2022 Agenda<\/h3>\n\n\n\n\nSession 3:
Now On Demand<\/span>Climate & Capital<\/i><\/h1>\n\n\n\n\n<\/p>\n\n\n\n
\nNow On Demand<\/p>\n\n\n\n
<\/p>\n<\/div><\/div>\n\n\n\n
<\/div>\n\n\n\n\n- Taking politics out of the renewables discussion<\/li>
- Improving client reporting with better climate data and portfolio analytics<\/li>
- For financial planners, model solutions go mainstage by design<\/li>
- Leveraging the debt market to help address climate change<\/li>
- Investing in wind and solar farm conversions<\/li><\/ul>\n<\/div><\/div>\n\n\n\n
\n\n\n\nPresenters<\/h2>\n\n\n\n\n\n![\"\"](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2022\/10\/FREY-JC.jpg\")
<\/figure>\n<\/div>\n\n\n\n\nJ.C. Frey<\/strong><\/strong><\/strong><\/strong><\/h3>\n\n\n\nCo-Head, Energy Infrastructure & Co-Head, Renewable Infrastructure<\/span>\nKayne Anderson Capital Advisors<\/span><\/div>\n<\/p>
J.C. Frey is a managing partner for Kayne Anderson Capital Advisors\u2019 energy infrastructure and renewable infrastructure strategies and has been at the firm for more than 25 years. During his tenure, he co-founded Kayne\u2019s listed energy infrastructure group and has grown it into one of the leading energy infrastructure platforms. More recently, he has expanded the infrastructure platform to include renewables and was named co-head of Kayne\u2019s renewable platform. Frey is one of the longest-tenured portfolio managers in the listed infrastructure sector, and currently oversees $4 billion in assets consisting of equity and debt securities.<\/p>\n
Frey joined Kayne in 1997, launched Kayne\u2019s first energy infrastructure fund in 2000, and has served as portfolio manager since its inception. As a co-founding partner of KA Fund Advisors, LLC, the adviser to Kayne\u2019s publicly traded closed-end funds, he was instrumental in the creation and initial public offering of Kayne Anderson Energy Infrastructure Fund, Inc. (NYSE: KYN) in 2004, the largest publicly traded energy infrastructure closed-end fund in the market today. Frey was also responsible for the 2010 initial public offering of and public investments for Kayne Anderson NextGen Energy & Infrastructure, Inc. (NYSE: KMF).\n<\/p>\n
As co-head of renewables, Frey has helped position Kayne\u2019s strategy to invest in the global energy transition. He created and launched the first renewable energy infrastructure fund of its kind in 2017, and participated in the creation of Kayne\u2019s first mutual fund in 2020. Additionally, Frey oversees a team of 20 investment professionals and manages several other commingled partnerships and separate accounts on behalf of a distinguished list of high net worth, family offices and institutional clients. \n<\/p>\n
Prior to joining Kayne Anderson, Frey was an audit manager in KPMG Peat Marwick\u2019s financial services group, specializing in banking and finance clients, and loan securitizations. Frey is a Certified Public Accountant and earned a B.S. in Accounting from Loyola Marymount University in 1990 and a Master of Taxation from the University of Southern California in 1991.\n<\/p>\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n![\"\"](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2023\/11\/Jeff-Gitterman.jpg\")
<\/figure>\n<\/div>\n\n\n\n\nJeffrey Gitterman<\/strong><\/h3>\n\n\n\nCEO<\/span>\nGitterman Asset Management<\/span><\/div>\n<\/p>
Jeff Gitterman is a widely recognized leader in the climate change, ESG, and sustainable investing fields, and the creator of SMART (Sustainability Metrics Applied to Risk Tolerance)\u00ae Investing Solutions, a suite of global climate-aware allocation strategies available to financial advisory firms and individual investors.<\/p>\n\n
With over 30 years of experience as a financial advisor, Jeff began realigning Gitterman Wealth Management, LLC towards sustainable investing in 2015. In 2020, the firm launched the Gitterman Asset Management brand to house its rapidly expanding ESG strategies, thought leadership, and practice management offerings for the financial advisory and institutional markets. Over the past several years, the firm has hosted many ESG and climate-focused events for financial advisors, including conferences at the United Nations Headquarters, the ESG Practice Playbook series of webinars in partnership with RIA Channel, and most recently, the Climate & Capital Conference at the New York Stock Exchange.<\/p>\n\n
Jeff is also a co-host of TheIMPACT and The Great Repricing shows, which film at the New York Stock Exchange and air on fintech.tv. Noted as an \u201cESG Expert\u201d by Financial Advisor magazine, he has also been featured in the past in Barron\u2019s, Forbes, The Wall Street Journal and CNN, among many others. He also speaks frequently about ESG and climate-focused investing at conferences throughout the U.S., and in 2018 was named RIA \u201cThought Leader of the Year\u201d by WealthManagement.com.<\/p>\n\n
Jeff deeply believes that the migration of investor capital towards ESG, Sustainable, and Impact investing is one of, if not the most effective way to help realize the United Nations-supported Sustainable Development Goals (SDGs), and he is committed to helping both investors and other financial professionals navigate this rapidly growing landscape. He is also the author of Beyond Success: Redefining the Meaning of Prosperity, and an Associate Producer of the feature documentary film Planetary.<\/p>\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n![\"\"](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2022\/10\/Ariel-Nicholas-1.jpg\")
<\/figure>\n<\/div>\n\n\n\n\nAriel Nicholas<\/strong><\/strong><\/strong><\/h3>\n\n\n\nVice President ESG Client Coverage Group | Climate Solutions Specialist<\/span>\nMSCI<\/span><\/div>\n<\/p>
Ariel Nicholas, member of the MSCI Climate Change Solutions Team, is responsible for communicating and educating financial market participants in North America on MSCI Climate Solutions data sets and tools for investment decision-making, risk management, reporting and engagement.<\/p>\n\n
Ariel joined MSCI in 2017, where for two years she was a member of the MSCI Wealth Advisory team, then the past two years with the ESG & Climate Coverage Sales Team communicating to institutional investors in the Midwest region ESG investment trends and best practices.<\/p>\n\n
Prior to MSCI, Ariel worked at State Street Global Advisors for two years where she sold SPDR ETFs to wirehouse advisors in the Southern California region.<\/p>\n\n
Ariel graduated with a BA degree in History and Business from the University of Vermont.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n![\"\"](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2022\/10\/Samantha-Palm.jpg\")
<\/figure>\n<\/div>\n\n\n\n\nSamantha Palm<\/strong><\/strong><\/strong><\/h3>\n\n\n\nPortfolio Manager, Senior Research Analyst<\/span>\nParnassus Investments<\/span><\/div>\n<\/p>
Samantha Palm is the lead Portfolio Manager of the Parnassus Fixed Income Fund and chair of the macroeconomics team. Ms. Palm has responsibility for fixed income portfolio management and trading and oversees the analysis of macroeconomic indicators that likely affect equity and fixed income markets. Prior to joining Parnassus Investments in 2013, she was a Vice President in Wells Fargo Securities\u2019 fixed income group. Previously, Ms. Palm was an equity research analyst at Robert W. Baird & Co. Ms. Palm graduated with honors from the University of Wisconsin, Madison, with a bachelor\u2019s degree in agricultural and applied economics.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n![\"\"](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2022\/10\/JeffSheridanwebBW.jpg\")
<\/figure>\n<\/div>\n\n\n\n\nJeff Sheridan<\/strong><\/strong><\/strong><\/strong><\/h3>\n\n\n\nEVP, Co-Head of Business Development<\/span>\nGreenbacker<\/span><\/div>\n<\/p>
