The Arrival of Conscious Capitalism – a Critical Overview of Effective ESG Investing

Jamie Stone, VP, Director of ESG Research
Baron Funds

Despite 69% of retail investors having expressed interest in ESG investing, just 10% currently own products that incorporate ESG principles into their mandates. Conscious capitalism is here, and clients will increasingly require expertise in impact investing as they evaluate financial advisors. Baron Capital’s Director of ESG Research, Jamie Stone, brings a unique perspective to ESG’s rapidly expanding role in capital markets, having started his career as an energy stock analyst before assuming his current role and implementing policies that go far beyond “exclusion” across Baron’s 19 equity funds. At our April meeting, Jamie will discuss ways to incorporate ESG into asset allocation strategies while maintaining – and even potentially increasing – prospective returns.

Bio:
Jamie joined Baron in 2009 as a research analyst specializing in energy and was named portfolio manager in 2011. In early 2019, he was named Director of ESG Research to initiate and lead our effort in integrating ESG considerations into our investment research process. He has 35 years of research experience. Jamie graduated from the University of Michigan with a B.A. in English Literature in 1987.

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Practical & Tactical Branding for Finance Professionals

Presented by: Warner Johnston

A good brand is essential to your professional and commercial success in today’s virtual and digital world. Not only does a good brand convey authenticity and trust, but it also leads to repeat business by allowing you to raise awareness, build your network, and stimulate demand. Join FPA on Thursday, April 27th, as we sit down with PR & Branding Expert Warner Johnston to discuss the four components of branding and ways to refresh your positioning, design, assets, and promotion. If you are just starting or looking to update your brand, this event is for you. What You Will Learn: The four components of branding Ways to refresh and add value to your brand (personal and commercial)

Speaker Bio:
Warner Johnston is a communications professional with more than 20 years of experience working with various national and international companies and governments. Beginning his career with the City of New York, he developed and managed successful communications offices, including the NYC Parks Department, the Empire State Development Corporation, and the Association of Chartered Certified Accountants USA. In addition, he has worked with top-tier national and international media throughout his career, both on and off-the-record. His experience includes large-scale campaigns and productions, crisis communications planning and delivery, and organizational development and coaching. Over the years, he has developed internal and external strategies, served as an official spokesperson, and coached founders and line staff alike for multiple non-profit and corporate organizations. Warner is a graduate of NYU with advanced degrees in public administration and psychotherapy. Raised in New York, he splits his time between his native city and San Francisco.

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Estate Planning Strategies: What Clients Should be Thinking & Talking About Today

Presented by: Sara Dorosti, JD, VP & Senior Wealth Planning Strategist
Comerica Wealth Management

Financial advisors occupy a trusted position in conversations with their clients about their legacies. Are you having legacy conversations with your clients today? Are you up to speed on the best estate planning strategies for multi-generational wealth transfers? Are you starting to plan for the sunsetting of the current rules in less than three years? Join us for an interactive session with estate, tax and succession expert Sara Dorosti. She will share her top things that multi-generational families can be doing today. She will offer suggestions for holding meaningful legacy conversations with clients. She will also share her thoughts on how families with $13-26mm in wealth can be thinking about changes down the road. And she’ll be able to answer your other estate planning questions.

About the Speaker:
Sara Dorosti is a Vice President and Senior Wealth Planning Strategist at Comerica Wealth Management. She holds expertise in the areas of estate, tax and business succession planning with business owners, professionals and high-net-worth individuals. Dorosti helps clients build and implement wealth and business succession plans, as well as asset protection strategies.

Dorosti is admitted to the California State Bar Association. She is a candidate for the Certified Trust and Fiduciary AdvisorSM (CTFA) credential issued by the American Bankers Association®.

Before joining Comerica, Dorosti was Vice President at U.S. Bank. Previously, she was an Associate with Pillsbury Winthrop Shaw Pittman, LLP. A graduate of the University of California, Berkeley, Dorosti earned a Bachelor of Arts and Juris Doctor from the university.

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Meeting details coming soon!

Meeting details coming soon!

Meeting details coming soon!

This will be a SPECIAL NETWORKING Meeting with education and a networking reception following the meeting!

Meeting details coming soon!