The event for local financial advisors and leading national SRI fund managers will be held April 23 from 9 a.m. to 6 p.m. at the Morningstar Headquarters, 22 W. Washington.
In the spotlight and kicking off the BaseCamp Chicago event will be a performance-focused presentation by Chicago-based investment pros Jon Hale, PhD, CFA, managing consultant at Morningstar; Chuck Carlson, CFA, CEO, Horizon Investment Services; and Mark Watson, CEO, CIO, Keel Asset Management—all Chicago-based investment advisory firms.
Additional presentations scheduled for this Chicago BaseCamp include: "Integrating ESG and Impact Investing into Client Portfolios," presented by Justin Conway, director of investment partnerships, Calvert Foundation and Paul Hilton, CFA, portfolio manager, Trillium Asset Management, and "The Importance of Income: Fixed Income or Equity Income—Which Will Serve Your Clients' Needs for the Future?" presented by George Gay, CEO, First Affirmative Financial Network.
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