April Chapter Meeting

April 23, 2021
12:00 PM MDT - 2:30 PM MDT
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Virtual presentation


ESG Funds 

2.0 CFP CEs

Material Environmental, Social, and Governance (ESG) Factors 

Jon Quigley
, CFA ®, will discuss the importance of material ESG factors  and how those factors influence a company's financial performance. Material issues are those reasonably likely to impact the financial condition or operating performance of a company and therefore are the most important to investors. We will learn about how to define what ESG investing is as well as current growth trends in Sustainable Investing.
ESG Trends: What to Watch for in 2021 and Beyond

Alanna Fishman will cover: 

  • ESG market trends
  • Government- how it is playing a key role in shaping ESG disclosures
  • The pros and cons of ESG scoring and raters
  • How do companies, including O&G, make it into ESG themed investments?
  • Private wealth management vs. institutional: how do expectations differ?
Jon Quigley, CFA ®
Jon Quigley, CFA ®,  is the Chief Investment Officer of Disciplined Equity for Great Lakes Advisors. He leads the management of all Disciplined Equity strategies, provides oversight of the Disciplined Equity Team, leads efforts in enhancing existing portfolio management systems and is the Chairman of firm’s Investment Committee, as well as a member of the Management Committee. Jon has been with Great Lakes Advisors since 2000. He is a member of the Society of Quantitative Analysts, the CFA Institute, and holds a MS in Predictive Analytics from Northwestern University.
Alanna Fishman

Alanna Fishman, VP, Cornerstone Government Affairs, is a subject matter expert on Environmental, Social, Governance (ESG) strategic planning where she specializes on the nexus between business, energy and sustainability. Alanna’s work focuses on developing risk mitigation strategies for clients to enhance financial performance, grow shareholder value and capitalize on operational excellence. She leverages road mapping, project management and communications skills to deliver benchmarking, materiality assessments and stakeholder engagement to clients.




$20.00 COFPA Members

$20.00 Partner/FPA Member

$40.00 Nonmember