Webinar: ESG at Capital Group: We integrate environmental, social and governance (ESG) issues into our investing approach
About the Program:The presentation explores why ESG is a strategic priority at Capital Group; The resources we have committed to the effort; Capital’s approach to ESG integration; and, how ESG considerations are integrated at the level of the portfolio, and the individual investment.
About the Speaker: Natalya Zeman is an ESG investment specialist at Capital Group. She has five years of industry experience, all with Capital Group. Natalya began her career at Capital as a participant in the Capital Associates Program, a two-year series of work assignments in various areas of the organization. She holds a bachelor’s degree in music from Oxford University. Natalya is based in New York.
Continuing Education – FPA NEO will request credit for this program, which will offer one hour of CE from the CFP® Board of Standards for CFP® designation holders. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available. You must be attentive on the webinar for at least 50 minutes of programming to receive credit.
Reservation is now closed for this event.
About the Speaker: Nolan James is a business and estate planning attorney with the Cleveland law firm of Cavitch, Familo & Durkin Co., L.P.A. in his law practice, Nolan serves as a strategic advisor for individuals, families, and closely-held businesses on legal matters ranging from estate and asset protection planning, to business succession planning, mergers, acquisitions, divestitures and tax planning. Nolan earned his J.D. and M.B.A. degrees from the University of Akron School of Law and College of Business Administration. He received his undergraduate degree from Spring Hill College, in Mobile, Alabama. Born and raised in Cleveland, Ohio and a proud graduate of St. Ignatius High School.
About the Speaker: Ross Frankenfield is a managing director at Harbor Capital Advisors, Inc. He leads the Investment Strategy Team that provides insights on financial markets and serve as product specialists for Harbor’s investment strategies. Prior to joining Harbor, Ross was an analyst at Financial Research Corporation, where he engaged in the analysis of trends within the financial services industry and contributed to FRC’s suite of research publications. He earned a B.A. in Economics from Colby College. Ross is a CFA® charterholder, a member of the CFA® Institute and the CFA® Society Boston, Inc.
About the Speaker: Ryan S. Galiotto, MBA, CFP® is a Certified Financial Planner™ with Fields Financial Services based in Hopwood, PA that specializes in helping clients build strategies to manage their student loan debt. In 2020, he created The Student Loan Practice, an online course aimed at teaching financial advisors how to help their clients with student loan debt. Ryan holds a Bachelor’s Degree in Finance from Liberty University and a Master’s of Business Administration from Waynesburg University. He and his wife Bethany reside in Jefferson Hills, PA just outside of Pittsburgh.
About the Speaker: Sarah Parran is a geriatric care manager who founded Senior Care Connections, LLC in 2003. As a geriatric care manager, she works with clients and their families to assess their current functional status and develops plans with them to address both their immediate concerns and their long-term care needs. She is a masters-prepared social worker with over 30 years’ experience in the fields of health care and aging. She is a licensed independent social worker with supervisory designation and holds a care management certification from the National Academy of Certified Care Managers. Sarah worked at University Hospitals of Cleveland for 18 years, first as a clinical social worker and then as the Director of Social Work for 12 years. She is an adjunct instructor at the Mandel School of Applied Social Sciences at Case Western Reserve University and has been a clinical instructor at the CWRU School of Medicine.
About the Speaker: Corey Hardie is a Portfolio Specialist at ClearBridge. Corey joined ClearBridge in 2014 and has nine years of investment industry experience. As an investment specialist, Corey provides capital markets and economic analysis, as well as portfolio construction and fundamental equity research insights, to audiences ranging from broker/dealers, financial advisors, institutional clients, and investment consultants. Prior to joining ClearBridge, he was Client Service Specialist at Atalanta Sosnoff Capital. He received a BS in Business Administration from the Gabelli School of Business at Fordham University, with a concentration in Finance.
About the Speaker: Scott J. Swain, CPA, CFA, CFP® has more than 28 years of experience working in the accounting and financial services industries, including 17 years focused on planning and tax compliance for high-net-worth individuals. He specializes in income and estate tax planning for individuals and has a tremendous amount of experience working with complex trusts, family partnerships and other entities from an estate planning perspective. Scott also has significant experience in assisting clients with their investment assets, including global asset allocation construction, investment selection and performance monitoring.
