Read the event summary on our blog, Points of View.
Investment banks and portfolio managers devise investment strategies that generate returns based off of criteria and goals put forth by the client. In recent years Socially Responsible Investing (SRI) has emerged as the go-to solution for the environmentally conscious client. Please join the Emerging Professionals at The New School for our June forum as we discuss SRI with Louis Berger of Washington Square Capital Management and Colm O’Connor of Kleinwort Benson Investors.
Co-founder and Partner, Washington Square Capital Management
Berger is co-founder and partner of Washington Square Capital Management, a NY-based independent investment advisory firm specializing in socially responsible investing. Berger oversees investment portfolios for individual, institutional and corporate clients. Prior to co-founding WSQ Capital in 2009, Louis worked as a financial advisor in the wealth management division of UBS, the Swiss bank. Louis holds a BFA from New York University and an MFA from the New School. www.wsqcapital.com
Portfolio Manager, Energy Solutions and Global Environmental Solutions Strategies, Kleinwort Benson Investors
O'Connor is a portfolio manager in the Energy Solutions and Global Environmental Solutions Strategies (GESS) group at Kleinwort Benson Investors where he is responsible for the development of investment strategy as well as the day to day management of the strategies. Colm joined the Environmental Strategies team in 2006 as an analyst on the Energy Solutions Strategy and was promoted to Portfolio Manager in 2008. Prior to that, he worked at the firm as an analyst in the Alternative Investments unit and as a Performance analyst in the Performance Measurement and Risk Analysis Unit. Colm graduated from University College Dublin in 2000 with a Commerce degree and continued on to complete a Masters in E-Commerce. www.kleinwortbenson.com
PLEASE NOTE: Continuing education credits will not be offered for this event.
Please contact the EP Co-Chairs, Lee Beckman & Max Kaufman, at email@example.com.
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VOLUNTEER? If you are interested in volunteering for this event please contact Anne Sjolander at firstname.lastname@example.org
This event is free (registration is still required!) for Urban Green Council Members, but there is a $5 admission fee for non-members. Your donation is critical in supporting Emerging Professionals events.
As always, networking will continue at our *mandatory* extended happy hour(s) at Reservoir Bar located at 70 University place (between 11th and 10th streets).
Special thanks to The New School for generously hosting our Monthly Educational Forum.