATE PROFIT & IMPACT

6 - FREE WEBINAR
Join JP on his upcoming FREE WEBINAR to learn more and ask questions
Helping create the best experience by answering this short survey

Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse
Impact Leaders is produced by Podcast Publishing

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Important:

Guest bioDr. Reinhard Hübner is the Chief Executive Officer at SKION WATER Gmbh and investment manager at SKion. With a background in industrial operations, Dr. Hübner has over 17 years of professional experience, including with an international management consultancy. Since 2010, he has been responsible for the development and management of the investment portfolio in the water technology sector at SKion.

Water is the one resource we can’t live without, and for which there is no substitute. Investing in water technology companies is both an entrepreneurial opportunity and opportunity to protect a precious resource that can have the biggest impact in the world.

Time stamps[3:57] Dr. Reinhard Hübner’s background in industrial operations[6:43] The founder, Susanne Klatten, and her philosophy regarding water[7:40] Corporate and investment structure of SKion Water[12:28] Transparency and looking for investment opportunities  [13:00]  SKion Investment criteria[14:35] Agripreneurs, and accessibility to end-users[14:45] 2 Principles Skion implement in their business[15:48] The different types of waters [17:51] Investing in water technologies in Latin America[19:05] “Invisible” assets and 100 years of economics[21:53] The distribution of water and its uses[24:27] Out-of-date water infrastructure[29:09] Identifying and measuring impact[30:30] Methane is worse than CO2 [31:30] Investment horizon [32:09] Technological perspective of water management[36:07] The water-diamond paradox[38:29] Resources for understanding supply chains[41:08] The real waste in bottled water[43:31] The different types of investing[47:22] Successful private-public partnership models[49:40] Privatized utilities and services in most countries[51:32] Importance of phosphorus[53:30] How Dr. Hübner ended up in water

JP Dallmann on Forbes

Dr. Reinhard Hübner LinkedIn

Susanne Klatten: Bio

Andrew Walker: LinkedIn

Blue Gold Marketing website: https://www.bluegoldmarketing.com/ SKion website (English): https://www.skionwater.com/en/

SKion Website:  https://www.skion.de/en/

SKion Impact: https://www.skionwater.com/en/impact.html

Reinhard Hübner (SKion GmbH) about investing in water: YouTube 

SKion Awarded Water Company of the Year: Award 

Ecopreneur Website: WWW.ECOPRENEUR.CL

Book recommendation: The Wealth of Nations by Adam Smith

Blue text research Website: https://www.bluetechresearch.com/

Bluetech Research - Dynamics of Water Innovation

McKinsey Report - Charting Our Water Future

INVITATION - Best Water Event AQUATECH website:https://www.aquatechtrade.com

AQUATECH Innovation Forum: https://www.aquatechtrade.com/innovation-forum/

--------Call-to-actions:The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale”

1-Become a Patreon

if you would like to support it, you can become a patreon and also make one-off contributions. 

2-Become a sponsor
We’re looking for 3 founding sponsors to support the mission! Reach out today to work with us! 

3-Become an IMPACT LEADER
We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call.

4 - Get in touch
Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners

5 - GIFT: My FREE Guide to Profit & Impact
If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide: The 6 Reasons why YOU DON’T CREATE PROFIT & IMPACT

6 - FREE WEBINAR
Join JP on his upcoming FREE WEBINAR to learn more and ask questions
Helping create the best experience by answering this short survey

Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse
Impact Leaders is produced by Podcast Publishing

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Important:

Guest bioJP Dallmann is usually behind the scenes, but as a guest, he brings with him over 20 years of financial services industry experience and is using those skills to help usher in a new world of sustainable development and impact investment practices.

Ken D. Foster knows all about the ups and downs of life, which is how he has developed science-based, highly practical solutions for stimulating human potential in companies / or individuals who are seeking: personal balance, increased profitability, organizational productivity, time management skills, meditation techniques, systemic solutions, and authentic team-building communication.
SummaryFlipped interview! When the host becomes the guest, JP Dallmann - who is always shining a light on others’ work - has the spotlight on his work around impact investing and leadership. People have been making poor investment decisions for many years, but what is it about today’s environment that makes it especially difficult to create Profit & Impact? What are the trends or products that make people wish they paid more attention? What is the cure to this new age of information overload? How can people and companies become more focused, sustainable, profitable and make a difference to clients, society and the planet?

