ESSEX COUNTY ESTATE PLANNING COUNCIL

Please join the Essex County Estate Planning Council on March 23 for an educational breakfast featuring Natasha Lamb, Managing Partner and Director of Equity Research & Shareholder Engagement, Arjuna Capital and Alex Lamb, Managing Director at New Summit Investments, who will discuss Environmental, Social and Governance (ESG) factors in investing. 

Description

The ESG movement is growing rapidly and changing the investment industry. Natasha and Alex Lamb will discuss how investors are banning together to disrupt corporate culture for the benefit of workers and investors, and how the ESG movement is affecting your clients' portfolios. 

In addition, current events from climate change to school shootings have investors hyper-focused on what is in their portfolios, what risks they are taking and what opportunities are available for investors to capitalize on in the changing environment.  

Registration 

Registration is required for this event. 

Fees are as follows: Members, $35; Non-members, $60; First-Time Guests of Members are admitted free. 

Members who have purchased an all-inclusive ECEPC membership are admitted to this event at no additional cost, but should still register online to ensure an accurate head count. Please select the "pre-paid" option when registering. 

Online payment is preferred. Members and guests may also pay by check, made out to the Essex County Estate Planning Council and mailed five (5) days prior to the event to:

Michelle Xiarhos Curran
Essex County Estate Planning Council
P.O. Box 1598
Newburyport, MA 01950

About Our Speakers 

Natasha Lamb works with clients to integrate Environmental, Social and Governance (ESG) factors into their investments, while engaging major corporations to improve their performance through shareholder activism. Named by Bloomberg Businessweek as one of the “Bloomberg 50” most influential people who defined global business in 2017, Natasha was also featured on the cover of the magazine in June 2017. Natasha has been profiled in Forbes, Fast Company, and the Boston Globe, while her work has been featured in Rolling Stone, the Economist, the Wall Street Journal, and the New York Times, as well as on NPR and CNN. In 2016, Natasha received the Upstart Business Journal Upstart 100 Award and the Aiming High Award from Legal Momentum for pioneering a shareholder campaign on gender pay equity. Her 2014 landmark negotiation with Exxon Mobil led to the company’s first public report on global warming and carbon asset risk. Previously, Natasha was Vice President, Shareholder Advocacy and Corporate Engagement, and an Equity Analyst at Trillium Asset Management. Natasha is a trustee of The Food Project and Chairman of the Crane Institute of Sustainability, host to the Intentional Endowments Network. She holds an M.B.A in Sustainable Business from Presidio Graduate School, where she taught sustainable investing for 5 years. Natasha received her B.A. cum laude from Mount Holyoke College. 

Alex Lamb is a Managing Director at New Summit and he directs research and product management for the Private Market Impact Fund. He has over a decade's experience with the integration of Environmental, Social and Governance (ESG) impact considerations into business value creation and risk mitigation. At Ernst & Young LLP,  (and previously as Vice President for North America at Trucost), Alex worked with corporate and investor clients on the integration of ESG factors into core strategy and due diligence. As a corporate sustainability analyst at KLD Research & Analytics, he assessed the ESG performance of corporations for institutional investors and partnered with Newsweek magazine on the inaugural Newsweek Green Rankings. He holds a BA from Hampshire College and an MBA from Pinchot University.