Daniela Barone Soares's guest appearances

Daniela Barone Soares

Impact Leaders - Sustainable & Impact Investment and Performance with Purpose

Wonderspace

John Elkington

Martin Rich

Amy Clarke

Ruth Rogers

Claudia Martinez

Sarah Corbett

Tim Smit

Johan Andersson

Katz Kiely

Giles Duley

John Pritchard

Jason Carter

Joe Murphy

Tom McGillycuddy

Ben Rawlence

OwlTail

Orbiting with us this week in Wonderspace is Daniela Barone Soares. Daniela is the CEO of an Impact Investment vehicle called Snowball that aims to create positive outcomes for people and planet whilst generating sound financial returns. In her story of hopefulness Daniela also talks about an amazing work called Paz that trains refugee professionals to work in Europe’s tech industry.  View the shortened video episode here: https://youtu.be/0bfSqaJOQ5Y  Links to find out more:  http://www.snowball.im/  https://www.paz.ai/  -------------- More about Wonderspace: https://ourwonder.space Youtube: https://www.youtube.com/channel/UCBUt53ifgsf4Hu9tQTWjEmA/videos Facebook: http://facebook.com/ourwonderspace Instagram: http://instagram.com/ourwonderspace Twitter: https://twitter.com/ourwonderspace Online community: http://wonderspace.mn.co/ --------------- Music: https://theade.me

Orbiting with us this week in Wonderspace is Daniela Barone Soares. Daniela is the CEO of an Impact Investment vehicle called Snowball that aims to create positive outcomes for people and planet whilst generating sound financial returns. In her story of hopefulness Daniela also talks about an amazing work called Paz that trains refugee professionals to work in Europe’s tech industry. View the shortened video episode here: <a href="https://youtu.be/0bfSqaJOQ5Y" rel="nofollow" target="_blank">https://youtu.be/0bfSqaJOQ5Y</a> Links to find out more:  <a href="http://www.snowball.im/" rel="nofollow" target="_blank">http://www.snowball.im/</a> <a href="https://www.paz.ai/" rel="nofollow" target="_blank">https://www.paz.ai/</a> -------------- More about Wonderspace: https://ourwonder.space Youtube: <a href="https://www.youtube.com/channel/UCBUt53ifgsf4Hu9tQTWjEmA/videos" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCBUt53ifgsf4Hu9tQTWjEmA/videos</a> Facebook: <a href="http://facebook.com/ourwonderspace" rel="nofollow" target="_blank">http://facebook.com/ourwonderspace</a> Instagram: <a href="http://instagram.com/ourwonderspace" rel="nofollow" target="_blank">http://instagram.com/ourwonderspace</a> Twitter: <a href="https://twitter.com/ourwonderspace" rel="nofollow" target="_blank">https://twitter.com/ourwonderspace</a> Online community: <a href="http://wonderspace.mn.co/" rel="nofollow" target="_blank">http://wonderspace.mn.co/</a> --------------- Music: <a href="https://theade.me" rel="nofollow" target="_blank">https://theade.me</a>

Episode 31: feat. Daniela Barone Soares [S3:E4]

