SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing – Details, episodes & analysis

This spring, I had the chance to talk with four incredible guests, each with a different take on what it really means to put money to work and invest in line with your values.

Across late March and April, we explored climate-smart timber, social finance powered by dormant bank accounts, fully impact-focused wealth advising, and how catalytic capital is reaching places most firms won’t go.

Here are the featured guests, along with links to their full interviews.

Yasemin Saltuk Lamy, Head of Investment Strategy at Legal & General (L&G)

Yasemin’s path into impact investing started at J.P. Morgan, where she helped build the firm’s Social Finance unit from scratch. At the time, even defining the term “impact investing” took months of debate. “We spent four months just on the word ‘intent,’” she told me.

That focus on intent stuck with her – from J.P. Morgan to Omidyar to BII – where she helped lead the Catalyst Portfolio, growing it from $300 million to $1.6 billion. Her work was all about finding places where capital didn’t naturally flow, and designing structures that would pull others in.

Full episode

Stephanie Cohn Rupp, Former CEO of Veris Wealth Partners

Veris Wealth Partners is one of the only wealth management firms out there that’s 100% impact. No ESG sideline, no separate division. The whole firm is built around aligning portfolios with values.

Another thing that stood out in my conversation with Stephanie was how methodical their process is. It starts with what they call “impact discovery” – getting into the client’s mission, history, beliefs – and then building an investment policy around that.

Full episode

Stephen Muers, Chief Executive Officer of Better Society Capital (BSC)

Stephen brings a systems lens to social finance, and that comes from experience. After years inside the UK government tackling big issues like energy policy, housing, and justice reform, he saw firsthand how strategy alone doesn’t shift systems.

At BSC, the mission isn’t just to make good investments. It’s to make social investment possible at scale.

But BSC isn’t trying to maximize its own portfolio. The goal is to grow the entire social investment market. Over the past decade, they’ve helped expand it twelve-fold across the UK. And yet, it still isn’t enough. The capital’s growing – but not at the pace the problems demand.

Full episode 

Bettina von Hagen, Managing Director & CEO, EFM Investments & Advisory

At EFM, forests are managed as long-term, living assets. It’s not just about timber – it’s about carbon, conservation, and communities, all managed through a single strategy. The question isn’t “how much can we harvest,” but “what’s the best outcome for this acre?”

EFM’s approach is built on the five Rs: rotation, retention, reserves, restoration, and relationships. It’s how they manage over 200,000 acres with just 11 staff and 90 contractors – by treating each forest like a custom portfolio.

Sometimes that means harvesting. Sometimes it means carbon storage or tribal access. The goal is a forest that’s more valuable ecologically, socially, and financially than it was before.

Full episode

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My guest today is Eric Rice – back for his second appearance on the podcast.

When we first spoke, he was running one of the only public equity funds in the impact space available to retail investors. Now, that fund has been shut down, the capital returned, and Eric has moved to private equity – specifically, to SEAF, an investor in emerging market SMEs.

This time, we talked about what happened, why it happened, and what it says about the current state of impact.

Eric’s core thesis hasn’t changed. The theory of change he developed at Wellington and BlackRock was simple: invest in companies doing socially useful work – even if they don’t realize it yet – and help them grow into that identity.

This was never ESG, and Eric is clear on the difference. ESG, he says, is about how a company operates. Impact is about what it does. “We weren’t ESG investors by any means. We were thematic investors – we only invested in companies solving social or environmental problems.”

That distinction got lost. Once the political backlash against ESG took hold, especially in the U.S., nuance didn’t matter.

Texas and a group of red states targeted a handful of BlackRock funds they deemed “too woke” to qualify for state investment. Among the six funds flagged, three were ones Eric had led. The result was that legitimate impact strategies became collateral damage in a culture war that had little to do with what those funds were actually doing.

As Eric puts it, they were “a different animal from the beginning”, but their message got hijacked.

After that, the pivot to private markets wasn’t just strategic – it was necessary.

At SEAF (Small Enterprise Assistance Funds), Eric is focused on small enterprises in emerging Europe, particularly in agriculture and food. Why? Because productivity in that sector is 40% of Western Europe’s – and no one has modernized it.

