In this episode, Jamie and Ana talk with Jay Lipman, co-founder and President of Ethic. Jay uses data to help companies understand how to utilize their resources to impact not just their clients, but society as a whole.

Jay talks with Jamie and Ana about how to talk about ESG with clients, and how ESG strategies impact companies and investors.

Key Takeaways

  • How to live on a plant-based diet in New York.
  • When did Jay start pursuing a career in finance?
  • How Jay’s trip to Africa lit the fire to create more impact.
  • Understanding human capital, human life and natural resources.
  • Ethics and changing the conversation.
  • How to run a business that pushes for sustainable investing.
  • How to help clients understand the real issues.
  • The importance of visionary leadership.
  • Opportunities and challenges in ESG investing.
  • The need for personalization in advocating for ESG investing.
  • Should corporate behavior be aligned with your values and social responsibilities?

Quotes

“The idea was philosophy will give me the kind of moral compass to understand what one should do. Politics is how you change the systems from a regulatory perspective. And then economics was really the driver of systemic change because it’s how money flows.”Jay Lipman

“This entire industry is based on relationships and trust, which is ultimately the only thing that can never be commoditized.”Jay Lipman

Links

Connect with our hosts

Subscribe and stay in touch

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Anthony Zhang: Turning Challenge into Opportunity

By: Jamie Hopkins
Serial entrepreneur Anthony Zhang launched his latest venture, Vinovest, a fintech for fine wine investing, in 2020, just before the pandemic took hold. The stock market soon fell 30%, …
Blog

Dr. Richard Thaler: The Psychology Driving Our Money Decisions

By: Jamie Hopkins
Why do we make the decisions we do when it comes to money? In today's episode of Carson Group and PIMCO's Retirement Income Series, behavioral economist Dr. Richard H. …
Blog

Christine Benz: Breaking Down Retirement Income Planning Strategies

By: Jamie Hopkins
What philosophy guides your clients' retirement income planning? In today's episode of Carson Group and PIMCO's Retirement Income Series, Christine Benz, Morningstar's Director of Personal Finance, explains the key …
Blog

Dr. Wade Pfau: Retirement Planning in a Changing World

By: Jamie Hopkins
In today's episode of Carson Group and PIMCO's Retirement Income Series, Dr. Wade Pfau dives into the 4% rule and other retirement planning strategies. Wade is the founder of …
1 2 3 109