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Responsible Investing - Align Your Financial Goals With Your Personal Values

Golden Valley, MN • September 19, 2019

Please join us for a thought-provoking panel on Responsible Investing. Hosted by: Alicia Luther Toms, CFP Financial Advisor

Thursday, September 19, 2019 6:00 PM - 8:00 PM CDT

Metropolitan Ballroom & Clubroom
5418 Wayzata Boulevard
Golden Valley, MN 55416

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Guest speakers:

Kent McClanahan, CFA

Senior Analyst, Global Manager Research

RBC Wealth Management

Jake Tran

Equity Analyst

Rockefeller Capital Management

Heidi Vanni

Portfolio Manager

Boston Trust & Investment Management

Timothy J. Dubost, CFA

Senior Director, Client Portfolio Management

Nuveen Investments

Interested in sponsoring this event or future events? Contact Us.

Full Agenda

6-7 p.m. - Drinks and hors d'oeuvres

7-8 p.m. - Panel Discussion

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