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Why Impact Must Become Finance’s Third Axis: Rethinking Returns, Risk, and Responsibility (#114)

November 25, 2025

“In the absence of government subsidy, consumer Greenium, philanthropic capital, or a truly innovative business model, it’s impossible to deliver impact at market rates of

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

November 18, 2025

“Building community isn’t about buildings. It’s about support, opportunity, and character. ” — Ron Homer In this episode, I talk with Ron Homer – Chief

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

November 11, 2025

“Everybody is focused on sourcing better and investing better. Nobody is focused on adding value, and that is exactly where everything goes right or wrong.

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

November 4, 2025

“ESG is data at the end of the day. And more information is always better than less information. ” — Jamie Friedland My guest today

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

October 28, 2025

“A lot of people oversold the idea that if you buy an ESG product, you’ll make more money – without necessarily having the data to

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

October 21, 2025

“Resilience is the new sustainability. ” — Nidhi Chadda My guest today is Nidhi Chadda, founder and CEO of Enzo Advisors – a female- and

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

October 14, 2025

“The really simple definition of impact investing is that all you’re doing is adding more information to your decision-making process. ” — Michael Etzel My

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

October 7, 2025

“The people in low-income communities aren’t stupid, they’re poor. And they are very much able to be very productive when given the opportunity. ” —

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

September 30, 2025

“Development finance should be used to provide capital where it’s not otherwise available – and that’s usually in the most difficult places to invest. ”

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

September 23, 2025

“Far more fossil fuels are owned in public markets than we can possibly ever use. That’s the carbon bubble. ” — Mark Campanale In this

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