SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

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SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

Scott Arnell

121 episodes

2 days ago

Catalytic capital is often described as concessional capital, sometimes accepting lower returns. But this framing overlooks what matters most. In practice, catalytic capital steps in first, absorbs the risk others can’t, and makes institutional capital comfortable enough to follow. If you’re involved in capital allocation, this matters because catalytic capital isn’t about charity. It’s about structuring risk so institutions can invest in assets they normally couldn’t because of regulatory an...

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Catalytic capital is often described as concessional capital, sometimes accepting lower returns. But this framing overlooks what matters most. In practice, catalytic capital steps in first, absorbs the risk others can’t, and makes institutional capital comfortable enough to follow. If you’re involved in capital allocation, this matters because catalytic capital isn’t about charity. It’s about structuring risk so institutions can invest in assets they normally couldn’t because of regulatory an...

Show more...

Episodes (20/121)

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

How Catalytic Capital Turns High-Risk Assets Into Pension-Grade Investments

Catalytic capital is often described as concessional capital, sometimes accepting lower returns. But this framing overlooks what matters most. In practice, catalytic capital steps in first, absorbs the risk others can’t, and makes institutional capital comfortable enough to follow. If you’re involved in capital allocation, this matters because catalytic capital isn’t about charity. It’s about structuring risk so institutions can invest in assets they normally couldn’t because of regulatory an...

3 days ago

42 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

Why Sustainable Forestry Beats Traditional Timber Models on Risk and Returns

Forestry is often treated as just timber production. But in this 2-in-1 compilation about sustainable forestry, you’ll hear a different way of thinking. One that looks beyond timber to carbon, biodiversity, water, and resilience. I revisit key moments from two earlier episodes that look at sustainable forestry as a serious investment strategy and a practical example of nature-based investing. They show how forests can deliver competitive returns, hedge inflation, and reduce portfolio risk whi...

1 week ago

1 hour 5 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

Circular Economy Investing: VC Returns from Fashion’s Broken Logistics

The apparel industry is a $3 trillion market. But a massive share of what it produces goes straight to waste. That combination points to mispriced inputs and broken systems. And to real opportunities for circular economy solutions that work on both the business side and the environmental side. In this end-of-year gift to listeners, I'm revisiting a conversation that shows where to look for investment opportunity: at overproduction, reverse logistics that don’t work, and at a system where bran...

2 weeks ago

1 hour 4 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

Green Bonds 101: Two Women Who Built the Market from Scratch

Green bonds reshaped parts of sustainable finance and placed transparency and disclosure at the core of fixed-income markets. Although they didn’t change credit risk they managed to change how investors evaluate credibility, disclosure, and intent. This 2-in-1 compilation revisits two earlier conversations about the early days of green bonds, when issuers and investors were still figuring out how the product worked. This was before sustainable finance went mainstream. In that period, climate ...

3 weeks ago

1 hour 4 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

How Blended Finance Powers 8% IRR in Emerging Market Utilities

Blended finance is making hard deals in emerging markets investable. It drives real infrastructure development where capital markets are thin. And when the work involves emergency aid and building businesses, you need someone who’s seen how money really works in emerging markets. Few people know how to make those pieces fit together better than my guest today. Talmage Payne has spent three decades proving that mission-first investing can deliver both measurable social impact and competitive r...

1 month ago

1 hour 22 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

Venture Capital’s New Frontier: Why India Wins in AgriTech, Rural Fintech, & Climate Resilience

My guest is Mark Kahn, Managing Partner at Omnivore, a $295 million venture capital firm investing in startups across agriculture, food, and the rural economy in India, focused on climate risk resilience. In this episode, we talk about how venture capital can be redesigned to fund climate adaptation in the real economy, and still deliver real returns. Mark shares what he’s learned from over a decade investing in agritech and climate adaptation in India, and why institutional investors continu...

