Our chapter meetings are held the first Wednesday of each month at Round Hill Country Club in Alamo. This is a great time to network with other members and partners, as well as learn from noted regional and national speakers.
7:30 am - 9:00 am
ESG Investing: Making a Difference in Real Life
As financial advisors, we seek to help our clients accomplish diverse goals. More clients are asking about how their assets are being invested today than ever before. Are their dollars invested in companies with values aligned with theirs? At the same time, the criteria for screening companies is becoming more complex. Join us for our December meeting to hear from ESG analyst Natalya Zeman. She will talk about the ESG research process and how various criteria affect the buy and sell decisions. She will review several specific case studies to illustrate the various factors involved in meeting ESG screens.
Natalya Zeman is an Investment Specialist at Capital Group, with a focus on ESG. She has been at Capital for five years. She began her career at Capital in the Associate Program, during which she worked with all four investment groups, across six different Capital offices around the world. Before joining Capital, Natalya set up and ran a non-profit organization in Hong Kong. Natalya has a bachelor’s degree from the University of Oxford, and the Royal College of Music, London. Natalya is based in New York.
7:30 am - 9:00 am
2021 Economic and Stock Market Outlook
John Tousley, CFA, is a senior market strategist within GSAM’s Strategic Advisory Solutions team where he co-leads a team of specialists focused on economic and market strategy as well as client engagement on advanced portfolio construction and implementation issues. John has been with the firm 14 years. Prior to joining Strategic Advisory Solutions, he was a member of the GSAM fixed income portfolio management team with a specific focus on municipal, short duration, and multi-sector fixed income coverage. John was named managing director in 2011. He has 23 years of industry experience as an investment professional and portfolio manager. John received a B.A. in Economics from Brigham Young University in 1991 and is a CFA charter holder. John and his wife Christy have three children and live in Salt Lake City, Utah.