'There is no such thing as ESG investing ... it's an analytical tool,' says Erika Karp, chief impact officer at Pathstone, and not utilizing it will hurt your investing in the long run. Erika chats with Jeff and Bruce about all things ESG investing, impact, and why it's important for advisers to go beyond the labels. Nicole Casperson joins to discuss SPACs and why so many celebrities are hitching their brand to the SPAC bandwagon.
Interview with Erika Karp about ESG investing — 00:15-20:15
Related Article: ESG investing is just investing
Related Article: Pathstone acquires $1.1 billion RIA
Guest Bio: Erika Karp is the chief impact officer at Pathstone. She joins the Pathstone team from Cornerstone Capital Group, the sustainable and impact investment advisory firm she founded in 2013, which was acquired by Pathstone earlier this year.
Erika founded Cornerstone Capital Group to bring the disciplines of finance, economics and sustainability to bear in pursuit of a more regenerative and inclusive form of capitalism. Over the course of her 25-plus years on Wall Street, she developed a deep belief in environmental, social and governance analysis as a critical input to investment decision-making.
Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.