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2021 September Quarterly Meeting
Thursday, September 23, 2021, 1:00 PM - 3:00 PM PDT
Category: Quarterly Educationals
September Quarterly MeetingJoin us online for a two-hour educational event. Featuring two separate topics, all for the price of one. Registration coming soon. Check back soon for updates.
Registration Rates:Members: $10 Registration for this meeting has closed. Thank you to everyone who attended. Approved for 2 CFP® CE credits: FPA of Puget Sound will host this meeting via Zoom and monitor attendance based on login/logout information. The CE providers for this meeting will then report attendance to the CFP® Board. Your credit can then be confirmed in the CFP® Portal about a week after the event. Introduction 12:50 PM – 1:00 PMPart 1 | 1:00 PM - 2:00 PMEquity Portfolio Management: The Sustainability Opportunity
Presented By:Will Collins-Dean, Senior Portfolio Manager and Vice President, Dimensional Fund AdvisorsOverview:In this presentation, we will cover how incorporating values around sustainability can coincide with a successful investment philosophy. We will highlight the sustainable investing landscape, recent developments, and how Dimensional approaches sustainable investing. Learning Objectives:
Speaker Bio:
Part 2 | 2:00 PM – 3:00 PMElectrifying Energy: The Race to Bring Renewables OnlinePresented By:Levi Stewart Zurbrugg, CPA, Senior Investment Analyst and Portfolio Manager, Saturna Overview:As risks from climate change become more tangible, a fire has been lit spurring governments and companies into action. The transition to a low carbon economy will disrupt numerous industries. This discussion will explore the myriad opportunities resulting from the push to decarbonize the global economy. Learning Objectives:
Speaker Bio:
Registration Rates:Members: $10 |