Investing for Impact, Investing for Return
Please arrive at 11:30 am for networking time in advance of lunch.
Lunch will be served at noon with the meeting beginning at 12:20 pm.
About the Program
Impact investing can deliver meaningful investment returns and powerful social change. Significant developments in the impact investing landscape, including advances in the techniques and strategies employed, have created new opportunities for investors who want to express their values through their investment programs. Individuals, foundations and endowments have been quick to respond. In this presentation we will define impact investing, share success stories, and discuss specific strategies that are meant to deliver “impact,” without sacrificing returns.
About the Speaker
Casey C. Clark, CFA, is the Director of Sustainable & Impact Investing. He is responsible for providing strategic oversight of Glenmede’s Impact Investing efforts, aligning portfolios with environmental and social goals across public and private markets. He is a regular commentator for print and broadcast media including CNBC, CNN, and MarketWatch and has authored numerous investment and impact-related publications. Previously, Mr. Clark served as a macroeconomic Research Analyst for Glenmede’s Investment Strategy team responsible for formulating the asset allocation for over $25 billion in client assets. Mr. Clark earned an M.B.A with concentrations in Business Analytics and Entrepreneurship from NYU Stern School of Business. He graduated from The Pennsylvania State University, where he received a B.S. in finance and retains the Chartered Financial Analyst® designation.
Elaine B. Eisner │ 2017-2018 Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $25 for members when paid in advance before noon 10/09/17, $40 for members at the door, $40 for guests and $200 for a table of six (please submit names to admin@epccleveland.org by 10/06/17). If you reserve and are unable to attend, please call the office to cancel by noon 10/09/17 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders. A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.
To Reserve, click "Register Now" below.
Parking Options
Option 1: Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave., entrances on Euclid & Prospect) to those who enter after 11:01 am and exit before 2:29 pm. Guests should present ticket to the reception desk at The City Club for validation. After validation and if within the timing restrictions, the parking fee is $3.
Option 2: Through a special arrangement between The City Club and The Metropolitan at the 9 (2017 E. 9th Street, Cleveland, Ohio 44115), guests are able to take advantage of a $10 valet rate. To take advantage, tell the valet you are attending an event at The City Club. Once at The City Club, pick up a blue ticket from the reception desk. Present this ticket to the valet upon claiming your car. This option is available to those who park at or later than 11:01 and pick up their vehicle before 2:29 pm.
*Prices and timing restrictions subject to change without notice.