The new Series Today’s episode of IMPACT LEADERS is the second on our new series: “The Sustainable Investment Dilemma” - Can The Financial Sector Be A Force For Good?” Looking into how industries can help address the Climate &amp; Social Crisis, in particular the financial industry ... taking on the opportunity to address the way it has financed the activities that have taken us to our current situation.   About this Episode  For our second episode we have the inspiring Daniela Barone Soares of Snowball IM - Impact Management. Read more about Daniel, Snowball IM, the highlights and time stamps below.   Subscribe, review &amp; Share  If you find the podcast of value, I invite you all to subscribe, turn on the notifications, rate it 5*, give us a review and share. Also visit our sponsor’s website at ILAandPartners.com or the ILA YouTube channel to watch the first video interview on this paramount subject and launch of this series.  Sponsors &amp; The Impact Leaders Club If you would like to support the podcast more specifically, we will be soon launching the IMPACT LEADERS Private Club, including the supercast and patreon subscriptions. You can register your interest here. Alternatively, you can email us at podcast@ILAandPartners.com to have a conversation to become a sponsor or patron.  About Daniela Barone Soares  Daniela is CEO of Snowball Impact Management. Daniela is excited about systemic solutions for a healthy, prosperous and peaceful future in this planet. She has over 15 years’ experience as a CEO and Board member at the intersection of the commercial and impact worlds, starting her career in private equity and venture capital investing and then spending nine years at the helm of Impetus. She serves as Non-executive Director on the business responsibility committee of IHG Plc. She is a Trustee of the Institute for the Future of Work and a Senior Advisor for the Forward Institute. She was selected by the Financial Times and Inclusive Boards as one of the top 100 women in engineering (2019) for her work as NED at Halma Plc, by Brazil’s Istoé Dinheiro magazine as one of "20 People who are Changing Brazil and the World for the Better" (2017) and by the Independent on Sunday as one of 100 people who make Britain a better place (“Happy List” 2008). She holds a MBA from Harvard Business School and a BSc in Economics from Unicamp.   About Snowball IM Snowball Impact Management is a diversified, multi-asset investment vehicle that aims to create positive outcomes for people and planet whilst generating sound financial returns. Snowball invests in a range of public and private funds that support a variety of social and environmental outcomes across the UN’s Sustainable Development Goals. They are currently have deployed our funds invested in public and private market investments and we target a risk-adjusted annual return of 5-6% above inflation, net of all fees, over the long term. They have a four year track record investing with this strategy.   Highlights:  “We still look and act as if people and nature are inputs into the financial process and inputs for financial gains instead of thinking financial markets are tools to support people and planet.” Impact investing: is intentional, additional and measurable and incorporates risk based approach of ESG and takes it one step further. The ABC approach = A: Avoiding harm + B: Benefiting stakeholders + C: Contributing to solutions “I do think that especially the larger companies could do faster than what they are doing. And I think, unfortunately, a lot of them will only do it under pressure from investors and from the way that we invest. And that's why it's important, I think, is a very important role of the financial industry to make sure that we also don't get accommodated with the status quo , and start to really put some incentives and pressure for companies to transition faster, especially the ones that have more resources to do so.” Snowball’s investment strategy is to have a diversified portfolio: renewable energy, sustainable forestry, social housing, charity bonds, circular economy, tech for good.  