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Profit + Purpose: Does Your Portfolio Align With Your Values?

When: 
Wednesday, April 11, 2018
12:00pm - 2:00pm PDT
Where: 
California Community Foundation Joan Palevsky Center for the Future
281 South Figueroa Street Suite 100 Los Angeles, CA 90012
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Whether your passion is Gender Equity, Climate Change or Social and Governance Issues, your investment portfolio allows you to have a voice, a vote, and the power to create change. Our panel will discuss how individuals, 401 K plans, foundations and endowments can use the power of their investments to create change.

The first part of this program will be held at the California Community Foundation from 12:00 pm - 2:00 pm.

California Community Foundation
Joan Palevsky Center for the Future 

281 South Figueroa Street Suite 100
Los Angeles, CA 90012

An encore session will be held at UCLA from 4:30 pm - 7:30 pm.

UCLA Anderson School of Management
Executive Dining Room

110 Westwood Plaza, Entrepreneurs Hall, Suite C-305
Los Angeles, CA 90095-1481

Speakers

Darya Allen-Attar (Moderator), Financial Advisor, Morgan Stanley Wealth Management

Darya Allen-Attar

With more than twenty years of experience providing organizations with strategic financial counsel, Darya Allen-Attar is a Financial Advisor specializing in Socially Responsible Investing (SRI) and Sustainable/ESG Investing. At Morgan Stanley, Darya provides industry leadership in the Investing with Impact arena. 
 

 

Andrew Behar, Chief Executive Officer, As You Sow

Andrew Behar has 30 years of experience as a Senior Executive and strategist in the cleantech, communications and life science sectors. Prior to joining As You Sow, Andrew founded and was CEO of a start-up developing innovative fuel cell technologies. He served as COO for a social media agency focused on sustainability and has been a strategic consultant in the nonprofit sector. He is a member of the board of US Social Investing Forum (US-SIF) and is a member of the UN Sustainable Stock Exchange Green Finance Advisory Group. His book, The Shareholders Action Guide: Unleash Your Hidden Powers to Hold Corporations Accountable was published in November 2016 by Berrett-Koehler.

 

Anabel Luna Giron, Investments Director, California Community Foundation (CCF)

Anabel Luna Giron is responsible for the oversight and management of CCF’s investment portfolios and those of related entities. She also works closely with Development and Donor Relations staff on the investment aspects of asset development and support services to donors and donor advisors. Prior to joining CCF, she was an Associate at Houlihan Lokey, a global investment bank. She has also served as the VP of Finance at Saber Es Poder and as a Manager in KPMG’s Economic and Valuation Services group. Anabel holds an M.S. in operations research/industrial engineering from Columbia University and a B.S in business administration (finance) from CSU Northridge.

 

Evan Mizrachy, Sr. Client Relationship Manager, Aperio Group

Evan Mizrachy is a Senior Client Relationship Manager at Aperio Group. He has more than 17 years of experience in the financial services industry, most recently as a Managing Director at BlackRock. As Global Head of Retail Alternatives, he was responsible for coordinating alternative product development initiatives and supporting distribution and education efforts with BlackRock’s Private Wealth clients. Prior, Evan was a Director within BlackRock’s Corporate Strategy team, where he guided a variety of the firm’s strategic initiatives. Before BlackRock, he was a Principal with Barclays Global Investors (BGI). He joined the firm from CRA International, a global economic and management consulting firm. Evan earned a BA in Economics from Colgate University in 1998 and an MBA from Columbia Business School in 2003. He holds the Chartered Financial Analyst designation, as well as the Chartered Alternative Investment Analyst designation.

 

Andrew Olig, Investment Strategy Specialist, Calvert Research & Management

Andrew Olig is an Investment Strategy Specialist at Calvert Research & Management and manages the Northern California Territory (CA, NV, HI), with investment experience since 1999. Prior, he held senior sales roles with Putnam Investments and The Hartford Funds, where he was a member of the Mutual Fund Advisory Board. He holds Series 7 and Series 63 licenses and is a graduate of Central College in Pella, IA where he earned a B.A. in Business Management with concentrations in investments and economics. Andrew is dedicated to helping financial advisors build their businesses and has delivered more than 400 workshops and educational meetings to help advisors and their clients make better investment decisions.

 


Fee
No cost to participate

Registration
RSVP via email to [email protected]. Please include your full contact information, including title and company name and which session (California Community Foundation or UCLA) you plan to attend.

 
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