Event Calendar
Help for this page My CE Transcript
Hosted by CFA Tampa Bay

What's Driving the Growth of ESG Investing

There is a mindshift taking place in the financial industry that has both asset owners and managers increasingly treating ESG investing as part of their fiduciary duty. Further, clients are also demanding responsible investing, seeing it not only as a means of doing good, but also as a way to increase portfolio returns and manage risk. According to the Global Sustainable Investment Alliance, there were nearly $23 trillion in assets being professionally managed under responsible investment strategies at the end of 2016. That was about 26% of all professionally managed assets globally.

Join us as we explore the factors driving the growth of ESG investing and get a broader understanding of investing..

About the Evening
Join us for cocktails with one of the best views of Tampa. That's followed by a delicious meal with great dinner conversation.

Who Should Attend
All financial professionals who want develop a fuller understanding of the forces impacting investment strategies and outcomes.

Cost
This meeting is FREE for members and associates of CFA Society Tampa Bay (part of the CFA Passport Program). $50 for non-CFA Society members. $30 for CFA Registered Candidates and Students.

Parking Information
Parking is free.

5:15 pm - Networking and Cash Bar
6:00 pm - Dinner and Program
7:30 pm - Meeting Concludes

Tuesday, November 13, 2018
5:15 PM - 7:30 PM

Location

The University Club of Tampa
38th Floor
201 N Franklin St
Tampa   FL   33602-5190
(813)223-3737
FAX    (813)223-3576
Website for Location
Map for Location



Pay now at our secure PayPal payment area where you can pay by credit card, debit card or PayPal account


Non-CFA Society Tampa Bay Members - $50

CFA Active Candidates and Students - $30

Speaker Profiles

 


Greg Johnsen, CFA
Director, Institutional Portfolio Manager
Parametric

Mr. Johnsen is responsible for supporting development and distribution of Parametric’s investment products. Prior to joining Parametric in 2012, Greg was with Wellington Management as the Vice President and Investment Director, Product Management. He served as the portfolio management liaison with the Business Development and Client Service teams, and worked closely with the equity portfolio managers in evaluating overall portfolio characteristics and performance. He also worked as a Senior Investigator for the Chicago Board Options Exchange and as a Derivatives Trader. Greg earned an MBA from the University of Chicago and a B.S. in Economics from the University of Minnesota. He is a CFA® charterholder and holds the Chartered Financial Analyst designation.



Registration Fee
Member
No Charge
 
Non-Member
$50.00