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Event Registration - Integrating System-Level Investing into Practice Management
Wednesday, October 20, 2021
12:00 PM - 1:30 PM Eastern Daylight Time
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Integrating System-Level Investing into Practice Management
Join CFA Society Boston for the complimentary webinar "Integrating System-Level Investing into Practice Management" on Wednesday, October 20, 2021 from 12:00-1:30 PM.
System level investing is a new way of thinking about investing. As outlined by industry pioneer Steve Lydenberg and Bill Burckart in
21st Century Investing: Redirecting Financial Strategies to Drive Systems Change
, applying the power of investments to enhance the social, environmental, and financial systems on which long-term returns depend is essential to addressing the complex problems we face today. This is systems thinking integrated with investment decision making.
Advisors can leverage systems thinking to serve client demand for investments that demonstrably address systemic risks and provide systemic solutions to large-scale problems. CFA Society Boston has assembled a practitioner panel with extensive experience serving a range of high net worth, family, and small institutional clients. Our practitioners Kim Gluck, CFA; Dune Thorne, Rick Smyers, and Nakia Maddox-Eubanks with author, William Burckart, will engage in an in-depth conversation exploring the opportunities, challenges, and benefits of implementing a system level approach in serving their clients.
is the President of The Investment Integration Project (TIIP), an applied research and consulting services firm that helps investors manage systemic societal and environmental risks. Mr. Burckart is also a fellow of the High Meadows Institute. He previously served as a member of the advisory council of the Investments & Wealth Institute’s WealthBoard 100 and a visiting scholar to the US Federal Reserve. He is the co-author of the book 21st Century Investing: Redirecting Financial Strategies to Drive Systems Change (Berrett-Koehler, 2021).
Kim Gluck, CFA
manages balanced and equity portfolios for institutional and private wealth clients. She is a member of the Boston Trust Walden Board of Directors and chair of the Community Reinvestment Act (CRA) Committee. She also serves on the Investment, Trust & Investment, and ESG Research & Engagement Committees. Kim began her career in 1986 and joined Boston Trust Walden in 2011. Previously she was a Managing Director at Atlantic Trust and a Senior Relationship Manager and Portfolio Manager for six years, primarily serving high net worth clients. She also worked with State Street Global Advisors as a Portfolio Manager and Product Engineer for over ten years and helped to establish their socially responsible investment (SRI) program. Kim earned a BA in Economics from Middlebury College. She holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute. She currently serves on the board of US SIF: The Forum for Sustainable and Responsible Investment, the SRI industry trade group.
is a partner at Brown Advisory, an Investment Advisory firm managing over $120B in assets. She is member of the Executive Team, serves as Chief Strategy Officer & is Co-head of the Private Client Leadership Team. Her career sits at the intersection of investing, client engagement and experience and innovation in the financial services industry and is currently leading the firm’s impact advisory practice.
is a Managing Director in Fidelity Labs, Fidelity’s internal fintech business incubator. Since 2018, he has led the team behind ESG Pro, the sustainable investing software platform for independent advisors. Built with extensive input from financial advisors, ESG Pro is designed to make it easy for advisors to build and grow a sustainable investing practice. In his prior role in the Fidelity Center for Applied Technology, Mr. Smyers was responsible for programs to drive innovation at scale at Fidelity. He joined Fidelity in 2004 in the Fidelity Consulting Group, where he was responsible for leading projects focused on growth strategies, new product development and process design. Prior to joining Fidelity, Mr. Smyers led product management for Assette LLC, a provider of SaaS solutions for institutional investment managers. He has also held consulting roles for Strategic Decisions Group and CSC Consulting. Mr. Smyers received his B.A. from Dartmouth College and his MBA from Duke University.
is a senior wealth manager for BNY Mellon Wealth Management. In this role, she provides customized investment solutions and holistic plans for families, individuals, foundations, and endowments. Leveraging more than twenty years of experience in financial services, Nakia brings a passion for helping her clients achieve their financial goals and specific expertise and interest in managing assets with a responsible investment (RI) approach.
Prior to joining BNYMellon, she served in portfolio strategist, equity trading and relationship management roles for both institutional and private clients at Bainco Investors, CIBC Private Wealth Management, Wellington Management, Fidelity, and Standish, Ayer & Wood. Nakia received a bachelor’s degree and master of business administration from Bentley University. She is a member of the BNY Mellon Responsible Investing Advisory Board and co-chair of the BNY Mellon New England Diversity and Inclusion Council. Nakia volunteers her time with community organizations that align their goals with environment, social and governance (ESG) practices and investments.
Members | Complimentary
Non Members | Complimentary
Professional Learning Credits
CFA Boston has determined that this event qualifies for 1 PL credit hour under the guidelines of CFA Institute's Professional Learning Program. If you are a CFA Institute member and a CFA Society Boston member, PL credit for your participation in this event will be automatically recorded in your PL tracking tool. Otherwise, you may upload 1 PL credit to your CFA Institute account in the PL tracking tool.
Members can register by logging into their Boston specific account. Non-members and CFA Society Global members must create an account, or log into their Boston specific account, to register for this program. Zoom details will be sent following registration. If you do not receive a confirmation email, please ensure you have completed the entire checkout process.
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