Perspectives on Making an Impact Through Sustainable Investing
Join us on Tuesday, June 14th, 6-8:30 pm to discuss “Perspectives on Making an Impact Through Sustainable Investing” and how your investment choices can help influence businesses and economy in creating a more clean energy and sustainable world. This will also be an excellent way to meet other professionals who are similarly interested how their expenditures and investments can help make a positive impact.
2901 Wilson Boulevard
Arlington, VA 22201
(Clarendon Metro – Orange/Silver Line)
Program, beverage, and light appetizers included in ticket price. Special rates for job seekers.
Our panel speakers include:
David Loehwing, Director of Sustainability Research, PAX World Management;
Leila Mathur Peck, Vice President, Financial Advisor – Morgan Stanley; and
Markus Walther, Sustainability Analyst at Calvert Investments
Janine Finnell, Founder and Clean Energy Ambassador, Leaders in Energy will serve as the moderator.
With today’s wave of socially conscious consumers and the rise of the empowered Millennial, there is an increasing desire to invest in the way we live, with consumer behavior influencing the way we make investment decision. A new vision of the business corporation is emerging, replacing the old notion that the only duty of a corporation is to make a profit. Instead, a more expansive vision and set of expectations is taking hold, wherein consumers, investors and business leaders agree that business not only need to be more responsive to social and environmental concerns, but may lead the transition to a more sustainable global economy.
What was once referred to as socially responsible (SRI) has now become a mainstream investment discipline called sustainable investing. Formally, limited to negative screens, today’s approach incorporates positive environmental, social and governance (ESG) factors into the research process.
If you are interested in learning about SI investing and how to implement responsible investing into your portfolio, join us on June 14th.
Meet Our Featured Speakers
David Loehwing, Director, Sustainability Research Department, Pax World Management
DAVID LOEHWING is the Director of Sustainability Research at Pax World Management LLC. He is responsible for environmental, social, and governance-related research on prospective and current investments, and is involved in Pax World’s efforts to promote sustainable business practices through stakeholder engagement. Mr. Loehwing has worked in the sustainable investing field since 1998. Before joining Pax World, Mr. Loehwing served as Senior Social Research Analyst at Citizens Advisers, and as a Senior Account Manager at the Investor Responsibility Research Center (IRRC). He is also a former member of the Evangelical Lutheran Church in America (ELCA) and the Sustainable Investment Research Analyst Network’s (SIRAN) steering committee. Mr. Loehwing is a graduate of Bowdoin College.
Leila Mathur Peck, Vice President and Financial Advisor, Morgan Stanley
LEILA MATHUR PECK, a Vice President and Financial Advisor has been with Morgan Stanley in Bethesda, Maryland for over 25 years. She is responsible and accountable for managing over $96 million of clients’ assets as of July 29, 2015. She holds Series 7, 63, 65 and 3 licenses from the National Association of Security Dealers, and Life and Health Insurance Licenses. Throughout her career, Leila has provided personal attention and caring that she devotes to the families with whom she works. She is now starting to work with the adult children of her first clients, guiding them through their own financial planning and designing their financial path towards the future. She is a member of the Portfolio Management Institute, Women In Technology, and Yorktown Crew Team Boosters. She received her B.S. from the University of Maryland College of Journalism, with a specialty in Science and Technical Communication. The training she received provided a foundation for research, analysis, synthesizing and applying technical concepts to client’s investment portfolios.
Markus Walther, Sustainability Analyst, Calvert Investments
MARKUS WALTHUR is a Sustainability Analyst at Calvert Investments, a responsible investment firm based in Bethesda MD, with over $12 billion in assets under management. Markus covers Energy, Power and Industrials, with an emphasis on climate change and water resource issues. He joined Calvert’s Sustainability Research Department in early 2016. His prior experience includes Cleantech Business Development for the Embassy of Switzerland, and stints in Project Finance and Private Equity. Markus holds an MBA and an MS in Natural Resources & Environment from the University of Michigan, and an MA in International Relations from the University of Geneva.