WEBINAR
How to Maximise the Positive Impact of Your Total Wealth
Sponsored by Butterfield Bank
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Your choices matter. From financial decisions about investments to ordinary purchases, learn how your choices can maximise the positive impact of your total wealth.
Hear how advisors are helping guide clients in creating a holistic approach; the focus is how they manage their wealth to create a positive impact for people and the planet. Consider how you can avoid harm, contribute to solutions and ensure responsible stewardship of your assets. Learn how to ensure that your lifestyle choices - your investment philosophy, your choices of philanthropic opportunities and even purchases and actions within your own home - combine for a positive impact.
Please email your questions to bermuda@100women.org by Wednesday, December 9, 2020 or you may submit them during the webinar.
Produced by the 100WF Bermuda Committee.
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8:00 AM N. America West Coast
11:00 PM N. America East Coast
12:00 PM Bermuda
4:00 PM London
5:00 PM Paris
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The program will begin promptly. |
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PARTICIPANTS
Gina Pereira
Dana Philanthropy
Emilie Shaw MCSI
Schroders
Pearline McIntosh, TEP, ACIB
Moderator
Butterfield Bank
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The webinar access link will be emailed to you separately closer to the date of the event. |
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Gina Pereira
CEO, Dana Philanthropy
Gina Pereira is a dynamic lawyer and trusted advisor with nearly twenty years of experience servicing private clients around the globe. She has a sophisticated international background and experience in law, wealth management, and philanthropy. Gina helps her clients to leverage their capital to achieve maximum positive impact through grant-making, impact investing, and sustainable investing. In 2010, Gina founded Dāna Philanthropy; a consultancy celebrated for its excellence and the recipient of the esteemed STEP Private Client Award for Philanthropy Team of the Year, 2018/2019. Her vision is a world where responsible stewardship of wealth informs the way we invest, give back, do business, and consume.
Emilie Shaw MCSI
Portfolio Director, Schroders
Emilie joined Schroders in 2011 and is a Portfolio Director within the Charities team and a Sustainability Lead. Alongside managing client portfolios for mission lead investors, Emilie specialises in sustainable investment solutions and co-chairs the Sustainability Investment Committee and the management of Cazenoves core sustainability models. Emilie holds the CISI Chartered Wealth Manager Diploma and the CISI IAD Securities and IMC qualifications.
Pearline McIntosh, TEP, ACIB
Vice President, Private Banker – International Team, Butterfield Bank
Pearline has over two decades of experience in the financial services industry requiring her to work very closely with internal and external experts to co-ordinate the development and customisation of a wealth management plan to meet the unique objectives and goals of her clients. In her present role as Vice President, Private Banker with Butterfield Private Banking, Pearline is responsible for attracting, developing and managing the more complex financial needs of high net worth individuals and families. Prior to joining the Private Banking team at Butterfield, Pearline held the positions of Deputy Head of Butterfield Trust (Bermuda) Limited, and Managing Director of Appleby Trust (Bermuda) Limited where she lead integrated teams of trust and corporate administration specialists responsible for the management of varying types of trust and company structures. Pearline earned her Bachelor’s Degree in Economics from Acadia University, Nova Scotia Canada. She is the first Bermudian to attain the highly accredited UK banking designation ACIB followed by her completion of the International Trust Management Diploma with Distinction (DIP ( ITM)). Pearline has been a full STEP member since 1997 having served as an Executive Committee Member and Past Chair of the STEP (Bermuda) Branch, Regional Representative on the STEP Caribbean and Latin America Regional Committee, and past Emeritus member for the STEP Caribbean Conference Committee. She has also served as an Executive Member of the Bermuda Association of License Trustees (BALT) and often mentors those expressing a desire to pursue a career in International Trust & Wealth Management. In recognition of Pearline’s exceptional contributions to STEP and its members, she was given the prestigious STEP Founder’s Award for Outstanding Achievement in 2015. She was also listed in 2013 by Citywealth as one of the top 100 IFC (International Financial Centre) Power Women and named on the Citywealth Leaders List 2012 as one of the Leading Trustee Prominent Figures.
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Butterfield Bank
Butterfield Group, headquartered in Bermuda with offices in 8 leading international financial centres, offers a full range of banking, trust, and investment solutions for individual, corporate and institutional clients. We provide the tools, advice and service to help you achieve what matters most. Butterfield is publicly traded on the New York Stock Exchange (symbol: NTB) and the Bermuda Stock Exchange.
100 Women in Finance
100 Women in Finance's near 20,000 registered members strengthen the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.
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