Date(s) - 12/14/2016
11:30 am - 1:15 pm
The Forum for Sustainable and Responsible Investment website states, “Sustainable, responsible and impact investing (SRI) is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact.”
Join Orange County Advisors in Philanthropy (OC AiP) for a lunchtime Speakers Series program on Wednesday, December 14, as Louis P. Abel, chief investment officer at First Foundation Advisors, provides a meaningful update on this important trend that has gone from niche to mainstream. He will address what it means for the philanthropic and investment landscape. By the conclusion of the program, you will have learned:
- How to make sense of the “alphabet soup” of terms
- The different generations of ESG investing
- How ESG is shifting from a niche strategy to an essential aspect of traditional investing
- Current approaches to impact investing in the philanthropy space
Mr. Abel serves as chief investment officer, chair of the investment committee and chair of the alternative investment sub-committee for First Foundation Advisors. Through his cumulative roles, he leads the firm’s economic and market outlook and overarching investment strategy – including decisions on strategic and tactical asset allocation, and manager selection. Mr. Abel has more than 25 years of investment experience.
Louis P. Abel
Chief Investment Officer
First Foundation Advisors
650 Town Center Drive
Costa Mesa, CA 92626
Wednesday, December 14, 2016
11:30 a.m. – 1:15 p.m.
Sponsor a Table with Premium Seating (8 seats): $400
Members: $35 • First-Time Attendees: $35 • Regular Guests: $85
Please register by Friday, December 9
Bookings are closed for this event.