FCS San Francisco's 3rd of 7 planned breakfasts in 2019 will address "ESG: Passing Fad or the Future of Investing?"
Environmental, Social, and Governance (ESG) investing has taken the financial world by storm in recent years. Also known as socially responsible investing (SRI) or, more simply, sustainable investing, assets in the category now account for $12 trillion of the roughly $46 trillion in assets under professional management in the United States. But is this “do well by doing good” investment mentality a passing fad, or does it represent a new normal? For this event, we will bring together a panel of experts to answer this question and address the implications it has for professionals in the financial communications industry.
Additional panelists to be announced.
Impact Research & Portfolio Management
Lily Bowles, FSA serves on Swell’s portfolio management team, focusing on its ESG research, portfolio construction process, and impact investment offerings. Previously, Lily was the sustainability officer at online financial firm Aspiration, where she developed the Aspiration Impact Measurement (AIM) bank account feature that allows customers to track the environmental and social impact of their spending. While in this role, she also served as the liaison to UBS’ portfolio management team sub-advising Aspiration’s sustainable mutual fund (REDWX). Prior to that, she was the global operations manager of Village Capital, a venture capital firm focused on supporting early-stage entrepreneurs solving global social and environmental problems. She also has experience working at the Aspen Institute, B Lab, Environmental Protection Agency (EPA), and the Grameen Bank in Bangladesh. She holds an MSc in International Development from the London School of Economics and a BA in Political & Social Thought from the University of Virginia, where she was a Jefferson Scholar. Lily holds her Fundamentals of Sustainability Accounting (FSA) Credential from the Sustainability Accounting Standards Board (SASB) and is the founder and co-chair of the Los Angeles chapter of Women Investing for a Sustainable Economy (WISE-LA).
Founder & Head Writer
Scott founded Wentworth Financial Communications after spending 11 years as a writer for William Blair & Company, a global investment banking and asset management firm based in Chicago. In addition to being the head writer for WFC’s financial services clients, Scott focuses on helping companies implement inbound marketing strategies to grow their businesses by using content to connect with new prospects. Since 2005 Scott has been involved with Tutoring Chicago, first as a volunteer tutor and now as a member of the board of directors. He is an adjunct lecturer at Northwestern University, where he teaches graduate-level courses in accounting and finance and communications and persuasive messages in the Medill Integrated Marketing Communications program. Scott earned his B.S. in economics from the University of Illinois, and his M.S. in journalism from Northwestern University’s Medill School of Journalism. Scott passed the Certified Financial Planner exam in 2009, and earned a Claritas certificate from the CFA Institute in 2013.
FCS West Diamond Sponsor:Seeking Alpha
FCS West Platinum Sponsor:Bloomberg Media
FCS West Gold Sponsor:Forbes
FCS West Gold Sponsor:Mitre Media
FCS West Gold Sponsor:Quartz
FCS West Gold Sponsor:Reuters
FCS West Gold Sponsor:The Wall Street Journal
- All ticket prices increase $15 per person on May 13.
- No refunds after May 10.