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Event Details
Monday, March 22nd
5:30pm Networking
6:00pm – 7:30pm Program
Location:
The David Brower Center
Kinzie Room – First Floor
2150 Allston Way
Berkeley, CA 94704
Promoting Corporate Responsibility
through Shareholder Activism
Is the Supreme Court’s decision to treat corporations as “persons” a debacle
for democracy — or an opportunity for corporate social responsibility? What tools can investors utilize to encourage
corporations to be transparent about political spending and board
oversight? Our panel will explore these
questions and discuss the role shareholders can play in promoting greater corporate
responsibility and sustainability.
The process of Shareholder Activism is an important force in helping to improve
corporate governance and promote greater social and environmental
responsibility. Active shareholders use
the power of stock ownership to create positive social change and believe that
the investment performance of all companies can be enhanced through closer
attention to environmental, social and governance (ESG) risks and
opportunities.
Panel:
Bob Helmuth, Senior Vice President, Stakeholder Relations, Pax World
Lincoln Pain, CFP®, AIF®, Effective Assets
Allan Moskowitz, CFP®, AIF®, Progressive Wealth Management
Amy Galland, Research Director, As You Sow
Moderator: Justin Martello, CFP®, Effective Assets
Free Workshop - Refreshments and hors
d’oeuvres will be served
Our sponsor for this workshop will be Pax World Mutual Funds. Pax World
launched the nation’s first socially responsible mutual fund in 1971 and is a
recognized leader in Sustainable Investing.
For more information:
Justin Martello, CFP®
CERTIFIED FINANCIAL PLANNER™
practitioner
Effective Assets™ | Invest to
Change the World
Specializing in Socially Responsible Investing for Over 23
Years
1510 Walnut St., Suite E, Berkeley, CA 94709
phone: 510.549.2525 | fax: 510.295.2621
Registered Representative, Securities offered through Cambridge Investment
Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor
Representative, Cambridge Investment Research Advisors, Inc., a Registered
Investment Advisor. Effective Assets and Cambridge
are not affiliated.
When & Where
The David Brower Center (Kinzie Room)
2150 Allston Way
Berkeley,
CA 94704
Monday, March 22, 2010 from 5:30 PM to 7:30 PM (PT)
Add to my calendar
Hosted By
Sustainable Business Alliance
The Sustainable Business Alliance (SBA) is a
membership organization
for businesses committed to environmentally and
socially responsible practices.
SBA’s triple bottom line:
- Promoting awareness of
just and
sustainable practices
- Educating our
members and the
community on business sustainability
- Networking to
grow each others’
businesses and the green economy
www.sustainablebusinessalliance.org