Jeff is co-Head of Business Development at Greenbacker, leading the firm\u2019s efforts with family offices and wealth management institutions and platforms. Before joining the company in 2017, he was the Director of Institutional Sales at Strategic Capital, where he led sales efforts for a platform of alternative investment strategies to the institutional market. He has also worked as a Regional Director for Realty Capital and as a Managing Director at ImpactAssets, where he headed national fundraising efforts for an impact investing and philanthropic platform with ultra-high net worth individuals and institutions. Prior to this, Jeff held vice president positions with MainStay Investments and Fidelity Investments, working with wirehouse institutions and registered investment advisors. Jeff graduated from Babson College, in Wellesley, Massachusetts with a BSBA.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n\n\n\n\n![\"](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2022\/10\/GB-Company-horizontal-logo.jpg\")
<\/a><\/figure>\n<\/div>\n\n\n\n<\/div>\n\n\n\n\n![\"Kanye](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2022\/04\/KACALP-Logo-Actual_High-Res.jpg\")
<\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n\n\n![\"\"](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2021\/02\/MSCI-Logo.png\")
<\/a><\/figure>\n<\/div>\n\n\n\n<\/div>\n\n\n\n\n![\"Parnassus](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2022\/10\/Parnassus_logo.jpg\")
<\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n\n<\/div>\n\n\n\n<\/div>\n\n\n\n<\/div>\n<\/div>\n\n\n\n<\/div>\n\n\n\n<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n
\nSession 2:
Now On Demand<\/span>RIA Growth Opportunities in Turnkey Asset Management & the Defined Contribution Market<\/i><\/h1>\n\n\n\n\n\nNow On Demand<\/p>\n\n\n\n
<\/p>\n<\/div><\/div>\n\n\n\n
<\/div>\n\n\n\n\n- Integrated ESG asset allocation solutions available by design<\/li>
- Multiple resource platforms for advisors to take the ESG integration lead<\/li>
- Marketing and media continue to grow the ESG opportunity set<\/li>
- The $1 trillion Defined Contribution Plan opportunity<\/li>
- ESG impact is more important than ever to investors<\/li>
- Tackling the ESG misinformation campaign for advisors and investors<\/li><\/ul>\n<\/div><\/div>\n\n\n\n
\n\n\n\nPresenters<\/h2>\n\n\n\n\n\n![\"\"](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2021\/02\/Paul-Ellis-Round.png\")
<\/figure>\n<\/div>\n\n\n\n\nPaul Ellis<\/strong><\/h3>\n\n\n\nSustainable Finance Consultant<\/span>\nPaul Ellis Consulting<\/span><\/div>\n<\/p>
Paul is a nationally recognized expert on sustainable investing, and the host of the popular Sustainable Finance Podcast, a weekly program featuring conversations with thought leaders in the field. His guests include cleantech entrepreneurs and VC investors; CEOs leading the low-carbon economy transition; creators of the ESG indices and analytics platforms everyone is using; and NGO executives bridging the public\/private partnership funding chasm through digital banking and blockchain-based technologies.<\/p>\n\n
In addition to his podcast series, Paul works with both individual advisors and large investment firms to integrate ESG investing into their portfolio and sales strategies to capitalize on the growing business opportunities in the transition to a low-carbon economy. Paul was a certified financial planner and franchise advisor with Ameriprise for 23 years, and frequently participates in conferences, seminars, and webinars nationwide (now virtually!).<\/p>\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n![\"\"](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2022\/05\/Megan-Fielding.jpg\")
<\/figure>\n<\/div>\n\n\n\n\nMegan Fielding<\/strong><\/strong><\/strong><\/strong><\/h3>\n\n\n\nSenior Director, Responsible Investing<\/span>\nNuveen<\/span><\/div>\n<\/p>
Megan Fielding is a Senior Director and member of the responsible investing (RI) team at Nuveen, the investment management arm of TIAA.<\/p>\n\n
Nuveen\u2019s responsible investing team oversees the holistic RI vision and unified framework across Nuveen and TIAA, partnering with internal stakeholders on implementation in day-to-day business activities. This framework establishes the firm\u2019s overall RI philosophy and guidelines to incorporate RI disciplines into investment decisions and product development.<\/p>\n\n
Megan leads messaging, education, and compliance activities focused on RI, ESG and investment themes including Climate, Impact and DEI. Additionally, she collaborates with Global Marketing and Communications and TIAA on RI content, thought leadership and events to promote the firm\u2019s RI expertise. Megan serves on the Nuveen Inclusion & Diversity Council to build employee engagement on I&D initiatives and separately, co- chairs the California chapter of Achieve, the firm\u2019s business resource group focused on the professional and personal development of women.<\/p>\n\n
Prior to Nuveen, Megan was head of investments and business development at MicroPlace, an Ebay subsidiary and fintech impact investing platform that facilitated the allocation of investment capital to address global challenges, such as extreme poverty. Earlier, Megan held positions in marketing\/sales, product and investment consulting in San Francisco and New York City.<\/p>\n\n
Megan received her M.A. in International Studies from the University of San Francisco, graduated cum laude with her B.A. in Economics from Wheaton College (MA), and is a Certified Investment Management Analyst\u00ae. She currently serves as Ambassador for FINCA International, amplifying stories of sustainable social enterprises and entrepreneurs across five continents.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n<\/figure>\n<\/div>\n\n\n\n\nJeffrey Gitterman<\/strong><\/h3>\n\n\n\nCEO<\/span>\nGitterman Asset Management<\/span><\/div>\n<\/p>
Jeff Gitterman is a widely recognized leader in the climate change, ESG, and sustainable investing fields, and the creator of SMART (Sustainability Metrics Applied to Risk Tolerance)\u00ae Investing Solutions, a suite of global climate-aware allocation strategies available to financial advisory firms and individual investors.<\/p>\n\n
With over 30 years of experience as a financial advisor, Jeff began realigning Gitterman Wealth Management, LLC towards sustainable investing in 2015. In 2020, the firm launched the Gitterman Asset Management brand to house its rapidly expanding ESG strategies, thought leadership, and practice management offerings for the financial advisory and institutional markets. Over the past several years, the firm has hosted many ESG and climate-focused events for financial advisors, including conferences at the United Nations Headquarters, the ESG Practice Playbook series of webinars in partnership with RIA Channel, and most recently, the Climate & Capital Conference at the New York Stock Exchange.<\/p>\n\n
Jeff is also a co-host of TheIMPACT and The Great Repricing shows, which film at the New York Stock Exchange and air on fintech.tv. Noted as an \u201cESG Expert\u201d by Financial Advisor magazine, he has also been featured in the past in Barron\u2019s, Forbes, The Wall Street Journal and CNN, among many others. He also speaks frequently about ESG and climate-focused investing at conferences throughout the U.S., and in 2018 was named RIA \u201cThought Leader of the Year\u201d by WealthManagement.com.<\/p>\n\n
Jeff deeply believes that the migration of investor capital towards ESG, Sustainable, and Impact investing is one of, if not the most effective way to help realize the United Nations-supported Sustainable Development Goals (SDGs), and he is committed to helping both investors and other financial professionals navigate this rapidly growing landscape. He is also the author of Beyond Success: Redefining the Meaning of Prosperity, and an Associate Producer of the feature documentary film Planetary.<\/p>\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n![\"\"](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2022\/04\/Michael-Rhim.jpg\")
<\/figure>\n<\/div>\n\n\n\n\nMichael Rhim<\/strong><\/strong><\/strong><\/h3>\n\n\n\nPrincipal<\/span>\nPRM Consulting Group<\/span><\/div>\n<\/p>
Michael Rhim is a Principal with PRM and heads the defined contribution practice for the firm. He joined PRM in 2008 after serving for over 20 years as a Regional Vice President for TIAA, one of the largest retirement financial services firms in the country. He has over 35 years of experience in the investment and retirement community.<\/p>\n\n
