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An Alternative Approach to Responsible Investing

May 18, 2017 @ 5:30 PM

Venue: InterContinental Boston, 510 Atlantic Ave

Responsible Investing, including the incorporation of environmental, social and governance (ESG) factors and ethical principles, is growing in importance in the alternative investment management industry. In a recent survey by CAIA and global institutional private equity investor Adveq, more than three quarters of respondents agreed that Responsible Investing will become even more relevant in the years ahead, driven by ethical principles, constituent demands, and new business opportunities. 

Join CAIA Boston to explore the benefits and challenges in creating and implementing effective responsible investing programs. Sponsored by Adveq.


Moderator: Bill Kelly, CEO, CAIA Association


  • Tim Brennan, Treasurer & CFO, Unitarian Universalist Association
  • Lee Gardella, Managing Director, Head of Risk Management, Adveq
  • Jeff Finkelman, CFA, Research Associate, Impact Investments, Athena Capital