Capital Allocators – Inside the Institutional Investment Industry

Sustainable Investing 5: David Blood - Pioneering a Generation (Capital Allocators, EP.143)

Jun 22, 2020

David Blood, co-founder of Generation Investment Management and a pioneer in sustainable investing, shares his journey from Goldman Sachs to founding a firm with Al Gore. He discusses the critical role of organizational culture in sustainable finance and how to integrate ESG factors into investment strategies. Blood highlights the importance of long-term thinking in capitalism, addressing climate change, and combating social injustice, emphasizing that sustainability should be a core business priority for future success.

56:44

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David Blood

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Episode notes

Intro

6min

Navigating Finance and Sustainability

25min

Navigating Sustainable Investments

7min

The Art of Concentrating Investments: Decision-Making in Portfolio Management

3min

Engaging for Sustainable Impact

12min

Rethinking Capitalism: Long-term Perspectives in a Post-Crisis World

2min

Reflections on Life Lessons and Personal Growth

4min

David Blood is co-founder and Senior Partner of Generation Investment Management, a pioneering sustainable investing firm he started with seven partners in 2004, including Vice President Al Gore. Our conversation covers the importance of culture in organizations, building businesses at Goldman Sachs, and David’s fortuitous introduction to Al Gore. We turn to Generation’s investment philosophy, principles, and investment process, including its focus on desirable industries, great businesses, and integration of ESG factors in research. We close by looking out at the next 5-10 years and addressing the urgency of the initiatives to improve the climate and social injustice.

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