Making ESG Investing Easier for $2 Billion — Jay Lipman, President of Ethic

07/21/22 • 36 min

2 Listeners

PODCAST GUEST BIO:

Ethic is working toward a future where all investing is sustainable investing. Backed by almost $100M of funding, they empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals. Their solution has catalyzed $2B of capital into more responsible funds to date.

Jay Lipman is the Co-founder and President of Ethic. He is also a Top LinkedIn Voice for the Green Economy and a member of our Climate Mastermind peer groups at Entrepreneurs for Impact. Check out his entertaining and educational ESG videos here. He claims that his sophisticated English accent is not a factor in his success, but the jury is still out.

(I wonder who reads these podcast summaries. If that's you, Tweet at me here https://twitter.com/DrChrisWedding. 🤣)

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QUESTIONS THAT WE COVERED:

Business

What does your company do? What makes you unique versus the competition?
What is one mistake that you see many CEOs making?
What are 1-2 lessons you’ve learned about funding your growth with outside investors?

Personal

If you had to start over, what are 1-2 tips you’d give yourself in order to be faster, more effective, and higher impact?
What are some habits and routines that keep you focused, healthy, and sane — e.g., meditations, exercise, productivity hacks?
What recommendations do you have for our audience — books, podcasts, quotes, tools?

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PODCAST HOST:

Entrepreneurs for Impact is on a mission to help climate innovators grow faster with new investment capital, share best practices among peers, expand their networks, and reach their full potential.

Our three offerings include:

Climate CEO Mastermind Peer Groups — Our invite-only cohorts of 12 executives catalyze personal development and business growth via monthly meetings, annual retreats, and 1:1 coaching and strategy calls. Today’s highly curated Mastermind members represent over $8B in market cap or assets under management.
Online course on "Funding Your Climate Tech Startup" — Two-week boot camp offering 500+ climate investor list (with emails), a 5-step process for raising capital, the top 10 startup funding mistakes, and much more.
Newsletter — A 3-minute weekly summary of climate tech, startups, better habits, and deep work.

Programs are led by Dr. Chris Wedding — 3x founder, $1B of investment experience, and Duke University and UNC-Chapel Hill professor, with 60,000+ professional students taught, 25 years of meditation, an obsession with constant improvement, and far too many mistakes to keep to himself.

PODCAST GUEST BIO:

(I wonder who reads these podcast summaries. If that's you, Tweet at me here https://twitter.com/DrChrisWedding. 🤣)

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QUESTIONS THAT WE COVERED:

Business

What does your company do? What makes you unique versus the competition?
What is one mistake that you see many CEOs making?
What are 1-2 lessons you’ve learned about funding your growth with outside investors?

Personal

If you had to start over, what are 1-2 tips you’d give yourself in order to be faster, more effective, and higher impact?
What are some habits and routines that keep you focused, healthy, and sane — e.g., meditations, exercise, productivity hacks?
What recommendations do you have for our audience — books, podcasts, quotes, tools?

-------

PODCAST HOST:

Entrepreneurs for Impact is on a mission to help climate innovators grow faster with new investment capital, share best practices among peers, expand their networks, and reach their full potential.

Our three offerings include:

Climate CEO Mastermind Peer Groups — Our invite-only cohorts of 12 executives catalyze personal development and business growth via monthly meetings, annual retreats, and 1:1 coaching and strategy calls. Today’s highly curated Mastermind members represent over $8B in market cap or assets under management.
Online course on "Funding Your Climate Tech Startup" — Two-week boot camp offering 500+ climate investor list (with emails), a 5-step process for raising capital, the top 10 startup funding mistakes, and much more.
Newsletter — A 3-minute weekly summary of climate tech, startups, better habits, and deep work.

