- This event has passed.
RIA RoundTable Workshop: The First Steps Towards Socially Responsible Investing
April 14 @ 2:00 pm - 3:00 pm
Join Mark Murphy and Ryan Frydenlund in a roundtable discussion on the first steps towards Socially Responsible Investing (SRI).
This free virtual discussion will connect you with other Association CFOs and Directors of Finance allowing you to share best practices through an interactive conversation moderated by Raffa’s investment professionals. What will be discussed:
– What questions are you facing from your Board or Finance Committee regarding Socially Responsible Investing?
– How are you gaining consensus on what your association’s values are?
– Please describe how SRI was incorporated into your investment policies: Who was involved? What was reviewed? Who led it? Was it a positive experience?
– How are you implementing your SRI preferences into your portfolio?
Presenters: Mark Murphy and Ryan Frydenlund – Raffa Investment Advisers