Building a Portfolio across Public and Private Markets
Rapid advances are underway that enable investors to better align investments with their environmental, social, and faith-based goals. Join our webinar to learn how investors are building impact criteria into their investment processes. Join this webinar to hear from:
PRESENTER: CASEY C. CLARK, CFA, is Director of Sustainable & Impact Investing, responsible for providing strategic oversight of Glenmede's Impact Investing efforts, aligning portfolios with environmental, social and faith-based goals across public and private markets. He is a regular commentator for print and broadcast media including CNBC, CNN, and MarketWatch and has authored numerous investment and impact-related publications, including: Impact Investing: Investing Alongside Your Values, Accelerating the Momentum Toward ESG, and Adding Value with a Gender Investment Lens.
PRESENTER: JENNIFER WONG, CFA is an Impact Research Analyst on the Private Investments team, responsible for evaluating and providing analysis on opportunities in global private markets. Prior to Glenmede, Ms. Wong worked for the Clinton Health Access Initiative in Malawi and Liberia, where she advised the Ministries of Health on health financing issues. Previously, Ms. Wong focused on structuring debt issuances for public power and utility clients in the investment banking division at Bank of America Merrill Lynch. She is a frequent speaker at impact-related events and conferences.
MODERATOR: LAURA LAROSA, is Executive Director of Client Development, responsible for setting the strategy and practices that guide the Company’s business development professionals. She serves as a member of both Glenmede’s Management Committee and Investment Policy Committee. With her 30+ year career, Ms. LaRosa is a frequent speaker on portfolio management, fixed income, impact investing and investment strategy, such as the Private Wealth Florida Forum.