Previous Episode

90% Reduction in Lab-to-Production Timeline for Iron-based Battery Cathodes — Vivas Kumar, CEO of Mitra Chem

PODCAST GUEST BIO:

Mitra Chem is solving three problems:

Shifting the Western electric vehicle and energy storage industries' battery portfolio towards safer, cheaper, and cleaner iron-based battery cathodes
Building production capacity in the USA to offset production asset overconcentration in China
Accelerating by >90% the lab-to-market timeline for a portfolio of battery materials through a proprietary machine learning advantage

Vivas Kumar is the Cofounder and CEO of Mitra Chem. Previously, he was a senior manager in Tesla's Battery Team, where he was the lead commercial negotiator for strategic contracts representing billions of dollars in aggregate multi-year spend along the battery materials supply chain (the company's largest BOM category). Throughout his career, he has conducted commercial negotiations and handled partnerships with executive and senior government counterparties in North America, Europe, Latin America, and Asia-Pacific. Vivas earned degrees in engineering at Rice University and an MBA at Stanford Graduate School of Business.

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QUESTIONS THAT WE COVERED:

Business

What does your company do? What makes you unique versus the competition?
What is one mistake that you see many CEOs making?
What are 1-2 lessons you’ve learned about funding your growth with outside investors?

Personal

If you had to start over, what are 1-2 tips you’d give yourself in order to be faster, more effective, and higher impact?
What are some habits and routines that keep you focused, healthy, and sane — e.g., meditations, exercise, productivity hacks?
What recommendations do you have for our audience — books, podcasts, quotes, tools?

-------

PODCAST HOST:

Entrepreneurs for Impact is on a mission to help climate innovators grow faster with new investment capital, share best practices among peers, expand their networks, and reach their full potential.

Our three offerings include:

Climate CEO Mastermind Peer Groups — Our invite-only cohorts of 12 executives catalyze personal development and business growth via monthly meetings, annual retreats, and 1:1 coaching and strategy calls. Today’s highly curated Mastermind members represent over $8B in market cap or assets under management.
Online course on "Funding Your Climate Tech Startup" — Two-week boot camp offering 500+ climate investor list (with emails), a 5-step process for raising capital, the top 10 startup funding mistakes, and much more.
Newsletter — A 3-minute weekly summary of climate tech, startups, better habits, and deep work.

Next Episode

$100M Love Letter to Pioneering Climate Businesses Leaders — Rachel Delacour, CEO of Sweep

PODCAST GUEST BIO:

Sweep is a SaaS company that helps large companies reduce carbon emissions in their businesses and supply chains. Sample customers include multi-billion-dollar global enterprises such as Saint-Gobain and HP.

Rachel Delacour is the Co-founder and CEO of Sweep. She is also a Board Member at 2MX Organic, Investment Committee member at RAISE France, and Board member at Shine, as well as the former President at France Digitale and Co-Founder & CEO of BIME Analytics (acquired by Zendesk). She also speaks French very well; that's because she is French and lives in France.

(I wonder who reads these podcast summaries. If that's you, Tweet at me here https://twitter.com/DrChrisWedding. 🤣)

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QUESTIONS THAT WE COVERED:

Business

What does your company do? What makes you unique versus the competition?
What is one mistake that you see many CEOs making?
What are 1-2 lessons you’ve learned about funding your growth with outside investors?

Personal

If you had to start over, what are 1-2 tips you’d give yourself in order to be faster, more effective, and higher impact?
What are some habits and routines that keep you focused, healthy, and sane — e.g., meditations, exercise, productivity hacks?
What recommendations do you have for our audience — books, podcasts, quotes, tools?

-------

PODCAST HOST:

Entrepreneurs for Impact is on a mission to help climate innovators grow faster with new investment capital, share best practices among peers, expand their networks, and reach their full potential.

Our three offerings include:

Climate CEO Mastermind Peer Groups — Our invite-only cohorts of 12 executives catalyze personal development and business growth via monthly meetings, annual retreats, and 1:1 coaching and strategy calls. Today’s highly curated Mastermind members represent over $8B in market cap or assets under management.
Online course on "Funding Your Climate Tech Startup" — Two-week boot camp offering 500+ climate investor list (with emails), a 5-step process for raising capital, the top 10 startup funding mistakes, and much more.
Newsletter — A 3-minute weekly summary of climate tech, startups, better habits, and deep work.