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Impact Investments in Public Equities

Understand how to use impact investing in public equities to maintain long-term, sustainable performance. Many, from individuals to financial planners to family offices to retirement plans, are having a very hard time defining 'impact' in public equities investing; there’s even a debate if public equities can have impact. Yet so much of our collective net worth is bound up in public equities that it feels like a key place to engage with and invest in what’s next: an indefinitely sustainable global economy. Many wish to have impact, but as yet there is no agreement about how to do it in a way that differs from traditional, legacy economy investing, and therefore there are few adequate products and portfolios. Traditional 'impact'/ESG-focused products have failed to address both environmental impact and economic/financial impact. We will teach you the solutions we have developed at Green Alpha. See how our Next Economy-based thesis represents and reflects how the hyper efficient, connected, indefinitely sustainable economy will work, and provides a framework for evaluating impact portfolios and thinking about what factors are most material to you. This is not the same as ESG. It’s what’s next.


Runtime: 91 minutes
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

The Essentials of SRI/ESG/Impact Investing in the Public Markets

  • Clarifying Language– What Do All of These Terms Means?
  • Evolution of the Industry
  • What's It All Mean Today?

Based on Today's – and the Near Future's – Investment Paradigm, How Should One Go About Choosing Investments to Meet Client's Financial Goals?

  • Risks, Including Materiality Analysis
  • Opportunities – What's Expected to Grow Now and in the Near Future?

What Tools Are at Your Disposal?

  • Educational
  • Investment Vehicles

How to Talk to Clients, Especially Millennials and Women, About Using Assets at Their Disposal to Have a Positive Impact on the World, Including Their Investment/Retirement Assets

What Exactly Is Your Fiduciary Duty as It Relates to Different Types of Investment Vehicles? How Do You Talk to the Client About Their Options in Relation to Their Values and Their Financial Objectives?

  • How Do the Recent IRS and DOL Bulletins Inform the Conversations You Can and Should Have With Your Clients?
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on August 23, 2017.

Call 1-866-352-9540 for further credit information.

  • AL CPE
     
  • This course is acceptable for 1.5 live credit hour(s) through the Alabama State Board of Public Accountancy.
     
  • GA CPE
     
  • This program is applicable for CPE credit. *The Georgia State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • IA CPE
     
  • This program is applicable for CPE credit. *The Iowa State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • IN CPE
     
  • This program is applicable for self study CPE credit. *The Indiana State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • KY CPE
     
  • This Ondemand program is applicable for CPE credit. *The Kentucky State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • MA CPE
     
  • This Ondemand program is applicable for CPE credit. *The Massachusetts State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • MD CPE
     
  • This course is not pre-approved for CPE credit in your state however, it is applicable. *Please check the rules and requirements in your state for compliance.
     
  • ME CPE
     
  • This Ondemand program is applicable for CPE credit. *The Maine State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • MI CPE
     
  • This Ondemand program is applicable for CPE credit. *The Michigan State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • MO CPE
     
  • This Ondemand program is applicable for CPE credit. *The Missouri State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • MT CPE
     
  • This Ondemand program is applicable for CPE credit.* *The Montana State Board of Accountancy has final authority on the acceptance of individual courses and providers. Please check the rules and requirements for CPE compliance and calculate the amount of credit hours you can claim for self study courses.
     
  • ND CPE
     
  • This Ondemand program is applicable for CPE credit. *The North Dakota State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • NH CPE
     
  • This Ondemand program is applicable for CPE credit. *The New Hampshire State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • NV CPE
     
  • This Ondemand program is applicable for CPE credit.*The Nevada State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • OH CPE
     
  • This Ondemand program is applicable for CPE credit. *The Ohio State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • PA CPE
     
  • This Ondemand program is applicable for CPE credit. *The Pennsylvania State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • TX CPE 1.8
     
  • Lorman Business Center, Inc. has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 1.8 hours of continuing professional education.
     
  • VA CPE
     
  • This Ondemand program is applicable for CPE credit. *The Virginia State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     
  • WA CPE
     
  • This Ondemand program is applicable for CPE credit.* *Please check the rules and requirements in your state for compliance.
     
  • WY CPE
     
  • This Ondemand program is applicable for CPE credit. *The Wyoming State Board of Accountancy has final authority on the acceptance of individual courses and providers.
     

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Garvin Jabusch

Garvin Jabusch

Green Alpha Advisors, LLC

  • Co-founder and chief investment officer of Green Alpha®Advisors, LLC
  • Co-manager of the Shelton Green Alpha Fund (NEXTX), of the Green Alpha Next Economy Index, the Green Alpha Growth and Income Portfolio and of the Sierra Club Green Alpha Portfolio
  • Prior to co-founding Green Alpha, Garvin was at Forward Funds, the finance division of the Getty Family Office, heading up Forward Sustainable Investments’ stock investing strategies
  • Former archaeologist, and brings this scientific background and long-term perspective to Green Alpha’s investment thesis
  • 15 years’ experience managing impact, sustainability focused, fossil fuels free portfolios
  • Has a total of 24 years’ experience in financial services and investment management
  • Has a background in science and cultural studies, giving him a unique perspective
  • The mutual fund he currently co-manages, NEXTX, was named America’s top mutual fund in 2013, by both Barron’s and MorningStar
  • An author and frequent contributor to national media
Betsy M. Moszeter

Betsy M. Moszeter

Green Alpha Advisors, LLC

  • Partner and chief operating officer of Green Alpha Advisors, LLC
  • Served in virtually every role possible throughout asset management firms, including those solely executing traditional investment strategies, negatively-screened SRI strategies and now creating Next EconomyTM portfolios that include a current analysis of materiality and risk in the construction process
  • Conducts regular seminars and workshops on impact investing, why it’s the best chance any investment manager has to preserve and create wealth for their clients, and how wealth advisors should go about educating their clients and selecting appropriate investment vehicles
  • Writer of blog and media articles on the same topics described above, can be found published and republished here: http://greenalphaadvisors.com/content-hub/
  • Serves on the Alumni Board of Directors for the Darden School of Business
  • M.B.A. degree, Darden School of Business at the University of Virginia; B.S. degree in business administration with focus on global management, University of Oregon’s Lundquist College of Business
  • Can be contacted at 303-993-7856, [email protected] or on Twitter® @AlphaVerde and @BetsyM11
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 400849
Published 2017
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