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Options for Managing ESG Exposure

air Date:wednesday, NOVEMBer 18, 2020

Start Time:12:00 pm et

Duration:60 minutes

DESCRIPTION:

You’re invited to join a live 60-minute webinar hosted by Cboe Options Institute as we examine options for managing environmental, social and governance (ESG) exposure and explore possibilities for integrating ESG values into portfolios.

Continuing education (CE) credit available – This webcast is accepted for one hour of CFP®, CIPM®, RMA®, CIMC®, CIMA®, or CPWA® CE Credit for webcast attendees. CFA Institute members may self-document their continuing professional development activities in their online CE tracker.

This webcast is for financial professionals only and is closed to the general public.

If you're already registered for "Options for Managing ESG Exposure", click below:

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Speakers

Matthew Bartolini

Managing Director

State Street Global Advisors

Matthew is a Managing Director at State Street Global Advisors and Head of SPDR® Americas Research. He manages a team responsible for the product research and analysis of SPDR ETFs, and the development of market outlooks, investment themes, and portfolio implementation ideas to help clients understand the market landscape and achieve their desired investment outcomes.

Margaret Dorn

Senior Director, ESG Client Engagement North America

S&P Dow Jones Indices

Maggie is Senior Director, ESG Client Engagement North America at S&P Dow Jones Indices (S&P DJI). In her role, she assists in the strategy for developing ESG indices for the North American market, from best-in-class approaches like the world-renowned Dow Jones Sustainability Index to broad-market ESG alternatives and core solutions like the S&P 500® ESG Index. She also serves as a global spokesperson for S&P DJI’s ESG Indices, educating the market on the values of ESG investing and our industry-leading ESG lineup. Prior to joining the ESG team, Maggie was a part of the S&P DJI Financial Advisor Channel team, where she was responsible for educating financial advisors on benefits and strategies for index-based investing through ETFs. Previously, Maggie was the Western U.S. ETF Specialist for American Century Investments. In this role, she was responsible for the education, implementation, and sales of ETFs. Maggie was also director of strategic accounts with Milliman Financial Risk Management in Chicago. She has spent much of her career working with start-up ETF providers and established asset managers looking to enter the ETF space, including Invesco, ETF Securities, and Northern Trust FlexShares. Maggie holds a bachelor's degree in business administration from Miami University in Oxford, Ohio.

Matt Moran

Head of Index Insights

Cboe Options Institute

Matt Moran is Head of Index Insights at Cboe Options Institute. In this role, Moran is focused on the exchange's educational efforts for pension funds, Registered Investment Advisors (RIAs), mutual funds, and other institutional investors. He has traveled to more than 100 cities worldwide to educate investors and deliver financial presentations. Prior to joining Cboe, Moran served as Trust Counsel at Harris Bank and Vice President at the Chicago Mercantile Exchange. He is an associate editor of The Journal of Index Investing and has written articles for several financial publications, including The Journal of Trading and The Journal of Alternative Investments. Moran holds MBA and JD degrees from the University of Illinois at Urbana-Champaign.





Options for Managing ESG Exposure
Registration Is Closed

  • Disclaimer for Third-Party Speakers and Materials: “*The views of third party speakers and their materials are their own and do not necessarily represent the views of Cboe Global Markets, Inc. or any of its affiliates (collectively Cboe). Third party speakers are not affiliated with Cboe. This presentation should not be construed as an endorsement or an indication by Cboe of the value of any non-Cboe product or service described in this presentation.”
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