• Explore participation options in debt issuance, share repurchase, investments, and in commercial banking;
• Measure impact, and assess products & providers - Ethos, philanthropy, employee diversity; and
• Evaluate investments/MMF – DEI Models (diversity distribution partner, fund sponsor donation, portfolio holdings/ESG)
2:00-3:00 Program
3:00-5:30 Networking, Bowling and Billiards
Thank you to our sponsors: CAVU Securities and State Street Global Advisors
Members: No Charge Register Here
Discussion
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