Virtual Townhall: Investing in Gender Diversity and Women’s Leadership

*Copper Leaf Financial is holding a free virtual townhall on Wednesday, November 16th: “Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself

Wednesday, November 16th, 12-1pm ET

Registration Link:

Guest: Kelly Baldoni, Head of Global Women’s Strategies at Impax Asset Management and the Pax Ellevate Global Women’s Leadership Fund

If you are interested in investing in companies that value, practice, and advocate for gender equality you cannot miss our next virtual townhall!

Click here or on the image to register for this event.

Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes Kelly Baldoni, head of Global Women’s Strategies at Impax Asset Management and the Pax Ellevate Global Women’s Leadership Fund. Kelly is an expert on impact and gender lens investing. She contributes articles to industry publications and is a regular presenter at industry conferences and events nationwide.

They will discuss how you can invest in companies that value the advancement of women and gender-diverse policies & practices through engagement and advocacy while meeting key fossil fuel free, Sustainability & ESG standards.

Research indicates that companies with more women in leadership have higher returns on capital, greater innovation, increased productivity and higher employee retention and satisfaction.

The Pax Ellevate Global Women’s Leadership Fund is a part of Copper Leaf’s Sustainability portfolio and has been following a low-cost, systematic, factor-based index approach to ESG and investing to advancing women’s leadership since 1993.

Join us, bring your questions, and find out what you can do to protect yourself and your families!

More about Kelly Baldoni:

Kelly Baldoni is Head of Global Women’s Strategies at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. She oversees national sales and marketing initiatives for the firm’s gender lens strategies and is a product specialist for the Pax Ellevate Global Women’s Leadership Fund.

Since joining Impax in 2014, Kelly has honed and expanded the firm’s practice management resources, which help institutions and ?nancial advisors more effectively engage with and serve women investors as well as the next generation of clients.

Kelly holds the FINRA Series 6, 63 and 65 registrations and is a registered representative of Foreside Financial Services, LLC. She earned a Bachelor of Arts in human rights from Trinity College and is a graduate of Wharton’s Women’s Executive Leadership program.

*Copper Leaf Financial is an affiliated and separately registered entity.

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