Insights

Watch on Demand – Advancing Impact Investing through Collaboration

Behind every impact investment is a story of people, partners, and communities working toward something bigger than any one of them could achieve alone. Join Genus Capital Management for a conversation on what becomes possible when investors and collaborators build together. Through the lens of our new Impact Opportunities fund, Andrew Greer and Stephanie Tsui will share stories from the field and explore how collaboration is opening doors for measurable, lasting change.

Speakers

Jill Bester

Client Relationship Manager, Partner

As an client relationship manager, I specialize in asset management and financial planning for clients.

I value honesty and transparency. Our business is built on the understanding of our clients’ needs and objectives first and foremost. Trust is earned not granted and I strive to strengthen all relationships by doing the right thing. Continuing education throughout my career has been a professional accomplishment enabling me to reach my career aspirations.

As an avid golfer, I am looking forward to getting out on the course to try out my new driver. I also love being with my family out on our boat exploring the Salish Sea or skiing up at Mount Washington. I am the proud mother to three amazing individuals and fortunate to have the love and support of my partner.

Stephanie Tsui

Chief Sustainability Officer, Portfolio Manager, Partner

As Chief Sustainability Officer, Stephanie leads the sustainable and impact investing strategy and research of the firm. Stephanie is a licenced portfolio manager and joined the portfolio management team at Genus in 2016.

She previously held the position of Head of Foundations and Non-profits and has extensive experience working with foundations and non-profits that are ESG or impact focused. Stephanie moved back to Vancouver in 2016 after having spent 12 years in New York and Hong Kong where she held a number of positions in investment management, capital markets, and wealth management, at Goldman Sachs, Lehman Brothers, and Credit Suisse.

Stephanie graduated from the University of Michigan with a Master of Science in Financial Engineering degree in 2004, with Distinguished Achievement. Stephanie is a holder of Certificate in Sustainable Investing by the CFA Institute

Andrew Greer

Interim Managing Director | Thrive Impact Fund

Andrew Greer is the Interim Managing Director, board member, and co-owner of Thrive Impact Fund, a BC-based impact investment fund providing flexible, patient capital to social enterprises, non-profits, charities, and community-owned projects.

Andrew has spent more than a decade working at the intersection of social enterprise, community development, and impact investing. His work focuses on mobilizing capital from foundations, financial institutions, and values-aligned investors to support organizations creating lasting social, environmental, and economic impact. He is particularly interested in collaborative financing approaches that expand access to capital, strengthen local economies, and build community wealth.

Andrew is also the co-founder of Purppl, General Manager of Mountain Enterprises, and a board member of the Central Okanagan Foundation, where he serves on the Investment Committee. These roles give him a practical perspective on impact investing from both sides of the investment relationship.

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Client impact

“Graduating from a big bank to Genus was one of the best financial steps we've ever taken. Genus has delivered reliable asset growth despite our moderate risk tolerance. As our financial security has grown, we've also been the beneficiaries of a great client experience. The company's communications have been consistently transparent and informative, including educational webinars and a well-designed web portal where we can track investments daily. Most importantly to us, our portfolio manager has always responded swiftly and thoroughly to our questions and requests. ”
Martin T.
"Having relatively diverse financial goals and needs, along with a slight reticence regarding the stock market, Genus skillfully addressed all of our concerns, and put together a truly exceptional plan: Fossil free funds and a diversified investment portfolio, check; An effective Impact investment portfolio that coincides with our hopes and dreams for a better world, check; Professional advice and assistance to create a donor advised charitable fund with immediate charitable receipts for tax purposes, check. Returns? Way beyond our expectations! We even had some fun along the way and certainly enjoyed an incredible two-year start to what will be a satisfying long-term relationship with Genus."
Marc B.
“I love the service I get at Genus.”
Chris H.
“Leslie and I were fellow board members when we met twenty years ago. For the last ten she has been thoughtful in the construction of an investment strategy for my family and is executing the strategy as planned. The team at Genus has met my expectations and are a pleasure to deal with.”
Bob Q.
“For over 15 years, I have provided selection and performance evaluation of multiple investment managers for a significant family office. Leslie and Genus have been foundational for me in my role. I have always found Leslie and her colleagues to be insightful and proactive, and found the performance of their portion of the portfolio to be well above benchmarks. And they have been a great pleasure to work with.”
Douglas H.
“Genus is a very innovative firm. I am pleased to invest in their Fossil Free and Impact strategies that help me invest in line with my values.”
Marnie C.
“Great team of professionals. Excellent website and reporting. Responds to inquiries promptly. Very pleased with the process of changing from another company to Genus as well. Kudos.”
David L.
“Genus consistently provides a good, clearly explained, comprehensive picture of the general economic and financial situation, along with an excellent account of the investment decisions made in relation to this. Genus’ equally strong concern with clients’ questions and requests for further information is also a very important part of the service it provides.”
Allan S.
“Back in 1992 when I found myself at fifty with a substantial amount of money to invest, I knew just one thing — that I didn’t want to contribute to tobacco companies, arms manufacturers, or oil. But over the ensuing years the options for socially responsible investing have become far more sophisticated and I’m very happy that this is a big part of the Genus approach. I also very much appreciate the long-term relationship with my portfolio manager, Mary Lou.”
Ann P.

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