1 month ago

1 hour 25 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

Why Impact Must Become Finance’s Third Axis: Rethinking Returns, Risk, and Responsibility

Richard Brandweiner, Chair of Impact Investing Australia and a longtime institutional investor, joins the show to discuss the realities of impact investing at scale. He reflects on universal ownership, system-level risks, blended finance, and what it truly takes to align capital with real-world outcomes and fiduciary expectations. Richard shares lessons from leadership roles at Perpetual, Aware Super, LeapFrog, Pendal, and Regnan, and why hope isn’t a strategy when designing investment framew...

1 month ago

1 hour 49 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

Affordable Housing & High Returns: How RBC’s Stable-Prepay Mortgage Portfolios Deliver Alpha and Community Wealth (#113)

In this episode, I talk with Ron Homer – Chief Strategist for Impact Investing at RBC Global Asset Management, and one of the earliest architects of community development investing in the United States. Ron’s perspective was shaped in Bedford-Stuyvesant, where he watched a thriving neighborhood decline not because of its people but because mortgage support and investment disappeared. That experience set him on a five-decade mission to help redirect capital back into places that had been over...

1 month ago

1 hour 21 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

The Contrarian Bet: Why Investing in India & Africa is "Less Risky Than Silicon Valley VC" (#112)

My guest today is Eva Yazhari – General Partner at Beyond Capital Ventures and one of the most original thinkers in the world of impact investing. Trained on Wall Street, Eva left finance to found Beyond Capital, turning her expertise toward building impact-driven markets. Beyond Capital Fund was structured as a nonprofit, a 501(c)3 – not to do charity, but to meet the moment. She describes it as “almost like a Trojan horse” – a structure that made her approach more acceptable to early ...

1 month ago

1 hour 32 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

50 Shades of Green: The €850+ Billion Logic Behind AXA’s Investment Approach (#111)

My guest today is Jamie Friedland, a former U.S. Treasury trader turned sustainability analyst at AXA Investment Managers – one of the world’s largest and most active players in sustainable investing. He joined AXA Investment Managers – now part of BNP Paribas Group – in March 2022. Within the group, BNP Paribas Asset Management oversees over €850 billion in assets, while the broader platform manages around €1.5 trillion globally. Approximately 90% of listed assets are classified under Articl...

2 months ago

1 hour 18 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

Double-Dividends from Nature-Risk: Using Geospatial Data to Pinpoint Hidden Alpha in Global Portfolios (#110)

My guest today is Laura Segafredo – Chief Growth Officer at NatureAlpha, and a systems thinker who’s spent the last twenty years connecting science, policy, and capital to build tools that help finance face the realities of the climate crisis. Laura began her career as an energy economist in Europe and California, contributing to major climate policy efforts like the Paris Agreement. She then spent nearly a decade at BlackRock, where she helped transform ESG from a niche concern into a $500 b...

2 months ago

1 hour 56 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

Sustainability 2.0: How Growth Investors Unlock Hidden ROI from ESG Metrics (#109)

My guest is Nidhi Chadda, founder and CEO of Enzo Advisors – a female- and minority-led sustainability and climate advisory firm that helps companies and investors integrate ESG factors into strategy and performance. She’s a former Wall Street portfolio manager who believes ESG isn’t about politics – it’s about disciplined risk management and long-term value creation grounded in data. Before launching Enzo, Nidhi built a career that spanned investment banking, consulting, and asset management...

2 months ago

1 hour 11 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

Moving from IRR to IMM: Investing Based on the Impact Multiple of Money | Michael Etzel, Bridgespan (#108)

My guest today is Michael Etzel – a partner at Bridgespan, and one of the key architects behind a shift that’s still unfolding: the effort to bring hard-nosed analytical discipline to a field once seen as closer to charity than capital. Michael came to this work from the social sector, back when “impact investing” wasn’t yet a defined field. At Bridgespan, he began advising philanthropists and foundations – and over time, that work expanded to include some of the world’s largest asset manager...

