Amy Clarke of Tribe Impact Capital - Reflecting Self Better In Wealth

Episode 5,   Jan 31, 2019, 10:00 AM

Amy Clarke is the co-founder of Tribe Impact Capital, an award-winning impact wealth management firm and B Corp dedicated to advising and managing private and institutional wealth for financial return, values alignment and positive impact. Tribe adopts the Paris Climate Accord and the UN Sustainable Development Goals (UNSDGs) as their impact 'North Star'.

Amy is responsible for working with their clients on values and for leading the work on impact identification and evaluation. She has over 22 years experience in sustainable business, social investment, impact evaluation and social enterprise having spent time at EY, PwC, Microsoft, Bank of America and the Charities Aid Foundation.

Highlights in this episode:

  • Evolution of wealth management - ethical investing, faith-based investing, ESGs, socially responsible investing, sustainable investing and Impact investing

  • What can we learn from Apple’s leadership

  • Why is there demand for impact investing

  • Redefining wealth as more than just money

  • How to use wealth to help clients define who they are what they believe in

  • How impact relates to women investors and family inheritance

  • Applying behavioural economics to affect change

Useful links:

Amy Clarke’s Linkedin - https://www.linkedin.com/in/clarkeamy/

Tribe Capital - https://www.tribeimpactcapital.com/

The Evolution of Wealth - https://www.tribeimpactcapital.com/news/the-evolution-of-wealth/

Raul Pomares of Sonen Capital - http://www.sonencapital.com/team-member/raul-pomares/

Ellen MacArthur - https://en.wikipedia.org/wiki/Ellen_MacArthur

Mary Robinson - https://en.wikipedia.org/wiki/Mary_Robinson

Chapters:

[02:08] What is Impact Investing?

[07:53] Evaluating businesses with a 360 view for net positive impact

[09:40] Masters of consumer behaviour change - Apple, If you build the Ark, people will come. Externalities are internalities

[13:29] Hacking vs hijacking the system

[14:57] Frustrated wealth holders needed a place to go

[16:34] Rich history of outstanding founders

[20:21] Definition of wealth and narratives around beliefs and values

[26:28] Clients of Tribe Investment - women, millennials and families

[31:20] What is ImpactDNA

[44:16] How to measure impact and being cautious with carbon metrics

[50:48] What is the future of impact investing, is the market cooling down?

[57:08] Who is Amy Clarke? Who or what inspires her?

[1:04:24] What is good leadership?

Connect with JP Dallmann on Linkedin, Twitter, or Instagram.

How to incorporate SDGs into your business - Fast Forward 2030

Find talent and careers with impact - Realchangers

Impact Leaders is produced and published by Woon Tan of Podcast Publishing (See: http://podcastpublishing.help/)