SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing
SRI360 explores how professional and institutional investors use impact investing and sustainable finance to shape real-world outcomes.
Each episode features an in-depth conversation with a leading investor in public or private equities, public or private debt, venture capital, or real assets.
We focus on the mechanics of investing: how strategies are designed, how capital is allocated, how impact is achieved and measured, and where incentives succeed, or fail, within asset-owner systems.
If you want clear, honest insight into the future of sustainable & responsible investing from the people shaping it, this show is your competitive edge.
Learn more at SRI360.com.
Episodes
147 episodes
Impact Investing’s Bottleneck: It’s Not Capital... Why Isn’t the Money Moving? | Laurie Spengler, Courageous Capital Advisors (#146)
“Walking away is actually discipline. It's not failure, it's discipline.” — Laurie SpenglerIn this episode, I speak with Laurie Spengler, Founder and CEO of Courageous Capital Advisors and Founding Partner of Mondiale Impact, about why c...
Does Impact Cost You Anything? 4 Funds Answer With Real Numbers, Not Theory (#145)
Four investors. One hard question: does impact actually pay, and how do you prove it?This is a compilation episode of SRI360, pulling together four conversations that answer that question from four seats at the table — growth equity, pri...
In 2021 This Sounded Like Activism — Then Fossil Fuels Lost a Decade: The Stranded-Asset Call, Five Years On | Ron Gonen, Closed Loop Partners (#144)
In the autumn of 2021, Ron Gonen sat across from me and made a call that sounded like activism: fossil fuel assets were already stranded, the smart money was gone, and anyone divesting that year was a decade too late. He said it during the best...
Base of the Pyramid to Pension Fund: What Four Emerging-Market Funds Actually Returned | BlueOrchard · BII · IIX · EPIC World (#143)
🌎 Get the latest updates on Sustainable & Responsible Investing at: https://sri360.com/newsletter/From a $200 microloan in Peru to a bond sold almost exclusively to pension funds in...
The $120 Trillion Repricing: 4 Investors on the Carbon Bubble, Stranded Assets & Real Returns | (#142)
Four investors. Four asset classes. One question: where does real money actually go to work on climate?In this compilation episode, I revisit conversations with four investors who put real money to work in the physical economy, across gr...
A 1% Loss Rate “Unheard Of” in Frontier Markets: How Local-Currency Lending Rewrites African Credit Risk | Clemens Calice, Cygnum Capital (#141)
🌎 Get the latest updates on Sustainable & Responsible Investing at: https://sri360.com/newsletter/A local-currency bond fund put roughly $600 million to work across some o...
China Makes 70% of the World's Vitamins: The Fermentation Edge Hiding in Idle Factories | Matilda Ho, Bits x Bites (#140)
Matilda Ho was banned from the kitchen for the first 25 years of her life. Her mother’s rule was simple: cooking is what you do when you fail at school. She now runs China’s first food tech venture fund.I’m joined by Matilda Ho, Founder ...
Too Big for Venture, Too Small for PE: Inside the ‘Missing Middle’ Where the Alpha Hides | Sanjeev Krishnan, S2G Investments (#139)
Sanjeev Krishnan spent thirty years arriving at one conclusion: the clean economy's binding constraint isn't technology, it's capital structure. He watched brilliant technologies, brilliant people and brilliant visions get broken on the wheel o...
Good Deals Don't Make Good Markets: Why Impact Investing Needs More Than Capital | Elizabeth Boggs Davidsen, GSG Impact (#138)
🌎 Get the latest updates on Sustainable & Responsible Investing at: https://sri360.com/newsletter/What does it take to move impact investing from individual transactions to a s...
95% of Emissions, 14% of the Capital: The Bond Market Mispricing in Plain Sight | Elizabeth Alm, Saturna Capital (#137)
Most people think a green or sustainable label on a bond means it is good for the planet. Often, it does not. A label only tells you what the issuer says it will do with the money. It does not prove that real change happens on the ground.
From Goldman Sachs to Excel Hell: Measuring Sustainability That ESG Ratings Miss | Samantha Duncan, Net Purpose (#136)
Most investors assume an ESG rating tells them how sustainable a company is. It doesn’t. An ESG rating measures the financial risk environmental, social, and governance factors pose to the company — not the company’s actual impact on people and...
