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Sustainable Investing Webinar

June 24 @ 11:00 am - 12:00 pm

Join us for our Sustainable Investing Webinar, June 24th, 2021 at 11 AM on Microsoft Teams.

Register for our Sustainable Investing Webinar by clicking on the button below:

 

 

Join us for our Sustainable Investing webinar on Thursday, June 24th at 11:00 AM PST for a conversation with Joseph Chi, CFA, Head of Responsible Investment at Dimensional Fund Advisors and Rick Prime, CFP®, founder and financial advisor at Prime Wealth Management | HFG Trust.

To learn more about sustainable investing and our presenters, read below and join our free webinar this June.

 

More about Joseph:

Joseph Chi is Head of Responsible Investment and serves on the Investment Stewardship Committee at Dimensional Fund Advisors. He previously served as Co-Head of Portfolio Management and Chair of the Investment Committee. Joe joined Dimensional in 2005 as a Portfolio Manager on the International Equity team. Previously a securities and finance attorney, he specialized in venture capital, public offerings, and mergers and acquisitions.

Joe earned his MBA with concentrations in finance from the Anderson School of Management at the University of California, Los Angeles (UCLA) in 2005. While at Anderson, Joe received the J. Fred Weston Award for academic excellence in finance and was named a Harold M. Williams Fellow for overall academic achievement. He is a CFA® charter holder who also holds a JD from the University of Southern California and a BS, cum laude, in electrical engineering from UCLA.

 

More about Rick:

Rick Prime is the Founder of Prime Wealth Management (PWM), an independent advisory firm with locations in Berkeley, California and Roseburg, Oregon. He is a Certified Financial Planner™ and financial advisor for HFG Trust, a wealth management firm headquartered in Kennewick, Washington.

Prior to becoming a financial advisor, Rick spent 20 years working in the technology industry, serving as Chief Financial Officer for Silicon Valley-based companies. He later founded his own wealth management practice (PWM) in 2003. Rick holds a BBA from the University of Wisconsin (Madison) and an MBA from the University of Chicago’s Booth School of Business.

 

What is sustainable investing?

Sustainability goes beyond reduce, reuse, and recycle. Today more than ever, investors are calling for sustainability opportunities, and markets are answering. But investing isn’t as simple as paper over plastic in the checkout line. For the investor who seeks to hold a portfolio that reflects their commitment to sustainability, Dimensional builds sustainability-focused investment strategies using scientific research and sound investment principles.

 

Sustainable investing at Dimensional follows principles based around the three main goals that we will cover during this webinar:

 

  • Start with a Sound Investment Approach
  • Systematically Integrate Sustainability Goals
  • Take a Science-Based Approach to Sustainability Investing

 

Register for our Sustainable Investing Webinar by clicking here.

Details

Date:
June 24
Time:
11:00 am - 12:00 pm