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Friday, October 20 • 4:30pm - 6:00pm
Women Moving Money: The Leading Role of Women in Socially Responsible Money Management
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Demographic changes and transfer-of-wealth trends are putting more and more investment decision-making into women's control. Groundbreaking women in the financial world are emerging at the forefront of movements to reshape values and practices and redirect capital into positive, socially constructive investments. Three such leaders from distinct segments of the financial world share their insights and strategies. Hosted by Catherine Chen, a Socially Responsible Investment (SRI) specialist, Senior Vice President and Financial Advisor at RBC Wealth Management. With: Ellen Dorsey, Wallace Global Fund Executive Director; Nancy Pfund, DBL Partners Managing Partner, a leading private equity manager.

 


Workshop Speakers
avatar for Catherine Chen

Catherine Chen

Catherine Chen, CIMA®, AWM, Senior Vice President and Financial Advisor, RBC Wealth Management, has been advising clients on ESG investments since 2002. Before RBC Catherine worked at Piper Jaffray and at J.P. Morgan, and prior to that, as an analyst at Chinatrust Commercial Bank... Read More →
avatar for Ellen Dorsey

Ellen Dorsey

Ellen Dorsey, Ph.D., the award-winning Executive Director of the Wallace Global Fund, a private foundation focused on progressive social change, previously directed the Rachel Carson Institute and worked at Amnesty International and for the Heinz Endowments. On the board of Green... Read More →
avatar for Nancy Pfund

Nancy Pfund

Nancy E. Pfund, founder/Managing Partner of DBL Partners, a venture capital firm that seeks to combine top-tier financial returns with meaningful social, economic and environmental returns, is a leading player in the field of impact investing. Ms. Pfund has been on or currently s... Read More →


Friday October 20, 2017 4:30pm - 6:00pm
Showcase Theater