The Future of Finance Podcast

Join us as we dive into the transformative power of finance and its potential to create a sustainable, equitable future. Hosted by Georges Dyer, Executive Director of the Intentional Endowments Network, this podcast brings together trailblazing experts, visionary investors, passionate students, and innovative thinkers across finance, academia, sustainability, policy, and civil society. Through engaging conversations, we explore big ideas like sustainable investing, impact-driven strategies, reimagining capitalism, tackling climate change, reducing inequality, and reshaping economic systems to better serve people and the planet. Whether you’re a student aspiring to shape the future of finance or an investor seeking meaningful impact, this podcast is your gateway to understanding how the financial system can evolve to meet today’s challenges and restore the natural systems we all depend on. Subscribe now and be part of the conversation shaping the future!

The Future of Finance Podcast is a education podcast hosted by Georges Dyer, with 88 episodes on record and a Required Pod Score of 80.

Georges Dyer hosts The Future of Finance Podcast, a education show with 88 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #88

  Different Organizations, Different Leverage Points with John Hoeppner | SLI Series

  Sep 30, 202638 min

  This episode is part of the ongoing System-Level Investing series, produced alongside The Handbook of System-Level Investing. A trillion-dollar index manager and a $15 billion family office can both practice system-level stewardship, but the leverage points, and the duties behind them, are not the same. Host Georges Dyer is joined by John Hoeppner, Head of Strategic Relationships & Active Ownership at Builders Vision, who previously led U.S. stewardship and sustainable investment at Legal & General Investment Management America (LGIM America). Hoeppner is the author of Chapter 5, "Different Organizations, Different Leverage Points," in The Handbook of System-Level Investing, edited by Jon Lukomnik and William Burckart. The chapter asks a foundational question: does system-level stewardship look different depending on whether you represent thousands of index fund clients or a single family's mission, and if so, what does each seat actually make possible? Key themes: Why willingness to "take a point of view" shaped Legal & General's influence as a universal owner The fiduciary duty question behind "better beta," and why the payoff is nearly impossible to show a client How a narrower, mission-directed mandate changes what counts as impact at Builders Vision Industrial decarbonization and the case for cement as a target sector Builders Vision's role convening investors around ocean plastics and green cement Why asset owners, not managers, tend to set the pace on system-level risk A candid look at what changes, and what doesn't, when stewardship moves from a trillion-dollar index shop to a single family's mission. Catch the rest of the System-Level Investing series on the channel. Join us at the IEN 2026 Annual Forum, November 18-20 in Toronto, ON. Register: https://www.zeffy.com/en-US/ticketing/2026-annual-forum Become a Member: https://www.intentionalendowments.org/join_us – Resources: The Handbook of System-Level Investing (ed. Jon Lukomnik and William Burckart): https://www.amazon.com/Handbook-System-level-Investing-Trillions-Rethinking/dp/1939282594 Builders Vision: https://www.buildersvision.com/ – General Timestamps: 0:00 Cold open 0:22 Welcome & episode intro 1:22 Hoeppner's career arc: Cambridge Associates to Builders Vision 3:25 Discovering system-level investing: The Shareholder Commons and universal ownership 4:33 Legal & General as a universal owner: taking a point of view 9:13 The jump to Builders Vision: mission, structure, and the three systems 11:34 Manager versus asset owner: fiduciary duty and "better beta" 15:01 Prioritizing risk and pushing managers for more 20:40 Where Builders Vision focuses: energy, oceans, and cement 24:35 Public and private capital, and the Walton name 29:15 Convening investors and engaging on policy 34:53 Rapid fire and closing thoughts

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  Episode #87

  How To Work with Your Consultant on System-level Issues with Max Messervy | SLI Series

