NYC Sustainable Investment Conference for Financial Advisors

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New York Open Center

22 East 30th Street

New York, NY 10016

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SMART (Sustainability Metrics Applied to Risk Tolerance)Investing for a Better World

*Attendance is for investment professionals only.

"Generating sustainable returns over time requires a sharper focus not only on governance, but also on environmental and social factors facing companies today."

~Larry Fink, CEO, Blackrock [1]

As of 2016, there were $8.7 trillion in professionally managed sustainable portfolios, representing a 33% two year growth.[2] ESG Investing is clearly on the rise. This event is designed to align advisor practices with the rapidly growing ESG landscape, and will focus on the following:

  • ESG Marketing and Client Acquisition: How to brand yourself as an ESG expert and attract clients interested in ESG to your practice.

  • ESG Data: Exploring whether ESG integration adds alpha and/or reduces risk in portfolio design

  • RIA Perspectives on ESG Investing: An opportunity to learn from large RIA's that are successfully incorporating ESG strategies into their investment process and business models

Agenda (subject to change)

8:00 – 8:30 a.m. – Registration and Breakfast

8:30 – 8:40 a.m. – Welcome from Jeff Gitterman, Co-Founding Partner, Gitterman Wealth Management

8:40 – 9:45 a.m. – Paul Ellis Interview with Barbara Krumsiek and Georg Kell

10 – 10:50 a.m. – ESG Data Provider Panel: Examining how ESG data is gathered, integrated, and distributed

11 – 11:50 a.m. – ESG Asset Manager Panel: Exploring how managers utilize, integrate, and monitor ESG data within investment strategies.

12 – 1 PM – Lunch and Networking

1:10 – 2:00 – RIA Panel 1: Understanding portfolio strategies of ESG focused advisors

2:10 – 3:00 – RIA Panel 2: Client Acquisition: Marketing Strategies of ESG Focused Advisors

3:10 – 4:00 – Key Note: Bruce Kahn

4:00 – 4:10 - Jeff Gitterman closing remarks

4:15 – 5:30 – Happy Hour and Networking

[1] http://www.thebuzzbusiness.com/larry-fink-argues-for-sustainability-and-the-long-term/

[2] http://www.ussif.org/files/Trends/US%20SIF%202016%20Trends%20Overview.pdf

© 2017 Gitterman Wealth Management. Investment advisory services are offered through Gitterman Wealth Management, LLC an independent investment advisory firm registered with the SEC (CRD 153062). Associated persons of Gitterman Wealth Management, LLC are licensed with and offer securities through Vanderbilt Securities, LLC, member FINRA/SIPC, registered with MSRB (CRD 5953). Gitterman Wealth Management, LLC and Vanderbilt Securities, LLC are separate and distinct federally regulated entities. For more information see www.adviserinfo.sec.gov.

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New York Open Center

22 East 30th Street

New York, NY 10016

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