- Chapter Meeting: ESG Focused Investing
Environmental, Social & Governance Investing Speaker: Lenore Reiner VP Responsible Investment Strategy Specialist at Eaton Vance Environmental, social, and governance (ESG) criteria are an increasingly popular way for investors to evaluate companies in which they might want to invest. Many mutual funds, brokerage firms, and robo-advisors now offer products that employ ESG criteria. ESG criteria can also help investors avoid companies that might pose a greater financial risk due to their environmental or other practices. Lenore will share her 10+ years of experience in this space with suggestions on how to align your investments with your values. She'll share the history of responsible investing and the traditional biases associated with it. Finally she review the growth of ESG investing and future expectations.
- AAII Lunch Social Meeting
Please join us for a Lunch Social on the fourth Tuesday of every month at Sweet Tomatoes, 6340 Peachtree Dunwoody Rd. Atlanta, GA 30328, from 2:00 to 3:30 pm to discuss everything and anything financial. (Note: There is a Senior discount of $8.49 for lunch and beverage, starting at 2:00, for those over 60.) This is very casual and you are welcome to come late and leave early if you need to. We're hoping that more AAII subgroups will naturally emerge from these luncheons as we discuss our financial interests, goals and questions. Please note the Options SIG meetings and the new Round Table Discussion and Book Group SIG coming in October. Everyone that I've talked to likes the idea of changing tables around 3:00 so we can all meet and talk to more people. However, many of us are also in the middle of conversation or lunch when it's time, and moving can be inconvenient in the moment. I'd like to have a volunteer, at each luncheon, take charge of when and how we shift seats for more mingling. (It's fine to try a different approach each month until we find something that feels right.) Hope to see you there!
- Options SIG
I will be discussing my experiences on the trading floor, where I traded 3 years as a member of the CBOE, 2 years on the CME and 4 years as a member of the American Stock Exchange. I saw the rise of electronic trading first hand as the exchanges started to modernize from hand signals to hand held devices. As the trading desk manager at ED&F Man, I executed the first Globex trade in 1993. I will also discuss John Hussman’s view that the investment horizon for this decade is flat returns. Email me any questions you might have. Thanks, Hudson Evans PS Perhaps anyone that presented an investment idea at the January Round Table can update us on their thinking.