Mr. Rhim received his Bachelor of Business Administration from Howard University. He completed his CEBS designation which is sponsored by the Wharton School in Pennsylvania. He has held several FINRA licenses for financial securities, as well as insurance licenses from 14 states and the District of Columbia.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n![\"\"](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2023\/10\/Gabe-Rissman.jpg\")
<\/figure>\n<\/div>\n\n\n\n\nGabe Rissman<\/strong><\/strong><\/strong><\/h3>\n\n\n\nCo-Founder and President<\/span>\nYourStake<\/span><\/div>\n<\/p>
YourStake provides the #1 rated tools financial advisors need to help provide personalization to their client\u2019s investments. We offer advisors a suite of tools that bring immense time efficiencies and insights to client prospecting, reporting, and portfolio analytics. We also help with investment research and optimization to provide scalable personalization for clients.<\/p>\n
Gabe holds a B.S. in computational astrophysics from Yale, where he also led Yale\u2019s fossil fuel divestment movement and student-managed Socially Responsible Investing fund, which under his leadership became the first ever student investment fund to file a shareholder resolution.<\/p>\n
Gabe is a WealthManagement.com 2022 Ten to Watch, is a board member of the Intentional Endowments Network, is a member of the Adasina Social Justice Index Committee, was named 30 under 30 in Socially Responsible Investing, and has published academic papers on ESG investing. Gabe is also the author of a monthly series for WealthManagement.com highlighting the top ESG trends of the month.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n![\"\"](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2022\/04\/Rick-Fidelity.jpg\")
<\/figure>\n<\/div>\n\n\n\n\nRick Smyers<\/strong><\/strong><\/strong><\/h3>\n\n\n\nManaging Director<\/span>\nFidelity ESG Pro<\/span><\/div>\n<\/p>
Rick is a Managing Director in Fidelity Labs, Fidelity\u2019s internal fintech business incubator. Since 2018, he has led the team behind ESG Pro, the sustainable investing software platform for independent advisors. Built with extensive input from financial advisors, ESG Pro is designed to make it easy for advisors to build and grow a sustainable investing practice.<\/p>\n\n
In his prior role in the Fidelity Center for Applied Technology, Rick was responsible for programs to drive innovation at scale at Fidelity. He joined Fidelity in 2004 in the Fidelity Consulting Group, where he was responsible for leading projects focused on growth strategies, new product development, and process design.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n![\"\"](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2022\/04\/Lazaro-Tiant-1.jpg\")
<\/figure>\n<\/div>\n\n\n\n\nLazaro Tiant<\/strong><\/strong><\/strong><\/h3>\n\n\n\nSustainability Investment Director<\/span>\nSchroders<\/span><\/div>\n<\/p>
Lazaro Tiant is an Investment Director, with a focus on sustainability. His responsibilities include strategy, product management and ESG integration for the North American market. Lazaro joined Schroders in 2021 and is based in New York.<\/p>\n\n
Prior to joining Schroders, Lazaro was an Associate Director at Sustainalytics from 2018-2021, where he was responsible for advising asset managers, pensions, endowments and hedge funds on research-driven ESG integration and sustainable investing efforts, including sector and company materiality analysis, impact measurement, ESG engagement, and climate transition-risk assessments across Equity, Fixed Income, and Thematic strategies.<\/p>\n\n
Lazaro was also an Analyst at MSCI from 2014-2017 within the RiskMetrics and Barra Analytics businesses. He holds a BA in Economics from Villanova University.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n![\"\"](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2022\/04\/Brett-Wayman.jpg\")
<\/figure>\n<\/div>\n\n\n\n\nBrett Wayman<\/strong><\/strong><\/strong><\/h3>\n\n\n\nSenior Director, Sustainable Investing<\/span>\nEnvestnet<\/span><\/div>\n<\/p>
Brett Wayman serves as Senior Director, Sustainable Investing and leads Envestnet\u2019s ESG and impact investing businesses, including strategic initiatives and the development and launch of new sustainable investing technology solutions, investment products, and practice management guidance.<\/p>\n\n
Brett works closely with Envestnet\u2019s enterprise clients on making these solutions and products available for their advisors and empower those advisors to understand trends in impact and ESG investing, feel more comfortable having the \u201cvalues\u201d conversation with their investor clients, and navigate the impact tools and investment strategies available through the Envestnet platform.<\/p>\n\n
Prior to joining Envestnet, Brett spent 10 years in leadership roles with family offices in New York, Princeton, and Atlanta, where he worked with ultra-high-net-worth families on shifting multi-generation assets towards more \u201cimpactful\u201d portfolio allocations. Brett has a degree in economics from Emory University and holds the Chartered SRI Counselor\u00ae designation. He serves on the board of directors of Urban Peak and Amigos de las Americas and on the board of advisors of Sovereignty First.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n![\"\"](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2022\/04\/Evan-Zall.jpg\")
<\/figure>\n<\/div>\n\n\n\n\nEvan Zall<\/strong><\/strong><\/strong><\/h3>\n\n\n\nCEO<\/span>\nESG Forward<\/span><\/div>\n<\/p>
With more than 25 years in strategic marketing and 15 years in sustainable finance communications, Evan believes that delivering the right messages can resolve a great number of complex challenges in the world. In addition to his role with ESG Forward, he owns Longview Strategies, a strategic marketing and communications firm that applies an impact-oriented marketing mindset to the intersection of sustainability, finance, and business.<\/p>\n\n
Evan is a member of the Boston Entrepreneur\u2019s Organization (EO) Impact Committee, an advisory board member of New Entry Sustainable Farming Project, and a contributing author to the upcoming compendium on sustainable investing, \u201cAligning Hearts, Minds and Wallets: A Collective Experience (Reshaping Capitalism for the Greater Global Good).\u201d<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n\n\nPresented By:<\/h2>\n\n\n\n
Session 3:
Now On Demand<\/span>Climate & Capital<\/i><\/h1>\n\n\n\n\n<\/p>\n\n\n\n
\nNow On Demand<\/p>\n\n\n\n
<\/p>\n<\/div><\/div>\n\n\n\n
<\/div>\n\n\n\n\n- Taking politics out of the renewables discussion<\/li>
- Improving client reporting with better climate data and portfolio analytics<\/li>
- For financial planners, model solutions go mainstage by design<\/li>
- Leveraging the debt market to help address climate change<\/li>
- Investing in wind and solar farm conversions<\/li><\/ul>\n<\/div><\/div>\n\n\n\n
\n\n\n\nPresenters<\/h2>\n\n\n\n\n\n<\/figure>\n<\/div>\n\n\n\n\nJ.C. Frey<\/strong><\/strong><\/strong><\/strong><\/h3>\n\n\n\nCo-Head, Energy Infrastructure & Co-Head, Renewable Infrastructure<\/span>\nKayne Anderson Capital Advisors<\/span><\/div>\n<\/p>
J.C. Frey is a managing partner for Kayne Anderson Capital Advisors\u2019 energy infrastructure and renewable infrastructure strategies and has been at the firm for more than 25 years. During his tenure, he co-founded Kayne\u2019s listed energy infrastructure group and has grown it into one of the leading energy infrastructure platforms. More recently, he has expanded the infrastructure platform to include renewables and was named co-head of Kayne\u2019s renewable platform. Frey is one of the longest-tenured portfolio managers in the listed infrastructure sector, and currently oversees $4 billion in assets consisting of equity and debt securities.<\/p>\n