They invest in all SDGs - with the final SDG in aquaculture of SDG14 - Life Below Water.  First time investors are interested to learn from every asset classes and impact from every SDGs. Core and satellite strategy:   What is happening on the ground How fund managers works with investments to improve impact How we work with other fund managers and investors to improve our approach and share leaning   Standards and regulations are next steps to scale impact. We need to make it easy for investors to compare and contrast investments and make it harder for impact washing. Pricing of negative externalities is a fundamental step in scaling and mainstreaming impact. Rockefeller Foundation gave a grant so that Snowball can share their experience to the impact community of lessons learned about starting and growing an impact fund - there will be a webinar - Watch this space. Investment examples: Circularity Capital is an investment fund of Snowball, they invest in circular economy businesses. Shark Solutions is an investment of Circular Capital, they recycle and reuse hard to extract PVB from laminated glasses. Nothing ventured, nothing gained. Going after your network and asking for advise.  TimeStamp: [0:04:30] Intro: Who is Daniela Barone Soares? [0:06:30] What is sustainable and impact investing? [0:09:51] Sustainable Investment Dilemma  [0:13:43] Governance of Snowball [0:15:45] Investment strategy and vision for an IPO [0:19:14] Breaking down the invisible wall [0:22:10] Chasing high returns comes with higher risks, fund of funds strategy [0:25:40] How Snowball got started [0:30:25] Collaboration with entire ecosystem [0:36:30] Snowball’s investment strategy [0:40:50] Do impact investors like a broad range of assets? [0:46:00] Liquidity of the fund and IPO [0:47:33] How to manage operationally? [0:51:10] Measuring impact: Snowball methodology  [0:59:10] Grant from Rockefeller Foundation and webinar [1:02:16] Circularity Capital and Shark Solutions [1:06:30] The future and how to scale impact [1:11:10] Pricing negative externalities, increasing price of debt for unsustainable companies [1:13:20] Other companies democratising Impact: Big Exchange, Tickr and Clim8 [1:16:57] How did you end up doing this?  [1:24:27] Being lucky and taking the opportunities [1:34:00] How to join a Board level C-suite of a large public company [1:38:40] What makes an impact leader?  Useful links: Snowball Impact Management at https://www.snowball.im/  Daniela Barone Soares on Linkedin  Alexander Hoare of C Hoare and Co Bank  James Perry on Linkedin, COOK, B Lab UK  Colin Baines of Linkedin, Friends Provident Foundation Golden Bottle Trust https://www.hoaresbank.co.uk/golden-bottle-trust  Sophie Marple of on Linkedin, Gower St Taylor Family Foundation Circularity Capital Shark Solutions Snowball IM’s Impact Reports - Managing for ImpactImpact Management Project  IFC Impact principles   TCFD - Taskforce For Climate-Related Disclosure   SASB - Sustainability Accounting Standards Board Harvard’s impact weighted accounts Nigel Kershaw’s Impact Leaders Podcast episode Big Exchange Tickr Clim8invest Save The Children  -------- Take action Connect with JP Dallmann on Linkedin, Twitter, Instagram and Clubhouse  Contact us to help you transition into Sustainable &amp; Impact Investing - ILA &amp; Partners  Impact Leaders is produced by Podcast Publishing  -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

