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Event Date Thu Nov 18 EST (9 days ago)
Location Webinar
Region Americas

Discussion Highlights:
• Describe the history of SRI and its growing importance
• Identify strategies to utilize environmental, social, and governance (ESG) factors in investing
• Communicate effectively with clients on SRI strategies
• Identify strategies to combat greenwashing and establish SRI credibility

Wealth Management Advisors, Wealth Managers, Trust and Fiduciary Advisors, Trust Officers, Estate Planners, Trust Counsel, Trust Department Managers, Private Bankers, Trust Tax Professionals, Portfolio Managers and Financial Planners


2021 Speakers

Terry Thornton
Vice President: ESG Education, Moody’s: ESG Solutions

Lloyd Kurtz
Senior Portfolio Manager, Wells Fargo Wealth and Investment Management and Visiting Scholar, Northwestern University - Kellogg School of Management