Podcast
net present value
Hosted by TMO (Thomas Morgan) · EN
Net Present Value unpacks money, meaning, and the overlooked asset that underpins all investments: nature.
Host TMO (Thomas Morgan, CCIM) left 20 years in commercial real estate to pioneer Natural Asset ENSURANCE a way to hedge portfolios and earn alpha by restoring ecosystems. Hear why wetlands beat strip malls, how insurers turn climate risk into cash flow, and which currencies are backed by living forests. No ESG fluff—just deals that cut risk and boost resilience.
Explore projects at https://ensurance.app or dive deep at ensurance.wtf
made possible by BASIN Natural Capital
11episodes
Episodes
Newest firstAll episodes
Leveraging AI for Impact: Grant Orb & BASIN
Sep 200:48:56Tap to summarizeIn this live video broadcast, TMO connects with Deepa from Grant Orb to discuss their efforts in integrating AI technology into the world of grant writing and funding for social impact projects. They delve into the development and functionalities of Grant Orb, a platform designed to simplify and expedite the grant application process using various AI models. Deepa explains how Grant Orb caters to both the Web3 and nonprofit sectors by automating proposal writing, budgeting, and validation based on funding criteria. The discussion also covers the potential of using AI for grant evaluation, emphasizing the need for fast grants. Additionally, TMO shares insights into BASIN's approach of using decentralized finance (DeFi) and cryptocurrency for funding natural assets and ecosystem services, highlighting the innovative application of agentic wallets and on-chain identities. The conversation wraps up with a mutual interest in collaborating and leveraging platforms like Zora for content monetization and funding social impact initiatives.00:00 Introduction and Live Streaming Setup00:26 Meet Deepa and Grant Orb01:26 The Evolution of Grant Orb02:50 AI-Powered Grant Writing10:58 Technical Insights and AI Models17:36 Grant Evaluation and Future Plans21:54 Challenges and Collaboration Opportunities22:50 Grant Application Delays and the Need for Fast Grants23:13 Building Wallets and On-Chain Names for Agents24:29 Tracking and Evaluating On-Chain Activities25:48 Funding Ecosystem Services with On-Chain Accounts27:23 Creating and Trading Coins for Funding33:23 Zora Role in Funding and Liquidity37:34 Leveraging Zuora for Content and Fundraising47:12 Concluding Thoughts and Future Plans
Transcribe →Understanding Natural Cap Rates: A New Approach to Valuing Nature
Sep 200:52:15Tap to summarizeTMO goes over natural cap rates, a concept developed at BASIN to value natural assets based on the stocks and flows of natural capital. Drawing from over 20 years of commercial and investment real estate experience, TMO explains the fundamentals of traditional cap rates in real estate and introduces the innovative application of natural cap rates to protect and restore ecosystems. Discover how natural asset ensurance can incentivize investing in nature and learn about the financial models that can make conservation and restoration investable. Dive into real-world examples and explore how this new approach can balance ecological value with financial returns to ensure a healthier planet for future generations.00:00 Introduction and Overview00:26 Understanding Cap Rates in Real Estate01:20 Introducing Natural Cap Rates04:12 Valuing Ecosystem Services07:00 Financing Nature for Conservation09:53 Using Calculators to Value Nature - Edward Abbey edit15:33 Comparing Natural and Commercial Cap Rates21:18 Natural Asset Ensurance and Conservation26:17 Connecting Habitats and Landscapes26:39 Global Safety Net and Habitat Connectivity27:42 Valuing Natural Capital28:43 Ecosystem Service Values and Financial Instruments29:22 Case Study: Wetlands Property Valuation30:09 Investment Models and Ensurance Policies33:13 Financial Models for Natural Capital41:04 Negotiating Deals and Cap Rates48:02 Challenges and Opportunities in Natural Capital Investment50:22 Conclusion and Contact InformationNatural Asset Ensuranceensurance.appby BASIN Natural Capital
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Open Source Agriculture: funding & managing coconut farms with blockchain | Alejandro Adon | Gitcoin Climate Solutions
