Sustainable Investing in 2009: From Crisis to Opportunity

Sustainable Investing in 2009: From Crisis to Opportunity

The Obama Administration and new Democratic Congress take office at a time of extraordinary crisis but also potential opportunity. We now have the chance to contain the recession, shore up the financial system, and invest in a green economic renewal all at the same time.  While all investors have a stake in advancing each of these objectives, the current global market meltdown actually provides a trillion-dollar “advertorial” for sustainable investing – and the basis for this timely workshop.

Sustainable investing means the full integration of environmental, social and governance (ESG) factors into investment analysis and decision making. Come learn why the best companies - and the best investments - are those that act in the public interest by pursuing wealth creation strategies that are sustainable and focused on the long term.

In this discussion and Q&A session we will discuss:

• How sustainable companies are outperforming during the financial crisis
• The sustainable investing process and the impact of ESG analysis on financial performance
• Priorities for the Obama Administration and Democratic Congress
• How long-term investing can replace short term bubbles
• How to structure an investment portfolio that will minimize the risks of unsustainable business practices while maximizing the opportunities in a green economic renewal

Our sponsor and guest speaker for this workshop will be Bob Helmuth, Vice President Advisor Markets for Pax World Mutual Funds. Pax World launched the nation’s first socially responsible mutual fund in 1971 and is a recognized leader in Sustainable Investing.  Presented by Effective Assets, one of the Bay Area's most trusted financial services firms specializing in sustainable and socially responsible investing for over 22 years. At Effective Assets we help you Invest to Change the World.

This event is co-sponsored by the Sustainable Business Alliance (SBA). The SBA is a membership organization for companies committed to greater environmental and socially responsible business practices. www.sustainablebiz.org

Wednesday, June 3rd
5:30pm – 7:00pm

Location:
Anna's Jazz Island
2120 Allston Way
Berkeley, CA 94704

Refreshments and hors d’oeuvres will be served.

While this venue is conveniently located less than one block away from Downtown Berkeley BART, $3 parking (with validation from Anna's Jazz Island) is available at the Allston Way Parking Facility at 2061 Allston Way (just West of Shattuck avenue).