Top Advisors Give Strategies for LGBTQ & Multiple Generation Clients

Top Advisors Give Strategies for LGBTQ & Multiple Generation Clients

Author: Paul Ellis June 23, 2024 Duration: 0:00
Bair Financial Planning has been offering investment and lifestyle financial advisory services to clients for 20 years! Initially focused on the LGBTQ community in San Diego, CA, Marci Bair broadened the scope of her firm's life planning and asset management advice when Victor Orozco joined the firm a decade ago. They now have clientele across multiple family generations and offers sustainable and ESG investment strategies as well as more traditional portfolio diversificaiton, and sometimes both to generations within the same family. We discussed the ever-changing list of acronyms and definitions in the asset management industry, all of which are finally about the same objectives of long term financial security that matches and compliments the lifestyle choices of their clients. Marci and Victor are actively growing their firm and adapting the services provided to their clients to meet today's financial needs and tomorrow's aspirational goals.

Hosted by Paul Ellis, The Sustainable Finance Podcast is a resource for investors and financial advisors looking to move beyond the buzzwords and understand the practical realities of integrating environmental, social, and governance principles into portfolios. This isn't about abstract theory; it's a series of direct conversations with the people shaping the industry-from asset managers and analysts to corporate leaders and policy experts. Each episode digs into how sustainability metrics are being applied, what constitutes genuine impact versus marketing, and where the real financial opportunities and risks lie. You'll hear detailed discussions on evolving regulations, new investment vehicles, and the tangible data driving decisions. By focusing on these candid interviews with pioneers, the podcast provides a clear-eyed view of a rapidly changing landscape, offering actionable insights for anyone navigating the intersection of capital and responsibility. Tune in for a grounded perspective that equips you to participate in this critical shift within modern finance.
Author: Language: en-us Episodes: 100

The Sustainable Finance Podcast
Podcast Episodes
Climate Science Drives Post-Pandemic Clean Energy Transition [not-audio_url] [/not-audio_url]

Duration: 21:17
Dr. Selin Calik published “The Renaissance of Smart Energy: The Nexus of COVID 19 and Green Energy” in 2022, which describes the connection between Covid-19 and Climate Change with an emphasis on research in the field of…
DBS Leads Asian Banks in Financed Emissions Disclosures [not-audio_url] [/not-audio_url]

Duration: 24:40
In April of 2023 the Monetary Authority of Singapore (MAS) launched the Finance for Net Zero (FiNZ) Action Plan to catalyze Asia’s net zero transition and decarbonization activities. My guest today is Helge Muenkel, CSO…
How Schroders Leads in Decarbonizing Portfolios [not-audio_url] [/not-audio_url]

Duration: 46:50
This is the second program in a series the Sustainable Finance Podcast (SFP) is doing with Schroders. We’re taking an in-depth look at what Schroders is calling a global reset in the markets and the emergence of a new re…
How Closed Loop Technology Provides Zero-Cost Waste Disposal [not-audio_url] [/not-audio_url]

Duration: 22:50
Gravitas Infinitum / Carbotura was among the world’s top 50 most innovative new companies in 2021. It uses industrial-scale modular facilities to eliminate Municipal Solid Waste and create renewable fuels, carbon sequest…
Global Biochar & Grain Ecosystem Collaborate for CO2 Removal [not-audio_url] [/not-audio_url]

Duration: 28:26
Grain Ecosystem is a venture backed business spun out of Schneider Electric for the purpose of generating a high-quality carbon offset supply. The firm aims to support project developers in sequestering as much carbon as…
Demystifying ESG Integration with Data that Matters [not-audio_url] [/not-audio_url]

Duration: 34:03
My guests today exemplify an extraordinary partnership in the ESG landscape. Hamilton Lane, a private markets investment management firm with nearly $857 billion in AUM and AUA has a long track record of review and consi…
Nature Based Solutions Combine Science & Investment Strategy [not-audio_url] [/not-audio_url]

Duration: 34:26
Hello everyone and welcome to today’s episode. Many of you listening in today might be hearing the term Nature Based Solutions for sustainable investing and wondering what that means or thinking “I’m a finance person, no…
Systematic ESG Integration is Built for Purpose [not-audio_url] [/not-audio_url]

Duration: 20:04
Nikita Singhal is Co-Head of Sustainable Investment & ESG at Lazard Asset Management, a $234.6 billion global asset management firm. She oversees the firm’s Sustainable Investment and ESG Integration strategy, leads clie…
Carbon Accounting Turns Climate Risks into Opportunities [not-audio_url] [/not-audio_url]

Duration: 24:18
Mike Wallace is an internationally recognized expert in the ESG & sustainability field. For over 25-years he has been advising corporations, non-profits, and government agencies on the development and implementation of s…

«1...678910