We’re hosting a lunch at Comal in Berkeley for our clients and their guests. We will enjoy modern Mexican cuisine and drinks on their spacious outdoor patio. Following socializing and sharing stories, we’ll gather for lunch and a discussion about green bonds with two fund leaders in ESG fixed-income investing that many clients hold in their portfolios. Founding partner, Kate King, will moderate and there will be plenty of time for your questions.
DETAILS
Wednesday, June 21
12 – 2 p.m.
Comal Restaurant
2020 Shattuck Ave, Berkeley, CA 94704
or contact Maureen Sullivan at (510) 528-5820
maureen@northberkeleywealth.com
About the Discussion
North Berkeley Wealth uses fixed-income bonds as part of our diversified portfolio models. Bonds with an ESG focus invest in projects that consider environmental, social, and corporate criteria as well as financial returns. Green bonds are a specific type of bond that promotes renewable and clean energy, as well as projects that support clean transportation, buildings, and wastewater management. We will discuss how these bonds work and how they are used in a portfolio.
About the Speakers
Samantha Palm, Portfolio Manager, Senior Research Analyst, Parnassus
Samantha Palm is the lead Portfolio Manager of the Parnassus Fixed Income Fund and chair of its macroeconomics team. She has responsibility for fixed-income portfolio management and trading and oversees the analysis of macroeconomic indicators that likely affect equity and fixed-income markets.
Andrew Olig, Executive Director, Calvert Research and Management
Andrew Olig is a senior responsible investment strategy specialist, responsible for the suite of strategies focused on
responsible investing, encompassing actively and passively managed U.S. and international equity strategies, fixed-income strategies, and asset allocation funds.
Kate King, CFP®, Partner and CIO, North Berkeley Wealth Management
Kate Campbell King is the Founding Partner and Chief Investment Officer at North Berkeley Wealth Management. Along with the rest of the North Berkeley advisor team, Kate provides clients with a unique approach to their financial decision-making that encompasses technical details as well as the nuance of personal and family situations.