Investing in a Mission: Creating Value Through Social Change
Whereas in the past maximizing profitability at any cost was the primary objective, markets and investors are recognizing the impact Environmental, Social, and Governance [ESG] factors have on long-term organizational health. An increasing body of literature is showing companies that exhibit responsible behavior as it relates to ESG factors may actually outperform traditional market benchmarks over time. Who is driving change at the corporate level, how are asset managers implementing these themes, and how are investors incorporating their values into portfolios? Join the FFI Midwest Chapter for a panel discussion that will shed light on these questions. This panel discussion will present multiple perspectives on current trends in ESG impact measurement and investing.
Jason Saul, Founder and CEO, Mission Measurement;
Jason Saul is one of the nation's leading experts on measuring social impact. As the Founder and CEO of Mission Measurement, Jason helps corporations, nonprofits and public sector clients create value through social change. He has advised some of the world's largest corporations, government agencies and nonprofits, including: Walmart, Starbucks, McDonald's, Kraft, Levi Straus & Co., Easter Seals, American Red Cross, the Smithsonian and the U.S. Agency for International Development (USAID).
Brad Long, CFA, Senior Research Analyst, DiMeo Schneider & Associates, LLC
Brad Long sources and performs due diligence on traditional investment managers for DiMeo Schneider. Brad is also responsible for leading the firm’s research effort regarding Environmental, Social, and Governance [ESG] investments.
Joseph Cortese III, Managing Director, Vilas Capital Management, LLC
Joe Cortese raises capital for and helps Vilas Capital implement its fundamental value, long/short equity strategy for the firm’s investment partners. Joe is also active in the impact investing space.