Aligning Investments with Beliefs without Sacrificing Performance – James Investment Research – 2.14.18

Summary:

Now On Demand.

Socially and morally responsible investing is a strong and growing theme with advisors and their clients. With a broader focus on ESG investing, some advisors are seeking a more focused approach. Join us for this in-depth discussion that will cover:

  • The Evolution of Socially & Biblically Responsible Investing (SRI & BRI)
  • Asset Class Growth
  • Genesis of Investment Discipline
  • Portfolio Construction & Performance

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speaker:

Mike McGraw
Marketing Director
James Capital Alliance, Inc., James Investment Research, Inc.

Mike joined James Capital Alliance in 1995. He has over 20 years of experience in the investment industry, having worked as a portfolio consultant with an investment advisor in Dayton prior to joining James.

Mike conducts seminars, conference calls and on-site visits across the country.

Mike earned a B.S. degree in Management from the University of Dayton.

He holds the FINRA Series 63, Series 65, Series 2, Series 6 and Series 7 registrations.

Overview:

Title: Aligning Investments with Beliefs
Date: Wednesday, February 14, 2018
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Accepted for one hour of CFP®, CFA® & CIMA®, CIMC® or CPWA® CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Chartholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below. (Not Applicable for On Demand)
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This must be preceded or accompanied by a prospectus.

Investing involves risk including loss of principal.

The James Biblically Responsible Investment ETF is distributed by Foreside Fund Services, LLC., member FINRA. ALPS Distributors, Inc. serves as the exclusive wholesale marketing agent for the James Biblically Responsible Investment ETF. Foreside Fund Services, LLC, James Investment Research, Inc. and ALPS Distributors, Inc. are not affiliated. Mike McGraw and Matt Watson are registered representatives of ALPS Distributors, Inc.

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