Seeing the Risks Others Miss: Building Resilient Portfolios for the Future Economy with Chat Reynders

In this episode of the Future of Finance podcast, George Dyer sits down with Chat Reynders, Chairman and CEO of Reynders, McVeigh Capital Management, for a conversation on what truly long-term, sustainability-driven investing looks like in practice. Chat traces his unconventional path into finance—from producing early IMAX documentaries to building a disciplined investment firm grounded in fundamental research—and explains how that experience shaped his belief that capital, when thoughtfully structured, can drive both impact and strong financial performance.

The conversation explores how incorporating sustainability factors into a rigorous investment process helps investors avoid asymmetric risks, navigate market dislocations, and identify companies positioned for the future economy. Chat and George unpack why many ESG products have fallen short, emphasizing the difference between surface-level data screens and deep, company-specific research grounded in fiduciary responsibility. They also discuss portfolio resilience, long-term compounding, active ownership, and why sustainable investing is not about sacrificing returns—but about avoiding hidden liabilities and managing risk more intelligently.

Throughout the episode, Chat reflects on hiring and mentorship, the importance of curiosity over short-termism, and why Reynders, McVeigh is becoming more vocal about its long-standing commitment to sustainability at a time when many investors are pulling back.

This episode is brought to you by Metis Global Partners.

Keywords: Sustainable investing, long-term investing, fiduciary duty, ESG myths, asymmetric risk, portfolio resilience, fundamental research, market dislocations, active ownership, compounding returns