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Title

Day in the Life: ESG Professional

Event Description

Day in the Life: ESG Professional
June 21 | 11:30 am | Minneapolis

Featuring:

Jane Marie Petty, ChFC®
Wells Fargo Private Bank

Gretchen Postula
North Sky Capital​

Join us to hear two local professionals discuss how their firms incorporate the quantitative and qualitative factors of Environmental, Social and Governance (ESG) into investment analysis. You will gain insight into the reasons motivating institutional and individual investors to take part in this $23 trillion marketplace and learn how incorporating ESG considerations can enhance your own investment analysis and strengthen your client relationships. 

Agenda:
​11:30 am Lunch and Networking
12 pm Speaker Presentation/Q & A
 1 pm Event Concludes​

About the speakers:​

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Ms. Petty is the director of Social Impact Investing (SII) consulting for Wells Fargo Private Bank. Ms. Petty oversees efforts to promote and educate audiences about Social Impact Investing (SII) strategies. Prior to joining the SII Team, Ms. Petty was director of marketing for Galliard Capital Management*. Before Galliard, Ms. Petty held positions in investment marketing, product management, communications and sales support for traditional and alternative asset management firms in New York City including MetLife, Dreyfus Mutual Funds and Deutsche Bank Asset Management. Ms. Petty has been in the financial services industry since 1983. She holds the Chartered Financial Consultant (ChFC®) designation and has taken coursework regarding the Fundamentals of Sustainable and Impact Investing. She currently serves on the Board of Rebuilding Together Twin Cities in Minneapolis.
Ms. Petty holds a Bachelor of Arts degree from Mount Holyoke College where she graduated magna cum laude and Phi Beta Kappa.

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Gretchen is the Head of Investor Relations and is also the firm’s Chief Compliance Officer. She is part of North Sky Capital’s senior management team and is actively involved in strategic planning, fund development and staffing decisions. Previously, Gretchen was a marketing and planning coordinator with the PGA Tour and an original employee of Softspikes, Inc.  Gretchen earned a bachelor’s degree in marketing from Ferris State University.​

Event Type

Society; Career; Social/Networking; Educational

Education Topic

 

Start Time

6/21/2019 11:30 AM

End Time

6/21/2019 1:00 PM

City

Minneapolis

State/Province

MINNESOTA

Event Country

United States

Event Region

Americas

Location Info

121 South 8th Street, Suite 200
Marquette Room (skyway level)
Minneapolis, MN 55402​

Speaker

Jane Marie Petty, ChFC® & Gretchen Postula

CE Credits

1

SER Credit

0.00

Currency

USD

Member Price

10.00

Non-Member Price

15.00

Candidate Price

15.00

Registration

​Coming soon!

Presentation

 

All Day Event

 

Recurrence

 

Event Link

 

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Event Short Info

 

Attachments

Content Type: MyCFA Calendar
Created at 5/31/2019 11:35 AM by support@cfamn.org
Last modified at 5/31/2019 11:35 AM by support@cfamn.org