On Thursday, January 28, from 6-7:30 p.m., Sustainable Wellesley will sponsor a panel discussion entitled Banking on Our Values, inviting the community to learn more about investing in companies that prioritize climate action and equity. Financial experts Heidi Vanni, Chief Client Officer at Boston Trust Walden, Sumeit Aggarwal, Co-Founder and Managing Partner of Finhive, and Glenn Migliozzi, Lecturer in the Finance Division at Babson College, will share their expertise and field questions on the non-financial factors that influence investment decisions. Personal and professional investors will learn from this conversation on the short- and long-term benefits of incorporating these investment strategies and how one may begin to embrace them.
Heidi Vanni is Managing Director and Chief Client Officer at Boston Trust Walden, a Boston-based investment management firm that invests in publicly traded companies. On behalf of clients, the firm seeks to advance sustainable business practices around climate, equality and governance. Ms. Vanni works with both institutional and private wealth clients, building portfolios that enable them to align their investments with their mission or values.
At Finhive, a Massachusetts-based social enterprise building personal finance into the core capabilities of communities and small businesses, Co-Founder and Managing Partner Sumeit Aggarwal is focused on narrowing the gender gap in investing and finance. Finhive hosts training sessions on topics like investing and financial health for individuals, and consults with small businesses providing cash flow analysis, budgeting, profit margin analysis, pricing strategies and other financial topics.
Babson College lecturer Glenn Migliozzi, teaches courses in personal finance, alternative investments and business ethics. Prior to joining the Babson staff, he held a range of financial positions from corporate finance director to hedge fund manager. In his free time, Migliozzi supports agencies that address food insecurity, financial literacy and legal services.
Organizers and moderators Jacob Nichols, President of the Babson Sustainability Club and Sustainability Intern at Babson; and Jacob Landau, a Sustainable Wellesley Intern, speaker at the October 2020 Wellesley Climate Rally and Wellesley High School junior, will guide the conversation about how values-based investing can maintain or improve financial returns, while better meeting social impact goals.
Register for this free event here. Sign up today. Space is limited to 100 participants.
Questions? Contact firstname.lastname@example.org.