Sustainable & Responsible Investing
Announcements:
- For our chapter meeting, we will meet in the fellowship hall on the ground floor of Fairmont United Methodist Church near NC State. For parking and building entry instructions, see location details below.
- Personal Finance SIG at 7 p.m. on Tuesday, Nov. 12. Email [email protected] to get the location.
- Get-togethers/GIG at 6 p.m. on Wednesday, Nov. 20 at the Starbucks in MacGregor Village; dinner at 5 p.m. at the MacGregor Draft House; email [email protected] to get on the email list
- We have four Special Interest Groups/get-togethers that meet monthly. Please see the Chapter Information web page for more details.
- Lunch with speaker at Cape Fear Seafood Company (Village District) after meeting.
There has been a lot of information and misinformation related to responsible investing over the past few years. From ESG (environmental, social, and governance) to “woke investing,” opponents have branded the practice a money-losing, tree-hugging distraction. At the same time, proponents and practitioners have continued to gather assets that focus on the next economy and risk mitigation.
You will hear from Peter Krull, the 2024 InvestmentNews ESG/Responsible Investing Advisor of the Year1 discussing the realities of responsible investing, how such a portfolio is created, and the sectors and industries that are leading us to a cleaner, more resource efficient, more resilient and more equitable economy.
What you will learn:
- An overview of the difference between ESG and sustainable investing
- How to tell a greenwashed portfolio from a truly sustainable one
Meeting Details:
Date: Saturday, November 9, 2024
Time: 10:00 a.m. ET (mix and mingle starts at 9:30)
Location: Fairmont United Methodist Church: 2501 Clark Avenue Raleigh, NC 27607. Parking is available on the west side of the church (accessible only from Clark Ave.) and across the street, north east of the church. Please follow signs to enter the building. The north entrance on Clark Ave. requires going down 18 stairs. The southeast entrance on Horne St. only requires going down 3 stairs.
Virtual access: To register to attend the Zoom webinar, please purchase a ticket on our chapter’s Square account
Cost: $7 cash (in-person) or electronic payment (webinar)
Before attending in person, please read:
If you feel sick, please join us virtually.
About Our Speaker
Peter Krull, CSRIC, is a Partner and the Director of Sustainable Investing at Earth Equity Advisors, a Prime Capital Financial Company. He is also the 2024 Investment News ESG/Responsible Investing Advisor of the Year,1 and a well-known thought leader in the sustainable investment industry, advocating for fossil-fuel-free and sustainable, responsible, and impact (SRI) investing.
Practicing sustainable investing for over 20 years, Peter believes in the power of positive, solutions-based investing. At Earth Equity, Peter focuses on creating and managing the firm’s SRI investment portfolios, educating investors and advisors alike on the dangers of greenwashing, and writing thought leadership pieces.
In 2021, Peter won the ThinkAdvisor Luminaries Award for Thought Leadership and Education2 as well as the Sustainable Champion Award from the North Carolina Business Council in 2022.3 He was ranked in the AdvisorHub listing of fastest-growing advisors in America for 2022.4
Peter is a contributor to Forbes and Kiplinger and has been quoted in The New York Times, Barron’s, Bloomberg, Money Magazine, Investor’s Business Daily, MarketWatch, and many others. In addition, he has been regularly featured in numerous podcasts, magazines, and online articles. He hosts the video podcast, Dollars & Change: The Experts Guide to Sustainable and Responsible Investing and his book The Sustainable Investor: A Guide to Responsible Investing for Financial Advisors will be released by Wiley in 2025. A native of Western New York, Peter lives in Asheville, NC, with his wife, Dr. Melissa Booth, a scientist, science communicator, and novelist, and their very spoiled cat, Cleo. They drive electric vehicles and live in a solar and battery-powered house.
1Awarded June 2024 for the 2023-2024 year period by InvestmentNews. No compensation was provided.
2Awarded November 2021 for the year 2021 by ThinkAdvisor. No compensation was provided.
3Awarded January 2023 by the North Carolina Business Council for the year 2022. No compensation was provided.
4Awarded November 2022 by AdvisorHub for the year 2022. No compensation was provided