Panel Discussion and Reception:
Sustainable and Responsible Investing
When: Thursday, April 21st 5:30-7:00
Where: 822 5th Street, Santa Rosa
Many of us have made the decision to live a more sustainable and climate positive life.
We drive electric vehicles and have installed solar panels on our rooftops.
But what about our investment dollars? Are they integrating these same values?
From 2012 to 2014, sustainable and impact investing assets enjoyed a growth rate of more than 76%, increasing from $3.74 trillion in 2012 to over $6 trillion in 2014.
Join us and learn about how the market is shifting to sustainable investing.
Chris Call, Moderator-Chris is CEO of the Sonoma County Grange Credit Union in Santa Rosa. He is a CPA with 30 years of experience in finance and accounting. Chris also holds a real estate license and is an arbitrator for the American Arbitration Association. He serves as Treasurer for the Center for Climate Protection.
Dale Wannen-Dale is President of Sustainvest Asset Management, a Petaluma-based independent investment advisory firm that focuses on sustainable and responsible investing and shareholder activism. Dale has an MBA in Sustainable Management from Presidio Graduate School in San Francisco, sits on the board of San Francisco non-profit Global Exchange, and is the founder of Green Drinks Petaluma.
Sandy Emerson-Sandy is a retired software executive, and currently heads the individual divestment campaign for Fossil Free California, a statewide organization that encourages individuals and institutions to divest from fossil fuels. Inspired by the divestment pledges made for the People’s Climate March, Sandy has been presenting forums on why and how to divest a personal portfolio from fossil fuels, and how to begin exploring investments in clean energy technologies.
Evan Henry-Evan was the global environmental risk manager for Bank of America from 1988-2012 and also advised the bank’s “Green Team” on reducing the bank’s environmental footprint. Mr. Henry contributed to the establishment of sustainable practices guidelines for financial institutions and developed the first environmental risk training course for bankers in developing countries.