W4: Impact Knowledge Base

🛎 Weekly Summary

Welcome to our fourth week. By now, I hope you are starting to get your feet under you. It’s time for us to get up to speed and really start asking deep questions about your work, yourself, and the wider industry. So far, we have been introduced to the space, had the chance to meet each other, understood our goals for the program, and explored the many resources available to learn.

Last week, you had the chance to investigate what your questions were and what you were curious to develop in your skills. Did you write down your goals?

This week, we provide you with some resources and starting points to deepen and develop your knowledge of impact investing. You’ll start to understand the key details of the topic and what you need to improve if you want to work with and in this space.


Week 4: Impact Investing Knowledge Base

We invite you to pause for a moment, take a breath, & think about what you’ve learned over the past 3 weeks. How did what you’ve heard touch your everyday life? What was new? What makes you curious for more? What else are you looking for? We’d be so happy to hear from you! Feel free to share your reflections & feedback with us.

Review Upcoming Events

We're going to start hosting some times for you to connect with each other and stay up to date with what's happening in our program. You get to meet some other Fellows; we get to deepen our relationship with you. So come get some time to talk and explore whatever is on our minds or hearts.

NEIII Fellowship Social Time #2 Fri, Feb 28·7:00 – 8:00am, 1:00pm CET https://calendar.app.google/T3onh1S5t8S2LXMw5

In the weeks so far we’ve tried to organize some resources for you to help you go deeper in each part of the program. This might be in getting to know each other, networking with stakeholders in the ecosystem, or preparing your impact investing knowledge or your sustainable finance skills. Please check these out and let us know what you are enjoying.

Week 1 ResourcesWeek 2 ResourcesWeek 3 Resources

Use Zoom Room and Open Breakout Rooms

Use this zoom link https://us06web.zoom.us/j/9916789342?pwd=WYHhrbGo66yqmo2RvLsbIbUYJqpbwD.1 for any call you want to organize

To get into the room, use that link, or you might need to put in the pass code 1111

To be able to open the breakouts, one of you will first have to claim host privileges. Use the host code 135246 in the participant tab after clicking 'claim host' on the bottom. This will let you open up the Breakout Rooms. Be sure to set the breakout rooms to allow participants to choose rooms.

Next Week’s Community Call

Similar to Last Week, we’ll again have some Self-Directed Fun on Wednesday. This is where you take over the program and host yourselves with discussion and learning time while meeting each other. In the breakout rooms, discuss together in small groups the following questions and start sharing them with the others. So you can learn together and share resources. Maybe these things you can use or find helpful to you on your Peer Project in April? Have fun!

WHAT IS SOMETHING NEW YOU HAVE LEARNED THAT IS HELPFUL? SHARE.

WHAT IS A USEFUL RESOURCE, WEBSITE, TOOL FOR LEARNING? SHARE.


Community Call

Together, we will explore some key concepts fundamental to understanding impact investing and why it is different from sustainable finance. This level of additional focus on creating impact is so important for impact investors to distinguish their work from just profit-making. We encourage you to take this time to develop your knowledge base and see if you might identify some gaps you would like to improve on during the next weeks of the Fellowship program. What topics would you like to explore with your peers?

We'll also review our past resources and the information we've conveyed so far in the program. We'll also spend some time exploring our job resources and opportunities for your career paths.

Guest Speaker - Lisa Hayles

Notes Community Call with Lisa Hayles

📹 Fall 2024 Session Watch here

📓 Lisa's Materials

For nearly 40 years, Trillium Asset Management has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Trillium uses a holistic, fully integrated fundamental investment process to uncover compelling long-term investment opportunities. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. Are you curious about the approaches that Trillium uses? Think this session will be a great challenge to the industry in general and how much traditional Asset Management needs to change. Join this talk with Lisa Hayles who is the Director of International Shareholder Advocacy, overseeing engagement with corporate leadership on environmental, social, and governance issues.

If you are curious to go deeper into the topic you can use check out this event we did in the spring with Kate Monahan when went deep into the topic and gave a helpful overview of Proxy Voting https://youtu.be/JJAT41vvEqM


Skill Sessions

Career Talk and Workshop to Find Your Role in Impact Investing

Check out our Career Talk and Workshop to Find Your Role in Impact Investing

Crowdsourced Job Resources

https://docs.google.com/document/d/1l-dcCCrmbmFV7jyPtn5RZIi7jNZcZ4eN2aAv4Dnt7to/edit?tab=t.

Career Talks Video - https://youtu.be/OAk4PGTOMaU

Social Time and Self Directed Fun

This week, we have another Social Time planned. Please take a look at our Calendar for more details. Our own Cecilia Raza (Fellow Fall 2024) will host us again in the social time together.

NEIII Fellowship Social Time #2

Fri, Feb 28·7:00 – 8:00am ET, 1:00pm CET

https://calendar.app.google/T3onh1S5t8S2LXMw5

Helping Companies with the Net Zero Transition with Responsible Alpha

Hope you can join us for this new skill session we've just added to the week. Gabriel joined us in the Spring program 2024 and we're so happy he reached out to meet you all again. See you online

Join us as Gabriel Thoumi from Responsible Alpha chats with us about his work to help companies with their transition paths to a low-carbon, sustainable, and equitable future. We'll explore the analysis and work Gabriel has been a part of to challenge the status quo, and ensure we are on a pathway to a truly sustainable and impactful finance system. Check out https://www.responsiblealpha.com/ for more.

Join us if you can for this optional training relevant to you exploring this field and developing your skills to work with impact. See you online.

Check out Gabriel's Presentation here

Review Jenny Coomb's Materials on Sustainable FInance

Check Week 3 for more


🧠 Impact Investing Knowledge

Hope you are ready to dive in.

