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Chicago and Morningstar to Host April SRI BaseCamp
By Steve Schueth

Sustainable, responsible, impact (SRI) oriented financial advisors and fund managers will gather on April 23rd from 9:00am to 6:00pm at the Morningstar Headquarters, 22 West Washington, Chicago.

In the spotlight and kicking off the second annual BaseCamp Chicago event will be a performance-focused presentation by Chicago-based investment pros Jon Hale, PhD, CFA, managing consultant at Morningstar; Chuck Carlson, CFA, CEO, Horizon Investment Services; and Mark Watson, CEO, CIO, Keel Asset Management.

Mel Miller, Chief Investment Officer and Chief Economist for Heartland Financial, USA will provide a Market and Economic Update and Forecast.

Integrating ESG and Impact Investing into Client Portfolios will be the focus of a session featuring Justin Conway, director of investment partnerships, Calvert Foundation and Paul Hilton, CFA, portfolio manager, Trillium Asset Management.

First Affirmative CEO, George Gay, will present “The Importance of Income: Fixed Income or Equity Income—Which Will Serve Your Clients’ Needs for the Future?

You can read more about the Chicago BaseCamp, as presented by the Chicago area press here and here.

A complete agenda for the day is available at the BaseCamp Chicago webpage. Register online NOW or contact Danielle Burns by phone at 877-542-8583.

Posted: April 11, 2012