Jan 31, 202300:24:53Tap to summarizePlease meet Alejandro Adon of Kokonut Network. Based in the Dominican Republic, Kokonut Network provides blockchain governance and open-source accounting to the agricultural industry. Their mission is to promote, organize, fund, and manage coconut farms around the world. https://kokonut.network/ As a blockchain-based cooperative, Kokonut aims to develop and manage a network of coconut farms, all connected by web3. Their main goal is to address the worldwide lack of funding for agricultural projects. Kokonut helps farmers get the funds they need while creating opportunities for web3 communities by giving them access to perpetual natural assets. Kokonut uses a DAO framework for decision-making and allocating treasury funds. This episode is part of the Gitcoin Climate Series. Gitcoin is matching $333,000 for #climate as part of the Gitcoin Alpha Round. Please support the project by going to gitcoin.basin.global and adding all grants to your "ballot". Every donation helps no matter how small. With quadratic funding, it is not the $ amount that matters, it is the # of donors. Support your favorite climate project today! This episode is brought to you by .basin which is perpetual place-based climate and nature finance. .basin scales land, ecosystem, and carbon sink restoration and conservation to solve the climate, nature, and carbon crises. In This Episode: 00:03 Gitcoin Climate Solutions 00:36 (chapters forthcoming)
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Shamba MRV Network & Ecological Oracle | Kennedy Ng'ang'a | Gitcoin Climate Solutions
Jan 31, 202300:27:45Tap to summarizePlease meet Kennedy Ng'ang'a, Founder & CEO of Shamba, the Ecological Data Oracle & MRV Network. Based out of Nairobi, Kenya, Shamba is an ecological data oracle and Decentralized Monitoring, Reporting & Verification (dMRV) Network. Shamba is building a decentralized #MRV network to power #regenerativefinance (ReFi) and provides affordable MRV powered by web3. Their MRV solution enables smallholders to create carbon credits on their farms irrespective of their size. https://shamba.network/ This episode is part of the Gitcoin Climate Series. Gitcoin is matching $333,000 for #climate as part of the Gitcoin Alpha Round. Please support the project by going to gitcoin.basin.global and adding all grants to your "ballot". Every donation helps no matter how small. With quadratic funding, it is not the $ amount that matters, it is the # of donors. Support your favorite climate project today! This episode is brought to you by .basin which is perpetual place-based climate and nature finance. .basin scales land, ecosystem, and carbon sink restoration and conservation to solve the climate, nature, and carbon crises. In This Episode: 00:03 Gitcoin Climate Solutions 00:36 (chapters forthcoming)
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Get paid to Regenerate the Earth | Sev Nightingale | Gitcoin Climate Solutions
Jan 30, 202300:21:14Tap to summarizeThe Impact App (TIA) and Eco Labs' mission is to make Regeneration an Occupation, where anyone can make a living healing our planet and restoring ecosystems as a Regenerator. They are weaving together technologies to help Regenerators issue Ecological Assets at any scale. This episode is part of the Gitcoin Climate Series. Gitcoin is matching $333,000 for #climate as part of the Gitcoin Alpha Round. Please support the project by going to gitcoin.basin.global and adding all grants to your "ballot". Every donation helps no matter how small. With quadratic funding, it is not the $ amount that matters, it is the # of donors. Support your favorite climate project today! This episode is brought to you by .basin which is perpetual place-based climate and nature finance. .basin scales land, ecosystem, and carbon sink restoration and conservation to solve the climate, nature, and carbon crises. In This Episode: 00:03 Gitcoin Climate Solutions 00:36 (chapters forthcoming) #regeneration #ecosystems
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Regeneration for All | John Ellison from ReFiDAO | Gitcoin Climate Solutions
Jan 30, 202300:25:20Tap to summarizeReFiDAO is a founder-led startup community on a mission to accelerate impact for people and planet. TMO is joined today by #ReFi legend John Ellison @climateXcrypto. John is leading the #RegenerativeFinance movement by always asking: How do we transform an extractive capitalist system into a regenerative economy that can heal the earth? This episode is part of the Gitcoin Climate Series. Gitcoin is matching $333,000 for #climate as part of the Gitcoin Alpha Round. Please support the project by going to gitcoin.basin.global and adding all grants to your "ballot". Every donation helps no matter how small. With quadratic funding, it is not the $ amount that matters, it is the # of donors. Support your favorite climate project today! This episode is brought to you by .basin which is perpetual place-based climate and nature finance. .basin scales land, ecosystem, and carbon sink restoration and conservation to solve the climate, nature, and carbon crises.