Frey joined Kayne in 1997, launched Kayne\u2019s first energy infrastructure fund in 2000, and has served as portfolio manager since its inception. As a co-founding partner of KA Fund Advisors, LLC, the adviser to Kayne\u2019s publicly traded closed-end funds, he was instrumental in the creation and initial public offering of Kayne Anderson Energy Infrastructure Fund, Inc. (NYSE: KYN) in 2004, the largest publicly traded energy infrastructure closed-end fund in the market today. Frey was also responsible for the 2010 initial public offering of and public investments for Kayne Anderson NextGen Energy & Infrastructure, Inc. (NYSE: KMF).\n<\/p>\n
As co-head of renewables, Frey has helped position Kayne\u2019s strategy to invest in the global energy transition. He created and launched the first renewable energy infrastructure fund of its kind in 2017, and participated in the creation of Kayne\u2019s first mutual fund in 2020. Additionally, Frey oversees a team of 20 investment professionals and manages several other commingled partnerships and separate accounts on behalf of a distinguished list of high net worth, family offices and institutional clients. \n<\/p>\n
Prior to joining Kayne Anderson, Frey was an audit manager in KPMG Peat Marwick\u2019s financial services group, specializing in banking and finance clients, and loan securitizations. Frey is a Certified Public Accountant and earned a B.S. in Accounting from Loyola Marymount University in 1990 and a Master of Taxation from the University of Southern California in 1991.\n<\/p>\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n<\/figure>\n<\/div>\n\n\n\n\nJeffrey Gitterman<\/strong><\/h3>\n\n\n\nCEO<\/span>\nGitterman Asset Management<\/span><\/div>\n<\/p>
Jeff Gitterman is a widely recognized leader in the climate change, ESG, and sustainable investing fields, and the creator of SMART (Sustainability Metrics Applied to Risk Tolerance)\u00ae Investing Solutions, a suite of global climate-aware allocation strategies available to financial advisory firms and individual investors.<\/p>\n\n
With over 30 years of experience as a financial advisor, Jeff began realigning Gitterman Wealth Management, LLC towards sustainable investing in 2015. In 2020, the firm launched the Gitterman Asset Management brand to house its rapidly expanding ESG strategies, thought leadership, and practice management offerings for the financial advisory and institutional markets. Over the past several years, the firm has hosted many ESG and climate-focused events for financial advisors, including conferences at the United Nations Headquarters, the ESG Practice Playbook series of webinars in partnership with RIA Channel, and most recently, the Climate & Capital Conference at the New York Stock Exchange.<\/p>\n\n
Jeff is also a co-host of TheIMPACT and The Great Repricing shows, which film at the New York Stock Exchange and air on fintech.tv. Noted as an \u201cESG Expert\u201d by Financial Advisor magazine, he has also been featured in the past in Barron\u2019s, Forbes, The Wall Street Journal and CNN, among many others. He also speaks frequently about ESG and climate-focused investing at conferences throughout the U.S., and in 2018 was named RIA \u201cThought Leader of the Year\u201d by WealthManagement.com.<\/p>\n\n
Jeff deeply believes that the migration of investor capital towards ESG, Sustainable, and Impact investing is one of, if not the most effective way to help realize the United Nations-supported Sustainable Development Goals (SDGs), and he is committed to helping both investors and other financial professionals navigate this rapidly growing landscape. He is also the author of Beyond Success: Redefining the Meaning of Prosperity, and an Associate Producer of the feature documentary film Planetary.<\/p>\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n<\/figure>\n<\/div>\n\n\n\n\nAriel Nicholas<\/strong><\/strong><\/strong><\/h3>\n\n\n\nVice President ESG Client Coverage Group | Climate Solutions Specialist<\/span>\nMSCI<\/span><\/div>\n<\/p>
Ariel Nicholas, member of the MSCI Climate Change Solutions Team, is responsible for communicating and educating financial market participants in North America on MSCI Climate Solutions data sets and tools for investment decision-making, risk management, reporting and engagement.<\/p>\n\n
Ariel joined MSCI in 2017, where for two years she was a member of the MSCI Wealth Advisory team, then the past two years with the ESG & Climate Coverage Sales Team communicating to institutional investors in the Midwest region ESG investment trends and best practices.<\/p>\n\n
Prior to MSCI, Ariel worked at State Street Global Advisors for two years where she sold SPDR ETFs to wirehouse advisors in the Southern California region.<\/p>\n\n
Ariel graduated with a BA degree in History and Business from the University of Vermont.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n<\/figure>\n<\/div>\n\n\n\n\nSamantha Palm<\/strong><\/strong><\/strong><\/h3>\n\n\n\nPortfolio Manager, Senior Research Analyst<\/span>\nParnassus Investments<\/span><\/div>\n<\/p>
Samantha Palm is the lead Portfolio Manager of the Parnassus Fixed Income Fund and chair of the macroeconomics team. Ms. Palm has responsibility for fixed income portfolio management and trading and oversees the analysis of macroeconomic indicators that likely affect equity and fixed income markets. Prior to joining Parnassus Investments in 2013, she was a Vice President in Wells Fargo Securities\u2019 fixed income group. Previously, Ms. Palm was an equity research analyst at Robert W. Baird & Co. Ms. Palm graduated with honors from the University of Wisconsin, Madison, with a bachelor\u2019s degree in agricultural and applied economics.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n<\/figure>\n<\/div>\n\n\n\n\nJeff Sheridan<\/strong><\/strong><\/strong><\/strong><\/h3>\n\n\n\nEVP, Co-Head of Business Development<\/span>\nGreenbacker<\/span><\/div>\n<\/p>
Jeff is co-Head of Business Development at Greenbacker, leading the firm\u2019s efforts with family offices and wealth management institutions and platforms. Before joining the company in 2017, he was the Director of Institutional Sales at Strategic Capital, where he led sales efforts for a platform of alternative investment strategies to the institutional market. He has also worked as a Regional Director for Realty Capital and as a Managing Director at ImpactAssets, where he headed national fundraising efforts for an impact investing and philanthropic platform with ultra-high net worth individuals and institutions. Prior to this, Jeff held vice president positions with MainStay Investments and Fidelity Investments, working with wirehouse institutions and registered investment advisors. Jeff graduated from Babson College, in Wellesley, Massachusetts with a BSBA.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n\n\n\n\n<\/a><\/figure>\n<\/div>\n\n\n\n<\/div>\n\n\n\n\n<\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n\n\n<\/a><\/figure>\n<\/div>\n\n\n\n<\/div>\n\n\n\n\n<\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n\n<\/div>\n\n\n\n<\/div>\n\n\n\n<\/div>\n<\/div>\n\n\n\n<\/div>\n\n\n\n<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n
\nSession 2:
Now On Demand<\/span>RIA Growth Opportunities in Turnkey Asset Management & the Defined Contribution Market<\/i><\/h1>\n\n\n\n\n\nNow On Demand<\/p>\n\n\n\n
<\/p>\n<\/div><\/div>\n\n\n\n
<\/div>\n\n\n\n\n- Integrated ESG asset allocation solutions available by design<\/li>
- Multiple resource platforms for advisors to take the ESG integration lead<\/li>
- Marketing and media continue to grow the ESG opportunity set<\/li>
- The $1 trillion Defined Contribution Plan opportunity<\/li>
- ESG impact is more important than ever to investors<\/li>
- Tackling the ESG misinformation campaign for advisors and investors<\/li><\/ul>\n<\/div><\/div>\n\n\n\n
\n\n\n\nPresenters<\/h2>\n\n\n\n\n\n<\/figure>\n<\/div>\n\n\n\n\nPaul Ellis<\/strong><\/h3>\n\n\n\nSustainable Finance Consultant<\/span>\nPaul Ellis Consulting<\/span><\/div>\n<\/p>
Paul is a nationally recognized expert on sustainable investing, and the host of the popular Sustainable Finance Podcast, a weekly program featuring conversations with thought leaders in the field. His guests include cleantech entrepreneurs and VC investors; CEOs leading the low-carbon economy transition; creators of the ESG indices and analytics platforms everyone is using; and NGO executives bridging the public\/private partnership funding chasm through digital banking and blockchain-based technologies.<\/p>\n\n
