Events Calendar

Export Event

Title

April 11th Luncheon

Event Description

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. 

SpeakerCatherine Banat, Institutional Portfolio Manager - RBC Global Asset Management

Catherine Banat 

BioCatherine 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.

Event Type

Career

Education Topic

 

Start Time

4/11/2018 12:00 PM

End Time

4/11/2018 1:30 PM

Event City

Pittsburgh

Event State/Province

 

Event Country

 

Event Region

Americas

Location Info

Rivers Club​

Speaker

 

CE Credits

1.5

SER Credit

0

Currency

USD

Member Price

20

Non-Member Price

40

Candidate Price

20

Registration

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 3/10/2018 8:46 AM by caryn.loehr@icloud.com[CASMSTS:username]
Last modified at 3/10/2018 8:46 AM by caryn.loehr@icloud.com[CASMSTS:username]