Impact Investing & Wall Street: Happy marriage or awkward roommate?

Tuesday, September 19, 2017 4:00pm PDT
UBS (Carmel Valley)
12220 El Camino Real #400 San Diego, CA 92130
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What happens when you want to take your impact goals to Wall Street markets? In late July we explored impact measurement in traded securities, when Bruno Bertocci, Team Head of the Sustainable Investors team at UBS Asset Management, described how he is developing protocols in this area. Stephen Freedman, Ph.D., Head of Sustainable Investing Solutions Wealth Management Americas, will broaden this discussion by sharing his insights into private market impact investing, current debates in the field, the role of the wealth management industry in mobilizing such investments and reaching greater scale, and the application of impact thinking in listed markets.    


Stephen Freedman is one of UBS's leading subject matter experts on Sustainable and Impact Investing. Following many years in investment research, he is currently responsible for the sustainable and impact investing business at UBS Wealth Management Americas. 

Stephen joined UBS in 1998 serving as an economist and public policy analyst out of the UBS Swiss headquarters. In 2007, Stephen transferred to the US as a Global Investment Strategist responsible for Asset Allocation.  He later became responsible for thematic investment research, analyzing topical and long-term trends, and making them investable to UBS clients. Until recently, he also lead Sustainable Investing research in the US and was the lead author and editor of the Sustainable Investing white paper series, which became the basis for expanding the firm's offering and presence in the area and for educational initiatives on the topic.

Today, as head of Sustainable Investing Solutions for UBS Wealth Management Americas, he is responsible for strategically developing the Sustainable Investing platform, while promoting Sustainable Investing concepts and solutions. Stephen is a member of UBS's Sustainability Council. He is a frequent speaker at industry conferences on these topics. On the academic front, he is active as the founding co-chair of Columbia University Seminar on Sustainable Finance in New York City. 

Program designed for

All those with an interest in sustainable and impact investing. We respectfully request that attendees refrain from engaging in fundraising and other development activities at this event. 

Light refreshments including wine and beer will be provided.

Program Materials click here or below.

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