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2019 - 2020 Speakers

Wednesday, Septemberber 18, 2019

Darrell Cronk
"US Outlook"

Speaker:

Darrell L. Cronk is president of Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Darrell leads global investment strategy and research — including equity, fixed income, real assets, and alternative investments. He also serves as chief investment officer for Wealth & Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing.

Full Bio Available . . . [ READ MORE ]

 

Wednesday , November 20, 2019

Michael Ferguson, Brandon Sheehan and Jessica Milano
"ESG (Environmental, Social and Governance criteria) Panel
Rating Agency Policy Development and Impact on the Financial Markets"

Speaker:

Michael Ferguson is a Director in the Sustainable Finance group at S&P Global Ratings in New York City. He recently has been involved in the development of our ESG Evaluation tool, and is responsible for the inclusion of ESG risks into our credit ratings. He also supports our Green Evaluation efforts. Much of his thought leadership research revolves around environmental regulation and energy policy

Full Bio Available . . . [ READ MORE ]

 

Speaker:

Brendan Sheehan is based in New York and leads Moody's corporate governance analysis efforts globally as part of the global ESG team. He plays a leading role in designing and implementing non-credit rating assessments and was responsible for the worldwide release of the Moody's Governance Assessment Framework in 2019. Heads the company's governance research efforts and plays an important role in integrating governance and other ESG considerations into credit analysis.

Full Bio Available . . . [ READ MORE ]

 

Speaker:

Jessica Milano is Vice President and Director of ESG Research for Calvert Research and Management, an investment management firm based in Washington, DC that invests across global capital markets. She is responsible for overseeing the firm’s environmental, social and governance (ESG) research on global securities, which focuses on identifying issuers that create value for long-term investors in a positive manner that is sustainable to our environment and inclusive of all people and communities.

Full Bio Available . . . [ READ MORE ]

 

Wednesday, March 18, 2020

Ben Phillips
"How the 2020 Elections will Impact Investments and Markets?"

Speaker:

Ben Phillips serves as the Chief Investment Officer overseeing portfolio management and chairs the Investment Committee. Previously, Mr. Phillips was with Goldman Sachs Asset Management (GSAM), where he had portfolio management responsibilities across several multi-sector total return funds. Prior to GSAM, he held senior investing roles at Providence Equity Partners and Lord Abbett. Mr. Phillips is a CFA charterholder and received an MBA and BSBA in Finance from the University of Missouri.

Full Bio Available . . . [ READ MORE ]

 

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