ImpactAlpha Podcasts

Host Brian Walsh takes up ImpactAlpha’s top stories with editor David Bank. Up this week: Is Altérra’s ambitious effort to mobilize climate finance for the Global South working?; how Fervo Energy pulled off the biggest clean energy IPO in Wall Street history; and, Working Capital Fund secures $31 million for its third supply chain resilience fund.

To try ImpactAlpha Edge, ⁠⁠⁠⁠click here⁠⁠⁠⁠.

This week's stories:

• “Is Altérra’s ambitious effort to mobilize climate finance for the Global South working?,” by Erik Stein, Amy Cortese and David Bank
• “Fervo’s IPO recipe includes a dash of federal funding and a scoop of catalytic capital,” by Antony Bugg-Levine
• "Working Capital Fund secures $31 million for its third supply chain resilience fund," by Amy Cortese

Ty Thomas of Primary Housing joins David Bank to discuss NOAH - naturally occurring affordable housing. As an emerging manager, Thomas is looking to preserve and improve  the kind of aging, unrestricted market-rate apartments that house teachers, firefighters, and other essential workers.

Primary Housing, has been an active and early user of ImpactAlpha Edge, ImpactAlpha’s premium databases and other investment tools for fund managers and other Agents of Impact.

Host Brian Walsh takes up ImpactAlpha’s top stories with editor Amy Cortese. Up this week: Two different approaches that impact investors are taking to address Big Tech’s AI data center buildout; who wins when access to private equity is opened up to American retirees; and, how 2x is spurring a global race to the top in gender-lens investing.

To try ImpactAlpha Edge, ⁠⁠⁠⁠click here⁠⁠⁠⁠.

This week's stories:

• “Investors must push for transparency on AI’s water risks,” by Ceres’ Kirsten James.
• "Elemental Impact teams with hyperscalers to deploy clean tech solutions," by Amy Cortese.
• “In the name of ‘democratization,’ private equity firms eye US retirement savings,” by Isaac Silk and Amy Cortese
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• “Spurring a global race to the top in gender-lens investing,” by David Bank

Impact investing may have originated in the West. Its future is being shaped in the East.  From Singapore to South Korea, Japan to Hong Kong, investors in a mosaic of Asia-Pacific markets are leaning into Asia’s distinctive edge in the global impact investment ecosystem: patient capital, intergenerational stewardship and disciplined innovation.

The driver: a rising, intergenerational “now generation” steering the region’s innovative operating businesses and investment portfolios toward sustainability and social impact.

“There’s this undercurrent of energy and willingness to try and come together,” Katy Yung, who leads the Hong Hong-based Sustainable Finance Initiative, tells ImpactAlpha’s Dennis Price on the latest Agents of Impact podcast. “The reality is it has to be an intergenerational effort.”

Host Brian Walsh takes up ImpactAlpha’s top stories with Lucy Ngige and Amy Cortese. Up this week: The first edition of ImpactAlpha Africa explores new ways capital is being mobilized for impact on the continent; a spotlight on two African funds investing in human capital and creating high productivity jobs; and, how some LPs are stepping up to help emerging managers cross the chasm to their next fund.

Eric Ries, who inspired many a founder with his book The Lean Startup and went on to found the Long-Term Stock Exchange, joins Amy Cortese on this Agents of Impact podcast. Ries has wrapped up what he’s learned in a new book “Incorruptible: Why Good Companies Go Bad and How Great Companies Stay Great.” Many of the so-called best practices in corporate governance, he says, actually destroy value, and Silicon Valley founders ignore governance until it's too late,.

Amy speaks with Eric about "spiritual holding companies" — think perpetual purpose trusts, employee ownership trusts and industrial foundations that put a check on for-profit boards. Human flourishing, he says, not profit maximization, should be the true purpose of companies. He has some ideas of how to build organizations that can resist both inside temptations and outside pressure to betray their missions.

Host Brian Walsh takes up ImpactAlpha’s top stories with editor David Bank. Up this week: How Los Angeles is working to lower the cost and complexity of capital for affordable housing; the Southern Poverty Law Center controversy, and who really controls the funds in Donor Advised Funds; and, a closer look at a $140 million deal to build a sustainable aviation fuel plant in Egypt.

This week's stories:

• “Los Angeles tries to show how affordable housing can be built more quickly and cheaply,” by David Bank
• “Choose wisely: Big DAF platforms drop Southern Poverty Law Center,” by Candide Group's Morgan Simon
• “Jewish investors are calling on PayPal to provide services in Palestine,” by Chicory Wealth’s ari rosenberg and Mission Driven Finance board member Dorianna Blitt
• "Ninety One arranges $143 million for sustainable jet fuel production in Egypt," by Lucy Ngige
  

Chris Larson of Alder Point Capital Management, a fund manager focused on working farms and forestlands, joins David Bank.

Now a GP, or general partner, Larson used to sit on the other side of the table as an LP, or limited partner, at a single-family office. We discussed the rising value of sustainable real assets for climate mitigation and adaptation, and what it’s like to be a fund - raiser after spending years as a capital allocator.

Host Brian Walsh takes up ImpactAlpha’s top stories with editor David Bank. Up this week: Navigating the fear and frenzy at Milken’s annual gathering of global institutional capital; how the ongoing war in Iran is increasing the demand for renewable energy infrastructure, to the benefit of private equity giants; and, strange bedfellows invest in a company using ocean waves to generate renewable for offshore data centers.

To try ImpactAlpha Edge, ⁠⁠⁠click here⁠⁠⁠.

Story links:

• "Renewable energy gains steam despite headwinds, as energy demand surges,” by Amy Cortese and Erik Stein.
• "Climate investors team with Peter Thiel to back ocean power startup Panthalassa," by Amy Cortese
  

Carrie Endries joins David Bank to discuss the evolution of the place-based local investment ecosystem in Boston.

“We have many clients who have more abundant wealth than they need,” Endries says on the latest Agents of Impact podcast. “That means that they can set aside a portion of their portfolio that might have a return that is below market, if they choose."

Such clients are among a growing cohort of asset owners who are shifting their focus to making a positive impact in their own backyards. Endries works with high net worth individuals, families and smaller foundations, many of whom are based in Boston and across New England, to design and implement impact‑first, place‑based investment strategies.