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Scientific collaboration for ecosystem #regeneration | ReSci Network | Gitcoin Climate Solutions
Jan 29, 202300:28:13Tap to summarizeToday Sage from ReSci Network joins TMO. ReSci Network is leading ethical, ecosystem regeneration-centric Decentralized Science (#DeSci). They are focused on scientific collaboration for ecosystem #regeneration. This episode is part of the Gitcoin Climate Series. Gitcoin is matching $333,000 for #climate as part of the Gitcoin Alpha Round. Please support the project by going to gitcoin.basin.global and adding all grants to your "ballot". Every donation helps no matter how small. With quadratic funding, it is not the $ amount that matters, it is the # of donors. Support your favorite climate project today! This episode is brought to you by .basin which is perpetual place-based climate and nature finance. .basin scales land, ecosystem, and carbon sink restoration and conservation to solve the climate, nature, and carbon crises. In This Episode: 00:03 Gitcoin Climate Solutions 00:36 (chapters forthcoming)
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Code is Law | LexDAO Legal Engineering | #GitcoinAlpha
Jan 26, 202300:23:30Tap to summarizeKyle Smith from LexDAO joins TMO. LexDAO is a legal engineering guild. As a decentralized autonomous organization, LexDAO aims to provide a decentralized marketplace for legal services using blockchain technology. It aims to make legal services more affordable and accessible to individuals and businesses. LEX DAO also aims to create a community-driven platform for legal services, where users can contribute to the development of legal services and share in the governance of the platform. https://linktr.ee/lexdaogrant This episode is part of the Gitcoin Climate Series. Gitcoin is matching $333,000 for #climate as part of the Gitcoin Alpha Round. Please support the project by going to gitcoin.basin.global and adding all grants to your "ballot". Every donation helps no matter how small. With quadratic funding, it is not the $ amount that matters, it is the # of donors. Support your favorite climate project today! This episode is brought to you by .basin which is perpetual place-based climate and nature finance. .basin scales land, ecosystem, and carbon sink restoration and conservation to solve the climate, nature, and carbon crises.
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Regenerative Finance in the Global South | Pranav Khanna | #GitcoinClimate
Jan 26, 202300:25:52Tap to summarizeThis episode is part of the Gitcoin Climate Series. Gitcoin is matching $333,000 for #climate as part of the Gitcoin Alpha Round. This segment is with Pranav Khanna of ReFi By South. ReFi by South is a community building project with a goal to localize and scale climate action - through technology and community organizing using regenerative finance (ReFi) in the global South. Please support the project by going to gitcoin.basin.global and adding all grants to your "ballot". Every donation helps no matter how small. With quadratic funding, it is not the $ amount that matters, it is the # of donors. Support your favorite climate project today! This episode is brought to you by .basin which is perpetual place-based climate and nature finance. .basin scales land, ecosystem, and carbon sink restoration and conservation to solve the climate, nature, and carbon crises. In This Episode: 00:03 Gitcoin Climate Solutions 00:36 (chapters forthcoming)
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$650M for Natural Capital | Martijn Wilder of Pollination | RWA x ReFi Report
Jan 23, 202300:44:54Tap to summarizeToday TMO speaks with Martijn Wilder Founder and CEO of Pollination, which is a specialist climate change investment and advisory firm, accelerating the transition to a net zero, nature positive future. Martijn is recognized as a global leader in climate law and investment and has advised governments and companies on innovative climate finance investments. Pollination along with HSBC and Climate Asset Management just raised $650M for #naturalcapital. The funds will invest in agriculture, forestry and environmental assets, while a nature-based carbon strategy will seek to create a pipeline of high-quality carbon credits for companies trying to