Strategic Partner Webinar Details 

Wednesday, September 2, 2020 
1:00 pm - 2:00 pm

Title:

The Sustainable Investing Opportunity:  How to Integrate
It Into Your Business

Speaker(s):
Samuel Adams, CEO and Co-Founder, Vert Asset Management

Strategic Partner:

Program Description:
“The Sustainable Investing Opportunity” covers the essentials on Sustainable Investing for advisors that want to get into it quickly.  It covers what it actually is, how it performs, why it’s growing so fast, who invest this way already, why clients want it, and how advisors can integrate it into their business. 

The learning objectives are:
1. Increase advisors’ knowledge: We’ll define ESG, SRI, and Impact investing and explore their respective origins and place in the market today. 
2. Increase advisors’ confidence:  We’ll review the performance record, and name the big institutional investors that are already doing it.
3. Expand advisors’ toolkits:  We’ll provide frameworks for building portfolios, tools for researching funds, and language useful for explaining sustainable investing to colleagues and clients.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit.
*Webinar login information will be sent prior to the meeting.   

Speaker(s):
Samuel Adams, CEO and Co-Founder
Vert Asset Management


Sam is CEO and co-founder of Vert Asset Management.  He also chairs the Investment Research Group.  Sam leads the development of new products to help make sustainable investing easier for investors. He has been a featured speaker on sustainable investing at financial advisor conferences in the US, UK, Europe, and Australia.

Prior to launching Vert, Sam spent almost 20 years working at Dimensional Fund Advisors.  He led the development and launch of Dimensional’s Global Sustainability Core Fund in Europe.
Sam has a BA in Philosophy from the University of Colorado, Boulder and an MBA in Finance from the University of California, Davis.  Sam is an avid mountaineer and cyclist, and is very passionate about the environment.  He lives in Mill Valley, CA with his wife and three children.