Venue
New York Open Center
New York Open Center, 22 E 30th Street New York, NY 10016, USA

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Event Date Thu Oct 19 EDT (about 7 years ago)
Location New York Open Center
22 E 30th Street New York, NY 10016, USA
Region Americas
Details

As of 2016, there were $8.7 trillion in professionally managed sustainable portfolios, representing a 33% two year growth.2 ESG (Environmental, Social, and Governance) Investing is clearly on the rise. This event is designed to align advisor practices with the rapidly growing ESG landscape, and will focus on the following:

ESG Marketing and Client Acquisition – How to brand yourself as an ESG expert and attract clients interested in ESG to your practice.

ESG Data – Exploring whether ESG integration adds alpha and/or reduces risk in portfolio design.

RIA Perspectives on ESG Investing – An opportunity to learn from large RIA’s that are successfully incorporating ESG strategies into their investment process and business models.

Speakers

2017 Speakers:

Barbara Krumsiek
Former President and CEO, Calvert Investments, Board of Directors, Arabesque Asset Management

Georg Kell
Founding Director, United Nations Global Compact

Bruce M. Kahn, PH.D.
Portfolio Manager – Sustainable Insight Capital Management

Sponsors & Partners

2017 Sponsors:

•Gitterman Wealth Management
•Vanderbilt Financial Group
•Allianz Global Investors
•Calvert
•Greenbacker
•Saturna Capital
•Pax World Investments
•Trillium Asset Management
•Domini.
•Parnassus Investments
•FlexShares
•Matthews Asia
•MorningStar
•Natixis Global Asset Management
•Fidelity Investments
•AppleSeed Capital
•Neuberger Berman
•Green Century Funds
•Arabesque Partners
•Community Capital Management
•BlackRock
•Nuveen
•Sustainable Insight Capital Management
•Global X
•Global Asset Management
•John Hancock Investments
•Praxis Mutual Funds
•Invest with Values
•Paul Ellis Consulting
•Essex
•First Affirmative Financial Network, LLC
•Etho Capital
•US| SIF Foundation