ESG Tech: $100M Raised → $2B Mobilized (+ Personalized Impact Portfolios)

Learn how Ethic’s Jay Lipman fuses fintech, values-based investing, and advisor partnerships to channel billions into sustainable portfolios.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. 🤣)-------QUESTIONS THAT WE COVERED:BusinessWhat 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?PersonalIf 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.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.