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Money Tree Investing

Sustainable, IMPACT, & ESG Investing – Is It A Good Strategy For Your Money

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

šŸ—“ļø 21 October 2022

ā±ļø 54 minutes

šŸ§¾ļø Download transcript

Summary

This week we interview Eddy Soffer from Interactive Brokers. We discuss Sustainable, IMPACT, and ESG Investing. ESG investing is a hot area right now. Individuals and companies are all chipping in to give their opinion on the pros, cons and thinking behind this trend.

Join us this week as we have a good discussion about ESG investing and how it will impact your wealth.

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Douglas Heagren | ProCollege Planners

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For more information, visit the show notes at https://moneytreepodcast.com/sustainable-esg-investing-eddy-soffer

Transcript

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0:00.0

Welcome to the Money Tree Investing Podcast.

0:04.8

Stock market, wealth, personal finance, value stocks, invest in your life.

0:10.7

Hello, Smart Money Tree podcast listeners.

0:12.8

Welcome to this week's show.

0:14.0

My name's Kirk Chisholm and I will be your host.

0:16.5

So today we have a guest on Eddie Soffer.

0:19.4

How you doing today, Eddie?

0:20.5

I'm doing great.

0:21.5

Thank you for having me here.

0:22.9

We brought Eddie on because in the news we've seen a lot of back and forth on ESG, certainly

0:28.5

in the last few years, has become a hot trend and really just wanted to kind of dive right in.

0:33.4

So we wanted to bring an expert on.

0:34.6

So Eddie, maybe you could tell us a bit about your background.

0:37.2

So I've been in financial services for my entire career, originally from Latin America,

0:43.1

via the Middle East, so very international background, speak a number of languages,

0:47.8

and I'm very passionate about sustainability, starting from my background itself,

0:52.6

but also from all the things that I've seen happen over the years.

0:56.8

I helped develop the sustainability practice on my prior employer at Bramberg-Belous Harriman,

1:01.6

and I'm ESG manager here at Interactive Brokers.

1:05.1

And along with our director and the rest of our team, we lead the sustainability initiatives for the firm.

1:11.8

So we talk about sustainability. What does that mean to you? I think for a lot of people, that's kind of a

1:15.6

maybe a squishy word. What does that mean from your perspective? Sarah Lena, I'm glad you're

...

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