Now On Demand.
As the global economy emerges from COVID-19, thematic investing continues to tap into promising new opportunities. However, not all thematic approaches are created equal, so it’s critical to “know what you own” to help drive alpha while managing risk.
Register now to hear from AllianceBernstein’s Dan Roarty and Walt Czaicki, who will:
Review how an active, highly selective sustainable thematic approach can identify opportunities beyond traditional benchmarks
Discuss how the integration of ESG factors can enhance risk management
Examine how sustainable thematic equities fit into a diversified investment portfolio
Speakers:
Daniel Roarty, CFAChief Investment Officer—Sustainable Thematic EquitiesAllianceBernstein
Daniel C. Roarty was appointed Chief Investment Officer of AB’s Sustainable Thematic Equities team, which manages a suite of geographically diverse strategies dedicated to the achievement of the United Nations (UN) Sustainable Development Goals (SDGs), in 2013. Since assuming this role, he has become a thought leader in socially responsible investing, utilizing the SDGs as a road map for identifying thematic investment opportunities. Roarty is an active part of the sustainable investing community, acting as a subject-matter expert around the globe, including speaking at the 2018 Sustainable Investing Conference at the UN. He joined the firm in 2011 as global technology sector head on the Global/International Research Growth team and was named team lead in early 2012. Roarty previously spent nine years at Nuveen Investments, where he co-managed both a large-cap and a multi-cap growth strategy. His research experience includes coverage of technology, industrials and financials stocks at Morgan Stanley and Goldman Sachs. Roarty holds a BS in finance from Fairfield University and an MBA from the Wharton School at the University of Pennsylvania. He is a CFA charterholder.
Walt Czaicki, CFASenior Investment Strategist—EquitiesAllianceBernstein
Walt Czaicki serves as a Senior Vice President and Senior Investment Strategist for Equities at AB. He rejoined the firm in 2015 and has been in the investment-management industry since 1986. Czaicki’s roles have ranged from a fundamental equity research analyst and portfolio manager to chief investment officer. Prior to rejoining AB, he worked on the buy side for a Regions Financial predecessor organization, as well as at Commerce Trust Company and Bank of America. Czaicki holds a BSBA in finance and an MBA, both from Saint Louis University. He is a CFA charterholder.
