The Financial Women's
Association Of San Francisco
An Industry Leadership Event
"Investing for Purpose and Profit: Sustainable Investment Strategies"
Investing can have a purpose AND be profitable!
Founder and CEO of Veris Wealth Partners
Kellie A. McElhaney, PhD,
Director, Center for Responsible Business,
Haas School of Business
Rebecca Sternberg, Senior Manager, Ernst & Young
Climate Change and Sustainability Practice
Verity A. Chegar, Assistant Vice President, Sustainability Research Analyst
RCM Capital Management
Wednesday, June 27, 2012 from 5:00 PM to 7:30 PM
Join us as Patricia Farrar-Rivas, Kellie A. McElhaney, PhD and Rebecca Sternberg discuss sustainable investment practices and what they mean in today's marketplace. Understand the various strategies that sustainable investment professionals employ - including incorporating mission-based objectives, considering market rate returns alongside social rewards and monetizing the return on investment (ROI) to a corporation's brand for engaging in social responsibility. Learn how:
- Customized portfolios help clients use investment capital to fulfill world visions
- Institutional asset owners influence managers to consider environmental, social and corporate governance risks and opportunities
- Corporations develop environmental and social responsibility plans that make a difference to shareholders and the bottom line
About the Speaker
Patricia Farrar-Rivas is a founding principal and the Chief Executive Officer of Veris Wealth Partners. She has been providing investment advisory and wealth management services since 1992. Prior to Veris, Patricia led the effort by Silicon Valley-based public accounting firm, Frank, Rimerman + Co. to launch its new investment advisory subsidiary, Frank, Rimerman Advisors. She also co-founded the New York office of Progressive Asset Management in 1994.
Patricia is a principal consultant to the Envestnet Sustainability Platform and a member of the Envestnet Advisory Board. Headquartered in Chicago, Envestnet Asset Management is a leading provider of innovative practice management solutions for independent financial advisors.
In the late 80's and early 90's, Patricia – along with Veris co-founder Michael Lent – was working with community leaders in Central America on issues of economic development, local empowerment and social justice. She realized the degree to which economic factors were embedded in the challenges they faced. The responsible investing industry was emerging in the U.S. and she turned her attention to advise asset owners on the potential impact of their investment policies and decisions.
Patricia is an active board member of As You Sow, a non-profit organization promoting corporate responsibility through shareholder advocacy, grant making and innovative legal strategies. Patricia is a Certified Investment Management Analyst (CIMA®) and a Certified Investment Strategist (CIS). She received her IMCA certification in 2000. She lives with her family in San Francisco.
Dr. Kellie A. McElhaney is the Alexander Faculty Fellow and the founding Faculty Director of the Center for Responsible Business at the Haas School of Business at the University of California, Berkeley. She launched this center in 2003, which has helped place corporate responsibility squarely as one of the core competencies and competitive advantages of the Haas School. The Center has received global critical acclaim with The Financial Times rating Haas #1 in the world in 2008.
Her work focuses in four areas: (1) Analyzing and developing companies' CSR strategy and its alignment with corporate strategy, business objectives, core competencies and business value; (2) Exploring the linkage between diversity and CSR and using CSR as a hook to re-engage women with business as employees, consumers and investors, on which she is currently working on a research study for KPMG and WCD; (3) The business value and opportunities in branding, communication and CSR, on which she has written a book entitled Just Good Business The Strategic Guide to Aligning Corporate Responsibility and Brand ; (4) Leveraging the power of social media to advance good, or a company's CSR impact.
Kellie consults to several Global 1000 companies in developing integrated CSR strategy, bridging her academic focus with the practitioner world. Her client list includes HP, Gap, eBay, McDonalds, Levi, Walmart, Target, Clorox, Ernst & Young, NVIDIA, Blue Cross Blue Shield, Nokia (Finland), Navigant, Volunteer Match, Ford Motor Company, PG&E, Driscolls Berries, Triage Consulting Group, Ulster Bank (Ireland), Kimberly-Clark, Frontline, Accenture, StatoilHydro (Norway), Yum! Brands, Chevron, ING, Energizer Holdings, Inc., and Pandora Internet Radio.
Rebecca Sternberg is a Senior Manager in Ernst & Young's Climate Change and Sustainability practice. Rebecca has more than 19 years business consulting experience, including over 6 years leading corporate clients in the areas of sustainability strategy development, reporting and performance management, product stewardship and other initiatives. In doing this work, she has assisted many Fortune 1000 clients in achieving their sustainability goals, including Microsoft, Waste Management, Suncor, Quintiles, Hitachi, Williams-Sonoma, St. Gobain, PG&E, and others.
Rebecca helped found, grow and lead the global Sustainability consulting and software practices at Accenture, EORM and IHS.
Prior to choosing to transition into the field of sustainability, Rebecca led large strategy, operations and technology implementation programs for healthcare organizations focused on improving the experience of the healthcare consumer.
She is a regular speaker on the topic of corporate sustainability strategy and implementation, including engagements in the CEO Spotlight at Going Green, Net Impact and the NYC CIO conference, and has been a visiting lecturer at Presidio School of Management, North Carolina State UC Davis.
Her education includes a MBA in Sustainable Management from the Presidio School of Management, a Masters in Health Science from the Johns Hopkins School of Public Health, a Certificate in Economics from the University of York (UK), and a Bachelor of Arts cum laude from Mount Holyoke College.
About the Moderator
Verity Chegar joined RCM in 2006. She is responsible for publishing sustainability research with a primary focus on technology stocks. In addition, she is a member of the RCM San Francisco Proxy Voting Committee. Verity joined RCM's Sustainability Research team in 2011 as an analyst covering U.S. stocks. Previously, she was a Senior Portfolio Associate on the U.S. Large Cap Equity Portfolio Management team. Prior to RCM, she worked as a research assistant at small-cap investment advisor Hoover Investment Management. Her career began at The Financial Relations Board, an investor relations consultancy. Verity received her bachelor's degree from Mount Holyoke College. She is a member of US SIF and the Financial Women's Association.
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For any questions regarding the above program call (415) 586-8599 or email