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Invest with your Values – Create a Positive Impact
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This is a Lunch & Learn (i.e. brown-bag) event; beverages will be provided but please bring your own lunch.

 Export to Your Calendar 9/25/2019
When: Wednesday, September 25, 2019
From 12:00 noon to 1:30 pm
Where: Map this event »
Berkeley Research Group
1800 M Street NW
2nd Floor
Washington, District of Columbia  20036
United States
Contact:


Online registration is available until: 9/24/2019
« Go to Upcoming Event List  

 

 

WCEE Lunch & Learn Series


Invest with your Values – Create a Positive Impact



WCEE invites you to a panel discussion about different approaches to Socially Responsible Investing (SRI), and how your portfolio can reflect your personal values while creating both a competitive financial result and a positive impact on society and the environment. The impact focus can encompass many factors, such as environmental sustainability, fossil fuel free energy and reduced carbon footprint, promoting gender equality, or a combination of several different causes.

 
Panelists will discuss their personal journeys to investing with impact, and the opportunities they see going forward.

Ø Frank Byskov, CFA®, CFP®, Wealth Manager at Forty4 Financial

Ø Dorrit Lowsen, President & COO at Change Finance

Ø Elizabeth McCluskey, Principal at ImpactEngine

Date:
Wednesday, September 25th, 2019
Time: 12:00 noon to 1:30 pm (Program will begin promptly at 12:15 pm)
Venue: Berkeley Research Group (BRG) LLC, 1800 M Street NW, 2nd Floor, WDC 20036
Closest Metro Stations: Dupont Circle (south exit); Farragut North
Cost: $5 (WCEE member); $20 (non-WCEE member)
Registration: Seating is limited; please register early. Your name must be on the security-desk’s registration list to be allowed access to venue; please have government-issued ID.


This is a Lunch & Learn (i.e. brown-bag) event; beverages will be provided but please bring your own lunch.

 

WCEE is grateful to corporate sponsor

Berkeley Research Group LLC

for use of its conference facilities

 

 

Bios:

Frank Byskov, CFA®, CFP®, Wealth Manager at Forty4 Financial.

Frank provides financial planning and wealth management centered around social responsibility, to help his clients reach their goals while staying true to their values. Frank has worked in the financial industry his entire career, encompassing real estate, commercial lending, investment management and as a financial advisor. This diverse background has proven to be a solid foundation to guide his clients through the obstacles and opportunities they may encounter, with a successful client experience being the ultimate goal. He holds an MA in Financial Economics from the American University.

 

Dorrit Lowsen, President & COO at Change Finance.

As a leader in Fortune 500s, start-ups, non-profits, and governments, Dorrit has built extensive operational experience, including as the COO of a social enterprise accelerator program. Her impact investing experience includes both public market and private placement investing, field-building, and entrepreneurship. She has won awards for her work on environmental and energy policy at the US Embassy in Beijing, and holds an MBA from NYU Stern.

 

Elizabeth McCluskey, Principal at ImpactEngine

Elizabeth McCluskey is a Principal at Impact Engine. Prior to joining in 2015, Elizabeth was active in developing the social impact community in Chicago as manager of the social innovation and impact investing programs at Northwestern University’s Kellogg School of Management.  She previously worked in investment banking and wealth management at UBS and Hightower Advisors. Elizabeth earned a Bachelor of Arts degree in Economics from Harvard University and an MBA from the University of Michigan’s Ross School of Business.

 

 

The views and opinions expressed at this WCEE event are solely those of the presenters. The information provided during the event is informational only and cannot in any way be construed as financial advice. WCEE, the presenters or their organizations bear no responsibility for investment decisions taken based on information provided during this event.

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