The new Series Today’s episode of IMPACT LEADERS is the second on our new series: “The Sustainable Investment Dilemma” - Can The Financial Sector Be A Force For Good?” Looking into how industries can help address the Climate &amp; Social Crisis, in particular the financial industry ... taking on the opportunity to address the way it has financed the activities that have taken us to our current situation.   About this Episode  For our second episode we have the inspiring Daniela Barone Soares of Snowball IM - Impact Management. Read more about Daniel, Snowball IM, the highlights and time stamps below.   Subscribe, review &amp; Share If you find the podcast of value, I invite you all to subscribe, turn on the notifications, rate it 5*, give us a review and share. Also visit our sponsor’s website at <a href="http://bit.ly/ILAandPartners" rel="nofollow" target="_blank">ILAandPartners.com</a> or the <a href="http://bit.ly/ILAYT" rel="nofollow" target="_blank">ILA YouTube channel</a> to watch the first video interview on this paramount subject and launch of this series. Sponsors &amp; The Impact Leaders Club If you would like to support the podcast more specifically, we will be soon launching the IMPACT LEADERS Private Club, including the supercast and patreon subscriptions. You can <a href="https://bit.ly/ILclub" rel="nofollow" target="_blank">register your interest here</a>. Alternatively, you can email us at podcast@ILAandPartners.com to have a conversation to become a sponsor or patron. About Daniela Barone Soares Daniela is CEO of Snowball Impact Management. Daniela is excited about systemic solutions for a healthy, prosperous and peaceful future in this planet. She has over 15 years’ experience as a CEO and Board member at the intersection of the commercial and impact worlds, starting her career in private equity and venture capital investing and then spending nine years at the helm of Impetus. She serves as Non-executive Director on the business responsibility committee of IHG Plc. She is a Trustee of the Institute for the Future of Work and a Senior Advisor for the Forward Institute. She was selected by the Financial Times and Inclusive Boards as one of the top 100 women in engineering (2019) for her work as NED at Halma Plc, by Brazil’s Istoé Dinheiro magazine as one of "20 People who are Changing Brazil and the World for the Better" (2017) and by the Independent on Sunday as one of 100 people who make Britain a better place (“Happy List” 2008). She holds a MBA from Harvard Business School and a BSc in Economics from Unicamp. About Snowball IM Snowball Impact Management is a diversified, multi-asset investment vehicle that aims to create positive outcomes for people and planet whilst generating sound financial returns. Snowball invests in a range of public and private funds that support a variety of social and environmental outcomes across the UN’s Sustainable Development Goals. They are currently have deployed our funds invested in public and private market investments and we target a risk-adjusted annual return of 5-6% above inflation, net of all fees, over the long term. They have a four year track record investing with this strategy. Highlights: <ul> <li>“We still look and act as if people and nature are inputs into the financial process and inputs for financial gains instead of thinking financial markets are tools to support people and planet.”</li> <li>Impact investing: is intentional, additional and measurable and incorporates risk based approach of ESG and takes it one step further.</li> <li>The ABC approach = A: Avoiding harm + B: Benefiting stakeholders + C: Contributing to solutions</li> <li>“I do think that especially the larger companies could do faster than what they are doing. And I think, unfortunately, a lot of them will only do it under pressure from investors and from the way that we invest. And that's why it's important, I think, is a very important role of the financial industry to make sure that we also don't get accommodated with the status quo , and start to really put some incentives and pressure for companies to transition faster, especially the ones that have more resources to do so.”</li> <li>Snowball’s investment strategy is to have a diversified portfolio: renewable energy, sustainable forestry, social housing, charity bonds, circular economy, tech for good. </li> <li>They invest in all SDGs - with the final SDG in aquaculture of SDG14 - Life Below Water. </li> <li>First time investors are interested to learn from every asset classes and impact from every SDGs.</li> <li>Core and satellite strategy:</li> </ul> <ol> <li>What is happening on the ground</li> <li>How fund managers works with investments to improve impact</li> <li>How we work with other fund managers and investors to improve our approach and share leaning</li> </ol> <ul> <li>Standards and regulations are next steps to scale impact. We need to make it easy for investors to compare and contrast investments and make it harder for impact washing.</li> <li>Pricing of negative externalities is a fundamental step in scaling and mainstreaming impact.</li> <li>Rockefeller Foundation gave a grant so that Snowball can share their experience to the impact community of lessons learned about starting and growing an impact fund - there will be a webinar - Watch this space.