Career portfolio manager and analyst leading research and portfolio management teams emphasizing evaluation and utilization of boutique investment managers and exchange traded funds in globally asset allocated portfolios. Extensive experience with individual, family, philanthropic and institutional investors over a career spanning 25 years with industry-leading insurance, asset management and wealth management organizations. Also a recognized subject matter expert in the area of Environmental, Social and Governance (ESG) or sustainable and responsible investing. Founded a company serving the needs of professional musical performing artists and a boutique record label exploring emerging artists and lesser known concert works. Was a founding member of and served as a board member for numerous community and professional performing arts organizations in addition to being a regular performing artist on clarinet and saxophone for over 30 years.
One of the (very few) benefits of being in the business of capital markets and investing across more than three decades is the ability to quickly recognize the similarity of an event to something in the past. Or, in the case of this past week...
Jair Bolsonaro isn’t there either. While the President of Brazil is not in attendance, the country is still represented, but one is forced to wonder what the degree of commitment is when the boss chooses not to attend for “strategic” reasons.
On November 6th, we got a clever hashtag mention -- #climateshot – and a “Global Action Agenda”:
Yesterday a consortium of mostly Anglo and European countries signed a statement affirming a commitment to “deliver sustainable, green and inclusive economic growth to meet the challenge of decarbonising our economies, in line with limiting the globa
Today at COP-26 we received a declaration entitled “INTERNATIONAL AVIATION CLIMATE AMBITION COALITION”. Commercial aviation is a non-trivial contributor to GhG emissions.
In one of the first material tactical adjustments we found necessary to make in 2021, we have significantly reduced our exposure to Emerging Market equities across our ETF-based portfolios.