On Friday, June 1, 2018, Kathryn Morrison, Melissa Murphy and Jake Oxley, of SunStar Strategic hosted a lively roundtable discussion, alongside Bob Goellner at this year’s annual US SIF Conference. The topic, Introducing SRI to Prospective Advisory Clients, garnered an enthusiastic response.
In 2017, Bob Goellner and his partner Max Mintz of Common Interests Financial converted their practice to 100% Socially Responsible Investments (SRI).
In the most recent episode of our podcast series, Sustainable Finance with Paul Ellis, we interviewed Marguerita Cheng, CEO of Blue Ocean Global Wealth.
Kathryn Morrison is the founder, CEO and president of SunStar Strategic, and is a proud member of The Forum for Sustainable and Responsible Investment (US SIF), “the leading voice advancing sustainable, responsible and impact investing across all asset classes.”
Using technology to improve the investment process and enhance socially responsible investment tools.
Despite years of misgivings, ESG investing is gaining in popularity. It's not just for tree huggers anymore!
Investors are looking for more than just monetary returns. More and more investors are seeking investments with a positive impact.
Steve Schueth, as producer of the 28th annual SRI Conference, has a unique approach to creating the five track conference agenda that attracts over 700 sustainable investment and finance professional participants.
“Sustainable Investing Solutions For Tomorrow’s Clients Appointments” by Saturna.
With only two dates left in 2017, don’t miss your chance to attend the go to sustainable investing conference for Registered Independent Advisors.