In addition to his podcast series, Paul works with both individual advisors and large investment firms to integrate ESG investing into their portfolio and sales strategies to capitalize on the growing business opportunities in the transition to a low-carbon economy. Paul was a certified financial planner and franchise advisor with Ameriprise for 23 years, and frequently participates in conferences, seminars, and webinars nationwide (now virtually!).<\/p>\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n<\/figure>\n<\/div>\n\n\n\n\nMegan Fielding<\/strong><\/strong><\/strong><\/strong><\/h3>\n\n\n\nSenior Director, Responsible Investing<\/span>\nNuveen<\/span><\/div>\n<\/p>
Megan Fielding is a Senior Director and member of the responsible investing (RI) team at Nuveen, the investment management arm of TIAA.<\/p>\n\n
Nuveen\u2019s responsible investing team oversees the holistic RI vision and unified framework across Nuveen and TIAA, partnering with internal stakeholders on implementation in day-to-day business activities. This framework establishes the firm\u2019s overall RI philosophy and guidelines to incorporate RI disciplines into investment decisions and product development.<\/p>\n\n
Megan leads messaging, education, and compliance activities focused on RI, ESG and investment themes including Climate, Impact and DEI. Additionally, she collaborates with Global Marketing and Communications and TIAA on RI content, thought leadership and events to promote the firm\u2019s RI expertise. Megan serves on the Nuveen Inclusion & Diversity Council to build employee engagement on I&D initiatives and separately, co- chairs the California chapter of Achieve, the firm\u2019s business resource group focused on the professional and personal development of women.<\/p>\n\n
Prior to Nuveen, Megan was head of investments and business development at MicroPlace, an Ebay subsidiary and fintech impact investing platform that facilitated the allocation of investment capital to address global challenges, such as extreme poverty. Earlier, Megan held positions in marketing\/sales, product and investment consulting in San Francisco and New York City.<\/p>\n\n
Megan received her M.A. in International Studies from the University of San Francisco, graduated cum laude with her B.A. in Economics from Wheaton College (MA), and is a Certified Investment Management Analyst\u00ae. She currently serves as Ambassador for FINCA International, amplifying stories of sustainable social enterprises and entrepreneurs across five continents.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n<\/figure>\n<\/div>\n\n\n\n\nJeffrey Gitterman<\/strong><\/h3>\n\n\n\nCEO<\/span>\nGitterman Asset Management<\/span><\/div>\n<\/p>
Jeff Gitterman is a widely recognized leader in the climate change, ESG, and sustainable investing fields, and the creator of SMART (Sustainability Metrics Applied to Risk Tolerance)\u00ae Investing Solutions, a suite of global climate-aware allocation strategies available to financial advisory firms and individual investors.<\/p>\n\n
With over 30 years of experience as a financial advisor, Jeff began realigning Gitterman Wealth Management, LLC towards sustainable investing in 2015. In 2020, the firm launched the Gitterman Asset Management brand to house its rapidly expanding ESG strategies, thought leadership, and practice management offerings for the financial advisory and institutional markets. Over the past several years, the firm has hosted many ESG and climate-focused events for financial advisors, including conferences at the United Nations Headquarters, the ESG Practice Playbook series of webinars in partnership with RIA Channel, and most recently, the Climate & Capital Conference at the New York Stock Exchange.<\/p>\n\n
Jeff is also a co-host of TheIMPACT and The Great Repricing shows, which film at the New York Stock Exchange and air on fintech.tv. Noted as an \u201cESG Expert\u201d by Financial Advisor magazine, he has also been featured in the past in Barron\u2019s, Forbes, The Wall Street Journal and CNN, among many others. He also speaks frequently about ESG and climate-focused investing at conferences throughout the U.S., and in 2018 was named RIA \u201cThought Leader of the Year\u201d by WealthManagement.com.<\/p>\n\n
Jeff deeply believes that the migration of investor capital towards ESG, Sustainable, and Impact investing is one of, if not the most effective way to help realize the United Nations-supported Sustainable Development Goals (SDGs), and he is committed to helping both investors and other financial professionals navigate this rapidly growing landscape. He is also the author of Beyond Success: Redefining the Meaning of Prosperity, and an Associate Producer of the feature documentary film Planetary.<\/p>\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n<\/figure>\n<\/div>\n\n\n\n\nMichael Rhim<\/strong><\/strong><\/strong><\/h3>\n\n\n\nPrincipal<\/span>\nPRM Consulting Group<\/span><\/div>\n<\/p>
Michael Rhim is a Principal with PRM and heads the defined contribution practice for the firm. He joined PRM in 2008 after serving for over 20 years as a Regional Vice President for TIAA, one of the largest retirement financial services firms in the country. He has over 35 years of experience in the investment and retirement community.<\/p>\n\n
Mr. Rhim received his Bachelor of Business Administration from Howard University. He completed his CEBS designation which is sponsored by the Wharton School in Pennsylvania. He has held several FINRA licenses for financial securities, as well as insurance licenses from 14 states and the District of Columbia.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n<\/figure>\n<\/div>\n\n\n\n\nGabe Rissman<\/strong><\/strong><\/strong><\/h3>\n\n\n\nCo-Founder and President<\/span>\nYourStake<\/span><\/div>\n<\/p>
YourStake provides the #1 rated tools financial advisors need to help provide personalization to their client\u2019s investments. We offer advisors a suite of tools that bring immense time efficiencies and insights to client prospecting, reporting, and portfolio analytics. We also help with investment research and optimization to provide scalable personalization for clients.<\/p>\n
Gabe holds a B.S. in computational astrophysics from Yale, where he also led Yale\u2019s fossil fuel divestment movement and student-managed Socially Responsible Investing fund, which under his leadership became the first ever student investment fund to file a shareholder resolution.<\/p>\n
Gabe is a WealthManagement.com 2022 Ten to Watch, is a board member of the Intentional Endowments Network, is a member of the Adasina Social Justice Index Committee, was named 30 under 30 in Socially Responsible Investing, and has published academic papers on ESG investing. Gabe is also the author of a monthly series for WealthManagement.com highlighting the top ESG trends of the month.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n<\/figure>\n<\/div>\n\n\n\n\nRick Smyers<\/strong><\/strong><\/strong><\/h3>\n\n\n\nManaging Director<\/span>\nFidelity ESG Pro<\/span><\/div>\n<\/p>
Rick is a Managing Director in Fidelity Labs, Fidelity\u2019s internal fintech business incubator. Since 2018, he has led the team behind ESG Pro, the sustainable investing software platform for independent advisors. Built with extensive input from financial advisors, ESG Pro is designed to make it easy for advisors to build and grow a sustainable investing practice.<\/p>\n\n
In his prior role in the Fidelity Center for Applied Technology, Rick was responsible for programs to drive innovation at scale at Fidelity. He joined Fidelity in 2004 in the Fidelity Consulting Group, where he was responsible for leading projects focused on growth strategies, new product development, and process design.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n<\/figure>\n<\/div>\n\n\n\n\nLazaro Tiant<\/strong><\/strong><\/strong><\/h3>\n\n\n\nSustainability Investment Director<\/span>\nSchroders<\/span><\/div>\n<\/p>
Lazaro Tiant is an Investment Director, with a focus on sustainability. His responsibilities include strategy, product management and ESG integration for the North American market. Lazaro joined Schroders in 2021 and is based in New York.<\/p>\n\n
