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14
May

"ESG: Passing Fad or the Future of Investing?"

Breakfast

Summary

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.

Please also join us for a special presentation of our annual donation to SEO Scholars, the charity supported by FCS West. We’ll also hear from them about their work transforming public high school students into confident college graduates.

Additional panelists to be announced.

Speakers

Erin SaadePanelist

Director, Global iShares Product Marketing

BlackRock

Erin Saade leads BlackRock’s ETF (iShares) Sustainable, Thematic and Commodity product marketing efforts globally. Ms. Saade has over 10 years of ETF experience having started her career trading international ETFs on the New York and American Stock Exchanges. In 2007 she joined Barclays Global Investors, now BlackRock, covering market makers and Hedge Fund clients within the iShares Capital Markets team. Most recently, Ms. Saade led strategic initiatives across BlackRock’s iShares business as a member of the Investment Strategy team and Institutional Marketing team. Ms. Saade holds an MBA from the Stanford Graduate School of Business.

Lily BowlesPanelist

Impact Research & Portfolio Management

Swell Investing

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).

Francisco MartinezPanelist

Director, Impact Solutions

Bank of the West

Francisco Martinez has over 13 years of experience helping high-net-worth individuals, families, foundations, and non-profit organizations strategically structure their giving, investments, and maximize their impact. His previous roles have included strategy, operations, relationship management, business development, compliance, and fiscal sponsorship at philanthropic consulting firms. Prior to Bank of the West, he served as Lead of Operations at Amplifier Strategies, Associate Director of Managed Organizations at Arabella Advisors, and as Philanthropic Advisor at Tides Foundation. Francisco has a dual Bachelor degree in economics and East Asian studies from Harvard University. He is fluent in Spanish and Japanese, as well as English. As Manager of Impact Solutions and Director of Philanthropic Advising, Francisco is responsible for helping design, implementing, and maintaining the operational framework for a variety of philanthropic and socially purpose-driven investing offerings, collectively referred to as Impact Solutions. Francisco also partners with staff across our divisions and footprint to design customized strategies and identify innovative vehicles that bring clients’  philanthropic and responsible investing vision to life. Francisco holds FINRA Series 7 and Series 63 licenses.

Scott WentworthModerator

Founder, CEO, and Head Financial Writer

Wentworth Financial Communications

Scott Wentworth is the founder, CEO, and head financial writer at Wentworth Financial Communications, providing thought-leadership and marketing writing for firms throughout the investment industry.  Drawing on his journalistic training, marketing background, and extensive knowledge of the asset management and investment banking industries, Scott is passionate about helping firms articulate their expertise through white papers, blogs, e-books, investor letters, videos, and other forms of thought leadership.  Scott founded WFC in 2015 after more than a decade as the head writer at William Blair & Co.

 

He is a frequent speaker on topics related to financial marketing and communications for the CFA Society, Financial Communications Society, and other industry groups, as well as a former lecturer at Northwestern University’s Medill School of Integrated Marketing Communications.

 

Education: B.S. in economics from the University of Illinois; master’s from Northwestern University’s Medill School of Journalism.  Additionally, Scott passed the Certified Financial Planner exam and earned the Claritas Certificate from the CFA Society.

 
 

Sponsors

  • 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

Tickets:

Membership Price:
$80.00
Young Members Circle Price:
$70.00
Branded Table (8) Price:
$680.00
Non-Member Price:
$95.00
Become a member to get member's price.
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May 14, 07:45AM PDT
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Address:

Omni San Francisco Hotel, 500 California Street at Montgomery Street Francisco
  • All ticket prices increase $15 per person on May 13.
  • No refunds after May 10.