Highlights

Time stamps[2:16] Why JP started his career in the financial service industry
[3:31] The first reason why people (and companies) don't create profit and impact
[6:43]  For-profit or not: Creating a business model that is sustainable, funded, and profitable, over time
[6:57 ] Leveraging experience and network to help others 
[8:38] Investing in Cryptocurrency and staying in your lane
[11:00] Communication and how investment seeking funds & companies struggle to convey a clear message
[12:14] The launch of the IMPACT LEADERS PROGRAMME to help leaders in the industry
[13:47] Becoming an Impact Diamond to attract Profit & Impact 
[17:00] What makes a person or company attract the right and best opportunities 
[17:12 ] Aligning values and actions to that of your company 
[18:05 ] How to connect with JP
[18:49] The importance of community & accountability, and having access to the right people
[19:19] The Impact Leaders Podcast raising awareness about Sustainable & Impact Investing

JP Dallmann on Forbes
Listen to JP's IMPACT LEADERS Podcast Download JP’s FREE Guide: The 6 Reasons why YOU & YOUR BUSINESS DON’T CREATE SUSTAINABLE PROFIT & IMPACT
Sign up for JP's upcoming FREE Webinar
Connect with JP Dallmann on your Social Media Favourite platform

Kenneth D. Foster’s Website Ken’s book: The Courage to Change Everything 

--------Call-to-actions:The podcast is one of the catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale”

1-Become a Patreon

if you would like to support it, you can become a patreon and also make one-off contributions. 

2-Become a sponsor
We’re looking for 3 founding sponsors to support the mission! Reach out today to work with us!

3-Become an IMPACT LEADER
We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call.

4 - Get in touch
Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners

5 - GIFT: My FREE Guide to Profit & Impact
If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide: The 6 Reasons why YOU & YOUR BUSINESS DON’T CREATE SUSTAINABLE PROFIT & IMPACT

6 - FREE WEBINAR
Join JP on his upcoming FREE WEBINAR to learn more and ask questions
Helping create the best experience by answering this short survey

Connect with JP Dallmann on Linkedin, Twitter, Instagram, and Clubhouse
Impact Leaders is produced by Podcast Publishing

-------
Important:

Guest Bio - David O’Leary
David is a wealth management expert, impact investment professional, public speaker, and writer. David spends his time as Founder & Principal of Kind Wealth, a holistic wealth management practice helping early to mid-career Canadians manage their money in a way that matches their values. (See full BIO at the end of the notes)

This is yet another  fascinating episode that covers so many questions:
What is the role of a wealth manager? Or an Investment Manager? Or a Financial Planner? 
What is the fiduciary duty? And what is the duty of the pension funds and other institutions that are the largest investors in the world? 
And from a personal perspective, what are some of the best things the “average” person can do to “vote with their dollar”? Do you have to be a high-stakes, risk-taking investor to make a difference? Or can you be involved from early career stages to shape the future world into a sustainable landscape and impact wealth reality?
What is the best intersectionality between advisors and clients? How do we measure impact, the access and the inclusion to products, services and the effect they are having on people, the environment and the returns? 
These and so many more topics are covered during this in-depth episode. Enjoy! 

Key points

Time stamps[6:09] How David defines sustainable and impact investment[9:04] The spectrum of defining “impact investment”[18:07] The real intent of fiduciary duty vs the old Milton Friedman interpretation [21:30] Brown stocks perform worse than sustainable ones 
[24:10] Short-term vs. Long-term wealth management plans[31:35] The age range (and reason) of people who have been most historically underserved in quality financial advice[33:33] Investment management vs financial planning: two separate personal finance issues that have traditionally been erroneously combined, now should be intentionally treated separately[41:00] Wealth managers & advisors tend to serve people like themselves  
[42:00:] Measuring Impact, underrepresented groups, access & inclusion 
[50:37] The Bottleneck: Perfect is the enemy of good - Financial advisors vs. ESG investments
[56:00:] Some relevant qualifications in the UK and Canada [1:00:35] David working in Sierra Leone on microfinance projects, how that relates to impact investing
[1:02:00] World Vision and the work of missionaries
[1:05:00] Call to action

Useful links

JP Dallmann on Forbes

David O’Leary’s website
Connect with David and listen to his podcasts - Sign up at impactinvesting.how

Kind Wealth website https://kindwealth.ca/team/

Andrew Parry on the Impact Leaders Podcast
World Vision website https://www.wvi.org

Milton Friedman on Wikipedia
Theory of change on Wikipedia
Logframe - Logical Framework Approach
CFA Institute Website
Certified Professional Impact Analyst (CPIA) designation at Queens University

--------Call-to-actions:The podcast is one of catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale”

1-Become a Patreon

if you would like to support it, you can become a patreon and also make one-off contributions. 

