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

Maximizing Client Value: Focusing on Excellence Over Politics


ESG investing has garnered strong support from prominent figures like CEO Larry Fink making it the industry norm. But can an asset manager uphold their fiduciary duty to maximize the value of their clients’ investment while advancing social and political objectives?

State officials across America don’t think so, taking public stands against ESG investing to protect their constituents’ investments. Some attorney generals have even deemed it a fiduciary violation.

Strive Asset Management was created to solve this problem, offering investors a depoliticized investment option. Strive delivers a “post-ESG” mandate telling corporations to focus exclusively on excellent products and services.

Join us at Centre Club Tampa for cocktails and appetizers with Strive head of Product & Investments, Matt Cole, for a discussion on the ESG investing's fiduciary breach and the post-ESG alternative

5:15 PM - Networking with cocktails and appetizers
6:15 PM - Program with Matt Cole
7:15 PM - Evening Concludes

About The Centre Club
This private business club sits atop the 1 Urban Centre parking structure at Kennedy and West Shore Boulevards. Parking is free. Once parked, use the east elevator bank.

RSVP by email

Tuesday, November 15, 2022
5:15 PM - 7:30 PM Eastern Time

Location

The Centre Club
8th Floor
123 West Shore Blvd
Tampa   FL   33609
(813)286-4040
 
Website for Location




Speaker Profiles

 


Matthew Cole, CFA
Head of Products and Investments
Strive Asset Management

Matt brings 16+ years of investment experience and managed over $70 billion of Fixed Income assets at CalPERS. The performance of the actively managed funds he oversaw were among the best in the investment industry over the last decade.