FCS Chicago will stage a luncheon panel on "Impact Marketing for Impact Investing: How Financial Communicators Are Explaining the Value of Socially Responsible Investing."
Join us on Tuesday, June 19 at the Union League Club of Chicago, as our panel of marketing, sales and investing executives discuss the rise of impacting investing -- and the challenges it poses for financial marketers.
For investors, the line between "doing well" and "doing good" has blurred. Whether through impact investing, socially responsible investing, or incorporating environmental, social, and governance (ESG) factors, asset management firms are increasingly serving investors who define ROI by broader, more humanitarian terms.
This shift has created new opportunities—and challenges—for financial communicators as they look to articulate their firm's approach to socially responsible investing. Featuring marketing practitioners from across the asset management industry, this luncheon discussion will look at how firms are educating investors about the various approaches to socially responsible investing, and how these communications align with the firm's larger branding efforts.
Global Equity Portfolio Specialist
Blake Pontius joined William Blair Investment Management in 2005. As a Portfolio Specialist on the Global Equity team, Blake provides analytical support to portfolio managers and coordinates the team's integration of environmental, social and governance (ESG) factors in the investment process. Blake has authored white papers and led webinars on William Blair's approach to ESG investing and portfolio integration. He is also responsible for communicating investment strategy and portfolio positioning to clients, consultants and prospects. Previously, Blake was a Relationship Manager responsible for institutional client accounts, including public and corporate pension funds, endowments and foundations invested in the firm’s global/international and emerging markets equity strategies. Prior to joining William Blair, Blake worked at UBS Asset Management and Mercer. Education: B.A. with honor in Economics, Michigan State University; M.B.A. with distinction (Finance), DePaul University. Blake is a CFA charterholder and a member of the CFA Society of Chicago.
Marketing, Retirement & Investment Services
Betsy joined Aon in September 2014 and leads the marketing team responsible for the Retirement & Investment Solutions practice in the U.S. Prior to joining Aon, Betsy served as the Vice President of Marketing & Communications at both Aviva Investors and Deutsche Bank. She also held marketing and investment administration positions at both Morgan Stanley and Bain Capital. Betsy holds a B.S. in Marketing from Villanova University.
Director of Sales
Colin is the Director of Sales for Appleseed Capital. Colin joined Appleseed Capital in 2012. He is responsible for leading the institutional sales and marketing efforts, managing the distribution of the firms mutual fund, private fund and separately managed account strategies in the RIA, Family Office, Foundation & Endowment, Broker Dealer and Wirehouse markets.
Prior to joining Appleseed, he worked in institutional sales at Principal Financial Group. Colin began his career in the securities industry at American Express/Ameriprise Financial employed as an investment advisor. He earned his B.S. in Business Management from Purdue.
Colin is a co-founder of the Sustainable Investing Symposium conferences, Chair of the Professional Education Agenda Committee for the SRI Conference and serves on the membership committee of US SIF. Check Colin's background on FINRA's BrokerCheck.
Head of Sustainable Investing Research
Jon Hale, Ph.D., CFA, is head of sustainable investing research for Morningstar. He directs the company’s research initiatives on sustainable investing, beginning with the launch of the Morningstar Sustainability Rating™ for funds in 2016. Before assuming this role in 2016, Hale was director of manager research, North America, for Morningstar, where he led approximately 60 manager research analysts based in North America and oversaw the team’s operations, thought leadership, and manager research coverage across asset classes. Hale first joined Morningstar in 1995 as a mutual fund analyst and helped launch the institutional investment consulting business for Morningstar in 1998. He left the company in 1999 to work for Domini Social Investments, LLC before rejoining Morningstar as a senior investment consultant in 2001. He became managing consultant in 2009 and head of the Investment Advisory unit in 2014. Hale holds a bachelor’s degree, with honors, from the University of Oklahoma and a doctorate in political science from Indiana University.
Founder and Head Financial Writer
Scott Wentworth founded Wentworth Financial Communications in 2015 after serving as the head marketing writer at William Blair & Company, a global asset management and investment banking firm. Scott and the team of writers and editors at WFC help companies articulate their expertise through white papers, newsletters, blogs, and other forms of content marketing. Since 2012, Scott has been an adjunct lecturer at Northwestern University’s Medill School of Integrated Marketing Communications, teaching graduate-level courses in communications and finance. He earned a B.S. in economics from the University of Illinois, an M.S. in journalism from Northwestern University’s Medill School of Journalism. Scott passed the Certified Financial Pl anner exam in 2009, and earned a Claritas certificate from the CFA Institute in 2013.
FCS Chicago Gold Sponsor:Dow Jones
FCS Chicago Gold Sponsor:Investor's Business Daily
FCS Chicago Gold Sponsor:Seeking Alpha
Partner Sponsor:McGuffin Creative Group
Audio Sponsor:Wentworth Financial Communications
- The Union League Club has a business casual dress code. NO JEANS.