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New Owners Workshop

Periodically, Tesla Owners Club New York State conducts new owners workshops in the different member regions of NY State.

This workshop is available to new owners who would like to accelerate learning and gain a deeper understanding of their new Model S, Model X, or Model 3. All workshop presenters are TOCNYS members that have multiple years of ownership experience and are approved by the club. Below is the list of currently scheduled workshops that you can sign up for:

    • December 15, 2020
    • 7:00 PM (EST)
    • Zoom Meeting
    Register

    Part 2: Doing Good and Doing Well; Investing for Social and Environmental Impact without Sacrificing Returns

    - Exclusive TOCNYS Webinar Series - 

    Presented by: The Bell Team at Morgan Stanley and Goldman Sachs Asset Management


    Hear from JUST Capital CEO, Martin Whittaker and Goldman Sachs Vice President and ETF Specialist, Eric Halper.

    JUST Capital is an independent, mission-driven nonprofit 501(c)(3) with six years of public opinion research data on corporate behavior, and 5 years of corporate performance data on stakeholder capitalism. The goal of JUST Capital is to advance a more just economy that serves the broader best interests of all Americans. The JUST Capital rankings, investable indexes, and in-depth financial analysis demonstrate the business and investor case for just business behavior. The organization’s investment work has one goal: to drive capital toward more just companies, thereby incentivizing a more just and equitable marketplace.

    ***Please note that registration for the event will be limited to the first 100 members who sign up. Zoom meeting credentials will be emailed on the day of event for your convenience***

    Sponsored by fellow Tesla owner and club member Jeff Smulevitz, and his group at Morgan Stanley, The Bell Team. 

     

    The Bell Team at Morgan Stanley
    thebellteam@morganstanley.com | 973-921-6541
    https://advisor.morganstanley.com/the-bell-team

    Speaker Bios:

    Martin Whittaker - JUST Capital, Chief Executive Officer

    Martin Whittaker is the founding CEO of JUST Capital and is responsible for the overall leadership of the organization. He is also co-founder and Board member of the CREO Syndicate, a family office investment network; a Board member of the Carbon Disclosure Project U.S.; a member of the Forbes Finance Council and Forbes Contributor; and an advisor to Mission Driven Capital Partners, a private equity firm. He was recently named to the 2020 NACD Directorship 100 – the annual list of the most influential people in the boardroom and on corporate governance – and to Business Insider’s 2020 List of 100 People Transforming Business.

    Previously, Martin was a founding partner and investment committee member at Sonen Capital, an impact investing firm, where he led private equity, real asset, and direct investing activities. Martin has also served as Director of MissionPoint Capital Partners, a family office-led private equity firm; Senior Vice President at Swiss Re, where he was part of the Environmental and Commodity Markets team; and Managing Director at Innovest Strategic Value Advisors, Inc., a pioneering sustainable investment advisory and research firm.

    Martin received his Ph.D. from University of Edinburgh, an MBA from the University of London, an M.Sc. from McGill University and a B.Sc. from University of St. Andrews.

    Martin has also served as an Adjunct Professor at the University of Toronto, provided expert testimony on environmental markets to the U.S. Senate, guest lectured at multiple business schools, consulted to major corporations on sustainability- and impact-related matters, and been an invited speaker, published writer, and contributor via television, print, social media, and conferences throughout his career.

    Eric Halper - Goldman Sachs, Vice President

    Eric is the Exchange Traded Fund (ETF) Product Specialist for the Northeast region within Goldman Sachs Asset Management’s Americas Client Business. Prior to joining Goldman Sachs in 2015, Eric was a Director and Emerging Market Portfolio Specialist at EGShares, an emerging market ETF provider. Eric earned his BBA in Political Science from the University of Miami and his MBA from the NYU Stern School of Business.

    As a follow up to the presentation, you may be contacted by a member of The Bell team for feedback*

If your region doesn't currently have a scheduled workshop, fill out the form below to get added to the list of future attendees. As soon as we have enough attendees signed up for your region, we'll contact everyone and schedule the workshop!

* These workshops are open to TOCNYS members only, so if you aren't a member, simply head over to the registration page and join.

COPYRIGHT © 2020 TOCNYS. ALL RIGHTS RESERVED.

TESLA OWNERS CLUB NEW YORK STATE IS AN INDEPENDENT ENTHUSIAST ORGANIZATION AND IS NOT AFFILIATED WITH TESLA MOTORS, INC. OR ITS SUBSIDIARIES, TESLA, MODEL S, MODEL X, MODEL 3, POWERWALL AND THE "TESLA", "T" AND "TESLA AND T FLAG" DESIGNS, AND CERTAIN OTHER MARKS, ARE TRADEMARKS OR REGISTERED TRADEMARKS OF TESLA MOTORS INC. IN THE UNITED STATES AND OTHER COUNTIES. READ OUR PRIVACY POLICY.

Email: info@tocnys.org
Phone: (585) 287-5659

Address:
1260 Lyell Ave
Rochester, NY 14606

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