Eric and I talked about the limits of measurement frameworks, the role of trust in evaluating managers, and why so many funds labeled “impact” aren’t actually doing anything different.

This conversation is about what happens when a theory of change collides with political reality. It’s about staying true to the work in an industry that often prioritizes marketing. And it’s about the shift from public markets to private ones – not because it’s easier, but because it offers more clarity, more control, and maybe even more impact.

Listen to the full story.

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Additional Resources:

🔹 SEAF website

🔹 SEAF LinkedIn

🔹 Eric Rice LinkedIn

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Previous SRI360 interviews mentioned:

💎 Eric Rice: Ep 09

💎 Maya Chorengel: Ep 50

💎 Rochus Mommartz: Ep 57 & Ep 58

💎 Sir Ronald Cohen: Ep 73

💎 Hadewych Kuiper: Ep 83

💎 Michele Giddens: Ep 85

My guest today is Stephanie Cohn Rupp, Chief Executive Officer of Veris Wealth Partners — one of the first impact-only wealth management firms in the world, and one of the rare few that has been majority women-owned or led since day one.

Stephanie was born in the U.S. and raised just outside Paris by parents who did medical missions in underserved communities. She learned early on that work should serve a bigger purpose. 

That belief shaped her path — from microfinance in Central Asia to leadership roles at the Omidyar Network, Toniic, and Threshold Group.

But what she really wanted was a firm fully aligned with her mission — a place where impact wasn’t just a side offering but the whole point.

That’s exactly what she found at Veris. They weren’t just any firm – Veris was one of the first impact-only wealth management firms in the world. Majority women-led, deeply mission-driven, and at the time – looking for their next CEO.

It was a perfect match! 

Stephanie stepped in, and today, she leads a team managing $2.3 billion in assets, all dedicated to an ambitious goal – to create a more sustainable, equitable, and just world. 

Veris focuses on four core impact themes: climate solutions, sustainable agriculture, racial and gender equity, and community wealth building. They use a holistic approach, integrating environmental, social, and governance factors across all asset classes.

Unlike most firms, Veris doesn’t just offer impact investing – it operates as an impact investment itself. They hold themselves to the same standards on diversity, equity, climate, and inclusion that they expect from the investments they make.

It’s not always easy with the current political backlash against ESG in the USA and climate denial still making headlines.

Yet despite these headwinds, Stephanie has no dilemma - impact investing is here to stay. Because climate challenges, inequality, and injustice aren’t going anywhere. And will eventually affect us all.

So tune in and let Stephanie show you that impatience for change is actually the best growth engine around.

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About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys to insights into how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors.

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Additional Resources:

- Veris Website 

- Veris LinkedIn   

- Stephanie LinkedIn 

My guest today is Yasemin Saltuk Lamy, Head of Investment Strategy at Legal & General (L&G), a London-based multinational financial services and asset management company. And believe it or not, her investment journey started when she was only 18.

Back then, she had been dreaming of studying in Senegal to experience a French-speaking African economy. But then, the University of Pennsylvania’s study abroad office made her an offer she couldn’t ignore: a $12,000 scholarship to study in Scotland.

For most students, that would have been a no-brainer – they would have spent it on books, rent, or maybe a bit of travel… But Yasemin saw it as an investment opportunity.

She did the math, figured she could live on $6,000, and put the rest into high-growth equities. It was 1998, the height of the dot-com boom. Her investment skyrocketed – until the bubble burst. Long story short, it took nearly a decade just to break even.

It was a tough experience at such a young age, but a powerful one. Watching markets rise and fall, she realized she wanted to understand the bigger picture – how economies impact people’s lives.

And she had a strong background for that. Born in Istanbul, Turkey, Yasemin grew up between two worlds. After a military coup d'état, her parents moved the family to the U.S., settling in Rhode Island.

Every summer, she returned to Turkey, experiencing firsthand the stark economic contrasts between her two homes. In the U.S., she valued independence and opportunity. In Turkey, she saw the power of family networks and community-driven economies.