2-Become a sponsor
We’re looking for 3 founding sponsors support the mission! Reach out today to work with us!

3-Become an IMPACT LEADER
We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call.

4 - Get in touch
Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners

5 - GIFT: My FREE Guide to Profit & Impact
If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide : The 6 Reasons why YOU & YOUR BUSINESS DON’T CREATE SUSTAINABLE PROFIT & IMPACT

Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse
Impact Leaders is produced by Podcast Publishing

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Important:

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About the Guest - David O’Leary
David is Founder & Principal of Kind Wealth, a holistic wealth management practice helping early to mid-career Canadians manage their money in a way that matches their values. David also produces and hosts The Impact Investing Podcast and is a frequent speaker at conferences and in the media (The Globe & Mail, The Toronto Star, BNN Bloomberg, CNBC Africa, etc.).
Previously, David was Managing Director of Origin Capital, the impact investing division of World Vision Canada. Prior to that he co-founded Eden Valley Partners, an advisory practice managing discretionary portfolios and providing financial planning to high net worth Canadians. David spent the first 13 years of his career with Morningstar in both Canada and South Africa in a variety of Director level roles where he specialized in Investment Manager Research.
David holds a BA in English Literature from the University of Toronto, an MBA from the Rotman School of Business, the Chartered Financial Analyst (CFA) designation, and the Qualified Associate Financial Planner® (QAFP) designation. He is also working toward the Certified Professional Impact Analyst (CPIA) designation at Queens University. 
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David’s short life story

In clichéd fashion, my life was transformed when I met a girl. I know, boy meets girl, how original! But her influence led me to take a six-week sabbatical from my job on Bay Street to spend that time volunteering in Sierra Leone with one of the world’s largest humanitarian organizations. My goal was to learn about how they were using microfinance to help end poverty. 
The trip was an emotional roller coaster that left me, at once, angry, sad, inspired, and motivated to do something about the appalling inequality I had witnessed. I didn’t realize it then, but two years later I would move to South Africa. Four years after that, I would quit my job in the institutional investment world and move home to pursue work that I felt could make a bigger social impact.
This work included co-founding a traditional financial advisory practice that integrated philanthropy with financial planning for retirement-age Canadians. It also included three years leading the impact investing division of the same INGO I had volunteered with all those years ago in Sierra Leone. During this time, I spent evenings and weekends working to get Kind Wealth off the ground.  
I’m passionate about Kind Wealth because during my 20 years of working in financial services, I came to see the underbelly of the industry and the many ways in which it took advantage of clients, the very people it claims to serve. I have also built a deep understanding of how people’s money choices impact the world around us: whether it be decisions about saving, spending, investing, or donating, it all leaves a footprint, for better or worse. I am excited to be building a wealth management practice that actually lives out its values, treats clients fairly, and helps them reach their financial goals in a way they can feel good about. 
On a personal note, I am a passionate advocate for equality of all stripes but maintain a particular focus on fighting for gender equality and against wealth inequality. I have a wide set of eclectic and often incongruous interests. In what feels like a lifetime ago, I was a competitive boxer in both Canada and South Africa. As such, I spent a great many hours punching other people in the face. Yet I’ve spent even more time traveling to developing countries trying to understand the root causes of wealth inequality and how I could help tackle it. 
In recent years I have been on a quest to simplify my life, be content with less, and stay mindful of the impact my life choices have on the world around us. I am currently working on eating less meat and reducing my family’s consumption by purchasing or bartering for second-hand goods. Oh, and in case you’re wondering, that girl I mentioned at the top of my bio, the one who changed my life, I ended up marrying her and having two strong-willed, socially conscious girls together. 

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Important:

About this episodeFlipped interview! When the host becomes the guest, JP Dallmann - who is always shining a light on others’ work - has the spotlight on his mission and work on impact leadership and investing. On this epsiode, JP is interviewed for the Green Leaders Inner Circle. For most people it is very difficult to pinpoint exactly where to start the transition into sustainable and impact investments ... or be able to tell if it is working, particularly with all the moving parts and variables involved. Given the way the markets is evolving, investment trends are headed towards a human need for a sustainability goal. In fact, all investments have impact, good or bad, the key is in having a “net positive impact”.
So what are the challenges we are facing to become an impact leader? Where do you want to put your stakes? Do you need special knowledge, or can you start where you are? These and many more questions are discussed and some real insights are shared during this episode.

JP Dallmann is usually behind the Mic, but as a guest he brings with him over 20 years of financial services industry experience, which he is using in combination with his skills and network to help usher in a new world of sustainable and impact investment practices to help the transition of capital in the industry, faster and at scacle.

