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MVNC Hosts "Socially Responsible Investing for Nonprofits* Doing Well and Doing Good"

  • 3 Nov 2021
  • 10:00 AM - 11:00 AM
  • Zoom

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“Socially Responsible Investing: Doing Well and Doing Good”

with Jonathan Kelly and Craig Oliveira

Wednesday November 3rd at 10am

Most of us care about the environment, the climate emergency, and eco-justice, however, it’s not easy to put our money where our heart is.  Join special guest speakers Jonathan J. Kelly, CFP®, CPA and Craig J. Oliveira, SRI Investment Analyst, who will:

  • Provide an overview of SRI including Definitions, Demographics and Trends
  • Make the case for SRI as an investment strategy
  • Help individuals and institutions identify SRI priorities
  • Introduce SRI investment options and research tools
  • Provide guidance and resources to shift nonprofit investment portfolios as well as personal investment portfolios towards SRI strategies.

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ID: 6585316212
Passcode: 123456

‪(US) +1 253-215-8782‬

Passcode: 123456


Our Presenters:

Jonathan J. Kelly, CFP®, CPA Vice President, Senior Investment Officer

        Joined Cape Cod 5 in 2014

 Over 20 years of experience in investing, accounting, and financial planning

        BA, Economics, Colorado College

        MBA, Northeastern University

Craig J. Oliveira  Investment Officer

  • Joined Cape Cod 5 in 2011
  • Chartered Financial Analyst Candidate
  •  BA, Economics; BS, Finance, Stonehill College
  • MBA, Bryant University
  • Certificate - Sustainable and Impact Investment, US | SIF

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