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Downtown Luncheon: Building a Bridge to Sustainable Investing

Event Description

Tuesday April 2
12:00 PM - 1:30 PM

Racquet Club of Philadelphia
215 South 16th Street
Philadelphia, PA

Join us for the kickoff event for the establishment of  the CFAP Sustainable Investment interest group.  The purpose of the group is to create awareness of the impact investment movement among CFAP members and the investment management industry at-large.
 
The format of the luncheon is a panel discussion around the current trends of sustainable investing.  We will discuss how the institutional asset owner and family office communities are addressing the environmental and social investment concerns and desires of their trustees and stakeholders.  Our panelist will also attempt to make some sense of the alphabet soup of impact investing:  SRI, ESG, PRI, RI, etc.

We are fortunate to have the following participants leading the discussion:
 
Adam Landau, CAIA, CIO
Permit Capital Advisors 

Adam B. Landau, CAIA serves as Co-Chief Executive Officer and Chief Investment Officer of Permit Capital Advisors, LLC. He is responsible for formulating and implementing the firm's investment strategy.

Prior to joining Permit, Adam served as Managing Director at McCabe Capital Managers, Ltd., working there from 1997 until 2011. Adam oversaw the integration of McCabeCapital's advisory efforts. This covered a rigorous process focused primarily on the various aspects of investment due diligence. Adam worked to optimize the structure of client portfolios to maximize the expected level of risk adjusted return. He served as one of two portfolio managers on three fund of funds products, including a hedge fund of funds and a socially responsible investment fund of funds, offered to clients of a number of major insurance carriers. 

Adam received his MBA from Saint Joseph's University and a B.A. from Rutgers University. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of CFA Institute and CFA Society Philadelphia.
 
Sherryl Kuhlman, Director
Wharton Social Impact Initiative (WSII)

As Managing Director of WSII (and the first full time employee), Sherryl is thrilled with the growth of WSII and social impact interest of students and alumni. Sherryl worked over 10 years at Big Brothers Big Sisters, where she ledwork in fundraising, marketing, partnership development, and impact assessment. Previously, she was a faculty member at Franklin and Marshall College in Lancaster, where she taught classes in ethics (business ethics, medical ethics, social and political philosophy) and aesthetics.  
 
Sherryl has a Ph.D. in Philosophy from the University of Illinois At Chicago and an M.B.A. from the Wharton School of the University of Pennsylvania. She serves on the Board of Investors Circle and the advisory board of the Mentoring Partnership and Resource Center. She is also on the advisory board of the Sixers Innovation Lab and the Sixers Youth Foundation. Despite being an introvert, she enjoys being a co-host for "Dollars and Change" on the Wharton Business Channel on SiriusXM132.
 
NEW PANELIST!
 
Mark Pinsky, President
FiveFour Advisors 
 
Mark Pinsky is one of the nation's leading strategists on community development financial institutions (CDFIs) andmission-centered finance. Over the past 25 years, he led growth in the CDFI industry, innovation in policy and practice, and public understanding of the role and value of the CDFI industry.
 
Today as President of FiveFour Advisors, he is providing strategic thinking to banks, CDFIs, foundations, and others. He launched FiveFour Advisors in 2016 to help organizations and their leaders increase their ability to achieve their missions and goals.
 
Pinsky is a leading voice in public conversations about public purpose finance. In 2019, he will publish Organized Money, which he is co-authoring with Keith Mestrich, CEO of Amalgamated Bank. He is the author of Opportunity. For All., which tells the story of CDFIs and what they mean to America, and Editor of Money+Purpose (www.moneypluspurpose.com). He speaks often to industry and affiliated audiences, and his annual "State of the CDFI Industry" speech from 2000-2015 informed the work of many CDFIs, investors, and funders.

Our moderator of the panel is Michael Cosack, Principal at ImpactWise.   Michael brings more than twenty years of business leadership experience, including the qualitative and  quantitative analytical skills needed to implementprograms and people in a meaningful, measurable and impactful way. His role at ImpactWise is to help institutional money managers, consultants and trustees explore, create and implement innovative impact investment strategies and solutions.
 
Michael has spent most of his professional career advising the trustees on the investment and fiduciary responsibilities regarding their institutional funds. As an entrepreneur, he has built several organizations, including one of the largest independent investment consulting firms in the Greater Philadelphia region, stewarding over $3.5 billion of combined assets.   
 
Michael holds an undergraduate degree in business from The College of New Jersey and has achieved multiple certifications in both the business, environmental and nonprofit industries. He has taught as an adjunct professor at the University of Pennsylvania's Fels School, is an active member of CFA Society Philadelphia and a frequent contributor at industry conferences.
 
Registration:
 
CFAP Members:  $25.00
Non-Members:  $40.00
 
Click here to register.

Speaker

 

Event Type

Society

Education Topic

 

Start Time

4/2/2019 12:00 PM

End Time

4/2/2019 1:30 PM

Event City

Philadelphia

Event State/Province

PA

Location Info

Racquet Club of Philadelphia
215 South 16th Street
Philadelphia, PA

CE Credits

N/A

Member Price

$25.00

Non-Member Price

$40.00

Candidate Price

N/A

Registration

Click here to register.

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 3/4/2019 2:30 PM by pconners@cfaphil.org
Last modified at 3/12/2019 10:28 AM by pconners@cfaphil.org