Prior to joining Schroders, Lazaro was an Associate Director at Sustainalytics from 2018-2021, where he was responsible for advising asset managers, pensions, endowments and hedge funds on research-driven ESG integration and sustainable investing efforts, including sector and company materiality analysis, impact measurement, ESG engagement, and climate transition-risk assessments across Equity, Fixed Income, and Thematic strategies.<\/p>\n\n
Lazaro was also an Analyst at MSCI from 2014-2017 within the RiskMetrics and Barra Analytics businesses. He holds a BA in Economics from Villanova University.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n<\/figure>\n<\/div>\n\n\n\n\nBrett Wayman<\/strong><\/strong><\/strong><\/h3>\n\n\n\nSenior Director, Sustainable Investing<\/span>\nEnvestnet<\/span><\/div>\n<\/p>
Brett Wayman serves as Senior Director, Sustainable Investing and leads Envestnet\u2019s ESG and impact investing businesses, including strategic initiatives and the development and launch of new sustainable investing technology solutions, investment products, and practice management guidance.<\/p>\n\n
Brett works closely with Envestnet\u2019s enterprise clients on making these solutions and products available for their advisors and empower those advisors to understand trends in impact and ESG investing, feel more comfortable having the \u201cvalues\u201d conversation with their investor clients, and navigate the impact tools and investment strategies available through the Envestnet platform.<\/p>\n\n
Prior to joining Envestnet, Brett spent 10 years in leadership roles with family offices in New York, Princeton, and Atlanta, where he worked with ultra-high-net-worth families on shifting multi-generation assets towards more \u201cimpactful\u201d portfolio allocations. Brett has a degree in economics from Emory University and holds the Chartered SRI Counselor\u00ae designation. He serves on the board of directors of Urban Peak and Amigos de las Americas and on the board of advisors of Sovereignty First.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n\n\n<\/figure>\n<\/div>\n\n\n\n\nEvan Zall<\/strong><\/strong><\/strong><\/h3>\n\n\n\nCEO<\/span>\nESG Forward<\/span><\/div>\n<\/p>
With more than 25 years in strategic marketing and 15 years in sustainable finance communications, Evan believes that delivering the right messages can resolve a great number of complex challenges in the world. In addition to his role with ESG Forward, he owns Longview Strategies, a strategic marketing and communications firm that applies an impact-oriented marketing mindset to the intersection of sustainability, finance, and business.<\/p>\n\n
Evan is a member of the Boston Entrepreneur\u2019s Organization (EO) Impact Committee, an advisory board member of New Entry Sustainable Farming Project, and a contributing author to the upcoming compendium on sustainable investing, \u201cAligning Hearts, Minds and Wallets: A Collective Experience (Reshaping Capitalism for the Greater Global Good).\u201d<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n\n\nPresented By:<\/h2>\n\n\n\n
<\/p>\n\n\n\n
Now On Demand<\/p>\n\n\n\n
<\/p>\n<\/div><\/div>\n\n\n\n
- Taking politics out of the renewables discussion<\/li>
- Improving client reporting with better climate data and portfolio analytics<\/li>
- For financial planners, model solutions go mainstage by design<\/li>
- Leveraging the debt market to help address climate change<\/li>
- Investing in wind and solar farm conversions<\/li><\/ul>\n<\/div><\/div>\n\n\n\n
\n\n\n\nPresenters<\/h2>\n\n\n\n
\n\n<\/figure>\n<\/div>\n\n\n\n\nJ.C. Frey<\/strong><\/strong><\/strong><\/strong><\/h3>\n\n\n\n
Co-Head, Energy Infrastructure & Co-Head, Renewable Infrastructure<\/span>\nKayne Anderson Capital Advisors<\/span><\/div>\n<\/p>
J.C. Frey is a managing partner for Kayne Anderson Capital Advisors\u2019 energy infrastructure and renewable infrastructure strategies and has been at the firm for more than 25 years. During his tenure, he co-founded Kayne\u2019s listed energy infrastructure group and has grown it into one of the leading energy infrastructure platforms. More recently, he has expanded the infrastructure platform to include renewables and was named co-head of Kayne\u2019s renewable platform. Frey is one of the longest-tenured portfolio managers in the listed infrastructure sector, and currently oversees $4 billion in assets consisting of equity and debt securities.<\/p>\n
Frey joined Kayne in 1997, launched Kayne\u2019s first energy infrastructure fund in 2000, and has served as portfolio manager since its inception. As a co-founding partner of KA Fund Advisors, LLC, the adviser to Kayne\u2019s publicly traded closed-end funds, he was instrumental in the creation and initial public offering of Kayne Anderson Energy Infrastructure Fund, Inc. (NYSE: KYN) in 2004, the largest publicly traded energy infrastructure closed-end fund in the market today. Frey was also responsible for the 2010 initial public offering of and public investments for Kayne Anderson NextGen Energy & Infrastructure, Inc. (NYSE: KMF).\n<\/p>\n
As co-head of renewables, Frey has helped position Kayne\u2019s strategy to invest in the global energy transition. He created and launched the first renewable energy infrastructure fund of its kind in 2017, and participated in the creation of Kayne\u2019s first mutual fund in 2020. Additionally, Frey oversees a team of 20 investment professionals and manages several other commingled partnerships and separate accounts on behalf of a distinguished list of high net worth, family offices and institutional clients. \n<\/p>\n
Prior to joining Kayne Anderson, Frey was an audit manager in KPMG Peat Marwick\u2019s financial services group, specializing in banking and finance clients, and loan securitizations. Frey is a Certified Public Accountant and earned a B.S. in Accounting from Loyola Marymount University in 1990 and a Master of Taxation from the University of Southern California in 1991.\n<\/p>\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n<\/figure>\n<\/div>\n\n\n\n\nJeffrey Gitterman<\/strong><\/h3>\n\n\n\n
CEO<\/span>\nGitterman Asset Management<\/span><\/div>\n<\/p>
Jeff Gitterman is a widely recognized leader in the climate change, ESG, and sustainable investing fields, and the creator of SMART (Sustainability Metrics Applied to Risk Tolerance)\u00ae Investing Solutions, a suite of global climate-aware allocation strategies available to financial advisory firms and individual investors.<\/p>\n\n
With over 30 years of experience as a financial advisor, Jeff began realigning Gitterman Wealth Management, LLC towards sustainable investing in 2015. In 2020, the firm launched the Gitterman Asset Management brand to house its rapidly expanding ESG strategies, thought leadership, and practice management offerings for the financial advisory and institutional markets. Over the past several years, the firm has hosted many ESG and climate-focused events for financial advisors, including conferences at the United Nations Headquarters, the ESG Practice Playbook series of webinars in partnership with RIA Channel, and most recently, the Climate & Capital Conference at the New York Stock Exchange.<\/p>\n\n
Jeff is also a co-host of TheIMPACT and The Great Repricing shows, which film at the New York Stock Exchange and air on fintech.tv. Noted as an \u201cESG Expert\u201d by Financial Advisor magazine, he has also been featured in the past in Barron\u2019s, Forbes, The Wall Street Journal and CNN, among many others. He also speaks frequently about ESG and climate-focused investing at conferences throughout the U.S., and in 2018 was named RIA \u201cThought Leader of the Year\u201d by WealthManagement.com.<\/p>\n\n
Jeff deeply believes that the migration of investor capital towards ESG, Sustainable, and Impact investing is one of, if not the most effective way to help realize the United Nations-supported Sustainable Development Goals (SDGs), and he is committed to helping both investors and other financial professionals navigate this rapidly growing landscape. He is also the author of Beyond Success: Redefining the Meaning of Prosperity, and an Associate Producer of the feature documentary film Planetary.<\/p>\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n<\/figure>\n<\/div>\n\n\n\n\nAriel Nicholas<\/strong><\/strong><\/strong><\/h3>\n\n\n\n
