I’m used to attending events that are focused on women so being the only man in the room is fine with me. What I have come to realize over the years is it affords me the opportunity to hear about women’s issues at an early stage or at the grassroots level, if you will. […]
I’m used to attending events that are focused on women so being the only man in the room is fine with me. What I have come to realize over the ...
The headline for this blog post is the name of an excellent session I attended last week as part of Marmalade (formerly known as Oxford Jam) which runs concurrently with ...
Earlier today I was standing outside the theater in Oxford, England, where the ceremony that celebrates the four winners of the 2015 Skoll Award For Social Entrepreneurship will take place later tonight. ...
The headline for this blog post is the name of an excellent session I attended last week as part of Marmalade (formerly known as Oxford Jam) which runs concurrently with Skoll World Forum (on Twitter #SkollWF and @SkollWorldForum). A lot has been written about Millennials over the last couple of years, some negative and some […]
Earlier today I was standing outside the theater in Oxford, England, where the ceremony that celebrates the four winners of the 2015 Skoll Award For Social Entrepreneurship will take place later tonight. It’s a beautiful place — the whole city is, and right now it’s filled with attendees of the Skoll World Forum and Marmalade. I’m one of […]
I’m looking forward to participating ing the Skoll World Forum at the University of Oxford’s Saïd Business School from April 15-17. I’ll be live tweeting and then blogging about key takeaways and favorite moments and also participating in Marmalade events before and during the forum starting on April 13. Please come back often during that time and follow […]
This post is extracted from articles appearing in the online version of the environment section of The Guardian, which has excellent reporting on issues related to sustainability and impact investing. “We are quite convinced that if he were alive today, as an astute businessman looking out to the future, he would be moving out […]
I just opened my eyes after the minute of silence to remember everyone that was affected that day. I remember almost everything about that day……Surreal seems a poor word choice but I guess it’s the best. I was headed to my Atlanta office that morning, the drive that took about 1:15 hours. I had a […]
Over the weekend I read an excellent Issue Brief by ImpactAssets entitled “The Millennial Perspective” I thought I would highlight some of the key findings below. You can find it in its entirety here. A Unique Worldview The NextGen worldview has numerous implications, but one place it is clearly at play is in financial […]
I was recently reviewing a paper called Sustainable Capitalism by Generation Investment Management, LLP and the executive summary is so good that I thought I would share it. The challenges facing the planet today are unprecedented and extraordinary; climate change, water scarcity, poverty, disease, growing inequality of income and wealth, demographic shift, trans-border and […]
I just finished co-producing and hosting a Mountainfilm on Tour stop in Atlanta last weekend. It was a great event that spanned two nights of film screening for adults and a kids’ matinee called Kidz Kino. It offered us an opportunity to introduce Morgan Stanley’s Investing with Impact platform to attendees. The response has been […]
Bloomberg reports that investors now more than ever are demanding that companies provide sustainability reports and specific metrics like goals for greenhouse emissions and energy efficiencies. In an article entitled Investors Demand Climate-Risk Disclosure in 2013 Proxies, Avery Fellow states, “Environmental and social resolutions accounted for more than 40 percent of all shareholder resolutions submitted […]
On Earth Day 2001, we had no idea that the world would forever change a few months later on September 11. At that time I had been working as a financial advisor and portfolio manager for almost 15 years. I had also been on the board of both my family foundations and was quite aware […]
There’s that old saying that if all you have is a hammer, everything looks like a nail. Now, I’m not saying for a minute that financial advisors are not innovative. We often are. However, everything is harder when you don’t know how to do it. Unless you understand something and feel comfortable with it, chances […]