ImpactAlpha Podcasts

Host Brian Walsh takes up ImpactAlpha’s top stories with editor David Bank. Up this week:

• “Revenue-based financing helps create wealth with anti-dilution protection for founders, not investors,” by Roodgally Senatus
• “How revenue-based finance can help close the racial wealth gap, by Carrie Endries
• “Investing in Resilience: Why America's overlooked businesses matter more than ever,” by Kim Folsom
• "S2G Investments seeks alpha in impact – without the label," by David Bank
• "Wavemaker Partners is writing early, small checks for ‘difficult’ deep tech," by Jessica Pothering

Aaron Rudberg, managing partner at S2G Investments joins David Bank. The Chicago-based firm co-founded by Walmart heir Lukas Walton, recently closed its $1 billion Solutions Fund.

David speaks with Aaron about the opportunity – and the impact – in financing  growth-stage companies too big for venture capitalists and too small for infrastructure investors, and his views on the dangers of groupthink in climate and impact investing.

Check out S2G's Edge profile. And, listen to their podcast.

Host Brian Walsh takes up ImpactAlpha’s top stories with editor David Bank. Up this week:

• “Patient capital to establish trust, efficacy and potential for scale in youth mental health startups,” by Hopelab’s Nathaan Demers
• "After a commercial failure, AIM Horizon goes all in on impact for maritime decarbonization," by Jessica Pothering

Stacey Faella, executive director of the Woodcock Foundation in New York, joins David Bank for an update on Woodcock's decade-long journey toward near-100% mission alignment of its $90 million endowment.

They talk about "investing in democracy" through the ownership economy, and the case for foundations to fire their investment advisors.

Woodcock is a founding member of Impact LP, impactalpha’s group of more than a dozen family offices, foundations and other allocators for whom LP = Leadership Potential. 

Host Brian Walsh takes up ImpactAlpha’s top stories with editor Jessica Pothering. Up this week:

• “As Norges Bank warns of potential losses, can impact investments provide a hedge?” by Amy Cortese
• "Investors find opportunities in South Africa's rush to renewables,” by Marilyn Waite
• “Murdoch heir seeks to set All Aboard climate coalition up for long term impact,” by Amy Cortese

To try ImpactAlpha Edge, ⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠.

Manufactured housing assets and mobile home communities, along with single-room occupancy motels, and multifamily properties, are key sources of Naturally Occurring Affordable Housing. On this episode, Proactive Realty Group’s Canaan Williams (ImpactAlpha Edge) tells how he has acquired and renovated nearly two dozen distressed, condemned or nearly abandoned assets and rehabilitated them, including with energy upgrades, while preserving below-market rents.

Dr. Van, as he is known, knows housing from growing up in a working-class Bay Area family that relied on Section 8 subsidies. South Carolina-based Proactive’s fixed-income strategy promises monthly payments from the rental stream.

Host Brian Walsh takes up ImpactAlpha’s top stories with editor David Bank. Up this week:

• “Power for AI, mostly renewable, tops the shopping list for big asset managers,” by Amy Cortese, with reporting from Erik Stein
• “Of agents and agency: An investor’s guide to choice and control across the AI stack,” by Paul Fehlinger

• "WovenEarth raises $155 million fund-of-funds for early-stage cleantech," by Roodgally Senatus

Todd Khozein of SecondMuse, an impact ecosystem builder and investor that designs and deploys innovative financing for resilient, inclusive and sustainable economies, joins David Bank. 

Todd’s family fled Iran in 1979 with other Baha'i families, who were persecuted after  the Islamic Revolution. In a recent post on ImpactAlpha, he applied Second Muse’s system-thinking to the provocative topic of the 21st-century reconstruction of Iran - whether that comes in five months or five years.

In their conversation, Todd talks about the relational imperative, women’s participation, the Iranian diaspora and the role impact investors.

 Host Brian Walsh takes up ImpactAlpha’s top stories with editor David Bank. Up this week: How Temasek, the $400 billion state-owned investment fund out of Singapore, positions itself as a generational investor; a look at three impact investing “beach reads,” out this week, that tackle the future of capitalism and the common good; and sustainable farm and timberland manager Alder Point lands $4 million from the Rockefeller Foundation to ramp up land acquisitions in rural communities.

To try ImpactAlpha Edge, ⁠⁠⁠⁠click here⁠⁠⁠⁠.

Story links:

• “Ford Foundation’s Roy Swan makes the case for 'positive-sum' capitalism,” by David Bank and Isaac Silk

• “With $400 billion in assets, Temasek leans into emerging markets, climate adaptation and ‘sustainable living’,” by David Bank

• "Alder Point secures $4 million from Rockefeller Foundation to build climate-resilient forests and farmlands," by Roodgally Senatus.
  

Eliza Foo, who leads impact investing at Temasek, the Singapore-based global investment company whose asset base recently crossed $400 billion, joins David Bank.

They speak about Temasek’s mission, Singapore’s impact ecosystem, and what’s next in emerging markets impact investing. And she shares her advice for asset allocators still skeptical about impact.