Terri Bradford Eason manages the Cleveland Foundation’s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating relationships that help individuals establish current and deferred philanthropic funds, legacy gifts and charitable giving strategic plans. As such, Terri works closely with professional advisors and their clients to identify, create and provide charitable planning options tailored to achieve specific philanthropic goals. Terri joined the Foundation in October 2008 after gaining two decades of experience in the financial services industry. She had several positions with National City (now PNC). Terri has served the nonprofit community as a director on several area nonprofit boards. Currently, she serves on the Board of Cleveland Hearing and Speech Center, Northern Ohio Charitable Gift Planners Council, Milestone Autism Resources, Inc., AKA Educational Advancement Foundation, Inc., and member of the Board of Trustees for Ohio North First Ecclesiastical Jurisdiction. Terri is a member of the National Black MBA Association, Inc., NAACP, Beta Gamma Sigma National Honor Society, Cleveland Chapter of Links, Inc., Top Ladies of Distinction, Inc. and Jack & Jill of America, Inc. She earned her Master of Business Administration degree from Cleveland State University and a Bachelor of Arts degree from Penn State University. Terri resides in South Euclid, Ohio with her husband Clayton Eason, Sr. and their two sons.
Sandy Lucas joined the Cleveland Foundation as a Gift Planning Advisor in March 2020. She collaborates with individuals, families and their professional advisors to develop charitable giving strategies that meet donors’ philanthropic goals. She also helps the Cleveland Foundation’s organizational partners identify both current and deferred giving opportunities. Sandy previously worked at the Catholic Community Foundation, most recently serving as Director of Planned Giving. Earlier in her career, Sandy was a partner at Schneider, Smeltz, Ranney & LaFond, P.L.L., in Cleveland, focusing her practice in the areas of estate planning, charitable giving, probate and trust administration. Sandy received her Bachelor of Arts degree in history and English from John Carroll University and her law degree from Case Western Reserve University. She is a member of the Northern Ohio Charitable Gift Planners, the Estate Planning Section of the Cleveland Metropolitan Bar Association, the Estate Planning Council of Cleveland and the Lawyers Guild of the Catholic Diocese of Cleveland.
Dave Stokley joined the Cleveland Foundation’s Advancement team as a Gift Planning Advisor in July 2019. He focuses on providing individuals, families and organizations with information regarding current and deferred charitable giving options. In addition, Dave works closely with professional advisors and their clients to identify those options that will achieve specific philanthropic planning goals. Prior to joining the Foundation, Dave ran The Cleveland Orchestra’s gift planning program for several years. Dave previously held positions at the Cleveland Museum of Art and Stark & Knoll LPA. Dave serves as the President of Northern Ohio Charitable Gift Planners and is also on the Board of Directors of the Cleveland Baseball Federation. Dave maintains memberships with the National Association of Charitable Gift Planners, Northern Ohio Charitable Gift Planners, and Estate Planning Council of Cleveland. He earned his law degree from Ohio State University following undergraduate work at Wittenberg University.
When you RSVP, a variety 6-pack from Platform Brewery will be delivered to you. During the social we’ll have a guided tasting from a Platform team member. Your spouse, significant other or friend are more than welcome to join in the fun! You don’t want to miss this!
About the speaker: Strider is a Senior Economist and is part of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years. At First Trust, Strider is responsible for analyzing economic indicators, writing economic commentaries and producing articles for the First Trust Economics Blog. Out of a panel of over 100 economists, investment strategists and housing market analysts, the First Trust Economics Team was awarded the “Crystal Ball Award” by Zillow® in partnership with Pulsenomics in 2012, 2013, 2014 and again most recently in 2015 for accurate home price predictions. Cogent’s 2017 Survey of Advisors rated First Trust’s thought leadership material as number one for most read and most shared by financial professionals with colleagues or clients.* Strider was instrumental in researching for the book, It’s Not As Bad As You Think, published in 2009 by First Trust’s Chief Economist, Brian Wesbury. Beyond his research responsibilities, Strider speaks regularly at broker and retail events around the country and abroad. Strider received a BA in Business and Economics from Wheaton College. He is currently a candidate in the CFA Program.