September Quarterly Meeting

Join 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.

• Part 1: Equity Portfolio Management: The Sustainability Opportunity
• Part 2: Electrifying Energy: The Race to Bring Renewables Online

Registration Rates:

Members: $10
Non-Member: $20

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 PM

Part 1 | 1:00 PM - 2:00 PM

Equity Portfolio Management: The Sustainability Opportunity

Presented By:

Overview:

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:

1. Sustainable investing landscape and recent developments
2. Dimensional solutions available to address sustainable investing goals
3. Dimensional's view on corporate governance through a sustainable lens

Speaker Bio:

Will Collins-Dean is a Senior Portfolio Manager and Vice President at Dimensional and is Chairman of the firm’s Investment Stewardship Committee. He leads a team of investment professionals who manage global equity and REIT portfolios, and he also represents Dimensional in meetings with current and prospective clients. Prior to joining Dimensional, Will was a portfolio manager at Regions Bank in Birmingham, Alabama. In this role, he managed portfolios for institutions and high-net-worth individuals. Will earned an MBA with concentrations in analytic finance, economics, and econometrics and statistics from the University of Chicago, where he graduated with honors. He graduated with a bachelor’s degree in business from Wake Forest University and has been a CFA® charterholder since 2011. Will is Series 7 licensed.

 Part 2 | 2:00 PM – 3:00 PM

Electrifying Energy: The Race to Bring Renewables Online

Presented 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: 

1. Recognize current and historic trends leading to the need to decarbonize the economy.
2. Understand efforts underway and expected to bring industry in line with the goal to reach net-zero greenhouse gas emissions by 2050.
3. Gain insight into industries that stand to benefit over the long-term from a transition to a low carbon economy.

Speaker Bio:

Levi Stewart Zurbrugg, CPA Senior Investment Analyst and Portfolio Manager, joined Saturna in June 2019. At Saturna, he is responsible for leading coverage of the Consumer Staples, Renewable Energy, and Metals sectors. Prior to Saturna, Levi worked at the Sustainability Accounting Standards Board as a Sector Analyst for the Consumer Staples sector. Levi graduated from Western Washington University with a BA in Business Administration and has an MBA from the University of Washington’s Foster School of Business.

Registration Rates:

Members: $10
Non-Member: $20