March 15, 2017 | Virtual Event | 3 CFP / CIMA CE Credits

Designed exclusively for Financial Advisors,
Invest4Impact will showcase current investment
strategies, educational content and research
from expert ESG managers.

Designed exclusively for Financial Advisors, Invest4Impact will showcase current investment strategies, educational content and research from expert ESG managers.

e.

environmental

s.

social

g.

governance

Invest4Impact Agenda

March 15, 2017 - Accepted for 3 CFP/CIMA CE Hours

12:30pm-1pm EST
Keynote Speaker - Alternative Energy & Water Investing
Keynote Speaker to be announced shortly!
1pm-2pm EST
The ESG Evolution & The Performance Myth - 1 CE Credit

The ESG: Environment, Social, Governance investing landscape has changed significantly over the past five years. Investor demand across channels has increased dramatically, and millennials are especially keen on impactful ways to allocate their assets. At the same time, historical performance myths are being debunked. This session will discuss the evolution of ESG, measurement tools and the impact/performance equation.

  • - Evolution of SRI
  • - What does SRI really mean?
  • - ESG investment analysis and performance
  • - Global demand for SRI and ESG investing
  • - Building SRI portfolios
2pm-3pm EST
Opportunities & Trends in Green Finance - 1 CE Credit

Green bonds are mobilizing significant investor dollars in global infrastructure, energy, and broader development projects. Financing trends in ESG has never been stronger, in addition to the accountability, verification and impact metrics obtainable with green bonds. This session will discuss these trends and themes critical to the growth of ESG investing.

  • - Evolution of SRI
  • - What does SRI really mean?
  • - ESG investment analysis and performance
  • - Global demand for SRI and ESG investing
  • - Building SRI portfolios
3pm-4pm EST
Investing in Women-Led Businesses - 1 CE Credit

Women-led businesses tend to outperform according to many reports, yet the flow of capital to women-owned and run firms is dismal. Access is part of the problem. This session will discuss the gender gap when it comes to women-led investment opportunities and the social impact related to converting this investing theme to an actual asset class.

  • - Measuring Social Impact
  • - Ethics, Compliance & Accountability
  • - How Businesses are Driving Social Change

Speakers


Coming Soon

Keith Dixson

Head of International Development

Candriam

Megan Fielding

Director, Responsible Investment Team

TIAA Global Asset Management

Nikki Gwilliam-Beeharee

Head of ESG Research

Vigeo Eiris

Zachary Karabell

Head of Global Strategy

Envestnet

Stephen M. Liberatore, CFA

Managing Director, Portfolio Manager

TIAA Global Asset Management

Charles Reinhard

Managing Director, Head of Portfolio Strategy

MainStay Investments

Elizabeth Seeger

Director

KKR

Register

This is an online event, and registration is free for financial advisors.
March 15, 2017 - Accepted for 3 CFP/CIMA CE Hours

*First Name: *Last Name:
*Company: *Job Title:
*Phone: *Email:
CFP #: CIMA #:
*State: Type of advisor:
Please submit any question(s) you'd like our speakers to address during the live event:

Sponsors


Coming Soon