Robert Paylor and BOD
(925) 778-1165 eastbayfpa@gmail.com

Date/Time
Date(s) - April 4, 2023
4:00 pm - 6:30 pm

Categories


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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