Aloha Inspired Money Makers!

In Episode 8 of the Inspired Money Podcast's live stream series, “Investing for Impact: The Rise of Socially Responsible Investing,” hosted by Andy Wang and produced by Bradley Jon Eaglefeather. In this transformative episode, we are graced by the wisdom of our esteemed panelists—Debra Schwartz, Laura Ortiz Montemayor, Bruno Bertocci, and Kevin Peterson—as we journey through the realms of ethical investing.

LEp 8: Inspired Money Live – Investing for Impact: The Rise of Socially Responsible Investing



In a world where the call for sustainability and social responsibility reverberates louder each day, this episode serves as your guide through the labyrinth of socially responsible investing (SRI), ESG factors, and impact investing. Whether you're a seasoned investor or a novice eager to make a difference, this episode is your compass to navigating investments that not only grow your wealth but also contribute to a better world.


Segment 1: The Roots of Socially Responsible Investing: A Journey Through Time

Embark on a historical voyage tracing the origins of SRI from religious communities to the Civil Rights Movement and beyond. This segment serves as a foundational pillar, illuminating the ethical principles that have shaped this form of investing over the years.

Segment 2: ESG Investing: The Alchemy of Metrics, Tools, and AI

Step into the future as we delve into Environmental, Social, and Governance (ESG) Investing. Discover the metrics, tools, and even AI-driven analysis that are revolutionizing this sector, turning raw data into golden opportunities.

Segment 3: Impact Investing: The Magic of Making a Difference

Navigate the transformative world of Impact Investing, where your financial choices ripple through sectors like education, healthcare, and financial inclusion, creating waves of positive change.

Segment 4: Values-Driven Investing: Crafting Your Ethical Portfolio

Learn the art of Values-Driven Investing, a personalized approach to crafting a portfolio that mirrors your deepest ethical beliefs and personal values.

Segment 5: Measuring Impact: The Scales of Financial and Social ROI

Conclude your journey with a comprehensive guide to evaluating both financial and social ROI. This segment equips you with the tools to ensure that your investments are not just profitable but also impactful.

Guest Profiles:

Debra Schwartz:

Debra Schwartz, the Managing Director of Impact Investments at the MacArthur Foundation, is a beacon of equity, inclusion, and sustainability. With a commitment exceeding $750 million, she specializes in catalytic capital that ignites transformative change.

Laura Ortiz Montemayor:

Founder of SVX México, Laura Ortiz Montemayor is on a mission to recalibrate the flow of capital to serve humanity. Her work in impact investment has been a catalyst for social, economic, and environmental justice.

Bruno Bertocci:

With over four decades of industry experience, Bruno Bertocci, formerly of UBS Asset Management, has been a pioneer in developing public securities impact measurement frameworks and has served on numerous esteemed committees.

Kevin Peterson:

Kevin Peterson, the Special Projects Manager at the New Hampshire Community Development Finance Authority, has been instrumental in designing a $12 million Impact Investing Program, shaping the future of ethical investment.

May this blog article serve as your guide and inspiration in the fascinating world of luxury watches. Mahalo for joining us on this captivating journey!

#Inspiredmoney #DebraSchwartz #LauraOrtizMontemayor #BrunoBertocci #SociallyResponsibleInvesting #ESGInvesting #ImpactInvesting #ValuesDrivenInvesting #FinancialFreedom #PositiveChange #EthicalInvesting #SustainableFinance #InvestingForImpact #InspiredMoneyLive #eaglesvision

Guest Links:

Debra Schwartz:

Laura Ortiz Montemayor:

Bruno Bertocci:

Kevin Peterson:

This blog post is brought to you by Runnymede Capital Management, in collaboration with EaglesVision and the Inspired Money live-stream podcast series.

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