Investing for the Future and the Planet with Dale Wannen

Aspire with Osha: art, nature, humanity

Have you ever wondered if your investments could pack a powerful punch for both your wallet and the world? Dale Wannen, veteran wealth manager and founder of Sustainvest Asset Management LLC, takes us on a deep dive into the transformative realm of sustainable investing. With over two decades of experience, Dale illuminates the journey of sustainable investing, debunking the myth that prioritizing ESG (Environmental, Social, and Governance) factors means sacrificing financial gains. From using ESG ratings to avoid the pitfalls of greenwashing to highlighting the growing influence of electric and hydrogen vehicles, Dale provides a comprehensive and insightful exploration of the rapidly evolving investment landscape.
Let’s not stop there. We turn the spotlight onto the power of small investors to effect meaningful change through shareholder activism, a compelling topic that often gets overshadowed. Dale unravels how, with the right tools and knowledge, even the smallest investor can influence the trajectories of publicly traded companies. We navigate through the process of compiling shareholder proposals, the role of regulatory bodies, and the crucial importance of casting informed votes.
Lastly, we delve into the vast and exciting possibilities that the future holds for sustainable investing. From the burgeoning popularity of robo advisors and AI-driven investing, to the intriguing potentials of cryptocurrency and the metaverse, Dale shares his predictions and insights. His recent book, 'Don't Feed the Clowns: Sustainable Investing for Everyday Life,' serves as a beacon for those looking to align their investments with their values. Join us for this empowering and thought-provoking conversation that will inspire you to contribute positively to our planet's future, through informed and responsible investment choices.
Sustainvest Asset Management LLC

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1. Investing for the Future and the Planet with Dale Wannen (00:00:00)

2. The Power of Sustainable Investing (00:00:07)

3. Exploring Sustainable Investing and Ethical Funds (00:07:28)

4. Future of Sustainable ESG Investing (00:17:38)

5. The Power of Shareholder Activism (00:24:28)

6. Clowns and the Investment World (00:31:54)

7. The Future of Investing and Sustainability (00:36:19)

8. Sustainable Investing and the Future (00:42:11)