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?
Posted: April 11, 2012