- This event has passed.
Environmentally Responsible Investing
June 24, 2014 @ 6:30 pm - 8:00 pm
$5Photo: Ryan McGuire http://www.gratisography.com/
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 their June forum as they discuss SRI with Louis Berger of Washington Square Capital Management and Colm O’Connor of Kleinwort Benson Investors.
Louis 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
Colm 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.
This event is free (registration is still required!) for Urban Green Council Members, but there is a $5 admission fee for non-members.