But it wasn’t until she moved back to Turkey as an adult that she truly felt the financial instability of inflation. She then abandoned her plan to pursue a Ph.D. in pure mathematics and instead studied financial mathematics at King’s College London.

After starting out as a high school math teacher, Yasemin moved into finance, bringing with her a strong focus on leadership and impact. At J.P. Morgan, she helped launch the Social Finance Team, and later at British International Investment, she led the Catalyst Portfolio – using catalytic capital to de-risk investments and crowd in private capital for emerging markets and climate projects.

Now at Legal & General, she’s focused on bridging institutional capital with sustainable investments. 

She’s using her experience with catalytic capital to make high-impact projects – especially in climate resilience and infrastructure – less risky and more attractive to traditional investors like pension funds and insurers.

In this interview, Yasemin breaks down how catalytic capital is transforming impact investing and why pension funds have a duty to invest in the right things to protect long-term asset value.

The future of finance isn’t just about returns – it’s about reshaping the system to work for people and the planet. Tune in to hear how Yasemin is making it happen.

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About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes.

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Connect with SRI360°:
Sign up for the free weekly email update
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Additional Resources:

- L&G website

- Yasemin LinkedIn

My guest today is Jyotsna Krishnan, the CEO and Co-Founder of EPIC World focused on empowering what she has termed "the unseen middle." Jyotsna leads initiatives to change the financial systems for entrepreneurial households in India, creating replicable models for other regions that share similar market dynamics, like Latin America.

She recognized great potential in a segment that comprises 247 million households. According to EPIC World's estimates, there is a $100 trillion opportunity over the next 20 years to serve Indian entrepreneurial households and harness their economic vibrancy.

Educated at top institutions, Jyotsna Krishnan honed her financial expertise at HSBC but felt limited in impact. To drive real change, she joined Elevar Equity to support entrepreneurial households directly.

(Sandeep Farias, founder and managing partner of Elevar Equity was my guest in one of the previous episodes. Listen in to learn more.)

Often overlooked as the "bottom of the pyramid," these households were in fact dynamic risk-takers, problem-solvers, and creators of multiple income streams during the  COVID-19 pandemic. However, despite their economic potential, they lacked access to quality healthcare, education, financing, and business services, mainly because businesses didn’t figure out how to serve them effectively.

That’s when EPIC World was born. 

Founded by partners from Elevar Equity and a co-founder skilled in deep tech and data, it acts as a scaling engine. It bridges the gap between businesses, investors, and entrepreneurial households by offering deep market intelligence, real-time data, and aligned capital strategies. Their goal is to help 50 companies scale up to become blue-chip firms that serve these entrepreneurial households, recognized as key drivers of India’s growth.

And the numbers showing the market's potential are staggering: Entrepreneurial households in India alone contributed $8.8 trillion in transaction volume in 2023, and this figure rose to $10 trillion in 2024, with the potential to grow tenfold over the next 20 years.

Tune in for this interview with Jyotsna to learn more about the palpable change she's making and how inclusive economic practices can genuinely uplift entire communities, creating new leaders from those who were once misunderstood, undervalued, and overlooked.

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About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing.

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Connect with SRI360°:
Sign up for the free weekly email update
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Additional Resources:

- Jyotsna Krishnan LinkedIn

- EPIC World Twitter

- EPIC World Website

- Book: Desperately Seeking Shah Rukh: India's Lonely Young Women And The Search For Intimacy And Independence

- Episode #72 with Sandeep Farias

Robert Kraybill is a well-known name in the impact investment space who has created innovative financial products that channel capital into improving livelihoods across emerging markets, particularly in South and Southeast Asia.

But his journey didn’t start there.

Robert’s first big career move was at Morgan Stanley. Fresh out of Princeton, he was ready to take on the world of investment banking. But before he even made it to his orientation session, he met Durreen Shahnaz – the woman who would later become his wife and, more importantly for this story, the founder of Impact Investment Exchange (IIX) and a global leader in social impact investing. 

