October 2015 Luncheon Meeting

Growth and Evolution of Responsible Investment & ESG and Implications for Advisors and Their Clients

Speaker: John Streur, President and CEO of Calvert Investments

Featured Partner: Allen Carr, Deutsche Wealth & Asset Management

Meeting Description

According to the US SIF Foundation more than one out of every six dollars under professional management in the U.S. - $6.7 trillion – was invested according to SRI strategies. Our clients are asking how they can, as investors, promote their social values by investing responsibly. Our job, as advisors, is to maximize returns within a level of risk. This presentation will focus on how to balance these two goals.

We will discuss sustainable, responsible and impact investing (SRI) that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact. The audience will discuss trends & demands from investors and HNW families and how to integrate ESG into a client portfolio. We will also cover sustainability and ESG research, evolution of Responsible Investment, Water Crisis, Impact Investing, Green Bonds, and Clean Tech.

1.5 hours CE for this session pending approval by the CFP Board.

Speaker Biography

John Streur, President and CEO of Calvert Investments

John Streur is head of a $13 billion investment management firm that specializes in responsible and sustainable investing across global capital markets.
Mr. Streur began to focus his energy exclusively on responsible and sustainable investing in 2012 as President, Director and Principal of Portfolio 21, a boutique investment management firm specializing in global environmental investing. Previously, John spent 20 years at Managers Investment Group LLC, a firm he co-founded. John has managed socially responsible investments at the request of institutional clients, including public funds, religious institutions, and college and university endowments since 1991.

Pricing and Registration

Advanced pricing is available through October 5th: FPA Members and First Time Visitors: $40 Non-Members: $60

After October 5th:
All Members and Non-members: $60

Online Registration is open through Monday, October 5th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm Tuesday, October 6th.