Overview

Sustainable investing is getting easier to implement thanks to new Environmental, Social, & Governance (ESG) solutions being created to meet increasing investor demand.  This workshop will provide updates on the latest ESG research, fund solutions, and portfolio construction methods.  Attendees will take away better ways of investing sustainably and new ways to talk about it with clients.

Agenda

2:00 PM

Welcome

ESG Research Update – Lee O’Dwyer, Bloomberg

2:30 PM

How to Convert ESG Investing Into Revenue – Jeff Gitterman, Gitterman Wealth Management

3:00 PM

ESG Mutual Fund Solutions Across Asset Classes

  • Global Real Estate – Samuel Adams of Vert Asset Management
  • Global Bonds – Patrick Drum of Saturna Capital
  • Emerging Markets Equity – Kahne Krause of Dimensional Fund Advisors
3:45 PM

Communicating with Clients- Advisor Roundtable

4:30 PM

Networking Reception

5:30 PM

Close

When & Where

June 19, 2018
2:00 PM – 5:30 PM

Pier 3, Suite 101 San Francisco, California United States 94111

RSVP

Close form
Register

By submitting my information, I agree to the privacy policy and to learn more about products and services from Bloomberg.

Sending...

Co-Host