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BLC Panel - Socially Responsible Investing: Doing Well and Doing Good

Over the past ten years, socially responsible investing (SRI) has evolved from the fringe to the mainstream. SRI funds are experiencing rapid growth as they demonstrate that social values and financial performance are not mutually exclusive. Join BLC's experts for an industry update, a discussion of the aspects of portfolio alignment with an institution's mission across asset classes, and current SRI opportunities.

Registration

By November 10: $18 for Federation Campaign donors of $500+ ($365+ for those age 36 and under); $36 for all others.

November 11 and thereafter: $25 for Federation Campaign donors of $500+ ($365+ for those age 36 and under);  $50 for all others.

Interests: , Young Adults
Date: 
November 12, 2014
TIME: 
12:00 AM
Apple Calendar Outlook Google (online)
Location: 
Farella Braun + Martel
235 Montgomery St
City: 
San Francisco

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Organized By: 
Business Leadership Council
Event Contact Person: 
BLC Manager
blc@sfjcf.org
415.369.2875
Speakers: 
Matthew Gershuny, Director of Research and Portfolio Manager, Parnassus Investments
Matthew D. Gershuny is the Director of Research and the lead Portfolio Manager of the Parnassus Mid Cap Fund. He joined Parnassus Investments in 2006 and was previously a Parnassus research intern. Prior to joining the firm, Mr. Gershuny was a Vice President of Equity Research at Cowen and Company; formerly SG Cowen Securities Corporation. Prior to that, he held various equity research and asset management positions at UBS Securities. Mr. Gershuny received his bachelor's degree in philosophy from Cornell University and his master’s degree in business administration from the University of Michigan.
Julie Hammerman, Executive Director, JLens
Julie started JLens in 2012 after completing the Wexner Foundation Jewish fellowship. She was seeking a way to combine her newly enhanced knowledge of Jewish teachings with her extensive experience in finance, impact investing and social enterprise. Julie began her career seventeen years ago in investment banking on Wall Street, and later served as an investment advisor to families at both JP Morgan and Merrill Lynch. She has conducted research for Walden’s socially responsible fund and engaged in shareholder activism. Julie was on the founding team of Extend Fertility, a social enterprise focused on women's reproductive rights. Most recently Julie was the Impact Investment Strategist at a multi-family office where she implemented customized impact investment strategies for families, foundations and nonprofit organizations.

Julie received her MBA from Harvard Business School, her BA in Economics from Tufts University, and she holds the Certified Financial Planner (CFP) designation. Julie has served on the boards of the Federation, Anti-Defamation League, and Jewish Community Relations Council and currently sits on the Endowment Committee of the California Family Health Council, and Temple Isaiah. As a probono consultant with Harvard’s Community Partners, Julie updates strategic plans for nonprofit organizations focused on homelessness, education, at-risk youth, and women’s economic development.
Ran Leshem, Chief Investment Officer, Aperio
Ran oversees the portfolio management and operations of Aperio’s US, Foreign, and Global products. Ran has extensive expertise in applying quantitative techniques and information technology to complex operational problems. Prior to joining Aperio in 2006, Ran was a Manager, Operating Strategy at the GAP, Inc. At the GAP, Ran managed the development of a store level forecasting system utilizing clustering and data mining algorithms to predict sales based on historical data. Ran received a Bachelor's degree in Mathematics from the University of Waterloo, Canada, where he received the Hewlett Packard Award for academic excellence, and his MBA from the University of California at Berkeley.
Carol Malnick, Portfolio Manager, Boston Common Asset Management
Carol provides portfolio management services to our high net worth and institutional clients, and established Boston Common’s presence on the West Coast. With over 24 years of experience, Carol has managed socially responsible investment portfolios at Trainer Wortham (a division of First Republic Bank), Nelson Capital Management, Harris Bretall, and most recently with Stanford Investment Group. Carol received her BA from the University of California, Los Angeles. She has served on numerous national and community boards, including the Northern California Community Loan Fund and the Social Investment Forum.