Now On Demand | 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

Now On Demand - Accepted for 3 CFP/CIMA CE Hours

12:30pm-1pm EST
Keynote: Investing in Women

Kathleen McQuiggan, Senior Vice President of Global Women's Strategies, Pax World Management LLC
The business case for investing in women has never been stronger. Research shows that companies where women are better represented in leadership simply perform better. In this session, Kathleen McQuiggan, Senior Vice President of Global Women's Strategies at Pax World, will discuss:

  • - Why we should be investing more in women
  • - How investors can make an impact when it comes to gender equality
  • - Performance matters
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. Join us for this in-depth discussion that will cover:

  • - The Evolution of ESG Investing
  • - Debunking The Performance Myth
  • - ESG Factors, Rating Systems and Measurement Tools
2pm-3pm EST
Opportunities & Trends in Green Finance & Conscious Companies - 1 CE Credit

Sustainable and responsible investments are garnering significant investor interest as investors seek more than just financial returns for their investments. In fixed income, green bonds are mobilizing significant investor dollars for global infrastructure, alternative energy, and broader development projects. In the equity arena, investors are looking for companies that drive positive outcomes not just for shareholders, but also their customers, employees, suppliers, and the environment. This session will discuss these trends and themes critical to the growth of ESG investing. Join us for this in-depth discussion that will cover:

  • - Opportunities & Trends In Green Bonds
  • - Identifying Conscious Companies
  • - Implementing ESG Investments In Client Portfolios
3pm-4pm EST
Investing in Water - 1 CE Credit

Quality water is scarce for much of the world’s population. According to the U.N., global water usage is growing at an unsustainable rate. Current infrastructure lacks the ability to meet this increasing demand. The potential drag on U.S. GDP due to failing drinking water systems, such as what happened in Flint, MI, is estimated to exceed $500 billion. Investors are taking notice, and the water sector may be poised to explode over the next few years. Join us for this in-depth discussion that will cover:

  • - Global Water Investing Opportunities
  • - Infrastructure, Utilities & New Technologies
  • - Growth Expectations, Volatility and Risk Considerations

Speakers

Megan Fielding

Senior Director – Business Strategy & Management

TIAA Investments

Kaitlyn Fischer

Product Specialist, Global Water Strategies

Allianz Global Investors

Jon Hale, Ph.D., CFA

Head of Sustainability Research

Morningstar, Inc.

Jay Jacobs, CFA

VP, Director of Research

Global X Funds

Laura Lutton

N.A. Practice Leader, Manager Research

Morningstar, Inc.

Martina Macpherson

Global Head of Sustainability Indices P.M.

S&P Dow Jones Indices

Kathleen McQuiggan

Sr. VP, Global Women’s Strategies

Pax World Management

Barnet Sherman

Senior Managing Partner

Tenbar Capital

William Sokol, CFA, CAIA

ETF Product Manager

VanEck

Shila Wattamwar

Associate Director of Advisory Services

Sustainalytics

Gary J. White

CEO and Co-Founder

Water.org & WaterEquity

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This is an online event, and registration is free for financial advisors.
Now On Demand - Accepted for 3 CFP/CIMA CE Hours
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Sponsors



Invest4Impact Survey Drawing Winner:
Neelam Jain CFP, ChFC
Jain Financial Services