</li> <li>Investment examples: Circularity Capital is an investment fund of Snowball, they invest in circular economy businesses. Shark Solutions is an investment of Circular Capital, they recycle and reuse hard to extract PVB from laminated glasses.</li> <li>Nothing ventured, nothing gained. Going after your network and asking for advise.</li> </ul> TimeStamp: [0:04:30] Intro: Who is Daniela Barone Soares? [0:06:30] What is sustainable and impact investing? [0:09:51] Sustainable Investment Dilemma  [0:13:43] Governance of Snowball [0:15:45] Investment strategy and vision for an IPO [0:19:14] Breaking down the invisible wall [0:22:10] Chasing high returns comes with higher risks, fund of funds strategy [0:25:40] How Snowball got started [0:30:25] Collaboration with entire ecosystem [0:36:30] Snowball’s investment strategy [0:40:50] Do impact investors like a broad range of assets? [0:46:00] Liquidity of the fund and IPO [0:47:33] How to manage operationally? [0:51:10] Measuring impact: Snowball methodology  [0:59:10] Grant from Rockefeller Foundation and webinar [1:02:16] Circularity Capital and Shark Solutions [1:06:30] The future and how to scale impact [1:11:10] Pricing negative externalities, increasing price of debt for unsustainable companies [1:13:20] Other companies democratising Impact: Big Exchange, Tickr and Clim8 [1:16:57] How did you end up doing this?  [1:24:27] Being lucky and taking the opportunities [1:34:00] How to join a Board level C-suite of a large public company [1:38:40] What makes an impact leader? Useful links: <a href="https://www.snowball.im/" rel="nofollow" target="_blank">Snowball Impact Management</a> at <a href="https://www.snowball.im/" rel="nofollow" target="_blank">https://www.snowball.im/</a> Daniela Barone Soares on <a href="https://www.linkedin.com/in/daniela-barone-soares/" rel="nofollow" target="_blank">Linkedin</a> Alexander Hoare of <a href="https://www.hoaresbank.co.uk/" rel="nofollow" target="_blank">C Hoare and Co Bank</a>  James Perry on <a href="https://www.linkedin.com/in/james-perry-73a4371a/" rel="nofollow" target="_blank">Linkedin</a>, <a href="https://www.cookfood.net/" rel="nofollow" target="_blank">COOK</a>, <a href="https://bcorporation.uk/about-b-lab" rel="nofollow" target="_blank">B Lab UK</a> Colin Baines of <a href="https://www.linkedin.com/in/colinbaines/" rel="nofollow" target="_blank">Linkedin</a>, <a href="https://www.friendsprovidentfoundation.org/" rel="nofollow" target="_blank">Friends Provident Foundation</a> <a href="https://www.hoaresbank.co.uk/golden-bottle-trust" rel="nofollow" target="_blank">Golden Bottle Trust</a> <a href="https://www.hoaresbank.co.uk/golden-bottle-trust" rel="nofollow" target="_blank">https://www.hoaresbank.co.uk/golden-bottle-trust</a> Sophie Marple of on <a href="https://uk.linkedin.com/in/sophie-marple-12428790" rel="nofollow" target="_blank">Linkedin</a>, Gower St <a href="https://www.thetaylorfamilyfoundation.co.uk/" rel="nofollow" target="_blank">Taylor Family Foundation</a> <a href="https://circularitycapital.com/" rel="nofollow" target="_blank">Circularity Capital</a> <a href="https://shark-solutions.com/" rel="nofollow" target="_blank">Shark Solutions</a> Snowball IM’s Impact Reports - <a href="https://snowball.frb.io/uploads/Impact-Investment-Managing-for-Impact.pdf" rel="nofollow" target="_blank">Managing for Impact</a><a href="https://impactmanagementproject.com/" rel="nofollow" target="_blank">Impact Management Project </a> <a href="https://www.ifc.org/wps/wcm/connect/Topics_Ext_Content/IFC_External_Corporate_Site/Development+Impact/Principles/" rel="nofollow" target="_blank">IFC</a> Impact principles  <a href="https://www.fsb-tcfd.org/" rel="nofollow" target="_blank">TCFD</a> - Taskforce For Climate-Related Disclosure  <a href="https://www.sasb.org/" rel="nofollow" target="_blank">SASB</a> - Sustainability Accounting Standards Board <a href="https://www.hbs.edu/impact-weighted-accounts/Pages/default.aspx" rel="nofollow" target="_blank">Harvard’s impact weighted accounts</a> Nigel Kershaw’s Impact Leaders Podcast <a href="https://audioboom.com/posts/7293804-nigel-kershaw-obe-chair-of-big-exchange-big-issue-group-the-democratisation-of-capital-to-bu" rel="nofollow" target="_blank">episode</a> <a href="https://bigexchange.com/" rel="nofollow" target="_blank">Big Exchange</a> <a href="https://tickr.co.uk/" rel="nofollow" target="_blank">Tickr</a> <a href="https://clim8invest.com/" rel="nofollow" target="_blank">Clim8invest</a> <a href="https://www.savethechildren.org.uk/" rel="nofollow" target="_blank">Save The Children</a> -------- Take action Connect with JP Dallmann on <a href="https://www.linkedin.com/in/jp-dallmann/" rel="nofollow" target="_blank">Linkedin</a>, <a href="https://twitter.com/JPDallmann" rel="nofollow" target="_blank">Twitter</a>, <a href="https://www.instagram.com/inspiredbyjp/" rel="nofollow" target="_blank">Instagram</a> and <a href="http://bit.ly/JPDCH" rel="nofollow" target="_blank">Clubhouse</a> Contact us to help you transition into Sustainable &amp; Impact Investing - <a href="https://www.linkedin.com/company/impact-leaders-advisors" rel="nofollow" target="_blank">ILA &amp; Partners</a> Impact Leaders is produced by <a href="http://podcastpublishing.help/" rel="nofollow" target="_blank">Podcast Publishing</a> -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

46: Disrupting The Status Quo - Daniela Barone Soares of Snowball Impact Management