“When you look at where families invest across the spectrum of sustainable and impact investing, climate is really at the forefront. They think about that because, look at our environment, look at the food supply… because of environmental issues. Not withstanding the tariffs too….These are issues that have to be segmented and families are doing the work and they’re putting their capital in…(F)amilies really are more and more values aligning their investments, and there’s a blurring (of the) line between philanthropy and catalytic investing so that they can invest in climate and do things in all their active portfolios. So I feel like this is just going to increase over time in a pretty significant way.” Jolyne Caruso on Electric Ladies Podcast
The great wealth transfer of $124 trillion will flow into the hands of women, Millennials and Gen Zrs over the next 30 years, and these are hands that value climate, clean energy, sustainability and social causes more than their forebears. What impact might that have?
Listen to Jolyne Caruso, Financial Executive, Investor and Wealth Advisor in this enlightening conversation with Electric Ladies Podcast host Joan Michelson.
You’ll hear about:
- How women tend to donate and invest differently than men do and why.
- Impact and climate-related investing the way women, Gen Z & Millennials do it.
- New spins on “risk” and “reward” & why financial literacy is crucial.
- What the great wealth transfer is and how it could dramatically affect the economy.
- Plus, career advice, such as:
“One of the things that I recommend women do, Joan, is to join boards as soon as they can. And I’ll tell you why. When I was at Barnard, I was very involved as a student in my class. I was reunion chair and raising money for my class. But it wasn’t until I got on the alumni board at Barnard, which led to getting on the big board at Barnard when I was 40 years old, that my life fundamentally changed….This isn’t about giving a hundred thousand dollars to your alma mater that you don’t have. It’s finding boards that will all take women of all ages…My daughter’s on the board of a dog rescue company, organization. Get on a board and sit around the table and become a change agent in that regard….Because you network, you get hands-on experience without being at work.” Jolyne Caruso on Electric Ladies Podcast
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You’ll also like:
- New Business Models For Philanthropy – Amy Dornbusch, AtlasDaughters, Entrepreneur, Investor, Philanthropist
- Women’s Trillions Drive New Economic Values – with Silvia Bastante de Unverhau, LGT Private Bankers International
- New Venture Capital Models For Women and CleanTech – Cecile Blilious, Veteran Venture Investor, Venture ESG, European Women in VC
- Creativity & Relationships Secure Grants – with Megan Pater, CEO/Founder of Fund Nation and ECE Solutions
- Investing in Companies For Social Impact – with Meredith Shields, CEO of Citi Impact Fund
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