Episode notes
“What is not financial today will be financial tomorrow.”
In this Money Chill out podcast episode with David Kalfon, we explore why responsible finance isn’t just a trend—it’s a necessary lens for evaluating long-term value.
David started Sanso Longchamp AM 14 years ago. Today, the firm manages over €3 billion in AUM with a team of 40 investment professionals.
Key insights from our conversation:
🔍 Responsible investing means more than just P&L—it’s about governance, social impact, and environmental risks.
🌍 Climate risk is real: floods, fires, and forced migration will impact every sector.
🛡️ A truly forward-thinking fund doesn’t just avoid fossil fuels, it actively assesses how companies adapt to climate risks.
🎯 Even non-renewable sectors (think software, manufacturing ...