Boston Chapter

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January "Meet the Expert": DEFINING SRI: A Introduction to Sustainable and Responsible Impact Investing

When
Thursday, January 09, 2020
8:30 AM - 10:00 AM
Location
Boston Marriott Newton, 2345 Commonwealth Avenue Newton, Massachusetts 02466
Spaces left
8
Registered
7 registrants

Registration

1. FSP Member - no charge
2. Guest of a FSP Member or FSP Board Member – $15.00
A guest must be registered by the member who is sponsoring this guest to attend.
3. Non Member – $25.00

Registration is closed

FSP is excited to announce to Members...

Breakfast Round Table Discussion

Our Table Moderator will be: Matthew W. Patsky, CFA

Matt Patsky is CEO, Managing Partner, and a Portfolio Manager on Trillium’s Sustainable Opportunities and Global Equity strategies. He joined Trillium in 2009 and has three decades of experience in investment research and investment management.

Matt began his career at Lehman Brothers in 1984 as a Technology Analyst. In 1989, while covering emerging growth companies for Lehman, he began to incorporate environmental, social, and governance factors into his research, becoming the first Sell-side Analyst in the United States to publish on the topic of socially responsible investing in 1994. As Director of Equity Research for Adams, Harkness & Hill, he built that firm’s powerful research capabilities in socially and environmentally responsible areas such as renewable energy, resource optimization, and organic and natural products. Prior to joining Trillium, Matt was at Winslow Management Company in Boston, where he served as Director of Research, Chairman of the Investment Committee, and Portfolio Manager for the Green Solutions Strategy and the Winslow Green Solutions Fund.

Matt currently serves on the Boards of the Environmental League of Massachusetts and Shared Interest. He has also served on the Boards of Pro Mujer, US SIF, and Root Capital. He is a member of the Social Venture Network (SVN) and member of CFA Society Boston as well as a Chartered Financial Analyst (CFA) charterholder. He holds a Bachelor of Science in Economics from Rensselaer Polytechnic Institute.

References to other mutual funds should not to be considered an offer to buy or sell these securities.

Our topic will be:

DEFINING SRI: A Introduction to Sustainable and Responsible Impact Investing

What is SRI?
History of SRI
Growth of SRI in the U.S.
Drivers Behind Growth in SRI
REINVESTMENT AMONG 7 PILLARS
ESG Studies
Key Advocacy Tools & Issues

This meeting will be held jointly with the Norfolk and Plymouth Estate Planning Council

Boston Chapter of the Society of Financial Service Professionals

Phone: 617.285.2845 Email: Hello@FSPBoston.org

Boston FSP is a 501(c)6 non-profit organization.