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

“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.

Zoom Log In:

Join Zoom Meeting

ID: 6585316212
Passcode: 123456

‪(US) +1 253-215-8782‬

Passcode: 123456

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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