Organising The Future with Andrew Parry

The purpose of this podcast is to talk about investment – active, sustainable investment that has the potential for meaningful long-term returns. Nothing is off the table, nothing is pre-judged. We’ll be looking with a critical eye at the full spectrum of investment activity, real-world impact. Please subscribe to receive upcoming episodesOur website www.johcm.comThe information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.

ESG – fact or fiction? Is it actually possible to secure good long-term investment returns through making the world a better place? Has ESG lost its connection to investment?Our Guest: Dr Robert Eccles, visiting professor at the Said Business School at Oxford University, consultant to private equity firm KKR and columnist at Forbes.comPlease subscribe to receive upcoming episodesOur website www.johcm.comThe information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.

Public vs Private. Any sustainable future is going to involve some kind of partnership between the public and the private sectors. Neither side is a simple or monolithic entity and both sides have their places – but where should the line fall? What belongs to the state, and what belongs to private enterprise?Our Guest: Aniket Shah, Managing Director and Global Head of Environmental, Social and Governance (ESG) and Sustainability Research at Jefferies Group, Senior Adviser on Sustainable Development Goals (SDGs) to the UN Sustainable Development Solutions Network (SDSN)Please subscribe to be first to know about new episodes Our website www.johcm.comThe information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.

We all use air. In various ways, we all use the oceans and the great rainforests. But we don’t use them equally and we don’t all pay for what we use. The idea of universal ownership seeks integrate investment objectives with the real costs of an industrial economy.Our Guest: Delilah Rothenberg, co-founding partner and executive director of the Predistribution Initiative.Please subscribe to be first to know about new episodes. Our website www.johcm.comThe information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.

Where does the reality of sustainable investment end, and where does the hyperbole begin?Desiree Fixler, is a tough, no-nonsense New York investment banker. She sprang into the headlines when she blew the whistle on what she saw as exaggerated ESG claims.Our Guest: Desiree Fixler, Chair, VentureESGPlease subscribe to be first to know about new episodes. Our website www.johcm.comThe information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.

Can investment strategies achieve real world environmental and social outcomes? Are private corporations the right vehicles for achieving social aims? Do we need to rethink an economic model skewed toward private activity and to challenge concentrations of power in order to value fully natural and social goods? Our Guest: Denise Hearn, Senior fellow at the American Economic Liberties Project and co-lead of the Access to Markets Initiative. She is co-author of The Myth of Capitalism, Monopolies and the Death of Competition and author of the blog Embodied Economics. Please subscribe to be first to know about new episodes. Our website www.johcm.com The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.

A tipping point consists of a reinforcing feedback loop within a system, the moment at which a given activity reaches a critical mass and becomes self-propelling. It is a key scientific concept, increasingly in use in understanding and forecasting the impact of human activity on the environment. The tipping points we hear about tend to be negative, such as the loss of the Greenland ice sheet. But they can be positive too, as with the uptake in electric vehicles, and used to shape and direct policy. Our Guest: Tim Lenton is professor of Climate Change and Earth System Science at the University of Exeter and Director of the university’s Global Systems Institute. He is internationally known for his research into tipping points and has lectured and written widely on the subject, including in Nature and Science. Please subscribe to be first to know about new episodes. Our website www.johcm.comThe information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.

Is there ever an argument for tobacco? Can a cigarette-maker avoid doing harm? If a smoke-free world is possible, what role, if any, should be played by big tobacco? ESG funds have typically screened tobacco out as a matter of course, but screening is brutal and simplistic and takes no notice of secondary impacts across a broader system.Our Guest: Jennifer Motles began her career as an international human rights lawyer working for United Nations agencies. She has special expertise in sustainability and stakeholder engagement, skills she now puts to use as Head of Sustainability at Philip Morris International.Please subscribe to be first to know about new episodes. Our website www.johcm.comThe information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.

First the science, then the law. A financier and a scientist, Howard Covington is now at the forefront of using the law courts to shape – and force – corporate policy on sustainability.Our Guest: Howard Covington has been an investment banker and an asset manager. A mathematician, he is a fellow of the Institute of Physics, an honorary fellow of the Isaac Newton Institute and, until recently, the inaugural chair of the Alan Turing Institute. He is currently chair of ClientEarth, an activist charity that uses the law to engage with environmental issues. Please subscribe to be first to know about new episodes. Our website www.johcm.comThe information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.