Join us for the third installment in our Responsible Finance webinar series and learn about tools to find investments that align with your values, various environmentally and socially responsible funds, and opportunities for shareholder advocacy.

About this event

As part of Third Act’s Banking on our Future Campaign, we’ve organized a 4-part webinar series on Responsible Finance with educational resources and experts to help people move their money to support investments in clean energy, healthy communities, and climate solutions. 

Join us for the one-hour Responsible Finance Webinar #3 on Sustainable and Impact Investing.  

Speakers include:

  • Timothy Yee, Chief Retirement Special/Co-Founder, Green Retirement, Inc.
  • Andrew Behar, CEO, As you Sow
  • Rachel Robasciotti, CEO/Founder, Adasina Social Capital
  • Kristin Hull, CEO/Founder, Nia Impact Capital

In this webinar you will learn about:

    • different investment philosophies, definition of ESG and impact investing, and different types of investments (mutual funds, ETFs)
    • specific tools to evaluate and score investments in terms of social and environmental criteria: fossil fuel holdings, gender equity, other criteria; 
    • considerations for choosing investments – active/passive; impact of investment fees; diversification, risk tolerance; and
    • shareholder advocacy opportunities.

 

Andrew Behar

Andrew Behar is CEO of As You Sow, the nation’s leading non-profit practitioner of shareholder advocacy and engagement. With a 30-year track record of success,  As You Sow advances values-aligned investing and uses shareholder power to compel companies to reduce material risk on issues including climate change; toxins in the food system; ocean plastics; diversity, equity, and inclusion; racial justice; and wage equity. Previously Andrew was a documentary filmmaker and entrepreneur founding start-ups developing an innovative physiological monitoring medical device and grid-scale fuel cells. He is on the board of the Responsible Sourcing Network and a member of the XPrize Brain-Trust for Abundant Energy. His book, The Shareholders Action Guide: Unleash Your Hidden Powers to Hold Corporations Accountable, was published in November 2016 by Berrett-Koehler.

 

 

Kristin Hull, PhD

Kristin Hull is Founder and CEO of Nia Impact Capital, a women-led Registered Investment Advisor leading the charge to change the face of finance by hiring and training women and people of color in sustainable and transformative investing. Kristin founded Nia Global Solutions, a gender-lens portfolio of solutions-focused companies, in her efforts to bring impact investing into the public markets.

An impact Investor since 2007, Kristin oversaw the investment process for the first family foundations as they moved their endowment assets into 100% alignment with their philanthropic mission. In 2010 Kristin went on to found Nia Community, a 100% mission-aligned impact investment fund focused on social change and environmental sustainability in her hometown of Oakland, California.

Kristin is a co-founder of the North Oakland Community Charter School, and served on the founding board of George Mark Children’s House. Prior to devoting her career to transforming our financial system, Kristin was a full-time educator, teaching bilingual classes in Oakland and San Francisco. She earned her PhD in Education at University of California, Berkeley, her Masters in Research in Bilingual Education from Stanford University and her BA and teaching credentials from Tufts University.

 

Rachel J. Robasciotti

Rachel J. Robasciotti is the CEO and Founder of Adasina Social Capital, an investment and financial activism firm that serves as a critical bridge between financial markets and social justice movements. Rachel’s passion for social justice investing is rooted in her background as a Black, queer woman and growing up in a community that struggled for safety and financial security within a rural town that was largely segregated. Among her many contributions, Rachel has been called upon to testify before the United States Senate regarding the state of financial markets. She is also regularly featured in the media, including The New York Times, Bloomberg, CNBC, Forbes, and Financial Planning Magazine as a leader in the financial industry for integrating issues of racial, gender, economic, and climate justice into investment portfolios. In addition to her work at Adasina, Rachel is a co-creator of the Due Diligence 2.0 Commitment, an effort to transform the investment industry and increase capital flow  to Black, Indigenous, and people of color asset managers. She served as Treasurer of the Board of Directors for Resource Generation, is a Board Member for One Fair Wage, and advises the Indigenous Women’s Investment Fund for Native Women Lead.

Timothy Yee

Timothy Yee

Timothy Yee is the Chief Retirement Specialist and Co-Founder of Green Retirement, Inc., a founding B-Corporation and a minority and woman-owned financial advisory firm. Timothy focuses on sustainable, responsible, and fossil-free investment options in corporate and nonprofit retirement plans. He serves as a fiduciary for his clients, among them 350.org and Trillium Asset Management.

Timothy has extensive experience in the financial services industry, having worked as a branch manager and an executive at several banks. Timothy is an Accredited Investment Fiduciary and holds numerous FINRA registrations. He has been quoted in various media including the New York Times, Fiduciary News, and The Fiscal Times.

Timothy hosted the show, What Really Matters!, a weekly financial radio program on KKGN 960AM. He is also an ambassador for the Social Venture Network and B Corporations. Timothy graduated with honors (cum laude) from the University of California at Berkeley, Haas School of Business. Timothy’s latest passion is geocaching. He is having so much fun tracking caches wherever he goes!