SWEDISH-AMERICAN CHAMBER OF COMMERCE SAN FRANCISCO/SILICON VALLEY
452 Tehama Street,
San Francisco, CA 94103-4141
September Luncheon 2010 - "Mission-Aligned Investing: Shaping investment strategy with personal values"
Thursday, September 23, 2010 from 12:00 PM to 1:15 PM (PT)
San Francisco, CA
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Event Details
The Swedish American Chamber of Commerce is proud to present an exclusive luncheon:
"Mission-Aligned Investing: Shaping investment strategy with personal values"
thought provoking information and observations presented by Laura Roden, VC Privé LLC, & Patricia Farrar Rivas, Veris Wealth Management
September 23 @ noon
Urban Tavern, San Francisco
Can you shape your investment portfolio using your personal or philanthropic priorities? What kind of impact would this have on your returns? What tools are available to explore this approach? How could you measure your results?
Known under many names such as “Impact Investing,” “Sustainable Investing,” and “Double Bottom Line Investing,” the concept of incorporating personal values into investment choices is attracting an unprecedented amount of attention, research and debate. Enormous financial resources are being committed already to these strategies, despite worldwide market conditions that might discourage innovation. This is a true evolving investment frontier.
If you’re curious, passionate, or frustrated trying to make sense of this labyrinthine topic, join us for sharing of data, ideas and thought leadership.
NOTE: please arrive no later than 12noon for registration and to be served lunch. The presentation will begin promptly at 12:15, and will be followed by Q&A.
Laura Roden is founder and managing director of VC Privé, LLC, an investment bank that represents alternative asset funds, including venture capital, private equity, hedge, and debt funds, to connect them with private accredited and institutional investors. In over two decades of financial services experience she has sat on every side of the investment table, including roles as a corporate acquirer, startup co-founder, angel investor, business school professor, chief financial officer, and securities broker. She holds AB and MBA degrees from Harvard University and Series 7 and 66 securities licenses.
Patricia Farrar-Rivas is a founding principal and Chief Executive Officer of Veris Wealth Partners LLC, a San Francisco based wealth management firm focused on sustainable investing. Patricia has been providing investment advisory and wealth management services to families, family offices and non-profit institutions since 1992. She has founded and grown both investment advisory firms and non-profit organizations. Patricia’s combines her deep understanding of social and environmental issues with her financial expertise and entrepreneurial sensibility. She draws upon these skills to create responsible, sustainable and impact investment solutions. She is the consultant to Envestnet Asset Management’s Sustainability Platform. Prior to Veris, she led the effort by Silicon Valley-based public accounting firm, Frank, Rimerman + Co LLP to expand its wealth management offering by launching Frank, Rimerman Advisors LLC. She co-founded the New York office of Oakland based, Progressive Asset Management, 1994. Patricia is an active board member of As You Sow a non-profit organization promoting corporate responsibility through shareholder advocacy, grant making and innovative legal strategies. She is also a member of Envestnet Asset Management’s Advisory Board. Patricia has earned the Certified Investment Management Analyst (CIMA®) from the Investment Management Consultant Association. She is a practicing yogi and lives with her husband in San Francisco.
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About SACC-SF
Swedish-American Chamber of Commerce in San Francisco / Silicon Valley's main objective is to enhance the business interests of our members. By providing a broad spectrum of services and new business opportunities through networking, the Chamber contributes to the development and improvement of goodwill between the business communities in the San Francisco Bay Area and Sweden.
If you have any questions do not hesitate to contact us at:
E-mail: info@sacc-sf.org
Phone: (415) 781 - 4188
Internet: http://www.sacc-usa.org/sf
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The Swedish-American Chamber of Commerce in San Francisco/Silicon Valley
The Swedish-American Chamber of Commerce in San Francisco / Silicon Valley's main objective is to enhance the business interests of our members. By providing a broad spectrum of services and new business opportunities through networking, the Chamber contributes to the development and improvement of goodwill between the business communities in the San Francisco Bay Area and Sweden.
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