In this episode – Meaningful Combination: Private Equity & ESG – Svetlana Loshakov, CFA, Senior Managing Director, Alternatives at Clearstead interviews Keith Breslauer founder of Patron Capital and Managing Partner of the Patron Capital Funds.
They discuss ESG (Environmental, Social, and Governance) and impact investing trends in the Private Equity space, and specifically the efforts Patron Capital has put into charitable work and striving to making an impact.
Clearstead’s Research team interacts with many investment managers that claim ESG compliance, and this episode’s discussion provides an example of one such manager aiming to qualify and quantify their impact in those criteria.
Recorded video highlights from this interview can be found here: https://vimeo.com/clearstead
Learn more about Clearstead at: https://www.clearstead.com/
The Clearstead Investment Forum is a quarterly discussion between members of our Research team and industry leaders on a current investment-related topic or trend.
Thank you for listening.
Disclosures: This podcast is being provided for informational purposes only. The ideas and opinions expressed on this show by its host and its guest speakers do not necessarily reflect the viewpoints of Clearstead Advisors, LLC or its subsidiaries and affiliates and do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice. This educational content is intended to inform and educate listeners about the topics discussed and is not intended as investment, tax or legal advice for any specific individual or specific situation. Listeners should seek the input of their own financial, tax, and legal professionals before acting on any of the information provided.
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