Thank you to everyone who contributed to the success of our 5th annual CFA Society of Boston Sustainable Investing seminar this past Monday at the Boston Sheraton. First and foremast, thank you to the approximately 150 attendees at this year’s event, representing the audience we strive to attract – a cross-section of the investment community. The audience was engaged and enthusiastic. I was pleased by the positive feedback we received from attendees throughout the day.

Mark Wiseman, Global Head of Active Equities & Chairman of BlackRock Alternative Investors, presented the afternoon keynote in a fireside chat with event committee chair Michael Greis
In my opening remarks, I noted that our mission and our tagline – Mainstreaming Sustainable Investing – was an aspirational statement when we held the first seminar in 2013, but is very tangible and very real today. We see that very clearly as we develop the content and reach out to potential speakers and panelists.

One of the most important – and enjoyable – aspects of planning this event is the close engagement and collaboration we have with our speakers and panelists. Their commitment and preparation is evident when they take the stage. Our thanks to each of them (in order of appearance):

  • Ken Hokugo, Pension Fund Association of Japan
  • Jason Jay, MIT Sloan School
  • David Stangis, Campbell Soup
  • Nelson Switzer, Nestle Waters North America
  • David Tulauskas, General Motors Company
  • Noel Friedman, MSCI
  • Edward Farrington, Natixis Global Asset Management
  • Jordan Farris, TIAA Nuveen
  • David King, Fidelity Investments
  • Mark Wiseman, BlackRock
  • Matt Patsky, Trillium Asset Management
  • Ann Condon, General Electric Company
  • Sophia Mendelsohn, Jet Blue
  • Katy Zhao, Morgan Stanley
  • Monika Freyman, Ceres
  • Cyrus Latfipour, MSCI
  • David Richardson, Impax Asset Management
  • Andrew Teras, Breckinridge Capital Advisors
  • Carol Jeppesen, Principles for Responsible Investment
  • Mahesh Jayakumar, State Street Global Advisors
  • Justin Sloggett, Principles for Responsible Investment

You’ll find the range of topics this group covered in the session agenda. Scan the Twitter traffic for #CFABSI for more information.

Finally, thank you and congratulations to our CFA Society of Boston seminar committee – Jeremy Cote, Mark Duffy, Rob Fernandez, Aimee Forsythe, Noel Friedman, Larry Pohlman, Tim Rheaume, Tony Trzcinka and Wenyu Xiong – and the incredible CFA Society of Boston staff who make this event happen – Dary Burgos, Caitlin Goudreau, George Dudley and Stephanie Field.

Thank you for another successful Sustainable Investing seminar
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