IONA LECTURE SERIES
Where Arts & Sciences Meet Humanity
AN EVENING LECTURE & CONVERSATION
The Pros & Cons of ESG (Socially Responsible) Investing
ESG stands for environmental, social, and governance and is a way of investing in companies based on their commitment to one or more of these factors.
ESG has gone from a niche investment philosophy to a mainstream investment tenant while gaining the attention of corporations, politicians, regulators, and investors.
If your goals include using your investment dollars to impact the world around you, then maybe you should consider ESG as a factor in your overall portfolio construction.
Thursday, March 14
FREE & OPEN TO THE PUBLIC
Travis White has been a resident of Petaluma for more than 25 years. He has been humbly married to his beautiful bride since 2002 and is a proud father of three children. Two of those children are adults and the third is keeping him young at home while she attends college. Also keeping him young is the family English bulldog, Daisy Mae.
Travis’s father was in the military and Travis lived in exotic places growing up such as Guam and less exotic places like Wisconsin and Texas. After graduating high school, Travis joined the US Army himself and was stationed in both Colorado and Alaska.
After leaving the Army in 1992, he moved directly into the field of Finance. He has held many roles in the finance field working primarily for banks but considers his most rewarding work to be his current role as an independent Financial Planner and Wealth Manager. Travis happily helps select clients across the country define and realize their financial goals and dreams. Travis also sits on the Board of Directors at the Petaluma Arts Center.