Anca Novacovici is a sustainability advocate and the founder of Eco-Coach, a Washington DC-based consulting company that helps organizations of all sizes grow their sustainability programs.
Highlights

Time stamps[4:15] How JP got his start in sustainable & impact investment [12:11] The skills you need to be an impact leader[13:29] What do you do when you don’t know what you don’t know?[15:58] How to make a difference as an impact leader within an organization[18:29] “Success leaves clues”, so which clues do you look for?[20:22] How to build a strong foundation for profit and impact[23:24] How clarity can carry you through the journey[25:45] What is  it all for? JP describes his role and frame of reference for impact[29:00] Impact Leaders Programme: become a force for good and a magnet of opportunities for positive change, as part of this growing community.[32:52] Impact diamond analogy: Charcoal or Shining? Where are you in this process?

Useful links
JP Dallmann on Forbes

JP’s FREE GUIDE to PROFIT & IMPACT
Connect with JP Dallmann on social media
Apply to join the IMPACT LEADERS PROGRAMME - See call to action #3 below.
Anca Novacovici at Washington DC-based Eco-Coach

Change Leaders Quick Start Program 
Anca’s books that she has co-authored: 

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Call-to-actions:

The podcast is one of catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale”

1-Become a Patreon

if you would like to support it, you can become a patreon and also make one-off contributions. 

2-Become a sponsor
We’re looking for 3 founding sponsors support the mission! Reach out today to work with us!

3-Become an IMPACT LEADER
We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call.

4-Get in touch
Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners

5-GIFT: My FREE Guide to Profit & Impact
If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide : The 6 Reasons why YOU & YOUR BUSINESS DON’T CREATE SUSTAINABLE PROFIT & IMPACT

Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse
Impact Leaders is produced by Podcast Publishing

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About the Guest - JP Dallmann’s BIO

JP Dallmann is an award-nominated Sustainable & Impact Investing (S&II) Advisor, Champion, and Thought Leader, with over 20 years experience in the Financial Services Industry, as a Banking Executive and Advisor at major institutions such as HSBC, RBS, and PwC.
JP is the CEO of ILA & Partners, on a mission to create Profit & Impact, advising executives and companies, working mainly with values aligned Investment Managers and Global Leaders, to help them transition into and scale Sustainable & Impact Investing faster.
JP is also the host of the renowned Impact Leaders Podcast, featuring some of the best investors in the world and leaders focusing on Sustainable & Impact Investment and Performance with Purpose, supporting the companies that are solving the world’s biggest challenges.
He recently launched the IMPACT LEADERS programme, inspired by his clients and the need of many to get the support they need to become a magnet of the right opportunities.
JP supports various initiatives to raise awareness about the SDGs, including the Impact Founders community, which he co-founded, and Fast Forward 2030, where he is a Board Member.
He is also an author and contributor on Forbes.com, and participates as host and panelist at relevant events, partnering with key figures and major organisations to share best practices and inspire others to push the important agenda of Sustainable Finance.

About the Host - Anca Novacovici’s BIO
Anca Novacovici is a speaker, author and mentor with over 15 years of experience in environmental sustainability. She is the founder and President of Eco-Coach Inc, a Washington DC based sustainability firm that assists organizations to prepare for 2030 and beyond.
Anca has worked with public and private organizations, ranging from Fortune 500 to start-ups, to develop their sustainability strategy, operationalize and communicate it, and embed it in their organizational culture.   Some past and current clients include Capital One, Goodwill Industries International, Booz Allen Hamilton, Washington Gas, the Smithsonian, DC Department of Energy & Environment, the US Senate (Architect of the Capitol) and many more.
Anca recently launched the Green Change Leaders Quick Start program, to support individuals who want to implement sustainability in their organization but aren’t sure where to start. To date, over 1,500 individuals have taken advantage of the program to grow sustainability at work. She and her team are in the process of developing additional tools and programs which will be available in the near future. 
Anca is a LEED AP;  she obtained her Masters of Business Administration in International Management from Thunderbird, the American Graduate School of International Management, and her Bachelor of Science degree in Foreign Service from Georgetown University. 

--------Important:The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

About this episode
What do you do when your desire to change the world seems at odds with capitalism? Sir Tim Smit pulls back the curtains on the perception of a contradictory world that is actually not so contradictory at all. He shares the lessons and mistakes that can transform an organization from ordinary to extraordinary, and it all has to do with mutually beneficial partnerships. “If you can't do the whole job, you could end up doing a lot of damage.” So how do you make sure you can do the whole job?

