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November 2017 Chapter Meeting – Sustainable, Responsible & Impact Investing – Implementing your Client’s Wishes Today
November 10, 2017 @ 11:30 am - 1:30 pm
Meeting Description
Topic: Sustainable, Responsible & Impact Investing – Implementing your Client’s Wishes Today
Nancy Reyes Mullins will review the foundational tenets of SRI investing as contrasted to traditional diversified investment strategies, including how SRI principles and strategies have evolved over time. Learn how to question your clients effectively on their specific SRI objectives, what tools and techniques are available to advisors today, and critically, then how to effectively translate those objectives into real live portfolios.
Learning Objectives:
(1) Review of the foundational tenets of SRI investing, (2) Identify what is driving demand for sustainable investment solutions, 3) Learn how to question clients effectively on their specific SRI objectives, and (4) How to translate those objectives into real live portfolios.
Level of Complexity: Intermediate
1.5 hours CFP CE has been granted by the CFP Board for this session.
Thank you to our November Featured Partner, Christina Gray of Stonecrest Managers.
Speaker Biography
Nancy Reyes Mullins is the Founder of RI Strategy Consulting, providing customized sales and marketing strategies for investment companies operating in the field of Sustainable, Responsible and Impact Investing (SRI). She currently serves on the Board of Directors for US SIF. US SIF is the US membership association for professionals, firms, institutions and organizations engaged in sustainable, responsible, and impact investing. Prior to launching RI Strategy Consulting Nancy was the Director of Advisor Relations at Parnassus Investments from 2005 to 2015. She managed fund distribution via the wire house, RIA, bank trust and independent broker dealer channels. She has over fifteen years of experience in the field of responsible investing, holds the Series 6, 26, 63 and 65 securities licenses, and received a bachelor’s degree in economics from the University of California, Santa Cruz.
Pricing and Registration
Click here to register.
Advanced pricing is available through November 6th:
FPA Members $40 Non-Members: $60
After November 6th
FPA Members: $60 Non-members: $75
Online Registration is open through Monday, November 6th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.
No refunds after 12:00 pm on Tuesday, November 7th.