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Sustainable Investing Solutions: For Tomorrow's Client Appointments

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The Proud Bird Food Bazaar & Events Center

11022 Aviation Boulevard

Los Angeles, CA 90045

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Space is limited, RSVP today!


Are you looking to add or enhance sustainable and impact strategies in your practice? Join us in Los Angeles, California on February 22, 2018, for the following panel discussions and table topics, lunch included.


One (1) hour of CFP approved CE credit will be offered.*


Panel Discussions to include:

Integrating sustainability into the investment process

Aligning clients desire for local impact

Practical advice and solutions from peers


Table Topics to include:

  • Blockchain and impact

  • Trends in ESG – impact metrics, SDG & data science

  • Understanding sustainability ratings Morningstar, MSCI, Thomson Reuters

  • Conversation on shareholder advocacy: how to engage clients around issues they care about

  • Building investment models with sustainable strategies know the nuance

  • Align the Sustainable Development Goals (SDGs) with impact

  • Connecting the vision to outcomes through private investing

Featured Speakers

Gitterman Wealth Management - SMART Portfolios

First Affirmative Financial Network


Brought to you by

Trillium Asset Management

Calvert Research & Management

Pax World Mutual Funds

Appleseed Capital

Calvert Impact Capital

Parnassus Investments

Saturna Capital Corporation


* For Financial Advisors only


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Date and Time

Location

The Proud Bird Food Bazaar & Events Center

11022 Aviation Boulevard

Los Angeles, CA 90045

View Map

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