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This event was recorded on Wednesday, March 24, 2021.

Watch the replay of our virtual discussion with Glenmede's Mark Hays, Director of Sustainable & Impact Investing, and Stonehage Fleming’s Mona Shah, Director of Investment Strategy & Research, as they explored the advancements in European investors’ ability to affect climate change, and how it may be a preview of what is to come in the U.S.

PRESENTERS

Mark Hays bio pic

Mark Hays

Director of Sustainable and Impact Investing, Glenmede

Mark Hays is Director of Sustainable and Impact Investing. In this role, he provides strategic leadership of Glenmede’s sustainable and impact investing efforts. Mark and his team are responsible for the development of new investment capabilities, the creation and delivery of innovative thought leadership, and the deepening of relationships with clients and industry partners.

Mona Shah bio pic

Mona Shah

Director of Investment Strategy & Research, Stonehage Fleming

Mona Shah is a Director of Stonehage Fleming Investment Management, she has 14 years experience’ in portfolio construction and manager selection across all asset classes and is a member of the Investment Committee. Mona is responsible for the Stonehage Fleming Global Sustainable Investment Portfolios and has developed expertise in helping clients reflect their values in their portfolios whilst also maximising returns and positive impact.

Full Bio

MODERATOR

Laura LaRosa bio pic

Laura LaRosa

Executive Director of Client Development, Glenmede

Laura LaRosa is Glenmede’s Executive Director of Client Development for all of Glenmede’s offices. As one of two executive members of the Company’s Management Committee, she is responsible for setting the strategy and practices that guide the Company’s business development professionals. Ms. LaRosa and her team spearhead initiatives to broaden relationships with individuals, families, endowments and foundations.

About Glenmede

An independent and privately held investment and wealth management firm, Glenmede was founded in 1956 to manage the charitable assets of the Pew family—seven individual trusts which serve as the primary funding source for the non-profit entity The Pew Charitable Trusts. Today Glenmede provides highly customized investment, fiduciary and advisory services to high-net-worth individuals and families, endowments, foundations and institutional entities, representing $40 billion of assets under management as of 12/31/20. For further information, please visit our website at glenmede.com.

About Stonehage Fleming

The Stonehage Fleming Group is the largest Family Office in Europe, the Middle East and Africa (EMEA). Stonehage Fleming provide counsel, management and implementation across the full spectrum of family wealth requirements. The Group advises on over GBP45bn of assets and has an investment business with more than GBP13.7bn under management for individuals, families and charities. Stonehage Fleming is majority owned by management and staff. The Group employs over 595 people in 11 offices across 8 geographies around the world. For further information, please visit our website at stonehagefleming.com.

This webinar is intended to provide a review of issues or topics of possible interest to Glenmede Trust Company clients and friends and is not intended as personalized investment, tax or legal advice. Any opinions provided may change after the date of publication. Information gathered from third-party sources is assumed reliable but is not guaranteed. No outcome, including performance or tax consequences, is guaranteed, due to various risks and uncertainties. Clients are encouraged to discuss anything they hear in the webinar with their Glenmede Relationship Manager or tax or legal advisor.

Inquiries about the event?

Laura Hubbard, Event Manager, Glenmede
Email: GlenmedeEvents@glenmede.com | Phone: 267-670-1389