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

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

Scott Arnell 135 Episodes Aug 17, 2026

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. The show focuses 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.

Episodes

Base of the Pyramid to Pension Fund: What Four Emerging-Market Funds Actually Returned | BlueOrchard · BII · IIX · EPIC World (#143)
Base of the Pyramid to Pension Fund: What Four Emerging-Market Funds Actually Returned | BlueOrchard · BII · IIX · EPIC World (#143) Aug 17, 2026 3333 🌎 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 Singapore: four emerging-market funds, one question almost no one answers in public — what actually returned? Impact investing has a disclosure problem. The frameworks multiplied. AUM keeps growing. But deal-level
The $120 Trillion Repricing: 4 Investors on the Carbon Bubble, Stranded Assets & Real Returns | (#142)
The $120 Trillion Repricing: 4 Investors on the Carbon Bubble, Stranded Assets & Real Returns | (#142) Aug 6, 2026 3625 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 greenhouses, Indian agrifood, forests, and the fossil fuel reserves sitting on public markets. They approach climate from very different asset classes, and the contr
A 1% Loss Rate “Unheard Of” in Frontier Markets: How Local-Currency Lending Rewrites African Credit Risk | Clemens Calice, Cygnum Capital   (#141)
A 1% Loss Rate “Unheard Of” in Frontier Markets: How Local-Currency Lending Rewrites African Credit Risk | Clemens Calice, Cygnum Capital (#141) Jul 30, 2026 5162 🌎 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 of the credit markets the world rates as riskiest — and lost about 1% of it, over 11 years.That record belongs to Clemens Calice, who walked out of Goldman Sachs in 2009, in the middle of the financial crisis, with two colleag
China Makes 70% of the World's Vitamins: The Fermentation Edge Hiding in Idle Factories | Matilda Ho, Bits x Bites (#140)
China Makes 70% of the World's Vitamins: The Fermentation Edge Hiding in Idle Factories | Matilda Ho, Bits x Bites (#140) Jul 23, 2026 6082 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
Too Big for Venture, Too Small for PE: Inside the ‘Missing Middle’ Where the Alpha Hides | Sanjeev Krishnan, S2G Investments (#139)
Too Big for Venture, Too Small for PE: Inside the ‘Missing Middle’ Where the Alpha Hides | Sanjeev Krishnan, S2G Investments (#139) Jul 15, 2026 5227 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 hea
Good Deals Don't Make Good Markets: Why Impact Investing Needs More Than Capital | Elizabeth Boggs Davidsen, GSG Impact (#138)
Good Deals Don't Make Good Markets: Why Impact Investing Needs More Than Capital | Elizabeth Boggs Davidsen, GSG Impact (#138) Jul 9, 2026 3674 🌎 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
95% of Emissions, 14% of the Capital: The Bond Market Mispricing in Plain Sight | Elizabeth Alm, Saturna Capital (#137)
95% of Emissions, 14% of the Capital: The Bond Market Mispricing in Plain Sight | Elizabeth Alm, Saturna Capital (#137) Jul 1, 2026 5160 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
From Goldman Sachs to Excel Hell: Measuring Sustainability That ESG Ratings Miss | Samantha Duncan, Net Purpose (#136)
From Goldman Sachs to Excel Hell: Measuring Sustainability That ESG Ratings Miss | Samantha Duncan, Net Purpose (#136) Jun 24, 2026 5539 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 no
From Apartheid to the BRICS Bank to BII: Leslie Maasdorp’s Journey Through Development Finance (#135)
From Apartheid to the BRICS Bank to BII: Leslie Maasdorp’s Journey Through Development Finance (#135) Jun 18, 2026 5558 🌎 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 throu
Africa’s Unbanked: Where FinTech Is Finding the Most Resilient Returns | Mohamed Okasha, DisrupTech Ventures (#134)
Africa’s Unbanked: Where FinTech Is Finding the Most Resilient Returns | Mohamed Okasha, DisrupTech Ventures (#134) May 20, 2026 5988 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
VC for Learning: How Outcome Funds Are Transforming Education in Emerging Markets with Amel Karboul
VC for Learning: How Outcome Funds Are Transforming Education in Emerging Markets with Amel Karboul May 6, 2026 6193 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 imp
Impact Investing in 2026: What Survives, What Scales, and What Changes with Eric Rice
Impact Investing in 2026: What Survives, What Scales, and What Changes with Eric Rice Apr 24, 2026 4251 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

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