ESG Speaker Series – Appleseed Fund portfolio manager Bill Pekin - The Struggles and Benefits of Being an Active Investor
Date and time
Location
Russ Building - 7th Floor Conference Room
235 Montgomery Street, San Francisco, CA, United States, 7th Floor Conference RoomDescription
When to Invest Actively, When to Invest Passively.
While investing differently than market indexes can be a long-term advantage for active investors, it also can be a challenging endeavor because it requires an investor to be ready and willing to be not only different from the market, but also wrong, for an extended period of time. Join us for catered lunch and a conversation with Bill Pekin to about Appleseed's approach to being active investors in both how they invest and how they work with companies through shareholder engagement.
This event is for financial professionals only.
Organized by
Sonya Dreizler is the founder of Solutions With Sonya. She enjoys helping financial advisors and financial services executives to grow their businesses and tackle complex business issues.
Sonya is a respected leader, practical thinker, and consensus-builder with excellent communication skills and deep experience in Independent Broker Dealer and Investment Adviser management. Her areas of expertise include sustainable and impact investing, streamlining operations, business development & oversight, BD/RIA regulation & financial reporting, and contract negotiation. For a full bio, click here.Solutions With Sonya helps financial services firms to more deeply engage their clients using Sustainable & Impact Investing and assists RIAs that want to work more efficiently and scale their practices.