Wealth Management Series - ESG: Trends, Challenges, Actionable Ideas
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4/5/2018
When: Thursday, April 5, 2018
From 3:30pm until 6:30pm
Where: Wells Fargo Annex
333 Market Street
2nd Floor
San Francisco, California  94105
United States
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Wealth Management Series:

ESG: Trends, Challenges, Actionable Ideas

Interest in environmental, social, and governance mandates has grown over the past several years. We invite you to hear a well-rounded panel of industry experts in discussing:

  • The evolution of ESG
  • How ESG trends may play out over the coming year
  • Measuring, reporting and benchmarking sustainability practices and results
  • Challenges to adoption and integration of ESG factors
  • Potential risks and opportunities for investors

Panelists

Wendy Walker, CFAManaging Director & Chief Investment Officer in CA Capital Management, Cambridge Associates

Wendy Walker, CFA, is a Managing Director and a Chief Investment Officer in CA Capital Management, Cambridge Associates’ outsourced investment office business. Ms. Walker works with endowment & foundation clients and is a member of the firm’s Mission-Related Investing practice. Previously, she worked on the investment teams at Imprint Capital Advisors, focusing on socially responsible and environmental-themed fund managers, and at Parnassus Investments, integrating environmental, social and governance factors into industry and company-specific research. Ms. Walker is a former vice chair of the Sustainable Investing Committee of the New York Society of Security Analysts and currently serves on the Advisory Committee to the Haas Socially Responsible Investment Fund. Ms. Walker graduated cum laude from Yale University and earned an MBA (with Honors) from the Haas School of Business, UC Berkeley. She is a Chartered Financial Analyst.

 

Paul Solli, Chief Marketing & Strategy Officer, Aperio

Paul Solli is Chief Marketing & Strategy Officer and head of product development with Aperio. Previously, he was Vice President of Salomon Brothers Investment Strategies group, responsible for structuring portfolios and advising pension funds and investment companies. While at Salomon Brothers, he also provided consulting services to the firm's largest indexers. Prior to Salomon Brothers, he was a CPA with Peat, Marwick, Mitchell & Company in Boston, and also worked in strategy consulting for Bain & Company. Mr. Solli received his MBA from the Tuck School at Dartmouth College.

 

David Post, CFADirector of Research, SASB

David Post, CFA, is Director of Research with SASB and leads the sector analysts team. David has been an equity portfolio manager and research analyst for over twenty years, during which time he led the equity research departments of two multi-billion dollar AUM firms. He has researched, invested in and visited companies in nearly all sectors. Mr. Post's experience gives him a strong background to help the research team identify non-financial topics and metrics, which are material to investors, issuers and other stakeholders. Mr. Post holds a BS in Applied Economics and Management from Cornell University, an MBA in Finance from Columbia University and is a Chartered Financial Analyst.

 

Moderator

Abdur Nimeri, Ph.D., Senior Vice President & Senior Investment Strategist, FlexShares ETFs 

Abdur Nimeri is Senior Vice President and Senior Investment Strategist for FlexShares Exchange Traded Funds (ETFs), focusing on ETF strategy and product development. He brings factor-based investing expertise to the team and has published in top academic journals. Prior to being named Senior Investment Strategist, Abdur worked in portfolio research for Northern Trust’s Wealth Management Group, focusing on factor-based research, portfolio construction/design and manager selection. Prior to joining Northern Trust, Abdur was the Riley Professor of Physics at Colorado College. Abdur earned a B.S. in Chemistry from Iowa State University, an M.S. in Financial Mathematics from the University of Chicago and a Ph.D. in Physical Chemistry from Ohio State University.

 

Agenda

3:30pm – Registration Opens (please allow an additional 10 minutes for security check in)
4:00pm – Introductions and Panel Discussion 
5:15pm – Audience Q/A
5:45pm – Networking, beverages & appetizers
6:30pm – Event concludes


 

Pricing

$25/Members

$40/Non-members

 

Series Sponsors


   
     
 
 
 
 
Continuing Education:
This event qualifies for 1 hour of continuing education credit for CFA Charterholders

 

Cancellation Policy
Please contact tracy@cfa-sf.org with at least 24 hours notice to receive a full refund
.