Virtual Townhall: Your Essential Guide to Sustainable Investing
Wednesday, April 20th, 2022
12pm – 1pm
Guests: Larry Swedroe, Chief Research Officer of Buckingham Wealth Partners and Sam Adams, founder and CEO of Vert Asset Management
Do you want to be confident that your investments are aligned with your most deeply held beliefs and values? Do you wish your investments were helping to create a more sustainable future?
Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes investment expert Larry Swedroe, Chief Research Officer of Buckingham Wealth Partners and Sam Adams, founder of Vert Asset Management and expert in the construction of sustainable investment portfolios. We will dive deep into this topic and their new book “The Essential Guide to Sustainable Investing” discussing how it is possible to live your values and achieve your financial goals with ESG (Environmental, Social, and Governance), SRI (Socially Responsible Investing), and Impact Investing.
Join us, bring your questions, and find out how you can align your investments not only for today but for future generations. It can be done!
Click here or on the image below to register.
More about Anthony Caruso and Dimensional Fund Advisors:
Before joining Dimensional, Anthony was a vice president and investment specialist at J.P. Morgan in New York. In this role, he covered the firm’s expanding suite of factor-based ETFs, thematic strategies, and model capabilities. Prior to this role, Anthony was a business strategist and product developer with J.P. Morgan, helping launch and grow the ETF business. A CFA® charter holder, Anthony holds a bachelor’s degree with a major in finance from the University of Dayton.
More about Sam Adams:
Sam Adams is founder and CEO of Vert Asset Management based in Sausalito, CA. Sam has been deeply involved in environmental causes, sustainable investing and the asset management industry for more than 20 years. The firm’s mission is to help investors easily construct sustainable portfolios. For more information visit https://www.vertasset.com/.