reach net-zero emissions. This episode is part of the RWA x ReFi Report which is made possible by the Climate Collective (https://climatecollective.org) and brought to you by .basin (https://basin.global) In this episode: 00:00 Real World Assets for Regenerative Finance 01:36 climate justice, natural capital 01:51 recognized global leader in climate law #climatefinance #naturalcapital #biodiversityfinance 03:03 real estate and natural capital 03:06 climate sprint - ecosystem services & co-benefits and carbon removal which resulted in the core benefits label 03:24 pollination name 05:12 investment platforms in nature space; we don't have any other choice at this point but to invest in nature, protect nature, conserve nature, restore nature 05:48 trillions of dollars into nature. 06:15 nature valuation 06:39 TNFD 06:57 biodiversity 07:27 carbon markets 07:36 nature and natural capital 08:15 nature-based activities (NbS; NCS); greenhouse gases GHG's 08:24 compliance markets v voluntary markets 08:54 payments for ecosystem services (PES) 9:18 additionality & permanence 11:03 trillions of dollars needed to restore nature 11:30 deforestation; biodiversity loss 12:03 the global south; least developed countries 12:45 fund the nature crisis; regenerative finance ReFi 13:09 Paulson Report; Financing for Nature 13:24 mass extinction crisis 13:30 Dasgupta Review: Economics of Biodiversity 13:39 we need trillions of dollars to invest in nature 14:18 the economics are just wrong 14:27 legal mechanisms to drive investment into nature 14:33 put real value on nature; natural capital accounting 15:21 nature is not just a public good, it's a key part of the supply chain 15:27 Task Force for Nature Related Financial Disclosures (TNFD) and Task Force for Climate related Financial Disclosure (TCFD) 15:57 natural capital accounts 16:30 nature value; nature risk 16:57 natural capital reports; sustainability reports 17:30 Great Barrier Reef. 18:03 immediate costs v. Long term solutions 18:18 nitrogen and phosphate 18:28 natural capital markets, ecosystem markets 18:33 upstream or downstream 18:57 circular economy 19:06 landscape approach, 19:21 ecosystem approach; connectivity 20:00 agriculture, beef, ag tourism, mangroves, 20:24 One Earth bioregions 2020, bioregionalism, local currencies, natural capital backed currencies 21:21 water is a huge part of the carbon cycle, carbon tunnel vision 21:30 holistic lens, biodiversity, water quality, water quantity, habitat 21:39 nature incubator; emission reductions 22:51 nature-based carbon projects; Nature Based Solutions NbS; Natural Climate Solutions NCS 23:54 nature investment; nature value; nature credit; metric to measure biodiversity; watershed protection, species 24:24 nature baseline 24:30 nature offsets 26:57 invest in nature and restoration projects 27:06 nature itself is a public good 28:12 ReFi community or the regenerative finance community; crypto and blockchain 30:21 how do you measure that ton of nature? 30:39 gamification to fund on the ground protection 31:00 Metaverse to fund nature 31:30 MRV; ground truth 31:39 blockchain, legitimacy, trust, transparency 31:42 scope one, two, and three 32:09 IETA - International Emissions Trading 32:12 blockchain tokenization of carbon 33:36 land is real estate and carbon is real estate and ecosystems is real estate 34:00 real estate developments 34:06 buildings and embodied carbon; operational carbon 35:09 integrated development with biodiversity and nature 36:06 built environment carbon 36:33 cost of urban heat and urban heat islands 37:03 bushfires, wildfires, risk; climate resilience, climate adaptation 38:06 Navigating a Nature Positive Future 38:48 nature positive; nature risk; the critical importance of indigenous communities to nature 39:00 indigenous groups are the custodians of nature 39:27 nature positive; climate positive 41:45 natural capital 42:06 nature-loss problem: nature crisis 42:15 World Economic Forum (WEF): New Nature Economy 43:33 Collaboration & Cooperation are key https://pollinationgroup.com https://beta.basin.global/ .basin is perpetual place-based climate and nature finance. .basin scales land, ecosystem, and carbon sink restoration and conservation to solve the climate, nature, and carbon crises.
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