From Investing to Envesting:
Join us on September, 24th, 2019 to learn about how the field of personal and business finance is changing. More now than ever, employees and their employers are looking to integrate environmental and social well-being into their long term investments and to align their professional aspirations with their personal ethics. In this webinar, you will hear from James Osborn, the founding principal at Envest Asset Management, a financial planning and investment management firm that specializes in ESG/SRI. Learn how to shift long term investing from any position and leverage the growing number of investment options.
James Osborn, Founding Principal, Envest Asset Management
Envest Asset Management, LLC was formed as a grassroots effort to bring ESG/SRI practices to individuals, families, businesses, and non-profits. Prior to launching Envest Asset Management, James worked at Energy Power Partners, a clean energy focused private equity fund. While the bulk of his finance career was spent there, he also worked in clean energy project finance lending for TD Securities and TD Bank. His finance career started as an investment banker in social infrastructure at UBS Securities placing municipal bonds for state and local governments and other municipal authorities. However, he cut my teeth in the ESG space when he started my career as an environmental engineer working in Long Island, NY and in upstate NY.
Outside of work, he is n the Board of Directors for REF and WNC. You may find him actively chasing his two kids around Ridgefield, CT. Or you may find him running the streets throughout Wilton and Ridgefield as an avid distance runner. He also drives a hybrid vehicle.
He holds an MBA from the Simon Business School at the University of Rochester and a BSE in Chemical Engineering from Villanova (Go ‘Nova!). He's been engaged as a guest lecturer or panelist at various clean energy related conferences.
COST & CONTINUING EDUCATION REQUIREMENTS:
ISSP credential holders will earn 0.5 CEUs for attending this webinar.
ISSP Webinars are free for members and $25 for non-members. After the webinar, non-members will receive a discount code worth $25 off a new ISSP membership.