Vice President ESG Client Coverage Group | Climate Solutions Specialist<\/span>\nMSCI<\/span><\/div>\n<\/p>
Ariel Nicholas, member of the MSCI Climate Change Solutions Team, is responsible for communicating and educating financial market participants in North America on MSCI Climate Solutions data sets and tools for investment decision-making, risk management, reporting and engagement.<\/p>\n\n
Ariel joined MSCI in 2017, where for two years she was a member of the MSCI Wealth Advisory team, then the past two years with the ESG & Climate Coverage Sales Team communicating to institutional investors in the Midwest region ESG investment trends and best practices.<\/p>\n\n
Prior to MSCI, Ariel worked at State Street Global Advisors for two years where she sold SPDR ETFs to wirehouse advisors in the Southern California region.<\/p>\n\n
Ariel graduated with a BA degree in History and Business from the University of Vermont.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n<\/figure>\n<\/div>\n\n\n\n\nSamantha Palm<\/strong><\/strong><\/strong><\/h3>\n\n\n\n
Portfolio Manager, Senior Research Analyst<\/span>\nParnassus Investments<\/span><\/div>\n<\/p>
Samantha Palm is the lead Portfolio Manager of the Parnassus Fixed Income Fund and chair of the macroeconomics team. Ms. Palm has responsibility for fixed income portfolio management and trading and oversees the analysis of macroeconomic indicators that likely affect equity and fixed income markets. Prior to joining Parnassus Investments in 2013, she was a Vice President in Wells Fargo Securities\u2019 fixed income group. Previously, Ms. Palm was an equity research analyst at Robert W. Baird & Co. Ms. Palm graduated with honors from the University of Wisconsin, Madison, with a bachelor\u2019s degree in agricultural and applied economics.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n<\/figure>\n<\/div>\n\n\n\n\nJeff Sheridan<\/strong><\/strong><\/strong><\/strong><\/h3>\n\n\n\n
EVP, Co-Head of Business Development<\/span>\nGreenbacker<\/span><\/div>\n<\/p>
Jeff is co-Head of Business Development at Greenbacker, leading the firm\u2019s efforts with family offices and wealth management institutions and platforms. Before joining the company in 2017, he was the Director of Institutional Sales at Strategic Capital, where he led sales efforts for a platform of alternative investment strategies to the institutional market. He has also worked as a Regional Director for Realty Capital and as a Managing Director at ImpactAssets, where he headed national fundraising efforts for an impact investing and philanthropic platform with ultra-high net worth individuals and institutions. Prior to this, Jeff held vice president positions with MainStay Investments and Fidelity Investments, working with wirehouse institutions and registered investment advisors. Jeff graduated from Babson College, in Wellesley, Massachusetts with a BSBA.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n\n\n\n\n<\/a><\/figure>\n<\/div>\n\n\n\n<\/div>\n\n\n\n\n<\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n\n\n<\/a><\/figure>\n<\/div>\n\n\n\n<\/div>\n\n\n\n\n<\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n\n<\/div>\n\n\n\n<\/div>\n\n\n\n<\/div>\n<\/div>\n\n\n\n<\/div>\n\n\n\n<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n
\nSession 2:
Now On Demand<\/span>RIA Growth Opportunities in Turnkey Asset Management & the Defined Contribution Market<\/i><\/h1>\n\n\n\n\n\nNow On Demand<\/p>\n\n\n\n
<\/p>\n<\/div><\/div>\n\n\n\n
<\/div>\n\n\n\n\n- Integrated ESG asset allocation solutions available by design<\/li>
- Multiple resource platforms for advisors to take the ESG integration lead<\/li>
- Marketing and media continue to grow the ESG opportunity set<\/li>
- The $1 trillion Defined Contribution Plan opportunity<\/li>
- ESG impact is more important than ever to investors<\/li>
- Tackling the ESG misinformation campaign for advisors and investors<\/li><\/ul>\n<\/div><\/div>\n\n\n\n
\n\n\n\nPresenters<\/h2>\n\n\n\n
\n\n<\/figure>\n<\/div>\n\n\n\n\nPaul Ellis<\/strong><\/h3>\n\n\n\n
Sustainable Finance Consultant<\/span>\nPaul Ellis Consulting<\/span><\/div>\n<\/p>
Paul is a nationally recognized expert on sustainable investing, and the host of the popular Sustainable Finance Podcast, a weekly program featuring conversations with thought leaders in the field. His guests include cleantech entrepreneurs and VC investors; CEOs leading the low-carbon economy transition; creators of the ESG indices and analytics platforms everyone is using; and NGO executives bridging the public\/private partnership funding chasm through digital banking and blockchain-based technologies.<\/p>\n\n
In addition to his podcast series, Paul works with both individual advisors and large investment firms to integrate ESG investing into their portfolio and sales strategies to capitalize on the growing business opportunities in the transition to a low-carbon economy. Paul was a certified financial planner and franchise advisor with Ameriprise for 23 years, and frequently participates in conferences, seminars, and webinars nationwide (now virtually!).<\/p>\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n<\/figure>\n<\/div>\n\n\n\n\nMegan Fielding<\/strong><\/strong><\/strong><\/strong><\/h3>\n\n\n\n
Senior Director, Responsible Investing<\/span>\nNuveen<\/span><\/div>\n<\/p>
Megan Fielding is a Senior Director and member of the responsible investing (RI) team at Nuveen, the investment management arm of TIAA.<\/p>\n\n
Nuveen\u2019s responsible investing team oversees the holistic RI vision and unified framework across Nuveen and TIAA, partnering with internal stakeholders on implementation in day-to-day business activities. This framework establishes the firm\u2019s overall RI philosophy and guidelines to incorporate RI disciplines into investment decisions and product development.<\/p>\n\n
Megan leads messaging, education, and compliance activities focused on RI, ESG and investment themes including Climate, Impact and DEI. Additionally, she collaborates with Global Marketing and Communications and TIAA on RI content, thought leadership and events to promote the firm\u2019s RI expertise. Megan serves on the Nuveen Inclusion & Diversity Council to build employee engagement on I&D initiatives and separately, co- chairs the California chapter of Achieve, the firm\u2019s business resource group focused on the professional and personal development of women.<\/p>\n\n
Prior to Nuveen, Megan was head of investments and business development at MicroPlace, an Ebay subsidiary and fintech impact investing platform that facilitated the allocation of investment capital to address global challenges, such as extreme poverty. Earlier, Megan held positions in marketing\/sales, product and investment consulting in San Francisco and New York City.<\/p>\n\n
Megan received her M.A. in International Studies from the University of San Francisco, graduated cum laude with her B.A. in Economics from Wheaton College (MA), and is a Certified Investment Management Analyst\u00ae. She currently serves as Ambassador for FINCA International, amplifying stories of sustainable social enterprises and entrepreneurs across five continents.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n<\/figure>\n<\/div>\n\n\n\n\nJeffrey Gitterman<\/strong><\/h3>\n\n\n\n
CEO<\/span>\nGitterman Asset Management<\/span><\/div>\n<\/p>
Jeff Gitterman is a widely recognized leader in the climate change, ESG, and sustainable investing fields, and the creator of SMART (Sustainability Metrics Applied to Risk Tolerance)\u00ae Investing Solutions, a suite of global climate-aware allocation strategies available to financial advisory firms and individual investors.<\/p>\n\n
