On May 12, managing director Kweku Obed, CFA, CAIA was featured on eVestment’s The Source podcast. Kweku spoke about Marquette’s
On Tuesday, April 22nd, Nichole Roman-Bhatty will be speaking at the Chicago SRI/ESG breakfast to be held at the offices of Morningstar in Chicago. Nichole, and Irene Pritzker, president of the IDP Foundation, will lead a discussion on the evolving social investment needs and demands of family offices, endowments and foundations.
As these investors are growing and coordinating, they are increasingly seeking to apply their values, which guide their philanthropy, to their investment portfolio. How do you source appropriate investment strategies? How do investment professionals work with clients when the clients are more knowledgeable about the particular issues (e.g. human rights, the environment)? How are the reporting demands of clients changing?
On Tuesday, December 1st, Ben Mohr, CFA, will be speaking at a virtual roundtable discussion organized by MarketsGroup. Ben…
On Thursday, October 29th, Linsey Schoemehl Payne will be speaking at PanAgora Asset Management’s “Demystifying Quant ESG” webinar. Linsey will…
On Wednesday, October 7th, Nichole Roman-Bhatty, CIMA®, will be speaking at the 2020 Mid-Atlantic Plan Sponsors (MAPS) Annual Trustee…
On Thursday, October 1st, Christopher Caparelli, CFA will be speaking at Opal Group’s Endowment & Foundation Forum 2020, being…
On Thursday, August 13th, Nichole Roman-Bhatty, CIMA®, will be speaking at the Chicago ESG Breakfast Group’s Roundtable Discussions, held…
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