Content Provider
Buckingham new
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Sustainable Investing: Your Essential Guide

SUSTAINABLE INVESTING: YOUR ESSENTIAL GUIDE

Cost Free
Presentation Length 1.5 hours

Recorded DateApril 15, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

What is sustainable investing? Who is investing for sustainability? How is it done and what is performance like? Attend this webinar to get these answers and learn how sustainable investors are changing the world. 

Learning Objectives:


  • Recall what sustainable investing is

  • Determine if sustainable investing is a fit for you and/or your clients

  • Summarize the pros, cons, and implications of sustainable investing
     

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Larry Swedroe

Buckingham Strategic Wealth
Chief Research Officer for the Buckingham Family of Financial Services
[email protected]
(314) 743-2214

Buckingham new

Since joining the firm in 1996, Larry Swedroe has spent his time, talent, and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match.

Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012).

He has also co-authored eight books about investing. His latest work, “Your Complete Guide to a Successful and Secure Retirement,” was co-authored with Kevin Grogan and published in January 2019.

In his role as chief research officer and as a member of the firm’s Investment Policy Committee and Board of Directors, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes, and uses the result to inform the firm’s formal investment strategy recommendations. He has had his articles published in the Journal of Accountancy, Journal of Investing, AAII Journal, Personal Financial Planning Monthly, and Journal of Indexing.

Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN, and Bloomberg Personal Finance. Larry is a prolific writer, regularly contributing to multiple outlets, including Advisor Perspectives, The Evidence-Based Investor, and Alpha Architect.

Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange, and investment banking activities, including risk management strategies.

Larry holds an MBA in finance and investment from New York University and a bachelor’s degree in finance from Baruch College in New York.

Linkedin

Samuel Adams

Vert Asset Management
CEO & Co-founder
[email protected]
(415) 650-7179

Vert logo

Sam is the CEO and co-founder of Vert Asset Management as well as the chair of the Investment Research Group. He leads the development of new products to help make sustainable investing easier for investors. Sam has been a featured speaker on sustainable investing at financial advisor conferences in the US, UK, Europe, and Australia. Prior to launching Vert, Sam spent almost 20 years working at Dimensional Fund Advisors. He started Dimensional’s European Financial Advisor Services business and led it for 10 years. He also led the development and launch of Dimensional’s Global Sustainability Core Fund in Europe.

Sam has a BA in Philosophy from the University of Colorado, Boulder and an MBA in Finance from the University of California, Davis. Sam is an avid mountaineer and cyclist and is very passionate about the environment. He lives in Laguna Niguel, CA with his wife and three children.

About Our Presenter

Buckingham new
Buckingham Strategic Wealth® is a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. The essence of their approach is based on a pledge to act in their clients' best interests. This means making recommendations based on what decades of peer-reviewed financial research has shown to be the right way to invest. It means getting to know their clients, their families, their goals and their most important dreams. It means crafting a plan that touches on – and improves – the most important aspects of their clients' lives.