Sustainable Investing: Perspectives from UBS Americas and Calvert Investments

The NEW Paradigm in Asset Management:
CR 130 - Wed, Feb 19th @ 1:30 pm - 2:30 pm
Sustainable investing is one of the fastest growing fields today, with $3 trillion in assets already under management. As mainstream investors increasingly seek to invest in such funds, the demand for seasoned practitioners is going to grow. 
Join us for lunch and hear from Bruno Bertocci and Bennett Freeman about how investors are reacting to this potentially radical market change

Bruno Bertocci is a Managing Director and the lead portfolio manager at UBS Global Asset Management (Americas) Inc. of the top‐performing Global Sustainable Equity strategy, an all‐cap positive screening global equity portfolio. Prior to joining UBS, Bertocci worked at Stein Roe & Farnham, Rockefeller & Co. and T. Rowe Price Associates. He has earned a B.A. from Oberlin College and an M.B.A. from the Harvard Business School.

Bennett Freeman is the Senior Vice President for Sustainability Research and Policy at Calvert Investments where he leads the environmental, social and governance analysis, shareholder advocacy and public policy work of the largest family of sustainable and responsible (SRI) mutual funds in the U.S with over $12 billion assets under management. Freeman has served as a presidential appointee in three positions at the U.S. Department of State in the Clinton Administration. He earned an M.A. in Modern History from the University of Oxford and an A.B. from the University of California at Berkeley.

Hosted in partnership with Net Impact and Darden Capital Management

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