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Sustainable Investing Solutions - Portland 2020

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Location

Location

Ecotrust

721 Northwest 9th Avenue

#200

Portland, OR 97209

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Event description

Description

Weath Management Professionals Only Event.

Sustainable Investing Solutions (SIS) symposiums are a one day regional gatherings of financial advisors, consultants, and other client facing wealth management professionals focused on learning more about sustainable investing solutions. Over 1,500 investors have attended SIS events over the past three years.

Participants learn the fundamentals of SRI/ESG/Impact investing including tips and tools for establishing and growing an SRI/ESG/Impact advisory practice.

Session Topics Include:

ESG Integration - Equity and Fixed Income focused firms share their process for the integration of environmental, social, and governance (ESG) data in their respective investment processes, providing important insights to advisors looking to build sustainable portfolios.

Impact Investing - Panelists discuss how direct impact investing, taking place locally and around the world, plays an additive role in diversifying investment portfolios.

Shareholder Advocacy - Panelists discuss the current state of Shareholder Advocacy and the progress of current initiatives. Shareholder advocacy leverages stock ownership in publicly-traded companies to promote change. Advocacy can take the form of a dialogue between shareholders and the company, the filing of a shareholder resolution, and proxy voting strategy.

Agenda:

09:30 – 10:00 am – Registration Open

10:00 – 10:05 am – Opening Remarks

10:05 – 10:30 am – Opening Keynote Speaker

10:30 – 11:30 am – ESG Panel

11:30 – 12:30 pm – Impact Panel

12:30 – 1:30 pm – Networking Lunch

01:40 – 2:30 pm – Shareholder Advocacy Panel


SIS events are brought to you by: Appleseed Capital, Calvert Impact Capital, Calvert Research and Management, Community Capital Management, First Affirmative Financial Network/Folio Institutional, Green Century Funds, Parnassus Investments, Pax World Funds, Saturna Capital, Trillium Asset Management and US SIF.

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Date and Time

Location

Ecotrust

721 Northwest 9th Avenue

#200

Portland, OR 97209

View Map

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