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Event Detail


Investing for Purpose and Profit: Sustainable Investment Strategies

  This event is closed for registration
Date: 6/27/12
Time: 5:00 - 7:00 PM
Member Cost: $20.00
Nonmember Cost: $35.00
CFASF Review Student Cost: $35.00
Member pricing applies to FWA members only.
Location: O'Melveney & Myers LLP

Address: Two Embarcadero Center 28th Floor San Francisco, CA

Speaker(s): Patricia Farrar-Rivas, Founder and CEO of Veris Wealth Partners
Kellie A. McElhaney, PhD,Director, Center for Responsible Business, Haas School of Business
Rebecca Sternberg, Senior Manager, Ernst & Young's Climate Change and Sustainability Practice

Moderator

Verity A. Chegar, Assistant Vice President, Sustainability Research Analyst, RCM Capital Management

Event Description:
Investing can have a purpose AND be profitable!

Join FWASF as Patricia Farrar-Rivas, Kellie A. McElhaney, Ph.D. and Rebecca Sternberg discuss sustainable investment practices and what they mean in today's marketplace. Understand the various strategies that sustainable investment professionals employ - including incorporating mission-based objectives, considering market rate returns alongside social rewards and monetizing the return on investment (ROI) to a corporation's brand for engaging in social responsibility.

Learn how:

  • Customized portfolios help clients use investment capital to fulfill world visions
  • Institutional asset owners influence managers to consider environmental, social and corporate governance risks and opportunities
  • Corporations develop environmental and social responsibility plans that make a difference to shareholders and the bottom line

 
 


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