Impact Investing In New Hands In New Ways– Jolyne Caruso, Financial Executive, Investor, Wealth Advisor
Release Date: 05/19/2026
Electric Ladies Podcast - Women Leaders Discuss Careers, Trends, Technologies and Innovation in Energy, Climate, and Corporate Responsibility
“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...
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"Atlas Daughters is a social venture I launched that creates immersive travel experiences for mothers, grandmothers, and their children — bringing families directly to the NGO projects most worthy of investment and ripe for scale. We identify organizations with proven, high-impact work in areas like sustainability, biodiversity, climate, and global health, and we connect them to a community of female funders ready to help them grow." Amy Dorbusch on Electric Ladies Podcast Women invest, spend and donate differently than men do, and with the great wealth transfer putting trillions more money...
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“If you don't tell your stories, then no one will ever know, …Basically I just said, I think we should tell the positive stories and we should do it through the people…Let's actually just go and meet the people at all levels from the people that are involved in the projects and organizing them. Also the people that are participating in them and benefiting from them and find out what they say. How does this change your life? Is this actually happening? Did trees actually get planted? Did this well actually get plugged?." Stacey Solie on Electric Ladies Podcast Who are the regular...
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“We realized early on with our digital transformation that really what we're trying to do is digitize processes and …we really want to transform. But the people that own these business processes are stakeholders, they're in sales, they're in operations, they're in HR, finance, supply chain, so we needed them before we could get started on digitally architecting a solution. So… we take a senior leader from a function and ops or a business unit and ask them to be the business process leader…. and we match you to an IT leader who's also quite senior. So these are VP SVP roles and they're...
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“Try as best as you can not to be fear-driven. I think we are so driven by fear that we're never going to be enough, that we aren't going to contribute enough….(Y)ou actually are enough just as you are, right? Take this day, do what you can. Impact the people around you.…Become partners in your career with unlikely people, people who don't think like you, people who aren't doing the same career as you. You'll get a lot more joy out of, I think, your career because of the cross-pollination.” Dr. Katherine Gergen-Barnett on Electric Ladies Podcast This Earth Day, we want to share...
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“You see corporate procurement of clean energy, predominantly renewable energy, but there's fleet investments, there are efficiency improvements in buildings and on campuses underway….but it was a little different than what we'd seen in recent years. It wasn't just solar and wind. There was an interest in 24/7 reliable clean energy in particular by the tech industries, which won't surprise you, but things like nuclear, geothermal, other integrated technologies like solar and storage…So that's kind of an interesting set of dynamics because it's really diversifying the players in the...
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“If there are people who are willing to talk to you about it, the first thing you got to do is listen….I grew up in a very rural area and it's very conservative also. And when I go home, I don't talk about climate change. I do talk about what's going on with hunting season. 'Oh, there's no deer this year. Why do you think that is? Tell me about the rain'….It is again about that pivoting and you have to understand what's important to the people you're talking to… I might say, 'I just upgraded my mom's generator. It's great because with all the outages we're having out here, now she can...
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"What I knew about Carbon Credits having watched them for many years is that they're not always what they seem...So, Calyx Global was founded in 2021 to help companies navigate the space, to really understand….(i)t's a promise that somebody has reduced methane in that landfill or planted some trees thousands of miles away. So that's what Calyx Global is, we're a Carbon Credit Ratings Agency. But really what we're doing is, for every one of these assets, helping buyers understand what's underneath that, what the quality of that asset is. Donna Lee on Electric Ladies Podcast You've...
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“Number one reason that people get denied and they didn't read the eligibility criteria. So yeah, very, very important …If you don't have the qualifications or something for something, you partner with somebody who does and you guys go after it together.… If you don't know something, that gives you a reason to call the vendor and start that conversation and get that personal relationship with them.…Relationships, relationships, relationships. It really is the key to grants. It's really not about what you write, it's about who you're speaking to ahead of time." Megan Pater on Electric...
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“Healthcare Without Harm is more of an advocacy organization that works with clinicians and other healthcare workers to reduce the environmental impact of healthcare and pollution as well as climate impacts. And then Practice Greenhealth advises hospitals on how to get there and they do this awards process…(which is) about having people aware of all these different metrics that impact your operational sustainability…(and) raise awareness among the people who are running the hospital and leadership about how they're using water, food waste, where they're buying their food from, their...
info_outline“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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