Values Based Investing: ESG, SRI And Impact Investing Trends And Process

Oct 27, 2015

7:00 pm - 9:00 pm

Values based investing has become an important topic among the investment community. While there are many nuances to the approach and a variety of names describing the objectives including Environmental Social and Governance (ESG), Socially Responsible Investing (SRI), and Impact Investing to name a few, investors are looking to meet a number of benchmarks.

Our panelists will speak to the trends and process that goes into meeting these complex investor needs.

 

         6:00 – 6:30 Networking

         6:30 – 7:30 Panel Discussion

         7:30 – 8:30 Networking

Hosted by:

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591 East Lancaster Avenue
Radnor Hotel

St. Davids, PA 19087

Moderator
Anita Mushell, Vice President & Managing Director, Head of Research, Hartford Funds

Panel
Lia Belardo, Senior Managed Account & Mutual Fund Consultant, Janney Montgomery Scott

Teresa Araco Rodgers, Founder, harp-weaver LLC 

Tom Balderston, Managing Principal Baderston Capital, LLC

Ava Lala, Director of Marketing Geneva Global

Anna K. Snider, Managing Director, Head of Global Equity and Impact Investing Due Diligence, Merrill Lynch Wealth Management

$20 for Win members

$30 for non-members

Free for Hartford Fund Employees

Event proceeds will be donated to United Way

 

 

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This Month's Feature Sponsor

Janney Montgomery Scott

 

Janney Montgomery Scott is a leading wealth management firm with a nearly 200-year history of helping individuals, families, businesses, and institutions pursue their financial goals. Our mission is to empower lives through financial advice, providing personalized guidance and comprehensive capabilities to help clients navigate their financial lives with confidence.   Read more …..

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