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EUROPE 2011

Workshop 17 - Responsible Wealth Management

Location

Lawrence Suite, Grange St. Paul's Hotel***** London, UK

Time

11:15 - 13:00

Speakers

Moderator

Robert Rubinstein (The Netherlands)
Chief Executive Officer - TBLI Conference B.V./TBLI Consulting B.V.

Speaker 1

Alexia Zavos (United Kingdom)
SRI Manager - Cazenove Capital

Title
Wealth Managers – How To Get Started With SRI
Description
The benefits of offering SRI and how to do it within wealth management.
Issues include:
SRI market - demand & supply, risk & opportunity, barriers to growth.
Portfolio styles - SRI across all asset classes, across certain asset classes or as a separate asset class.
Negative screening.
SEE integration & engagement - best practice research.
Sustainability.
Third party fund selection.
Philanthropy vs social impact.
Performance myths.
Speaker 2

Yvonne Li (Hong Kong)
Co-founder and Chief Executive Officer - Avantage Ventures

Title
Redirecting Capitalism As Responsible Wealth Management
Description
The recent seventh billion person poses sustainability issues for the global community and economy. How will we produce more efficiently using less resources, and how do we invest sustainably with an intent to impact. Asia, with more than half of the world's population has dire needs in education, healthcare, food security and energy. Investing in social enterprises for triple bottom line, not only mitigate major challenges the region will face but are also good long term bets of the future.
Speaker 3

Geoff Burnand (United Kingdom)
Co-Founder and Chief Executive Officer - Investing for Good

Title
Developing the Social Investment Market for Wealth Managers

TBLI CONFERENCE™ EUROPE 2011 - Sponsors

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