A Conversation on Socially Responsible Investing and Social Impact with Morningstar and Benefit Chicago
People who are not satisfied with the behaviors or actions of the companies they own in their investment accounts - whether directly or through mutual funds - feel powerless making a difference. Whether it’s your company 401(k), IRAs, or personal accounts, “socially responsible” investments offer the opportunity to align your investments with your personal values. In this session, we’ll explore the evolution of Socially Responsible Investing, the current landscape for ESG (Environment, Social, and Governance) investment products, and how to modify your own investment portfolio for a better world. We’ll also learn about investing in the social enterprises right here in Chicago-land.
Jeremy Glaser: Senior Editor, Morningstar
Gabriel Presler: Head of ESG Strategy, Morningstar
Julie Koska: Director of ESG Product Management, Morningstar
William Towns: Executive Director, Benefit Chicago*
*Benefit Chicago is a powerful collaboration that aims to mobilize $100 million in impact investments for nonprofits and social enterprises working throughout the Chicago region. ... Benefit Chicago investors purchase Chicago-targeted Community Investment Notes.
DATE: Wednesday, November 28, 2018 (Registration Deadline: November 27th)
TIME: 5:30 to 7:00 p.m.
- 5:30-6:00 Reception/Networking
- 6:00-7:00 Panel Discussion & Q&A
LOCATION: Morningstar, 22 West Washington Street, Chicago, IL
(Check in with security desk on the ground floor, reception and presentation will be on 14th floor)
REGISTRATION: Registration Deadline: November 27th
Wharton Alum: Register below
General Admission - All Other Guests: Register below
CANCELLATION POLICY: All cancellations must be received two (2) business days BEFORE the event or the attendee who made the reservation may not receive a refund, regardless of participation, due to costs associated with the reservation.