WP&BC Monthly Virtual Meeting: Unraveling the True Meaning of ESG Investing in Uncertain Times

  • 10 Nov 2020
  • 10:00 AM - 11:15 AM (MST)
  • Webinar

Registration


Registration is closed

Please join us for our November virtual meeting

Unraveling the True Meaning of ESG Investing in Uncertain Times

Please join us as we define ESG and the evolution of sustainable investing. Topics to be discussed include the trends we see in this space, the integration of ESG factors into the investment process and how ESG assessment may impact performance, risk and valuation.  We will also highlight the growing demand for ESG options, how ESG has fared in the current environment, and the potential impact of proposed ESG legislation. 

Date/Time:

Tuesday, November 10, 2020
10:00am-11:15am

Location:
Webinar (registration link will be sent in confirmation e-mail)

Fees: Members - free, Non-Members - $20

Our Presenters:

Edward Farrington
VP, Institutional and Retirement
Natixis Investment Managers – US Distribution

Edward Farrington is an Executive Vice President with Natixis Investment Managers. In this role, he leads consultant relations as well as institutional and retirement sales efforts. Mr. Farrington was previously based in London, where he led global wholesale efforts for the firm, supporting clients throughout Europe, Asia, and the Americas. Mr. Farrington has more than 20 years of experience in investment management. Prior to joining Natixis, he served as national fundraising manager for Fidelity Charitable Services. There, he led fundraising efforts for the nation’s largest donor-advised fund. Mr. Farrington also held senior roles in Chicago, San Diego, and Boston with Fidelity Investments.


Clarice Avery
VP, Investment Strategist
Natixis Investment Managers – US Distribution

Clarice Avery is the Investment Strategist for options-based low volatility equity strategies and sustainable and ESG (environmental, social and governance) investing at Natixis Investment Managers. She works with the investment teams at our affiliates including Loomis, Sayles & Company, Gateway Investment Advisers, and Mirova to support client service and business development efforts in the US. She helps clients and prospects understand the investment process and positioning of the strategies she represents and the role they can play in portfolio construction. Prior to joining the firm in 2009, Ms. Avery worked at State Street Corporation. She began her career in the investment industry in 2007 with Putnam Investments. She holds a bachelor's degree in business administration and finance from Merrimack College in North Andover, Massachusetts. She is a CFA charterholder and a member of the CFA Institute and the CFA Society Boston, is an FSA (Fundamentals of Sustainability Accounting) credential holder, and holds Series 7, 24, and 66 licenses with FINRA.




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