In addition to our key speaker below, we will also be welcoming the winning teams of both the Research Challenge and the Investment Plan Challenge.
Topic: Definitional overview of economically targeted investments and ESG investing followed by specific Pennsylvania examples of ETI. She will share our ESG survey results and lead a discussion on why ETI/ESG is becoming increasingly relevant to you and your clients.
Speaker: Catherine Banat, Institutional Portfolio Manager - RBC Global Asset Management
Bio: Catherine Banat is responsible for servicing the firm’s impact investing clients and ensuring that investment solutions are implemented based on each client’s customized impact requirements. Prior to joining RBC GAM, Catherine managed strategic initiatives, risk and compliance for The New York City Retirement Systems, a $150 billion public pension plan, where she also researched, developed and implemented the strategic plan for the Economically Targeted Investment (ETI) program. Previously, she served as Managing Director of C3 Capital LLC. Catherine has dedicated her entire career to the financial services industry and has held senior level positions at various firms including Paloma Partners, Goldman, Sachs & Co., JP Morgan and Lehman Brothers. She earned a BA in History and a BSE in Management from The University of Pennsylvania and the Wharton School, as well as an MBA in Finance from Columbia University. Catherine holds FINRA Series 7 and 63 licenses.