 Starting as a banker at Morgan Stanley, Robert later led investment banking for Wasserstein Perella & Co. in Singapore and then transitioned to private equity at Marathon Asset Management, focusing on the Asia-Pacific region. 

Then came 2008. The financial crisis hit, and Robert saw firsthand that it "exposed the hollow promise of traditional finance’s claim to make the world better through efficient capital allocation." 

He knew there had to be a better way. So, he pivoted – to impact investing.

Fast forward to today, and he’s Chief Investment Officer at IIX, a Singapore-based enterprise that helps mission-driven businesses grow and scale their positive impact. In their words, they “build pathways to connect backstreets of underserved communities to the Wall Streets of the world”. 

Alongside his wife, he is transforming financial systems and developing innovative solutions that drive women’s empowerment, climate action, and community resilience. Through IIX and the IIX Foundation, their work has mobilized over $250 million in private-sector investment and positively impacted more than 100 million people worldwide.

His team pioneered the Women’s Livelihood Bond (WLB) series, a first-of-its-kind financial product that channels investment into women-focused enterprises across emerging markets. 

But they didn’t stop there. After proving the success of the Women’s Livelihood Bonds, they created Orange Bonds – an investment framework designed to standardize and scale gender-lens investing, just like Green Bonds did for climate finance.

In this episode, Robert takes us through the evolution of the WLB Series and the birth of Orange Bonds. 

He also explains the mechanics of blended finance – where catalytic capital de-risks investments to attract large-scale institutional funding. We also talk about IIX’s Values Impact Measurement Tool, their Risk-Return-Impact philosophy, and their ambitious goal: creating one billion sustainable livelihoods by 2030.

Join us to discover why the future of impact investing isn’t just green – it’s turning orange.

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About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes.

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Connect with SRI360°:
Sign up for the free weekly email update
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Additional Resources:

- Robert Kraybill LinkedIn 

- IIX LinkedIn 

- IIX Website 

- The Defiant Optimist: Daring to Fight Global Inequality, Reinvent Finance, and Invest in Women

Today, I'm thrilled to welcome back Jed Emerson, our first-ever repeat guest on the show.

Jed is a true impact pioneer and has spent decades thinking about and exploring how to create impact and value that is in alignment with who you are – your values, your goals, and your purpose.

Jed's impact journey began in the gritty Tenderloin district of San Francisco, California, where he founded a homeless youth center at the height of the AIDS epidemic. This experience led to his dissatisfaction with the nonprofit sector, where funding was too often hinged on politics, persuasion, and perception rather than on real performance.

He wanted to rewrite that script.

By a stroke of serendipity, Jed crossed paths with George Roberts  – the “R” in the renowned global investment firm Kohlberg Kravis Roberts (KKR). Roberts was searching for a way to do good with his wealth that didn’t feel empty or disconnected from his business roots.

Together, they launched an experimental private equity fund where he learned firsthand that social progress and financial savvy don't have to sit at opposite ends of the table. They can be integrated into what Jed later called “blended value.”

Fast forward to the present, and Jed is now the Chief Impact Officer at AlTi Tiedemann Global, which is a global wealth management firm, guiding next-generation family members who are questioning the purpose of their inherited wealth.

But don’t be fooled into thinking this is a victory lap story. Jed remains as restless and inquisitive as ever, living by his five-year cycles of asking (and answering) life’s biggest questions about capital, community, and our collective future.

And if you need any proof that Jed is never short on surprises, his book, ‘The Purpose of Capital’ inspired a music video. Yes, you read that right: a music video about impact investing.

Jed discusses impact investing’s key challenge: ensuring tangible outcomes aren't lost to good intentions and slick marketing. He explains why every investment carries an undeniable social and environmental footprint.

If you're ready to rethink the purpose of wealth and capital, join us to hear Jed's mix of pragmatic investing and ethical commitment to improving our world.

His story will remind you that success isn’t just about returns. It’s about finding new questions worth asking time after time.

