Now On Demand • 2 CFP / IWI / CFA CE Credits

Join us for the next installment of our ESG Playbook series, specifically designed to help financial advisors deepen their ESG knowledge and grow their practices. This complimentary online event will focus on current trends related to sustainable investing themes, including climate, infrastructure, and water.

Agenda



12:00pm – 12:30pm ET
The Business Of Climate Change: Insights & Outlook

David Callaway, Founder & Editor, Callaway Climate Insights
Jeff Gitterman, Co-founding Partner, Gitterman Asset Management

12:30pm – 1:00pm ET
Natural Resource Investing: Water, Energy & Food

Colm O'Connor, Senior Portfolio Manager, KBI Global Investors
Padraig Sheehy, Senior Vice President – Business Development & Client Services, KBI Global Investors

1:00pm – 1:30pm ET
Water: An Essential Part of the Climate Conversation

Alexandra Russo, Product Specialist Thematic Equity, Vice President, Allianz Global Investors

1:30pm – 2:00pm ET
Environmental Impact Strategies

Lucas White, Portfolio Manager, GMO


Speakers

David Callaway

David Callaway

Founder & Editor

Callaway Climate Insights

David Callaway is founder and editor of Callaway Climate Insights. Founded in 2020, the weekly newsletter provides news, critical analysis and commentary on the business of climate change. Beginning his career as a reporter and columnist for the Boston Herald, he has held senior positions at a variety of publications including; Bloomberg News, CBS MarketWatch, TheStreet Inc., and USA Today. In this conversation, David explains the significant role of the media in communicating the severity of global warming to the public; describes the impact young investors’ are having on the climate economy, and how they’re shifting the landscape by investing in more climate-focussed companies; and the current surge in renewable energy and what this means for the future of public versus private investment.

Jeff Gitterman

Jeff Gitterman

Co-Founding Partner

Gitterman Asset Management

Jeff Gitterman is a widely recognized leader in the ESG and sustainable investing field, and the creator of SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Solutions, a suite of global climate-aware allocation strategies available to financial advisory firms and individual investors.

With over 30 years of experience as a financial advisor, Jeff began realigning Gitterman Wealth Management towards sustainable investing in 2015. In 2020, the firm launched the Gitterman Asset Management brand to house its rapidly expanding ESG investment strategies, thought leadership, and practice management offerings for the financial advisor and institutional markets.

Jeff is also the co-host of The IMPACT TV show, which airs on fintech.tv and Bloomberg TV, and was named RIA “Thought Leader of the Year” by WealthManagement.com in 2018.

For more information, please visit www.GittermanAsset.com

Colm O'Connor

Colm O'Connor

Senior Portfolio Manager

KBI Global Investors

Colm is a senior portfolio manager on the Natural Resource equity team, where he is responsible for the development of investment strategy as well as the day to day management of the Global Sustainable Infrastructure, Energy Solutions and Global Resource Solutions strategies. Colm joined the Natural Resource team in 2006 as an analyst on the Energy Solutions Strategy and was promoted to Portfolio Manager in 2008. Prior to that, he worked at the firm as an analyst in the Alternative Investments unit and as a Performance analyst in the Performance Measurement & Risk Analysis Unit. Colm graduated from University College Dublin in 2000 with a Commerce degree & continued on to complete a Masters in E-Commerce.

Alexandra Russo

Alexandra Russo

Product Specialist Thematic Equity, Vice President

Allianz Global Investors

Alexandra Russo is a thematic equity product specialist and a vice president at Allianz Global Investors. In addition to being a member of the Thematic Equity team, she focuses part of her time on research related to sustainable themes relevant to the team’s SDG strategies. She has covered the Global Water Fund for five years and has five years of sustainable investment experience.

Ms. Russo has held various roles in marketing, operations, and investments for Allianz Global Investors, which she joined in 2012.

Ms. Russo earned a B.A. in Economics from Rhodes College. She began her career in the investment industry in 2012.

Padraig Sheehy

Padraig Sheehy

Senior Vice President – Business Development & Client Services

KBI Global Investors

Padraig has over 25 years industry experience and is a Director of various Fund Manager structures within KBI Global Investors. He is an honours graduate from the University of Limerick and was a member of the Investment Committee of the Irish Association of Pension Funds for over 10 years. Padraig has held several different positions with KBIGI over the last 20 years and was appointed Head of Client Services in 2004. He assumed his current role in 2010 with specific responsibility for servicing the firm’s Institutional client base in the USA alongside a business development role in this market place. Prior to joining the firm, Padraig worked for National Irish Bankin the corporate lending department from 1989 to 1993.

Lucas White

Lucas White

Portfolio Manager

GMO

Mr. White is the portfolio manager for the Resources and Climate Change Strategies. He is a member of GMO’s Focused Equity team and a partner of the firm. Previously at GMO, he was engaged in portfolio management for the Global Equity team, including responsibilities for the Quality, Tactical Opportunities, and U.S. Growth Strategies. Prior to joining GMO in 2006, he worked at Standish Mellon Asset Management and MFS. Mr. White earned his B.A. in Economics and Psychology from Duke University. He is a CFA charterholder.

Register

This is an online event, and registration is complimentary for financial advisors.
Now On Demand • 2 CFP / IWI / CFA CE Credits
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