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Webinar │ Sustainable, Impact, and ESG Investing in the Philanthropic Advisor World
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Webinar │ Sustainable, Impact, and ESG Investing in the Philanthropic Advisor World

6/18/2019
When: Tuesday, June 18, 2019
12 noon Pacific | 1 pm Mountain | 2 pm Central | 3 pm Eastern
Where: United States


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About the webinar... 

Sustainable, Impact, and ESG Investing in the Philanthropic Advisor World

During this presentation Jeff will explain the essential differences between ESG (Environmental, Social, and Governance Investing), SRI (Socially Responsible Investing), and Impact Investing.  He will also clarify the myths surrounding these investment strategies, and explain how big data has now made it more possible than ever before to engage in values based investing without sacrificing returns.  

Following this presentation, attendees will be able to:

  1. Explain the differences between ESG (Environmental, Social and Governance), SRI (Socially Responsible), and Impact Investing. 
  2. Clarify the myths surrounding these investment strategies, and explain how big data is allowing investors to engage in values based investing without sacrificing returns.  
  3. Explain how big data is being used in the ESG Investing world to help increase alpha and mitigate risk.

About the presenter...

Jeff Gitterman, Co-Founding Partner, Gitterman Wealth Management 

Jeff Gitterman is a co-founding partner of Gitterman Wealth Management, and a thought leader in the field of Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing. He is the creator of his firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer investment opportunities for individual clients, as well as other financial advisors and RIAs in the Sustainable, ESG, and Impact arenas. 

 

Noted as an “ESG expert” by Financial Advisor magazine, Jeff has also been featured in the past in Money Magazine, Barron’s, Morningstar Magazine, The Wall Street Journal, CNN, and Affluent Magazine, among many others.  He also speaks frequently about Sustainable, Impact, and ESG Investing at conferences throughout the United States and Canada, including Morningstar, Fidelity, Barron’s, Financial Advisor Magazine, Bloomberg, and many others. Most recently, he was named 2018 RIA “Thought Leader of the Year” by WealthManagement.com.

 

Gitterman Wealth Management has also served as the co-host of the 2018 Sustainable Investing Conference at the United Nations, as well as the 2017 and 2016 NYC Sustainable Investing Conferences. They will co-host 2 conferences at the United Nations this year – The 2019 Family Office Impact Investing Conference at the United Nations on September 5th and The 2019 Sustainable Investing Conference at the United Nations for Financial Advisors on December 10th

For more information please visit www.GittermanWealth.com.

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