Discussion for individuals, investors or prospective investors, large or small, interested in investing in environmentally and socially responsible ways
Olympic Valley, Calif. – Squaw Valley Institute and the Parasol Tahoe Community Foundation are presenting a forum on sustainable investing with a distinguished panel of experts to discuss the topic on September 30, 2010 at the Donald W. Reynolds Community Non-Profit Center in Incline Village, Nevada. Among the speakers are: Patricia Farrar-Rivas, CEO at Veris Wealth Partners LLC; Don Shaffer, CEO of RSF Social Finance; Joe Keefe, CEO of Pax World; and Jed Emerson, a sustainable investing thought leader who served as a senior fellow for Al Gore’s Generation Foundation. The forum takes place at 7:00 PM, with a no-host bar reception beginning at 6:30 PM. A $10 donation is requested, but not required.
The Donald W. Reynolds Community Non-Profit Center is located at 948 Incline Way in Incline Village, Nevada.
Interest in sustainable investing has been growing rapidly with greater consciousness given to environmental, social and ethical issues involved in the stewardship and well-being of our planet. From organic food to alternative energy to green businesses, the opportunities for small and large investors are many. The basic principles of sustainable investing are simple: it is an investment strategy that recognizes and rewards leading companies that are moving society towards sustainability.
“Whether you are planning to invest $100 for yourself, or $100-million for your nonprofit foundation, this group of experts will give insight that is sure to offer many takeaways for attendees,” said Nicola Kerslake, Squaw Valley Institute Board member. “With the ‘sustainable’ mindset that guides many people and organizations that operate in Tahoe, we expect the interest level to be high.”
Each of the speakers brings an impressive background to the forum:
Farrar-Rivas is a founding principal and Chief Executive Officer of Veris Wealth Partners LLC, a San Francisco based wealth management firm focused on sustainable investing. Farrar-Rivas has been providing investment advisory and wealth management services to families, family offices and non-profit institutions since 1992. She has founded and grown both investment advisory firms and non-profit organizations. Farrar-Rivas combines her deep understanding of social and environmental issues with her financial expertise and entrepreneurial sensibility. She draws upon these skills to create responsible, sustainable and impact investment solutions. She is the architect and consultant to Envestnet Asset Management’s Sustainability Platform. Prior to Veris, she led the effort by Silicon Valley-based public accounting firm, Frank, Rimerman + Co LLP to expand its wealth management offering by launching Frank, Rimerman Advisors LLC. In 1994, she co-founded the New York office of Oakland-based, Progressive Asset Management. Farrar-Rivas is an active board member of As You Sow, a non-profit organization promoting corporate responsibility through shareholder advocacy, grant making and innovative legal strategies. She is also a member of Envestnet Asset Management’s Advisory Board. She has earned the Certified Investment Management Analyst (CIMA®) from the Investment Management Consultant Association. She is a practicing yogi and lives with her husband in San Francisco.
Emerson served as a senior fellow with Generation Investment Management Foundation (London/New York), the philanthropic arm of the leading sustainable investment group founded by David Blood and Al Gore. As an internationally recognized author and visionary, he has presented his work at The World Economic Forum, Skoll World Forum and countless conferences around the globe, addressing business, social justice, philanthropy, sustainable development and impact investing audiences. Emerson holds master degrees in both business and social work administration, has written over thirty articles/papers and co-edited multiple books on topics as diverse as sustainable investing, performance metrics and measurement, impact investing and sustainable hedge fund investing. He works with foundations, investment funds, individuals, social enterprises and businesses to assist those who seek to maximize the total value of their investing and entrepreneurship in order to attain their personal and professional visions.
Keefe is President and Chief Executive Officer of Pax World Management LLC, and of Pax World Funds. Under Keefe’s leadership, Pax World has become one of the leading innovators and asset managers in the rapidly-growing field of Sustainable Investing – the full integration of environmental, social and governance (ESG) factors into investment analysis and decision making. Prior to joining Pax World, Keefe was President of NewCircle Communications, a strategic consulting and communications firm specializing in corporate social responsibility and public policy-oriented communications. He served as Senior Adviser for Strategic Social Policy at Calvert Group from 2003 – 2005, and as Executive Vice President and General Counsel of Citizens Advisers from 1997 – 2000. He is a former member of the Board of Directors of the Social Investment Forum (2000 – 2006), the industry association representing socially responsible asset managers and investment professionals throughout the United States. He was named by Ethisphere Magazine as one of the “100 Most Influential People in Business Ethics” for 2007 and 2008; the list includes other notables such as T. Boone Pickens, President Barack Obama and Google CEO, Eric Schmidt. Keefe received a Bachelor of Arts in Philosophy from the College of the Holy Cross, and a Juris Doctor degree from the University of Virginia School of Law.
Shaffer is President & CEO of RSF Social Finance. Prior to joining RSF, Don served as Executive Director of the Business Alliance for Local Living Economies (BALLE), developing it into an alliance of over 15,000 independently owned businesses across the U.S. and Canada. He has also served as Interim Executive Director of Investors’ Circle, a network of angel investors, professional venture capitalists, foundations, family offices, and others who invest private capital into companies addressing social and environmental issues. Shaffer’s experience includes over 15 years in senior management positions building social mission companies, including Comet Skateboards, a designer and manufacturer of premium skateboarding products committed to local and sustainable business practices. He has served and led sales, marketing, business-development, and general-operations teams in the education and software sectors.
Shaffer serves as a Board Member of Comet Skateboards, BALLE, and Social Venture Network. He participates in an advisory capacity with Entrepreneurship@Cornell, B Lab, and Slow Money. He also co-chairs the Roots of Change Business Leaders Council. Shaffer graduated with a degree in American History from Cornell University and lives in Oakland, California, with his wife, Jennifer, and their daughter, Sabine.
About Squaw Valley Institute
Squaw Valley Institute is a nonprofit organization dedicated to presenting programs having artistic, cultural and educational values. The Institute presents lectures, performances, forums, exhibitions and classes in the unique mountain environment of Squaw Valley, North Lake Tahoe, Truckee and surrounding communities, bringing together visitors, residents and friends in the truest sense of community.
For more information visit www.squawvalleyinstitute.org.
About The Parasol Tahoe Community Foundation
The Parasol Tahoe Community Foundation was founded in 1996 to be a unique foundation that serves the Lake Tahoe community by promoting philanthropy and non-profit collaboration. Parasol exists not to support a single organization, but to address the broadest range of charitable issues by building a perpetual source of community capital. Parasol manages charitable funds for individuals, families, businesses and organizations that turn to us to help fulfill their philanthropic intent.
For more information on the Parasol Tahoe Community Foundation, visit www.parasol.org