|Event Date||Tue Oct 2 EDT (about 3 years ago)|
22 W. Washington Street | 7th Floor
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?
Director, Education Initiatives, Money Management Institute
Director of Product and Program Management, Sustainability, Morningstar
Director of Behavioral Finance, Merrill Lynch
Kristina Van Liew
CIMA®, Managing Director, Institutional Consulting Director, Graystone Consulting, Morgan Stanley
Senior Vice President, Senior Investment Strategist, FlexShares Exchange Traded Funds
Assistant Vice President, Portfolio Manager, Envestnet
CFA®, CPWA®, CIMA®, Managing Director of Education, Investments & Wealth Institute
Vice President, Director of Responsible Investment Strategy, Eaton Vance
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
Institutional Product Strategist, Sustainability Accounting Standards Board
Director, Product Strategy and Development, Sustainalytics
2018 Sponsors and Partners:
• Russell Investment
• MORNING STAR
COCKTAIL RECEPTION SPONSOR:
• APEX / Clearing
• O FlexShares
• Bank of America Merrill Lynch