About Sir Tim Smit

Sir Timothy Bartel Smit KBE is a Dutch-born British businessman is best known for his achievements in Cornwall and for writing the book The Lost Gardens of Heligan, winner of the 1997 Book of the Year. He and John Nelson restored the gardens, which are now one of the UK’s best loved gardens and named “Garden of the Year” by BBC Countryfile Awards (Mar 2018).  

Tim started work as an archaeologist before taking an unexpected leap into the music business, working as both a songwriter and producer receiving seven platinum and gold discs. 

Tim is currently the Executive Vice-Chair and Co-founder of the multi award-winning Eden Project in Cornwall. Since its opening in 2001, over 22 million people have come to see a once-sterile pit turned into a cradle of life containing world-class horticulture and startling architecture, symbolic of human endeavour.  He dreamt up and created the Eden Project, near St Austell, an £80 million initiative to build two transparent biomes in an old china clay pit near the village of Bodelva, which is said to have contributed over £1 billion into the Cornish economy. Tim is also Executive Co-Chair for Eden Project International, which aims to have an Eden Project on every habited continent by 2025. 
Key points

Time stamps[4:18] The social impact of pandemic and lockdowns[12:14] What is the difference between investment and impact investment?[14:01] The Garden Festival, and how it helped Sir Tim Smit build the Eden Project[15:59] How Sir Tim Smit defines true impact investing[24:21] Words matter! How a “good” word like ‘farm’ presents limitations and places a cap on opportunities[30:48] How does capitalism translate to good moral behaviour?[39:20] What is community? Do you define it by map lines or by social behaviour?[43:50] What education gets right (and wrong) about sustainable society[1:00:35] What is an auditor’s role in social sustainability?[1:07:13] The best decision ever made in the Eden Project[1:17:59] What anthropology got wrong with indigenous cultures[1:21:45] How scientific knowledge becoming extremely accessible leaves us with no excuse to remain stagnant in our lives [1:33:06] The unintentionally unhealthy dialogue about carbon [1:43:51] How Sir Tim Smit got his start in appreciating nature [1:54:33] Call to action, the “Tim Smit way”

Useful links

Sir Tim Smit bio at The Eden Project The Eden Project: https://www.edenproject.com

Eden International Projects - https://www.edenproject.com/eden-story/our-ethos/eden-project-international

Sir Ken Robinson - TED Talks
Manchester Bidwell Corporation - Project
William Strickland Jr. - Bill - The value of a Teacher
Stephen Lloyd - Bates Wells - Golden Share 

Books by Tim: The Lost Gardens of Heligan. London 1999: Victor Gollancz. ISBN 0-575-06765-9

The Heligan Vegetable Bible, London 2002: Cassell Illustrated

Books recommended by Tim:Buckminster Fuller: Operating Manual for Spaceship Earth

Bruce Pascoe: Dark Emu: Aboriginal Australia and the birth of agriculture

Merlin Sheldrake: Entangled Life

Recent news articles:The Guardian - Eden Project to start drilling for ‘hot rocks’ to generate geothermal energy

Sky news - Scientists searching for 'Holy Grail' of energy begin drilling into Earth's crust to power Eden Project

BBC News - Eden Project: Drilling starts for geothermal power

Hawaii references - Andrea Buckman
Leeward Haleakala Watershed Restoration Partnership (www.lhwrp.org) Non-profit Uhiwai O Haleakala (uhiwai.org)

Videos & Documentaries
“Down to Earth” with Zac Efron on NETFLIX - Season 1 Episode 3: Costa Rica - Biodiversity 

--------Call-to-actions:The podcast is one of catalytic initiatives to help deliver on Our mission to “Raise awareness to help transition capital into Sustainable & Impact Investing faster and at scale”

1-Become a Patreon

if you would like to support it, you can become a patreon and also make one-off contributions. 

2-Become a sponsor
We’re looking for 3 founding sponsors support the mission! Reach out today to work with us!

3-Become an IMPACT LEADER
We are looking for 10 people interested to join our new IMPACT LEADERS programme. Register your interest to book a call.

4 - Get in touch
Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners

Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse
Impact Leaders is produced by Podcast Publishing

5 - GIFT: My FREE Guide to Profit & Impact
If you are a business owner or an investor and you struggle to create the PROFIT & IMPACT you want …  then download my free guide : The 6 Reasons why YOU & YOUR BUSINESS DON’T CREATE SUSTAINABLE PROFIT & IMPACT

Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse
Impact Leaders is produced by Podcast Publishing
--------Important:The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.