AllianceBernstein – ESG & Impact Investing: A Powerful New Business Strategy – 9.21.20

Summary:

Now On Demand.

Environmental, social and governance—better known as ESG—is both a critical part of investment analysis and an avenue to invest with purpose. ESG can make a meaningful impact at the grassroots security level, especially in the world of US municipal bonds, which has only accelerated in part because of the global response to the novel coronavirus crisis. A clear understanding of ESG’s underlying principles can be a powerful tool for advisors to deepen relationships with affluent clients who want to make a difference with their capital. Register now to hear an interactive panel discussion that will address:

• How to introduce impact investing to your relationships, both old & new
• Important dos & don’ts of messaging ESG, and the seven questions every advisor must answer for clients
• Key takeaways using a case study for impact investing within the municipal marketplace

Speakers:

Ken Haman is the Managing Director of the AB Advisor Institute. Mr. Haman joined AB in 2005 from a private consulting practice to the financial-services industry. In his current position, he develops and delivers consulting and training to Financial Advisors and key leaders at AB’s partner firms, specifically in the areas of strategic marketing, effective communication with clients, and practice-management strategies for advisors, advisory teams and managers. Mr. Haman’s professional experience includes managing a practice in psychotherapy for 20 years in the Washington, DC, area and a consulting practice to large organizations, financial professionals and senior executives in the mid-Atlantic states. He holds a BA in business administration, graduate degrees in psychology and theology, and certifications in clinical hypnosis and neurolinguistic programming.

Eric Glass is a Portfolio Manager and a member of the Municipal Impact Investment Policy Group. He is also a member of AB’s firmwide Responsible Investment Committee. After joining the firm in 2000, Glass served as a research analyst and trader on the Municipal team. Before joining AB, he was on the municipal research team at Moody’s Investors Service. Prior to his career in capital markets, Glass spent several years working at and managing a transitional homeless shelter in Essex County, New Jersey. He holds a BS in business administration from the University of Richmond and an MA in public administration from Columbia University. Glass is a CFA charterholder.

Michael Capella is a Senior Vice President and Managing Director of the US Strategic Relationship Group, where he oversees the firm’s relationships within the independent broker-dealer, custodian and bank-trust channels. Prior to joining the firm in 2010, he was a vice president at T. Rowe Price, where he managed relationships with broker-dealer and global private bank clients. Before joining T. Rowe Price in 2004, Capella was a financial advisor at UBS Financial Services. He previously spent four years working as an account executive in the advertising industry. Capella holds a BA in communication and an MBA from the University of Maryland.