This is the second episode of the "Sonen Series."
Sonen Capital is one of the top Impact Investing management firms in the United States, and is consistently at the forefront of thought leadership for Impact Investing in Public Markets and projects.
Raúl Pomares is the Founder of Sonen Capital LLC, where he operates across the firm’s overall business activities, while focusing on client management, business development and industry leadership. He is a member of the firm’s investment committee.
Raúl is an internationally recognized speaker and author on sustainability and impact investing. He is the co-author of Solutions for Impact Investors: From Strategy to Implementation, published in 2009 by Rockefeller Philanthropy Advisors. He is supporting author to Promoting Sustainable Food Systems through Impact Investing, published by the Springcreek Foundation in June of 2011. Raúl is editor and co-author of Evolution of An Impact Portfolio: From Implementation to Results. In addition, he is an advisor to the Global Impact Investing Network (GIIN) Impact Base, an initiative to assemble a global comprehensive database of impact investments and to EKO Asset Management Partners, an environmental market focused asset manager.
This interview with Raúl was great, and I have so much respect for Raul and the entire Sonen Capital team. They are a class act organization. In this episode we talk about Raúl's beginnings in investing and impact investing, the process of founding a Certified B-Corp investment management firm, the future of public market based impact investing, Raúl's philosophy of investing and much more. One of my favorite aspects of both interviews has to be the shared views between myself and Will and Raúl in that Impact Investing is a methodology - not just an asset class - and can be done in a variety of styles and market types.
It is my hope that in all every interview on the Impact Investing Podcast that you are able to find areas and aspects that you can relate with as well, and are able to add more tools and mental frameworks to your investment analysis and decisions.
Thanks for listening, and enjoy!
Raúl Pomares via LinkedIn: https://www.linkedin.com/in/raul-pomares-64244a15
Facebook: Impact Investing Podcast
I've had the great pleasure of speaking with many incredible people since I started this Podcast, and this month is no different. I'm calling it the Sonen series – and both episodes this month will be with leaders from Sonen Capital – an impact investing firm based out of San Francisco that I have great respect for.
Sonen Capital is a specialized investment management firm dedicated to investors seeking financial returns with lasting social and environmental impact. They offer multi-manager, multi-themed investment solutions via pooled vehicles, portfolio strategies and customized mandates. Sonen is also a certified B Corp and GIIRS certified.
Furthermore, they share an incredible amount of information and in my opinion, are top thought leaders in the public impact investing field. With quarterly market reports, white papers and investing strategy frameworks being published on their website – Sonen Capital aims to share their knowledge with all who want to learn.
Our first episode this month is with Will Morgan - the Senior Impact Analyst at Sonen Capital who leads the effort to define, evaluate and report impact across Sonen’s public and private market investment strategies, and for some of Sonen’s most highly targeted and customized impact investment portfolios. Will provides top-down impact frameworks that inform the investment underwriting process, focusing on identifying thematic social and environmental outcomes and how those outcomes can be achieved through specific investment activities.
As part of communicating the results of Sonen’s investments, Will works with underlying investments and managers to improve impact evaluation and measurement systems and processes to enhance the quality and depth of impact data reported to clients. Under Will’s leadership, Sonen integrates third-party ESG data into public markets investment impact evaluation, as well as other emerging industry standards such as GIIRS and the Impact Reporting and Investment Standards (IRIS).
He was also one of the earliest practitioners of IRIS, and has helped some of the largest US and European-based foundations integrate IRIS into internal impact evaluation systems for both grant-based and corpus-based impact portfolios.
In this episode we dive into wills background and how he go to where he I now, how it influenced his investment frameworks and decision processes, and how he is leading the way In defining and integrating impact investing into mainstream finance and much more.
If you want to learn more about how to conduct impact investing through public markets – or are looking for some rock solid advice on being involved in the impact field, this interview is a must listen.
Impact Investing Podcast