From Apartheid to the BRICS Bank to BII: Leslie Maasdorp’s Journey Through Development Finance (#135)
🌎 Get the latest updates on Sustainable & Responsible Investing at: https://sri360.com/newsletter/What does it take to build a multilateral development bank from scratch — an...
Africa’s Unbanked: Where FinTech Is Finding the Most Resilient Returns | Mohamed Okasha, DisrupTech Ventures (#134)
What does it take to build a billion-dollar fintech company and then walk away from it to start over during a global pandemic? In this episode, Mohamed Okasha shares the story behind helping to build Fawry into Egypt’s first tech un...
VC for Learning: How Outcome Funds Are Transforming Education in Emerging Markets with Amel Karboul
Impact investing is entering a more disciplined, outcomes-driven phase, and it’s more complex than it first appears. In this episode of Sustainable & Responsible Investing 360, I sit down with Amel Karboul, Founder and CEO of the E...
Impact Investing in 2026: What Survives, What Scales, and What Changes with Eric Rice
Impact investing is entering a new phase, and it’s more nuanced than the headlines suggest. In this episode of Sustainable & Responsible Investing 360, I sit down with returning guest Eric Rice for his third appearance to unpack what’s real...
Storage Enables, VC Proves, Science Validates: The Full Case for Climate Investing
What does climate investing look like when it actually delivers returns?In this special compilation episode of Sustainable & Responsible Investing 360, I bring together three investors approaching the climate opportunity fro...
The Catalytic Capital Playbook: How £10M Unlocked £2B in Private Investment
What if the real constraint in impact investing isn’t a lack of capital… but how that capital is structured?This is a compilation episode built from three conversations, each tackling a different part of the same question. What is cataly...
In Case You Missed It: Must-Hear Conversations Shaping Impact in 2026
Over the past several weeks, I have had the opportunity to speak with four leaders working at the intersection of capital, climate, and system-level change, each bringing a distinct perspective on what it takes to move from intention to real-wo...
AgTech Profits Meet Planet: Where Climate Impact and VC Returns Align | Sarah Nolet, Tenacious Ventures
In climate investing, credibility is often associated with breakthrough technologies or large-scale energy infrastructure. This episode challenges that assumption by asking a different question: what if some of the most compelling climate inves...
From Mud Huts to Brick Houses: Venture Capital & Climate Resilience in Africa
Climate finance conversations often focus on mitigation. However, the question Tamer El-Raghy raises is more structural: what if one of the most compelling climate investment opportunities lies in helping smallholder farmers adapt?In thi...
Alpha Strategy: Eliminating Bias to Unlock 4X Venture Outperformance
In venture capital, credibility is often framed around access, networks, and pattern recognition. This episode challenges that foundation by asking a harder question: what if the industry’s biggest blind spot is also its most persistent source ...
Scaling Impact & Alpha: Inside T. Rowe Price’s Myth-Busting Impact Fixed-Income Strategies | Matt Lawton
In fixed income, credibility is tested differently, and real world metrics like liquidity, scale, and benchmark scrutiny leave little room for storytelling. This episode examines how impact strategies can operate inside mainstream credit market...
Beyond the 2/20 Model: Disrupting VC & 25% IRR from Climate Adaptation in Southeast Asia
Most climate investment still flows toward mitigation, technologies designed to reduce future emissions. Far less capital is directed toward climate adaptation, despite the fact that many regions are already living with the physical, economic, ...
Regenerative Finance and Biodiversity: The Risk Investors Keep Mispricing
What happens when sustainability strategies fail to address real climate risk and long-term investment outcomes?In this episode of SRI360, I am speaking with Laura Ortiz Montemayor about impact investing, climate risk, and regenerative f...
Alpha From Inertia: How Paying for Outcomes Unlocks Impact Investing Returns
The biggest risk investors face right now isn’t just climate change, geopolitics, or emerging-market volatility. The real threat in impact investing is inertia. Capital stays in familiar places because big asset owners can get satisfactory retu...