Webinar: Practice Webinar-Sustainable Investing by Sachs Financial

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Practice Webinar-Sustainable Investing

About

Sustainable investing (also known as ESG) is about investing in progress, and recognizing that companies solving the world’s biggest challenges can be best positioned to grow. It is about pioneering better ways of doing business, and
creating the opportunity to align your investments with your values.

Please join us as we welcome Jill Sachs of Sachs Wealth Management and Michael Miller of Blackrock to talk about:

The 3 pillars of ESG - Environmental, Social and Governance
The scope and impact of ESG investing
The growing recognition that ESG research and analysis can potentially identify investment risks and generate excess returns.

When

Wednesday, April 14, 2021 · 1:30 p.m. Central Time (US & Canada) (GMT -5:00)

WEBINAR ENDED

Presenters

Jeff Sachs

CEO, Owner

Jeff Sachs is the founder & CEO of Sachs Financial. Since 2010, he has dedicated his company to helping clients prepare for and secure their financial future. Jeff’s approach is to focus on educating his clients about the various ways to protect wealth from market fluctuation and creating lifetime income. He is a graduate of the University of Georgia and holds a Master’s degree from Saint Louis University. Jeff has always looked for ways to help people and spent over a decade in healthcare helping redesign Emergency Departments, prior to starting his own company. He holds insurance licenses in several states: Missouri, Illinois, Maryland and Florida. Jeff prides himself on being a loving husband and father. He enjoys cooking, golfing and raising money for charities through cycling.

Michael Miller

Vice President, iShares Sustainable Product Strategy

Michael Miller, CFA is a Strategist on the iShares Sustainable Investing team where he focuses on investor education and distribution of the firm’s Sustainable ETF platform.

Prior to his current role, Michael was a member of the Institutional Asset Owner team where he supported business development efforts with public and corporate pension clients in the eastern U.S. From 2012 to 2017, he reported to the iShares Capital Markets Group where he delivered market insights, trading, and product structure expertise to institutional clients and broker-dealer partners. In 2016, he led the launch of BlackRock's first proprietary real-time ETF trade monitoring platform, iShares Market Surveillance. His tenure at the firm dates back to 2009 when he first joined BlackRock’s Securities Lending team in San Francisco.

Michael completed his undergraduate degree in Business Administration from Gonzaga University, is a CFA Charterholder, and earned the FSA credential earlier this year (Fundamentals of Sustainable Accounting). Michael is currently pursuing a Master of Science degree in Environmental Science & Policy from Johns Hopkins University, with a focus on Sustainability. He currently resides in New York City.

Jill Sachs

Wealth Planner, Sachs Wealth Management

About Jill:

At work, I’m the founder of Sachs Wealth Management and a successful business owner and strategist. I have been a member of the financial industry since 2001. I love my job, and I am dedicated to providing outstanding service through an objective and independent platform. I value a holistic approach, engaging tax, estate, and insurance specialists as needed.

I am lucky to be part of a consortium of independent financial advisors. Being independent means that I can choose the products and philosophies that best meet the needs of my clients. Being part of a larger group of advisors gives me the resources I need to get things accomplished.

At home, I love my role as a wife, mother, volunteer, health-food foodie, and artist. I’m a graduate of the University of Missouri, and hold the Series 7 and Series 66 registrations through LPL Financial.

Sam Konigsberg

Ben Frederickson