With over 30 years of experience as a financial advisor, Jeff began realigning Gitterman Wealth Management, LLC towards sustainable investing in 2015. In 2020, the firm launched the Gitterman Asset Management brand to house its rapidly expanding ESG strategies, thought leadership, and practice management offerings for the financial advisory and institutional markets. Over the past several years, the firm has hosted many ESG and climate-focused events for financial advisors, including conferences at the United Nations Headquarters, the ESG Practice Playbook series of webinars in partnership with RIA Channel, and most recently, the Climate & Capital Conference at the New York Stock Exchange.<\/p>\n\n
Jeff is also a co-host of TheIMPACT and The Great Repricing shows, which film at the New York Stock Exchange and air on fintech.tv. Noted as an \u201cESG Expert\u201d by Financial Advisor magazine, he has also been featured in the past in Barron\u2019s, Forbes, The Wall Street Journal and CNN, among many others. He also speaks frequently about ESG and climate-focused investing at conferences throughout the U.S., and in 2018 was named RIA \u201cThought Leader of the Year\u201d by WealthManagement.com.<\/p>\n\n
Jeff deeply believes that the migration of investor capital towards ESG, Sustainable, and Impact investing is one of, if not the most effective way to help realize the United Nations-supported Sustainable Development Goals (SDGs), and he is committed to helping both investors and other financial professionals navigate this rapidly growing landscape. He is also the author of Beyond Success: Redefining the Meaning of Prosperity, and an Associate Producer of the feature documentary film Planetary.<\/p>\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n<\/figure>\n<\/div>\n\n\n\n\nMichael Rhim<\/strong><\/strong><\/strong><\/h3>\n\n\n\n
Principal<\/span>\nPRM Consulting Group<\/span><\/div>\n<\/p>
Michael Rhim is a Principal with PRM and heads the defined contribution practice for the firm. He joined PRM in 2008 after serving for over 20 years as a Regional Vice President for TIAA, one of the largest retirement financial services firms in the country. He has over 35 years of experience in the investment and retirement community.<\/p>\n\n
Mr. Rhim received his Bachelor of Business Administration from Howard University. He completed his CEBS designation which is sponsored by the Wharton School in Pennsylvania. He has held several FINRA licenses for financial securities, as well as insurance licenses from 14 states and the District of Columbia.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n<\/figure>\n<\/div>\n\n\n\n\nGabe Rissman<\/strong><\/strong><\/strong><\/h3>\n\n\n\n
Co-Founder and President<\/span>\nYourStake<\/span><\/div>\n<\/p>
YourStake provides the #1 rated tools financial advisors need to help provide personalization to their client\u2019s investments. We offer advisors a suite of tools that bring immense time efficiencies and insights to client prospecting, reporting, and portfolio analytics. We also help with investment research and optimization to provide scalable personalization for clients.<\/p>\n
Gabe holds a B.S. in computational astrophysics from Yale, where he also led Yale\u2019s fossil fuel divestment movement and student-managed Socially Responsible Investing fund, which under his leadership became the first ever student investment fund to file a shareholder resolution.<\/p>\n
Gabe is a WealthManagement.com 2022 Ten to Watch, is a board member of the Intentional Endowments Network, is a member of the Adasina Social Justice Index Committee, was named 30 under 30 in Socially Responsible Investing, and has published academic papers on ESG investing. Gabe is also the author of a monthly series for WealthManagement.com highlighting the top ESG trends of the month.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n<\/figure>\n<\/div>\n\n\n\n\nRick Smyers<\/strong><\/strong><\/strong><\/h3>\n\n\n\n
Managing Director<\/span>\nFidelity ESG Pro<\/span><\/div>\n<\/p>
Rick is a Managing Director in Fidelity Labs, Fidelity\u2019s internal fintech business incubator. Since 2018, he has led the team behind ESG Pro, the sustainable investing software platform for independent advisors. Built with extensive input from financial advisors, ESG Pro is designed to make it easy for advisors to build and grow a sustainable investing practice.<\/p>\n\n
In his prior role in the Fidelity Center for Applied Technology, Rick was responsible for programs to drive innovation at scale at Fidelity. He joined Fidelity in 2004 in the Fidelity Consulting Group, where he was responsible for leading projects focused on growth strategies, new product development, and process design.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n<\/figure>\n<\/div>\n\n\n\n\nLazaro Tiant<\/strong><\/strong><\/strong><\/h3>\n\n\n\n
Sustainability Investment Director<\/span>\nSchroders<\/span><\/div>\n<\/p>
Lazaro Tiant is an Investment Director, with a focus on sustainability. His responsibilities include strategy, product management and ESG integration for the North American market. Lazaro joined Schroders in 2021 and is based in New York.<\/p>\n\n
Prior to joining Schroders, Lazaro was an Associate Director at Sustainalytics from 2018-2021, where he was responsible for advising asset managers, pensions, endowments and hedge funds on research-driven ESG integration and sustainable investing efforts, including sector and company materiality analysis, impact measurement, ESG engagement, and climate transition-risk assessments across Equity, Fixed Income, and Thematic strategies.<\/p>\n\n
Lazaro was also an Analyst at MSCI from 2014-2017 within the RiskMetrics and Barra Analytics businesses. He holds a BA in Economics from Villanova University.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n<\/figure>\n<\/div>\n\n\n\n\nBrett Wayman<\/strong><\/strong><\/strong><\/h3>\n\n\n\n
Senior Director, Sustainable Investing<\/span>\nEnvestnet<\/span><\/div>\n<\/p>
Brett Wayman serves as Senior Director, Sustainable Investing and leads Envestnet\u2019s ESG and impact investing businesses, including strategic initiatives and the development and launch of new sustainable investing technology solutions, investment products, and practice management guidance.<\/p>\n\n
Brett works closely with Envestnet\u2019s enterprise clients on making these solutions and products available for their advisors and empower those advisors to understand trends in impact and ESG investing, feel more comfortable having the \u201cvalues\u201d conversation with their investor clients, and navigate the impact tools and investment strategies available through the Envestnet platform.<\/p>\n\n
Prior to joining Envestnet, Brett spent 10 years in leadership roles with family offices in New York, Princeton, and Atlanta, where he worked with ultra-high-net-worth families on shifting multi-generation assets towards more \u201cimpactful\u201d portfolio allocations. Brett has a degree in economics from Emory University and holds the Chartered SRI Counselor\u00ae designation. He serves on the board of directors of Urban Peak and Amigos de las Americas and on the board of advisors of Sovereignty First.<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n<\/figure>\n<\/div>\n\n\n\n\nEvan Zall<\/strong><\/strong><\/strong><\/h3>\n\n\n\n
CEO<\/span>\nESG Forward<\/span><\/div>\n<\/p>
With more than 25 years in strategic marketing and 15 years in sustainable finance communications, Evan believes that delivering the right messages can resolve a great number of complex challenges in the world. In addition to his role with ESG Forward, he owns Longview Strategies, a strategic marketing and communications firm that applies an impact-oriented marketing mindset to the intersection of sustainability, finance, and business.<\/p>\n\n
Evan is a member of the Boston Entrepreneur\u2019s Organization (EO) Impact Committee, an advisory board member of New Entry Sustainable Farming Project, and a contributing author to the upcoming compendium on sustainable investing, \u201cAligning Hearts, Minds and Wallets: A Collective Experience (Reshaping Capitalism for the Greater Global Good).\u201d<\/p>\n\n<\/div>\nRead More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n\n\n\nPresented By:<\/h2>\n\n\n\n
![\"\"](\"https:\/\/train.riadatabase.com\/esgpracticeplaybook\/wp-content\/uploads\/sites\/2\/2022\/04\/Envesetnet-PMC-Logo.jpg\"){kind=logo}
<\/a><\/figure>\n<\/div>\n\n\n\n