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Additional Resources:

- AlTi website

- AlTi LinkedIn

Connect with Jed:

- Website

- LinkedIn

- BlueSky

Jed's books:

- Impact Investing: Transforming How We Make Money While Making a Difference

- The Purpose of Capital: Elements of Impact, Financial Flows, and Natural Being

- 'What If' music video

- Toniic Institute 

- GIIN (Global Impact Investing Network)

Check out Jed Emerson's first appearance on the SRI360 podcast:

- Listen here

- Watch on YouTube

Today, I'm talking with Cornelia Gomez, Global Head of Sustainability at General Atlantic. Cornelia is a leader who has uniquely merged corporate social responsibility with real-world business practices.

Born and raised in Paris, Cornelia's culturally vibrant yet traditional family shaped her strong sense of justice and commitment to ethical business practices.

Starting her corporate journey at Group Casino, in Hong Kong, Cornelia took the lead on improving supply chain sustainability across Asia. Her work involved conducting audits, implementing system changes, and ensuring compliance with labor and environmental standards. She pushed for stronger accountability and higher sustainability benchmarks, driving meaningful change in an industry resistant to transformation.

Now at General Atlantic, Cornelia oversees ESG integration across the firm’s portfolio, spanning over 330 companies across 20+ countries​. Under Cornelia’s leadership, sustainability has become a core pillar of the firm’s investment approach​.

GA doesn’t see ESG as a checkbox exercise. Instead, they have developed a unique "value creation" framework based on three key triggers: revenue growth, cost efficiency, and risk mitigation​. This approach ensures that sustainability initiatives are directly linked to financial performance, helping businesses grow while making a positive impact.

In this interview, Cornelia talks about the evolution of ESG and sustainability in private equity investing – from compliance-driven checklists to deeply integrated strategies that influence corporate governance and competitive advantage. 

Tune in to learn more about GA’s pragmatic, data-driven approach to sustainability and how they integrate ESG principles to drive real-world value while ensuring long-term business growth.

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About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys to insights into how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors.

—

Connect with SRI360°:
Sign up for the free weekly email update
Visit the SRI360° PODCAST
Visit the SRI360° WEBSITE
Follow SRI360° on X
Follow SRI360° on FACEBOOK

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Key Takeaways:

• Intro (00:00)
• Cornelia’s background and education (03:27)
• Transition to business and sustainability (15:15)
• Role at Group Casino and early challenges (17:21)
• Move to France and role at PAI Partners (34:36)
• Joining General Atlantic (38:32)
• General Atlantic's theory of change (48:26)
• ESG integration in the investment life cycle (50:43)
• Three key value creation triggers (01:03:47)
• Using data collection and analysis to drive decision-making (01:13:32)
• Sustainability challenges and opportunities (01:25:28)
• Rapid fire questions (01:31:46)
• Contact info (01:35:17)

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Additional Resources:

- General Atlantic Website 

- General Atlantic LinkedIn   

- Cornelia Gomez LinkedIn

My guest today is Sir Ronald Cohen, often referred to as "the father of British venture capital" and "the father of impact investing."

 As Co-founder and President of GSG Impact, Sir Ronald is leading a revolution to transform how the financial world measures and reports a company's value by including its net impact on people and our planet. 

Early in his career, he co-founded Apax Partners, one of the oldest and largest international private equity firms. His ability to anticipate market shifts – a principle which he calls “the second bounce of the ball” – was key to his success.

However, he saw his financial success was also increasing inequality, prompting him to create new tools like the Social Impact Bond, which ties investor returns to measurable social benefits.

Through his latest initiative, the International Foundation for Valuing Impact (IFVI), Sir Ronald has established rules to standardize impact valuation in financial terms, akin to how GAAP standardizes financial disclosures for US publicly traded companies.

IFVI is working to establish a global framework that quantifies social and environmental impact in monetary terms. The foundation provides open-source data, methodologies, and valuation metrics to ensure transparency and consistency in impact measurement across industries.

IFVI is already gaining traction among major financial institutions, corporations, and regulators. By integrating impact into core business and investment strategies, IFVI aims to reshape markets – ensuring that companies reducing carbon emissions, improving labor conditions, and fostering social equity are rewarded not just ethically, but financially.