Week 4 Resources

🧰 Additional Learning Resources

Introduction to Sustainable Finance with Jenny Coombs

>>> 📹 Watch Fall 2024 session and Spring 2024 session

>>> 📓 Jenny's Slides

>>> 📚 Jenny's Resources

Jenny Coombs' presentation to the Spring 2024 Cohort provided a helpful summary of the main issues and frames of thinking about sustainable finance and impact investing. This time, she will go deeper into what she shared with us in spring and provide us with recent updatesfrom the field. Watching the Spring session can give you more context and help you get familiar with the terms and the principles of sustainable finance.

Jenny Recording https://youtu.be/c9uZF77hnK8


Additional resources will be added following our live sessions.

Finpublica - How Policy Will Affect Investing in Climate Under the Trump Administration

REGISTER HERE

Please join Finpublica, Impact Capital Forum, and ScopeFour Capital for an engaging discussion regarding how policy under the new Trump Administration will impact investing in climate and the energy transition.

Robin Kollannur, Managing Partner and Portfolio Manager at ScopeFour Capital, will explore, with policy experts from Ceres and the World Wildlife Fund, such topics as:

  • Initial actions taken by the Trump administration so far that may impact climate investing;

  • Potential changes to the Inflation Reduction Act -- including areas of emphasis, consensus expectations, and timing;

  • How a pushback to changes in climate policy may materialize through Congress, individual states, and the judicial system; and

  • How global policy developments may also impact climate investing.

Speakers will include:

  • Robin Kollannur, Managing Partner and Portfolio Manager - ScopeFour Capital

  • Elizabeth Lien, Senior Director for Federal Climate Policy & Subnational Programs - World Wildlife Fund

  • Benjamin Tabor, Director of Investor Network Policy - Ceres

When: Wednesday, February 26, 2025 at 1pm ET

📹 Week 4 Recordings & Resources

Community Call 4: Developing Key Action with Skills for Impact Investing and Sustainable Finance

Click here for more info: Resources

📹 Watch Here

📓 xyz's Slides

🙆‍♂️ Speaker's Bio - Lisa Hayles & Lisa's Notes

Notes from our Community Call

Lisa's Past Session With Us

📹 Watch here

📓 Lisa's Materials

For nearly 40 years, Trillium Asset Management has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Trillium uses a holistic, fully integrated fundamental investment process to uncover compelling long-term investment opportunities. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. Are you curious about the approaches that Trillium uses? Think this session will be a great challenge to the industry in general and how much traditional Asset Management needs to change. Join this talk with Lisa Hayles who is the Director of International Shareholder Advocacy, overseeing engagement with corporate leadership on environmental, social, and governance issues. If you are curious to go deeper into the topic you can use check out this event we did in the spring with Kate Monahan when went deep into the topic and gave a helpful overview of Proxy Voting https://youtu.be/JJAT41vvEqM

Skill Session: Environmental Justice with Gabriel Thoumi of Responsible Alpha

Click here for more info: Resources

📹 Watch Here Gabriel Thoumi - Environmental Justice

📓 Gabriel's Slides

🙆‍♂️ xyz's Bio

Hope you can join us for this new skill session we've just added to the week. Gabriel joined us in the Spring program 2024 and we're so happy he reached out to meet you all again. See you online

Join us as Gabriel Thoumi from Responsible Alpha chats with us about his work to help companies with their transition paths to a low-carbon, sustainable, and equitable future. We'll explore the analysis and work Gabriel has been a part of to challenge the status quo, and ensure we are on a pathway to a truly sustainable and impactful finance system. Check out https://www.responsiblealpha.com/ for more.

Gabriel, delved into environmental justice and its critical intersection with ESG (Environmental, Social, and Governance) frameworks. Throughout the session, Thoumi outlined his extensive background in sustainable finance and the VICJ model, emphasizing how values, interests, career aspirations, and job opportunities intertwine in promoting environmental accountability. Key discussions included the historical context of ESG, case studies such as the Bhopal disaster and the Atlantic Coast Pipeline, and the complexities of the plastic and chemical industries. Participants also examined notable environmental disasters and their community impacts, highlighted by Sharon Lavigne's activism against petrochemical facilities. The session concluded with actionable items, including reviewing historical video transcripts and considering internship opportunities at Responsible Alpha. Overall, the meeting underscored the urgent need for responsible engagement in environmental justice initiatives.

Check out Gabriel's Presentation here

Do connect with Gabriel he would be happy to support you

gthoumi@responsiblealpha.com

Responsible Alpha is looking for interns for different amounts of time commitments to gain exposure to the space and work with Gabriel and his partners, Jeff and Ian.

Skill Session: Career Talk and Workshop to Find Your Role in Impact Investing

Crowdsourced Job Resources

Career Talks Recording

The Skill Session and Career Workshop focused on identifying roles in impact investing, led by Stephen and featuring input from past fellows. Participants began with introductions and networking, discussing their locations and experiences. Stephen provided valuable resources for career transitions, including platforms like Impact Alpha and Impact Entrepreneur, while Nova, Yaishna, and Joanna shared insights on different aspects of career development. The session explored various employer types within impact investing and outlined potential roles, emphasizing the significance of networking. Strategies for job searching were discussed, highlighting the importance of financial literacy and remote work opportunities. Participants received practical tips for leveraging LinkedIn and navigating AI screening in applications, culminating in actionable takeaways to develop a clear career strategy and utilize the NEII network for opportunities.

Career Transitions Peer Project Group from Fall 2024 Cohort

💃 Group members: Joanna, Yaishna

📖 Presentation

📋 Employer Types

📋 Industry Roles

📋 Example Organizations

📋 Resources


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