Venue
Morningstar Headquarters
Morningstar Headquarters, 22 W. Washington Street | 7th Floor

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Event Date Tue Oct 2 EDT (about 3 years ago)
Location Morningstar Headquarters
22 W. Washington Street | 7th Floor
Region Americas
Details

The sustainable investing space is evolving rapidly. Not a week goes by without another article documenting the burgeoning demand from clients, the announcement of a major hire by an industry-leading firm, or the availability of more ESG-related products.

If you are like many other Financial Advisors, you probably find yourself fielding more and more questions from clients about how they can align their investments with their values. Ask yourself:

Do I have a game plan for incorporating sustainable investing into my practice?
Am I keeping pace with the proliferation of sustainable investment options?
Do I have the expertise and tools to properly evaluate these options, integrate them into client portfolios, and measure their sustainable impact?

Speakers

2018 Speakers:

Tim Williams
Director, Education Initiatives, Money Management Institute

Julie Koska
Director of Product and Program Management, Sustainability, Morningstar

Andrew Porter
Director of Behavioral Finance, Merrill Lynch

Moderator:

Fred Gabriel
Editor, InvestmentNews

Kristina Van Liew
CIMA®, Managing Director, Institutional Consulting Director, Graystone Consulting, Morgan Stanley

Abdur Nimeri
Senior Vice President, Senior Investment Strategist, FlexShares Exchange Traded Funds

Ali Caffery
Assistant Vice President, Portfolio Manager, Envestnet

Devin Ekberg
CFA®, CPWA®, CIMA®, Managing Director of Education, Investments & Wealth Institute

Anthony Eames
Vice President, Director of Responsible Investment Strategy, Eaton Vance

Panelists:

Ronald G. Albahary
CFA, Chief Executive Officer, Legacy Advisors

Noel Pacarro Brown
CIMA®, CPWA®, The Pacarro Group at Morgan Stanley, Financial Advisor, First Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley

Joel J. Moore
Senior Portfolio Advisor, Financial Advisor, Global Institutional Consulting, The J & R Group, Merrill Lynch

Jeff Cohen
Institutional Product Strategist, Sustainability Accounting Standards Board

Kevin Ranney
Director, Product Strategy and Development, Sustainalytics

Sponsors & Partners

2018 Sponsors and Partners:

• PIMCO
• Russell Investment

PRESENTING SPONSOR:
• MORNING STAR

COCKTAIL RECEPTION SPONSOR:
• APEX / Clearing

LEADERSHIP SPONSORS:
• Calvert
• O FlexShares
• Bank of America Merrill Lynch