Tue, Apr 02 | Sam's of Gedney Way

April 2019 Chapter Dinner Meeting

Please join us for our April 2nd dinner meeting! Register Today!
Registration is Closed
April 2019 Chapter Dinner Meeting

Time & Location

Apr 02, 2019, 5:30 PM – 8:30 PM
Sam's of Gedney Way, 50 Gedney Way, White Plains, NY 10605, USA

About The Event

Responsible Investing is Good Business

(this presentation has been accepted by CFP Board for 1 CFP CEU)

Lenore Reiner, CFP®, Vice President & Responsible Investment Strategy Specialist

Eaton Vance Distributors

Imagine developing an interest and degree of expertise in an approach to investing that deeply resonates with many ultra-high-net-worth families, women, millennials and Gen Xers. For some advisors, mastery of this approach has become transformational as it presents an impassioned new agenda for going deeper with existing client families. "Responsible Investing Is Good Business" demystifies this rapidly growing discipline by reviewing the history, clarifying the terminology and presenting a compelling case for initiating conversations with clients.

Learning Objectives: Advisors will learn about the history of (and academic support) for Responsible Investing, explore the various ways to implement RI, and discover ways of beginning conversations with this approach.

Level of Complexity: Intermediate

Capital Markets Outlook

(this presentation has been accepted by CFP Board for 1 CFP CEU)

Janice L. Musselwhite, Senior Vice President

GAMCO Asset Management

Our speaker, Janice L. Musselwhite, will be providing a capital markets outlook in the small and mid cap US stock space and share some equities she feels are strong investment opportunities. Attendees will participate in an interactive Q&A, so we encourage you to bring your questions regarding this investment space as well as SRI and ESG.

Click here for speaker bios.

MANY THANKS TO OUR PROGRAM SPONSOR!

Gordon Henderson, CRPC®

Director - Investment Strategies

AXA Funds Management Group

917-757-4807 - gordon.henderson@axa.com

Tickets
Price
Quantity
Total
  • FPA GHV Season Pass Members*
    $0
    $0
    0
    $0
  • Other FPA Chapter Members*
    $45
    $45
    0
    $0
  • Non-Members*
    $55
    $55
    0
    $0
Total$0