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EDUCATION SESSION #853
The Truth about ESG and Impact Investing: Incorporating ESG and Impact into Investment Portfolios
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With greater interest in issues such as climate change and gender diversity, ESG considerations and impact investing have become part of mainstream investment discussions. But what exactly is ESG and Impact investing? Is it focused on risk mitigation, values and mission alignment, or both? Listen to our interactive panel discussion with fellow members while enjoying cocktails and light refreshments.
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5:30 PM Registration
6:00 PM Event Begins
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We will begin
promptly
at
6:00 PM
; please arrive early. Since it is disruptive to everyone when latecomers enter the session, those arriving after the event has begun will only be admitted at the discretion of 100WF and the host. Please note the start time on this invite and plan to arrive early.
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Morgan Lewis
One Federal Street
Boston
, MA 02110
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Deborah Frieze
Boston Impact Initiative
Lisa Hayles
Boston Common
Lindsey Brace Martinez
StarPoint Advisors
Christie Zarkovich
Moderator
Cambridge Associates
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If you have any questions about this event, please contact the
Boston Education
committee.
Visit your
Member Profile RSVPs
to confirm your event registration.
If you have no-show fees or access fees due, the system cannot register you for an event. You can view and pay for any outstanding fees on your
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. If you have any membership questions, please contact the
Membership Committee
.
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Deborah Frieze
President, Boston Impact Initiative
Deborah is founder and president of the Boston Impact Initiative, an impact investing fund focused on economic justice, which means investing in opportunity for all people—especially those most oppressed or abandoned by our current economic system—to lead a dignified and productive life. The fund takes an integrated capital approach, combining investing, lending and giving to build a resilient and inclusive local economy. Deborah is co-author (with Margaret Wheatley) of Walk Out Walk On, an award-winning book that profiles pioneering leaders who walked out of organizations failing to contribute to the common good—and walked on to build resilient communities. She is also founder of the Old Oak Dojo, an urban learning center in Boston, MA.
Lisa Hayles
Vice President, Boston Common
Lisa is responsible for client relationship management and business development focusing on foundations, endowments and their consultants. She co-ordinates Boston Common's shareowner engagement work around inclusion and equity - focusing on dialogues with portfolio companies and policy initiatives supporting gender equality in the workplace. She has worked for more than 15 years in responsible investment and has advised institutional investors in Europe and North America on designing and implementing responsible investment approaches. Lisa serves on the board of the Thirty Percent Coalition, a national non-profit committed to raising the number of women, including women of color, on public company boards across the U.S. She also serves as a resource person on responsible investment issues with the executive committee of the Intentional Endowment's Network, and Confluence Philanthropy's Asset Owner Working Group.
A native of Toronto, Canada, Lisa worked in the UK for a decade before relocating to New England in 2013. An enthusiastic traveler, dancer and yoga practioner, she supports Womenade, a philanthropic giving circle funding community-based organizations serving women and girls in the greater Boston Area and also serves on the board of the Boston Impact Initiative, a place-based impact fund focused on economic justice.
Lindsey Brace Martinez
Founder and Managing Partner, StarPoint Advisors
Lindsey Brace Martinez is Founder and Managing Partner at StarPoint Advisors, LLC, a strategic marketing firm to asset managers, investment advisors and large non-profits that seek to use market-based solutions to realize their missions. She partners with senior leadership to build, realign or scale business and organizational success through specific expertise in investment management, business development, operational leadership, sustainability and natural resource management. Lindsey has over 25 years of investment experience and has advised hundreds of global institutional investors. She built her expertise in senior roles at firms including Cambridge Associates, where she worked for 15 years running the Global Consulting, External Relations and Client Service and Relationship Management practices; Hancock Timber Resource Group, as a portfolio manager; and Booz, Allen & Hamilton, as a management consultant. She has worked for several NGOs focused on conservation and economic development and currently is on the Investment Committee at the National Geographic Society and a member of the Advisory Board at the Center for Business and the Environment at Yale. Lindsey serves as Chair of the Board of Novatus Energy, LLC (a private renewable energy company), Non-Executive Director of Impax Asset Management (a publicly-listed UK firm), and Trustee of the Pax World Fund Series I Trusts. Lindsey holds an MBA and Master of Environmental Studies from Yale University and a BA from Dartmouth College.
Christie Zarkovich
Managing Director, Cambridge Associates
Christie Zarkovich is a Managing Director in Cambridge Associates’ Arlington office and a member of the mission related investing group. In this capacity Christie conducts develops investment strategy, and contributes to asset allocation and risk management for a range of foundation clients. She also conducts investment manager diligence develops investment strategy research to support client specific objectives. Prior to joining Cambridge Associates, Christie was a Managing Director in Perella Weinberg Partner’s (PWP) Agility outsourced CIO investment organization, which provided discretionary oversight of approximately $8 Billion in assets for foundations and colleges and universities, and private families. During her tenure at PWP, she was a member of the investment and risk management committees, led private real assets and impact investment activities, and was a senior member of the absolute return investment teams. Prior to her role at PWP, Christie was SVP and Chief Investment Officer at EverBank Wealth Management and contributed to asset allocation, risk management, and manager research across a range of real asset and hedge fund investment strategies at The William and Flora Hewlett Foundation and the A.I. duPont Testamentary Trust. Christie began her career at the New York Mercantile Exchange as a commodity derivatives research analyst.
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Morgan Lewis
From our 30 offices in North America, Asia, Europe, and the Middle East, we work with clients ranging from established, global Fortune 100 companies to enterprising startups. We provide comprehensive litigation, corporate, finance, restructuring, employment and benefits, and intellectual property services in all major industries, helping clients address and anticipate challenges across vast and rapidly changing landscapes. Our team encompasses more than 2,200 legal professionals, including lawyers, patent agents, employee benefits advisers, regulatory scientists, and other specialists. If a client has a question, we’ll immediately find the person in our global network with the answer. If there’s a shift in the legal landscape, we’re on top of it, and our clients will be too. We focus on both immediate and long-term goals with our clients, harnessing our resources from strategic hubs of commerce, law, and government across North America and in Asia, Europe, and the Middle East. For more information please
visit our website
.
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100 Women in Finance
100 Women in Finance
is a global network of professionals in the finance and alternative investment industries working together to empower women at every stage of their careers. Through peer engagement, philanthropic, and educational initiatives, our more than 15,000 members are making connections and creating opportunities that help to advance careers and strengthen our field.
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This event is
NOT FOR ATTRIBUTION
. All 100WF events are private events and we require that no one reports publicly on any aspect of them
.
Admission is free, but there is a $25 charge if you register and do not attend, even if you cancel in advance. Latecomers may also be subject to the fee at the discretion of the event hosts and organizers. No-show proceeds will be donated to the beneficiary of 100WF's most recent US philanthropic initiatives.
Space is limited. No walk-ins will be permitted.
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