Meeting Details - WEBINAR

Tuesday, May 11, 2021
3:00 pm - 4:30 pm
 

Title:

Accelerating ESG: Trends, Opportunities & Challenges in ESG Investing

Speaker(s):
Dan Carreno, CIMA®, Executive Vice President, Business Development, Change Finance, PBC
Rawson Gulick, CFP®, CAIA, Wealth Advisor,
Willow Creek Wealth Management
Rachel Freeman (they/them), AIFA®, Director of Investor Relations,
Adasina Social Capital

Thank You to Our Meeting Strategic Partner!

PanProgram Description:
So you know what ESG and sustainable investing is and are convinced you want to offer it to your clients. What are some of the challenges and issues that might arise? What are some of the recent trends and product offerings in this rapidly evolving space? What are some of the shortcomings of existing products in the marketplace? Come hear from three experts who will attempt to answer these and other questions you might have.

Dan Carreno from Change Finance will share some data from his firm’s most recent ESG Trends Report including relative returns for ESG portfolios, thematic trends, and the behavioral drivers fueling the growth of ESG investing.

Rachel Freeman from Adasina Social Capital will share the shortcomings in the ESG investing industry that led them to launch a social justice ETF and where that journey has taken the firm. They can also share what issues their clients care about and how they designed their ETF to address those issues. 

Rawson Gulick from Willow Creek Wealth Management will share her firm’s journey to more fully and broadly embrace ESG investing. She’ll share the challenges they’ve faced as a firm to adopt this type of investing, and particularly converting existing client portfolios. She’ll also share some of the communication and marketing tactics they are trying.

*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.   

Panelists:
Dan Carreno, CIMA® is Executive Vice President of Business Development for Change Finance PBC. He has 17 years of experience in the asset management industry and has been specializing in ESG since he joined Change Finance in 2019. There he manages the firm’s business development efforts and hosts The ESG Update podcast. 

Rachel Freeman (they/them), AIFA®, is Director of Investor Relations at Adasina Social Capital. Combining an extensive knowledge of traditional financial markets with a commitment to social justice, Rachel specializes in helping new clients better understand our work and empowering them to take action by aligning their investments with their values. They have been a financial advisor and Investment Advisor Representative since 2016.

Rawson Gulick, CFP®, CAIA, joined Willow Creek Wealth Management in 2019, after deciding to take her nearly 20-year career in institutional financial services in a fresh direction. In her role as Wealth Advisor she applies insights from working with giant institutions toward helping clients better shape their individual financial well-being, their lives, and their world. Rawson’s approach to client care is values centered and grounded in the belief that financial freedom often inspires greater generosity, which is where true fulfillment is found. On the wealth management front, she loves deconstructing financial complexities into elegant solutions, and empowering people to make more joyful decisions with their money and their life. She has been an advocate for women in investing for her entire career. As a member of Willow Creek’s Sustainable Investing Committee, she helps clients align their portfolios with their values.  She holds the Chartered Alternative Investment Analyst (CAIA) designation and is a CERTIFIED FINANCIAL PLANNER™ professional.

Agenda:
3:00 - 3:30 pm - Networking via Breakout Rooms, Chapter Announcements & Strategic Partner Acknowledgements 
3:30 – 4:25 pm – Presentation by Panelists
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes