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

Epizódok

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  China Makes 70% of the World's Vitamins: The Fermentation Edge Hiding in Idle Factories | Matilda Ho, Bits x Bites 23.07.2026 1ó 41p

  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 and Managing Director of Bits x Bites — a $100 million fund vintaged in October 2020, 15 companies backed, Series A and B, and a board seat as a condition of every check. Her LPs are sovereign funds from Singapore, the Middle East and China, agrifood strategi...
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  Too Big for Venture, Too Small for PE: Inside the ‘Missing Middle’ Where the Alpha Hides | Sanjeev Krishnan, S2G Investments 15.07.2026 1ó 27p

  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 of misaligned capital — not because the science failed, but because the financing never fit what they were trying to build. That gap is the heart of this episode of SRI360. His core belief is simple: the thing holding back the clean economy is not techno...
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  Good Deals Don't Make Good Markets: Why Impact Investing Needs More Than Capital | Elizabeth Boggs Davidsen, GSG Impact 09.07.2026 1ó 1p

  🌎 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 system? And what does that mean for the field when the global development finance landscape shifts so dramatically in such a short period of time? In this episode, Elizabeth Boggs Davidsen traces a career that begins in the corridors of Washington political power and ends up in Khartoum during a milita...
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  95% of Emissions, 14% of the Capital: The Bond Market Mispricing in Plain Sight | Elizabeth Alm, Saturna Capital (#137) 01.07.2026 1ó 26p

  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. That gap is the heart of this episode of SRI360. I'm joined by Elizabeth Alm, Senior Investment Analyst and Portfolio Manager at Saturna Capital, the oldest and largest Sharia asset manager in the United States. Elizabeth helps run the firm's global sustaina...
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  From Goldman Sachs to Excel Hell: Measuring Sustainability That ESG Ratings Miss | Samantha Duncan, Net Purpose (#136) 24.06.2026 1ó 32p

  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 the planet. That distinction sits at the center of this episode of SRI360. I’m joined by Samantha Duncan, Founder and CEO of Net Purpose, a data platform now supporting clients managing approximately twenty trillion dollars in assets and built to measu...
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  From Apartheid to the BRICS Bank to BII: Leslie Maasdorp’s Journey Through Development Finance (#135) 18.06.2026 1ó 32p

  🌎 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 — and then lead one of the world's oldest DFIs through a structural reset of the entire development finance system? In this episode, Leslie Maasdorp traces a career that begins in a South African prison cell and runs through Nelson Mandela's government, Goldman Sachs International, and thirteen years in global investment...
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  Africa’s Unbanked: Where FinTech Is Finding the Most Resilient Returns | Mohamed Okasha, DisrupTech Ventures (#134) 20.05.2026 1ó 39p

  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 unicorn—and then leaving shortly after its landmark IPO to launch DisrupTech, a first-time venture capital fund during COVID-19. He breaks down what matters more than big ideas and what is often the ultimate competitive advantage in Africa’s startup ecosy...
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  VC for Learning: How Outcome Funds Are Transforming Education in Emerging Markets with Amel Karboul 06.05.2026 1ó 43p

  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 Education Outcomes Fund, to explore how capital can be tied directly to measurable results. Drawing on her experience working with governments, philanthropies, and impact investors, Amel explains why traditional funding models often fail to deliver real impact, a...
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  Impact Investing in 2026: What Survives, What Scales, and What Changes with Eric Rice 24.04.2026 1ó 10p

  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 really happening across global markets. Drawing on his experience at Wellington Management and BlackRock, and now in private markets with SEAF (Small Enterprise Assistance Funds), Eric explains why this moment reflects divergence rather than decline. While ...
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  Storage Enables, VC Proves, Science Validates: The Full Case for Climate Investing 15.04.2026 1ó 28p

  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 from very different angles, yet arriving at a similar conclusion. First, Ben Guest of Gresham House explains why battery energy storage is the missing piece of the renewable energy transition. As intermittent power sources like wind and solar scale, storage becomes essen...
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  The Catalytic Capital Playbook: How £10M Unlocked £2B in Private Investment 07.04.2026 1ó 6p

  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 catalytic capital? How do you create the conditions for it? And what happens when you deploy it at scale? You’ll hear from Yasemin Saltuk Lamy, Head of Investment Strategy at Legal & General, who helped define impact investing during her time at J.P. Morgan and...
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  In Case You Missed It: Must-Hear Conversations Shaping Impact in 2026 26.03.2026 1ó 21p

  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-world impact. Across these conversations, we explored everything from outcomes-based financing and government-backed impact models to regenerative finance and ownership structures, to early-stage climate investing in Southeast Asia. What connects th...
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  AgTech Profits Meet Planet: Where Climate Impact and VC Returns Align | Sarah Nolet, Tenacious Ventures 18.03.2026 1ó 33p

  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 investment opportunities lie within the everyday realities of farming? My guest this week is Sarah Nolet, Co-Founder and General Partner at Tenacious Ventures. With a background that spans systems engineering, hands-on farming experience, and venture capital...
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  From Mud Huts to Brick Houses: Venture Capital & Climate Resilience in Africa 11.03.2026 1ó 26p

  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 this episode of Sustainable & Responsible Investing 360, I’m joined by Tamer El-Raghy, Managing Director of the Acumen Resilient Agriculture Fund (ARAF). Tamer leads one of the first investment vehicles dedicated to climate adaptation in agriculture across A...
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  Alpha Strategy: Eliminating Bias to Unlock 4X Venture Outperformance 05.03.2026 1ó 42p

  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 of mispriced opportunity? My guest this week is Sharon Vosmek, CEO and Managing Partner of Astia. With more than two decades of early-stage investing experience, Sharon has built one of the most structured bias-mitigation processes in venture through As...
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  Scaling Impact & Alpha: Inside T. Rowe Price’s Myth-Busting Impact Fixed-Income Strategies | Matt Lawton 26.02.2026 1ó 39p

  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 markets without weakening financial discipline or diluting measurable outcomes. My guest this week is, Matt Lawton, Matt is the Head of Impact Fixed Income at T. Rowe Price, where he leads global credit and emerging market blue bond strategies. With more tha...
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  Beyond the 2/20 Model: Disrupting VC & 25% IRR from Climate Adaptation in Southeast Asia 17.02.2026 1ó 23p

  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, and social consequences of climate change. This imbalance is especially visible in emerging markets, where climate risk, rapid economic growth, and limited institutional infrastructure collide. In this episode of SRI360, I’m joined by Alina Truhina, Fou...
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  Regenerative Finance and Biodiversity: The Risk Investors Keep Mispricing 05.02.2026 2ó 17p

  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 finance, and why sustainability alone may no longer be enough for investors focused on long-term value creation. Drawing from Laura’s experience in traditional finance and her work building regenerative investment strategies in Latin America, the conversation ...
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  Alpha From Inertia: How Paying for Outcomes Unlocks Impact Investing Returns 21.01.2026 1ó 31p

  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 returns elsewhere. So, unless incentives and information change, inertia wins. This episode is about why social investment keeps getting stuck, even when good people across government, finance, and communities are trying to do the right thing – and what act...
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  How AgTech Venture Capital Harvests Alpha and Impact in Latin America 15.01.2026 2ó 4p

  Agrifood and AgTech investing in Latin America is still widely misunderstood. That gap between perception and reality is creating real opportunity for patient, specialized investors who understand agriculture as a long-term operating business, not a short-cycle investment theme. Volatility here is often mistaken for weakness. But as this conversation makes clear, agribusiness has kept growing through recessions, pandemics, and political transitions. In many cases, it’s been one of the most re...