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:
St. Davids, PA 19087 Moderator Panel 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 |