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What Do Millennials Want in Their Portfolios, 401(k)s and Workplaces?

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The Commonwealth Club

555 Post St.

San Francisco, CA 94102

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R. Paul Herman, CEO, HIP Investor Ratings + Portfolios; Author, The HIP Investor, Make Bigger Profits by Building a Better World
Timothy Yee, President, Green Retirement, Inc.
In conversation with Chinwe Onyeagoro, President, Great Place to Work Institute

With 70 million Millennials now the largest segment of the U.S. workforce, how do they stay satisfied in the workplace while companies build their bottom lines? With a trust-based workplace, Millennials thrive in their jobs, while companies can also outperform financially, according to Chinwe Onyeagoro of Great Place to Work. With a sustainable, fossil-free 401(k), Millennials are more engaged, innovative and can build a better world while saving for their future, according to Timothy Yee of Green Retirement, Inc. An HIP Investors' R. Paul Herman says that by going beyond traditional investing, Millennials can use their forthcoming $40 trillion of inherited wealth to improve the health, wealth, earth, equality and trust of our world via their investing.

Learn how to unleash the excitement of Millennials in your workplace.

About the Speakers
R. Paul Herman is a globally recognized leader in impact investing, impact ratings and impact-themed portfolios. Herman founded HIP Investor 10 years ago to show that investments in companies that solve human, social and environmental problems can be more profitable and less risky than those that are extractive of people, natural resources and trust. HIP Investor rates more than 32,000 global issuers of stocks and bonds, and it also enables ratings of thousands of mutual funds and 401(k) plan fund choices. Herman is an alumni of Wharton, McKinsey, CSC Index, Ashoka and Omidyar Network. Herman is an advisor to SASB, Net Impact and Sustainable Brands. Herman authored The HIP Investor: Make Bigger Profits by Building a Better World, which is part of the curricula for 26 global MBA, MPA and university programs in finance, capital markets and innovation.

Chinwe Onyeagoro serves as president of Great Place to Work. She works with executives to successfully execute business strategy through developing high-trust, high-performance cultures. Her executive advisory work with Great Place to Work includes multi-billion dollar technology, telecom, financial services, and bio-pharma companies. She has worked for two top management consultancies (McKinsey & Company and The Monitor Group). She serves on the boards of private equity firms and lending institutions that have invested more than $1 billion in small and medium enterprises. She holds an A.B. in economics and East Asian studies from Harvard University and is a Henry Crown Fellow at the Aspen Institute.

Timothy R. Yee, AIF CPFA C(k)P, is the president of Green Retirement, Inc., a 100-percent minority-owned and 50-percent woman-owned 401(k)-focused financial advisory firm with a nationwide presence, and a deep focus on fossil free and socially screened investment options. The firm is a founding B Corp member and a California Benefit Corporation. Green Retirement has been recognized as one of the Best for World B Corps since 2014. Yee has led groups at Bank of America, NationsBank, T. Rowe Price, and AIG. He is an Accredited Investment Fiduciary, a certified Plan Fiduciary Advisor, a Certified 401k professional, and holds numerous FINRA registrations. Yee graduated with honors (cum laude) from the University of California Berkeley's Haas School of Business.

Location: 555 Post St., San Francisco
Time: 5 p.m. networking reception, 6 p.m. program, 7 p.m. book signing
MLF:
Business & Leadership
Program organizer: Elizabeth Carney

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The Commonwealth Club

555 Post St.

San Francisco, CA 94102

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