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Stories from the front lines of business and sustainability innovation.
Episodes
Friday Sep 18, 2020
Friday Sep 18, 2020
Breaking the Mold on Investing: A Conversation with Lily Trager of Morgan Stanley
Lily S. Trager is an Executive Director and the Director of Investing with Impact and Head of Impact Solutions for Morgan Stanley Wealth Management
Since 2006, Lily has dedicated her career to sustainable and impact investing. Lily joined Morgan Stanley in 2014. In her current role, Lily works to provide individual, family and institutional clients with investment products, solutions, research and tools to capture the opportunities and mitigate risks posed by key sustainability and impact themes.
Previously, Lily worked for Veris Wealth Partners in New York, a Registered Investment Advisory focused exclusively on serving clients with interest in sustainable and impact investing, most recently as Head of Research & Due Diligence. Lily began her career at Cambridge Associates in Boston, where she worked on teams overseeing $3.9 billion in nonprofit, high-net-worth and foundation investment portfolios.
Lily was named to the 2018 class of MAKERS @ Morgan Stanley Wealth Management, a recognition that celebrates women who are ground breakers, advocates, and innovators in their given field.
Lily earned a M.B.A in Sustainable Business from Presidio Graduate School (formerly Bainbridge Graduate Institute) and her B.A. in Anthropology from Bates College. She also co-founded Women Investing for a Sustainable Economy (WISE), a professional networking group in New York City with chapters in Boston, Washington DC, San Francisco, Toronto, London, Los Angeles and Philadelphia
Bard MBA's Emma Jenkins and Lucien Harlow-Dion speak with Lily for this episode of the Impact Report.
Friday Sep 04, 2020
Friday Sep 04, 2020
Strong Returns, Measurable Impact: A Conversation with Alexa Blain and Fernando Alvarado of Deetken Impact
Deetken Impact is a Canadian impact investing firm.
Their priority is delivering strong, uncorrelated stable returns to clients. They differ from other firms in two striking ways: their focus is geographic and their mission is to make a social and environmental impact in the Americas, with a deeper focus on Latin America and the Caribbean, a region which — like other emerging markets — is projected to grow at 2x the rate of advanced economies in the next 5 years. Access to capital is necessary to capture and nurture this growth. Two, they focus investments on businesses and social enterprises that promote entrepreneurship, provide or improve access to basic services, and have a positive environmental impact. They seek-out untapped opportunities for growth in five different sectors that positively impact communities in the Americas.
Bard MBA's Leigh Anne Statuto and Stephanie Lavallato speak with Alexa and Fernando for this episode of the Impact Report.