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 ETF Specialist, Alex von Obelitz.
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
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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.
Alex von Obelitz - Goldman Sachs, ETF Specialist
Alex is an Exchange Traded Funds (ETFs) Specialist Product Specialist for the Northeast region within Goldman Sachs Asset Management Division.
Prior to joining Goldman Sachs Asset Management in 2015, she was a senior vice president at PIMCO and prior to joining PIMCO in 2011, she was an executive director at J.P. Morgan. She also worked both worked Lehman Brothers and Société Générale in their structured investments department.
Alex has 18 years of investment experience and holds a master's degree in finance from Ecole des Hautes Etudes Commerciales in France (Edhec) and a master's degree in negotiation and conflict resolution from Columbia University.
She is a CFA charterholder and holds Series 3, 7, 24 and 63 licenses.
As a follow up to the presentation, you may be contacted by a member of The Bell team for feedback*