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Aligning Your Portfolio with Your Values: Opportunities in Impact Investing
Released on Wednesday, May 17, 2023•ESG
Join David O'Leary to learn how you can align your investments with your values and make a positive difference in the world. We will explore various impact investment strategies, including positive and negative screens, ESG integration, shareholder engagement, thematic investing, impacting investing, social entrepreneurship, and highlight successful case studies of impact investing in action. Through this presentation, you will gain a deeper understanding of the potential of impact investing and how you can create both financial returns and social impact through your investments.
David O'Leary
Kindwealth,
Founder
David O'Leary, CFA, MBA is founder & principal of Kind Wealth, an advice-only multi-family office helping busy business owners, executives, and professionals navigate their complex financial lives. Previously, Mr. O'Leary was managing director of Origin Capital, the impact investing division of World Vision Canada. Prior to that, he spent 13 years with Morningstar in both Canada and South Africa in a variety of director level roles where he specialized in evaluating professional money managers. He also produces and hosts The Impact Investing podcast and is a frequent speaker at conferences and in the media (The Globe & Mail, The Toronto Star, BNN Bloomberg, CNBC Africa, etc.)
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