2 months ago

1 hour 48 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

40% IRR & Social Justice: How Vox Built Brazil’s 1st Impact Fund Scaling Solutions for the Base of the Pyramid (#107)

My guest today is Daniel Izzo, co-founder and CEO of Vox Capital – Brazil’s first impact investing firm. When Vox launched in 2009, the term "impact investing" barely existed in Latin America. There was no roadmap, just a few people who believed business could do more than serve the top of the pyramid. Daniel teamed up with Kelly Michel, co-founder of Artemisia, an accelerator for social entrepreneurs. Kelly introduced him to Antonio Ermírio de Moraes Neto, a young investor from one of Brazil...

3 months ago

1 hour 37 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

Accidental Father of Impact: Nick O'Donohoe on Leading BSC, BII & Building Investability in Emerging Markets (#106)

My guest today is Nick O’Donohoe CMG – former CEO of British International Investment, co-founder of Big Society Capital, and one of the early figures to frame impact investing as a financial discipline. Nick spent nearly three decades in global banking – first at Goldman Sachs, then at JPMorgan, where he rose to become Global Head of Research. When the crisis hit in 2008, Nick left JPMorgan to explore whether finance could be used to serve people who had never been served by it at all. Th...

3 months ago

1 hour 34 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

The Terrifying Math of Stranded Assets: Why Oil & Gas Valuations May Be Off by $100+ Trillion | Mark Campanale (#105)

In this episode, I sit down with Mark Campanale, founder of Carbon Tracker and Planet Tracker, best known for introducing one of the most disruptive ideas in climate finance: the carbon bubble. Mark’s journey began in his 20s, crossing the Sahara and working in a famine camp, where he first saw how capital, policy, and poverty were deeply linked. After years supporting fair-trade cooperatives in East Africa, he shifted to sustainable finance in London, co-launching the Jupiter Ecology Fund an...

3 months ago

1 hour 40 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

$28B and Counting: Inside Grosvenor’s Returns-First Impact Approach to Scaling Sustainable Capital Across Private Markets | Jonathan Hirschtritt (#104)

In this episode, my guest is Jonathan Hirschtritt, Head of Sustainability & Investment at GCM Grosvenor – a leading global alternative asset manager for more than five decades. The firm manages over $80 billion across the full spectrum of alternatives and has built one of the most comprehensive impact and sustainability investing platforms in private markets. In 2017, Grosvenor brought Jonathan in to work on strategy and operations, later moving into the role of Deputy COO. Four years lat...

3 months ago

1 hour 46 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

Scaling Global South Startups: Lessons Learned From Mercy Corps' Bold Strategy | Tim Rann (#103)

In this episode, my guest is Timothy Rann, Managing Partner of Mercy Corps Ventures. He leads what is likely the only venture capital fund in the world to have emerged from within a humanitarian NGO. When the fund was first created, Mercy Corps itself was a $600 million-a-year organization working in more than 40 conflict and climate-stressed countries. After years of building businesses in fragile markets such as Cambodia, Vietnam, and Afghanistan, he and his wife moved to Jakarta, where he ...

4 months ago

2 hours 23 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

Where Nature Meets Capital: 3 Leaders Turning Nature Into a Real Asset Class (#102)

Most investors now accept that climate risk is financial risk. But what about nature loss? What about the fact that half of global GDP is tied to the natural world – from soil health to pollination to forest carbon – and yet almost none of that value is priced into markets? If climate was the first wake-up call, nature is the second. In this 3-in-1 compilation, we revisit past episodes with investors at the forefront of this shift. Each one is building strategies to bring natural capita...

4 months ago

2 hours 2 minutes

SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing

How Social Bonds Are Shaping the Future of Impact Investing (#101)

The traditional view of bonds focuses only on financial returns. But social bonds turn that model on its head by aligning capital with solutions to pressing social challenges. Social bonds link financial success directly to positive societal change. Across these 3 conversations from past guests of the SRI360 podcast, a common thread emerges. When you design investment strategies to solve real problems and hold yourself accountable for the outcomes, you can unlock new sources of alpha, resilie...

4 months ago

1 hour 34 minutes