This marks a fundamental shift in capitalism, one that aligns profit with purpose and empowers investors to accelerate the transition toward a more sustainable and equitable global economy.

With over $40 trillion invested in ESG and impact funds today, he believes we are on the brink of a financial revolution – one where companies are no longer valued solely by net income as we do today but by the total financial value that their operations contribute to people and our planet.

Tune in and meet the true visionary of impact investing!

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Connect with SRI360°:
PODCAST
WEBSITE
X
FACEBOOK

Sign up for the free weekly email update

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Key Takeaways:

• Intro (00:00)
• Sir Ronald's background (03:48)
• Discovering venture capital at Harvard (13:17)
• Founding Apax Partners and shaping the European VC landscape (19:28)
• Co-founding IFVI (33:16)
• The potential for impact accounting to drive innovation (45:41)
• The “brown-to-green” transition and the role of impact measurement (54:09)
• The challenges of aligning IFVI’s methodology globally (01:04:23)
• Sir Ronald's advice for impact investors (01:09:05)
• Rapid Fire Questions (01:17:19)
• Contact info (01:20:22)

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Additional Resources:

Connect with Sir Ronald Cohen:
🔹Website

🔹X

🔹LinkedIn

GSG Impact website

GSG Impact LinkedIn

IFVI website

Book: "Impact: Reshaping Capitalism to Drive Real Change"

Yuka App

Adam Swersky on the SRI360 Podcast

In this episode, I speak with Sandeep Farias, Founder and Managing Partner of Elevar Equity. If I wanted to describe Sandeep in one sentence, I'd probably say he’s a nomadic child of India’s landscapes who became an impact investing titan.

His early life was shaped by his father’s multiple assignments in the State Bank of India. From spending time in the mountains of Mount Abu to the chaos of Bangalore, he found a unique perspective on adaptability and resilience.

In our conversation, Sandeep openly talks about the beginnings of his career, where he went from fixing bicycles to working in a garment factory. These early hands-on experiences, together with his academic journey in law, uniquely prepared him for a not-so-conventional path.

Sandeep graduated from the prestigious National Law School of India University in Bangalore and started a legal career with stints at top Indian law firms. His rapid ascent in the legal world led him to Nishith Desai Associates, where he led the corporate law practice – a pretty meteoric rise for someone just four years out of law school. This position smoothly transitioned him into impact investing.

During the 2008 financial crisis, Sandeep took a monumental leap, leaving behind a promising legal career to start Elevar Equity with a clear-cut mission: to drive change and profits by investing in communities often ignored by traditional finance.

Unlike many in the space, Elevar focuses not on the bottom of the pyramid but on a segment that has progressed economically yet remains underserved. This strategic pivot places Elevar in a league distinct from microfinance entities like BlueOrchard and ResponsAbility (featured in previous episodes of the podcast). Elevar is not debt-focused. Instead, it opts to provide equity to these emerging communities.

Over the past 15 years, Elevar has expanded beyond microfinance into broader financial services, education, and healthcare, scaled over 50 companies, and supported more than 50 million 'entrepreneurial households'.

Tune in to hear how Elevar’s targeted focus on underbanked yet economically progressing communities has reshaped impact investing, distinguishing its approach from both mainstream venture capital and typical microfinance institutions.

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Connect with SRI360°:
Sign up for the free weekly email update
Visit the SRI360° PODCAST
Visit the SRI360° WEBSITE
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Key Takeaways:

• Intro (00:00)
• Sandeep’s nomadic upbringing (03:25)
• Career path and transition to impact investing (14:44)
• Founding of Elevar Equity (26:26)
• The concept of entrepreneurial households (41:25)
• The Elevar Method: Investment approach and process (45:02)
• The importance of field immersion for investment strategy (51:42)
• Driving customer-centric impact through innovation (01:01:34)
• Challenges in measuring impact (01:10:49)
• Scaling the Elevar Method (01:13:45)
• Rapid fire questions (01:21:27)
• Contact details (01:25:15)

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Additional Resources:

Sandeep Farias LinkedIn

Elevar Equity Website

Elevar Equity LinkedIn

BlueOrchard

responsAbility