June 23, 2020 – Dinner Meeting
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 Export to Your Calendar 6/23/2020
When: Tuesday, June 23, 2020
4:00 PM - 7:30 PM
Where: New Jersey
United States


Online registration is available until: 6/23/2020
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Topic:     The ESG Dinner

  

Description:   

 

The ESG Dinner will feature Kim Paris from Merrill/Bank of America and Joe Pendergast from MSCI as well as Jeffrey Cave from Eventide Asset Management.

 

The objective is to share and discuss the evolution of ESG/Sustainable investing, its practices, advisor and client implications as well as tools and techniques. 

 

Speakers:  

 

Jeff Cave

Jeff Cave serves as the Director of Institutional Markets for Eventide. He is a partner in the firm. Prior to joining Eventide in 2015, Mr. Cave was with Merrill Lynch for almost 23 years, most recently as Director, Ultra High Net Worth Wealth Management Specialist for the Private Banking and Investment Group at Merrill Lynch, based in New York City. Mr. Cave holds the Certified Investment Management Analyst certification, administered by Investment Management Consultants Association and taught in conjunction with the Wharton School at the University of Pennsylvania. He is a Certified Kingdom Advisor and member of the Board of Kingdom Advisors and the Board of Managers for the Ron Blue Institute for Financial Planning. He holds an MBA from the University of Minnesota and a BBA in Management and Marketing from Loyola University.

 

Kim Paris

Kim is an experienced product executive in both asset management and managed account solutions with leading financial advisor firm. Responsibilities include establishing strategic financial goals and tactical plans required to execute and achieve goals for Merrill Lynch Managed Solutions Group. She oversees communications content development and distribution process to Merrill Lynch Financial advisors related to product developments in Managed Solutions.

 

Joe Pendergast

TBD

  

CFP CE Credit:  2 CE

Location:  TBD





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