  Sep 23, 202643 min

  This episode is part of our ongoing System-Level Investing series, featuring the chapter authors of The Handbook of System-Level Investing. Host Georges Dyer is joined by Max Messervy, founder of Oakledge Advisors and former Head of Sustainable Investment, Americas at Mercer. They dig into Chapter 12, "How to Work with Your Consultant on System-Level Issues," authored by Messervy. This chapter is built around one foundational question for institutional investors: is your consultant relationship actually structured to serve your interests, or theirs? Key themes: How consultant mandates are structured: general vs. specialist, retainer vs. discrete project Where conflicts of interest can arise between a consultant's business model and a client's fiduciary interests The gap between day-to-day field consulting teams and in-house sustainability/impact specialists Concrete steps for defining what you want from a consultant, evaluating their response, and deciding whether to expand the relationship or go out to RFP This episode offers a candid look at one of the most consequential, and least examined, relationships in institutional investing. Don’t forget to subscribe to catch the rest of the System-Level Investing series on the channel. IEN's 2026 Annual Forum is November 18–20 in Toronto, ON. Register here: https://www.intentionalendowments.org/ien_2026_annual_forum Become a Member: https://www.intentionalendowments.org/join_us – Resources: The Handbook of System-Level Investing: https://us.amazon.com/Handbook-System-level-Investing-Trillions-Rethinking/dp/1939282594 Oakledge Advisors — https://www.oakledgeadvisors.com/ Independent High-Level Expert Group on Climate Finance — https://www.lse.ac.uk/granthaminstitute/ihleg/ General Timestamps: 00:00 – Intro 01:04 – Max's path through Ceres, Mercer, and founding Oakledge Advisors 05:50 – Why asset owners use consultants, and the different types of mandates 09:11 – How consultants are paid: retainer vs. discrete project 12:20 – Where conflicts of interest can arise between a consultant's business model and a client's interests 16:37 – Discretionary vs. non-discretionary consulting, and the rise of OCIO 19:21 – When a consultant becomes a "barrier": field consultants vs. in-house specialists 25:18 – Is consultant expertise on system-level investing catching up? 30:40 – Sticking with your existing consultant vs. issuing an RFP 34:39 – Specific ways to engage your consultant on system-level investing 36:44 – Three ways to evaluate a consultant's readiness

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  Episode #83

  Managing Beta in an Era of System Level Risk - TPD with CalSTRS + Surdna | TIIP 2026 Symposium

  Sep 22, 202629 min

  If system-level investing is now an operating imperative, the next question is how institutions actually see and manage these risks across the whole portfolio. Lynn Paquin (CalSTRS) and Adam Connaker (Surdna Foundation) introduce the Total Portfolio Dashboard—a new decision-support tool designed to help institutional investors identify, manage, and act on system-level risks and opportunities across asset classes and strategies. Built for CIOs and investment teams operating in a world where beta is increasingly shaped by system health, the Dashboard translates complex system dynamics into a portfolio-wide view that connects asset allocation, stewardship, risk management, and governance.

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  Episode #86

  Lessons Learned from a Decade of Implementation @ Domini Impact Investments | TIIP 2026 Symposium

  Sep 16, 202625 min

  With frameworks in place, attention turns to the realities of long-term implementation. Carole Laible of Domini Impact Investments recounts what began as a seemingly straightforward task—setting goals for forest asset management—and evolved into a complex systems challenge. As subsystems collided and objectives conflicted, the path forward proved nonlinear and at times confounding. This session offers a candid account of detours, trade-offs, and lessons learned, highlighting the practical complexity investors face when managing real assets within interconnected systems.

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  Episode #85

  Capital Market Assumption & System Level Investing, with Scott Kalb & William Burckart | SLI Series

  Sep 9, 202644 min

  This episode is part of our ongoing System-Level Investing series, featuring the chapter authors of The Handbook of System-Level Investing. Most capital market assumptions used across the investment industry are built almost entirely on historical data, which is a methodology that's worked for decades but may be reaching its limits as climate change reshapes long-term economic trends. Host Georges Dyer is joined by Scott Kalb, former CIO and Deputy CEO of the Korea Investment Corporation and now Director of the Responsible Asset Allocator Initiative at Tufts University's Fletcher School, along with William Burckart, CEO of The Investment Integration Project and an associate editor of the Handbook. They dig into Chapter 14, co-authored by Kalb and Paul O'Brien (Wyoming Retirement System board; former Deputy CIO of the Abu Dhabi Investment Authority). This chapter is built around one foundational question for institutional investors: do your capital market assumptions account for systemic risk? -- Key themes: - What capital market assumptions (CMAs) are, and why they're the foundation of every institutional asset allocation model - How Kalb and O'Brien built a climate-adjusted CMA by running 40 major providers' assumptions through NGFS climate scenarios - Why most CMA providers still lean heavily on backward-looking historical data, and what that means for long-term risk - How asset owners can start the conversation with their own CMA providers about integrating climate risk This episode offers a candid look at one of the least-discussed building blocks of institutional portfolio construction, and why it may need updating. Catch the rest of the System-Level Investing series on the channel. #responsibleinvesting Join us at IEN's 2026 Annual Forum, November 18–20, 2026, in Toronto, ON. Register here: https://www.intentionalendowments.org/ien_2026_annual_forum -- Resources: The Handbook of System-Level Investing (Jon Lukomnik & William Burckart): https://us.amazon.com/Handbook-System-level-Investing-Trillions-Rethinking/dp/1939282594 Responsible Asset Allocator Initiative (RAAI), The Fletcher School at Tufts: https://raai.tufts.edu/about TIIP (The Investment Integration Project): https://tiiproject.com/ The Predistribution Initiative (PDI): https://www.predistributioninitiative.org/ Network for Greening the Financial System (NGFS): https://www.ngfs.net/en

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