Calendar

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Sep
4
Wed
September 4, 2019 Breakfast Meeting- Seeking Alignment: Why Non Profit Organizations need to align their investments with their mission in order to attract Planned Gifts from Donors who align their investments with their personal values @ Arizona Inn
Sep 4 @ 7:30 am – 9:00 am

Seeking Alignment: Why Non Profit Organizations need to align their investments with their mission in order to attract Planned Gifts from Donors who align their investments with their personal values

Speaker: Lloyd Kurtz, CFA

This presentation will explore the importance of Socially Responsible (SRI) and Environmental, Social and Governance (ESG) Investing Principles and the growing emphasis on this field of Non Profit Investment Management in order to attract major and planned gifts from like-minded Donors looking to leverage their charitable giving for the greater good.

 

Lloyd Kurtz, CFA is a senior portfolio manager and Head of Social Impact Investing for Wells Fargo Private Bank in San Francisco, California. Prior to joining Wells Fargo, Mr. Kurtz was chief investment officer and co-head of the investment committee for Nelson Capital Management. Before joining Nelson Capital, Mr. Kurtz spent nine years as a research analyst and director of quantitative research at Harris Bretall Sullivan & Smith, a San Francisco-based money management firm. Before that he was senior research analyst at KLD Research & Analytics in Boston, one of the first research firms to specialize in ESG (Environmental, Social, and Governance) investment.  At KLD, Mr. Kurtz participated in the development of the Domini Social Index, now known as the MSCI KLD 400, the first broad-based ESG benchmark in the U.S. In 2011 he published, with Dan DiBartolomeo, a study of its performance in the Journal of Investing. Mr. Kurtz’s other writings include the book Looking Forward, Looking Back, a review of social and sustainable investment research for the University of Tilburg; and the social investment chapter of the Oxford Handbook of Corporate Social Responsibility. In May 2017 Lloyd was appointed to the Sustainable Accounting Standard Board (SASB), a non-profit organization that sets standards for corporate sustainability disclosure. He has been in the financial industry for more than 28 years. Mr. Kurtz is affiliated with the U.C. Berkeley Haas School’s Center for Responsible Business where he teaches courses in corporate governance and social investment, and oversees the annual Moskowitz Prize research competition. Mr. Kurtz holds an MBA from Babson College and a B.A. from Vassar College, and holds the Chartered Financial Analyst® designation.

 

Register by Friday, August 30, 2019- No-shows with reservations will be billed

Do you have a member prospect you would like to invite? View our Invitation policy!

 

Oct
2
Wed
October 2, 2019 Breakfast Meeting- TBD @ Arizona Inn
Oct 2 @ 7:30 am – 9:00 am
Oct
16
Wed
October 16, 2019- Education Symposium @ Pima College Downton Campus Amethyst Room
Oct 16 @ 9:00 am – 4:00 pm

2019 Fall Education Symposium

 Set Your Course for Expertise.

 

 

Education Sponsor

Community Foundation for Southern Arizona

 

Nov
6
Wed
November 6, 2019 Breakfast Meeting- TBD @ Arizona Inn
Nov 6 @ 7:30 am – 9:00 am