San Francisco to Host "Investing for Impact" Event on March 12th as First Stop on Five-City U.S. Tour
SRI Industry Leaders Offer Continuing Education for Bay Area CFPs, CIMAs, and Financial Professionals, with Focus on Investing for Positive Social and Environmental Impact
… March 12, 2015 San Francisco Daybook Calendar, News Advisory …
SAN FRANCISCO, March 2, 2015 /PRNewswire/ -- Impact investing—easily the hottest topic today in the world of Sustainable, Responsible, Impact (SRI) investing—will be the focus of an all-day training session on March 12, 2015 for San Francisco area investors and investment professionals. Produced by First Affirmative Financial Network, Investing for Impact: San Francisco will take place from 9:00am to 4:30pm at the Hotel Nikko.
Speakers will include: George Gay, Chief Executive Officer, First Affirmative Financial Network; Lloyd Kurtz, Chief Investment Officer, Nelson Capital Management; Dan Kern, President and Chief Investment Officer, Advisor Partners; Charles Sandmel, Portfolio Manager, Shelton Capital Management; Samantha Palm, Portfolio Manager, Parnassus Investments, Mel Miller, Chief Economist, First Affirmative Financial Network.
Investing for Impact: San Francisco will focus on how advisors can address the modern demands of socially conscious investors by teaching the basics of sustainable portfolio management, with presentations on subjects such as fossil fuel free investments, and high-demand green bond options. This event series is designed for investors and investment professionals who are interested in putting money to working to change the world through sustainable and responsible investment strategies, but who may not have all the right tools at their fingertips. More details available online at http://investingforimpactevents.com.
Event organizers expect to offer 2-3 hours of CE for investment professionals who hold a CFP or CIMA designation. San Francisco will be the first stop for similar financial professional training sessions through the first half of this year in Seattle, New York, Minneapolis, and Boston. Investing for Impact events in 2015 will culminate with the 26th annual SRI Conference – on Sustainable, Responsible, Impact Investing, November 3–5, 2015 where the theme will be "All In For Impact."
First Affirmative Financial Network President Steve Schueth said: "Although the SRI landscape is rapidly expanding, many investment advisors across the country are still attempting to serve socially conscious clients without much support from their firms, and without a great deal of the information and insights that impact-oriented clients require. That's where our regional 'Investing for Impact' event series comes into play—offering the information, tools, resources and services that advisors need to meet the growing demand for more responsible investment strategies."
For more information about Investing for Impact: San Francisco and a complete agenda for the day, go to http://investingforimpactevents.com/events/events-san-francisco/.
REGISTRATION
Interested investors and investment professionals are encouraged to register at http://investingforimpactevents.com/registration/.
For more information, contact Danielle Burns at 877-542-8583 or [email protected]. The registration deadline is March 9, 2015.
HOST AND SPONSORS
Investing for Impact Events are produced by First Affirmative Financial Network with support from Calvert Investments, PAX World Investments, Green Century Funds, Folio Institutional, TriLinc Global, Appleseed Fund, Calvert Foundation, Parnassus Investments, Trillium Asset Management, and Protected Investors of America.
ABOUT FIRST AFFIRMATIVE FINANCIAL NETWORK
First Affirmative Financial Network, LLC (http://www.firstaffirmative.com) is an independent Registered Investment Advisor (SEC File #801-56587) offering investment consulting and asset management services through a nationwide network of investment professionals who specialize in serving socially conscious investors. First Affirmative produces The SRI Conference (http://www.SRIconference.com), which will be held this year at the Broadmoor Hotel in Colorado Springs on November 3–5, 2015.
SOURCE First Affirmative Financial Network, Colorado Springs
Related Links
WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?
Newsrooms &
Influencers
Digital Media
Outlets
Journalists
Opted In
Share this article