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Individual and institutional investors in the U.S. have well over $2 trillion invested in making money and making a difference. Dual purpose investing -- where money works to earn competitive returns while building a more sustainable future, goes by a litany of names such as socially responsible investing, ethical investing, sustainable investing, mission-based investing, and green investing. You can learn more about the diverse range of sustainable investment solutions available today and find a knowledgeable investment advisor on the First Affirmative website. 12.09

Thursday, November 1, 2007
5:00 PM - 6:15 PM

Working with Institutions: Not for the Faint of Heart, or the Quick-Fix Artists

Speaker(s)
Myrna Rivera CIMA Consultiva Internacional

Description
A continuation of Myrna Rivera?s session on Working with Committees. Typically, Committees do not own the assets they steward, so their motivations for involvement are different, and there are often hidden agendas. Their awareness of fiduciary issues can dramatically alter their perception of risk, and the interaction between Committee members will affect the nature and duration of the decision-making process. Working with institutions is both art and science, math and psychology. Are you well-rounded enough to engage this market?