Women in Wealth:

Current Trends within ESG and Impact Investing

Discussion and Q&A

Complimentary Program

Earn (1) IWI Continuing Education (CE) credit hour

December 8, 2021 3:00 - 4:00 PM EST

Women are leading the way in impact investing, and a coordinated strategy focused on increasing women’s engagement in impact investing could accelerate the development of the ecosystem, inspire others, and contribute to major growth in sustainable social capital. Whether you are new to investing, sit in a senior impact investing role, or in a position to influence investment policies, there are steps to help your clients become more confident and empowered when dealing with finances. Walk away with actionable takeaways that allow your clients to take charge of their financial futures and make impactful investing decisions.

1 CE for CIMA®️, CPWA®️ & RMA®️ certificants

Due to the generous sponsor, this program is free to attend.

 

Speakers

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Tammy Robbins
Executive Vice President and Chief Business Development Officer, Cambridge Investment Research, Inc.

Tammy Robbins is executive vice president and chief business development officer at Cambridge Investment Research, which she joined in 2020. In this role, Ms. Robbins is responsible for the executive oversight of the Business Development Department and providing recruiting guidance and support for Cambridge's independent branch managers across the country.

Additionally, she contributes in a collaborative executive capacity to the company's overall strategy for revenue growth, service, and profitability. Ms. Robbins is a seasoned financial services professional with nearly 25 years of experience in business development and recruiting.

Previously, she held senior leadership roles at ProEquities, Lincoln Financial Network, and United Planners Financial Services of America. She earned a BS in business administration and marketing from Ball State University and attended the Securities Industry Institute at The Wharton School of the University of Pennsylvania. She has served on the board of directors for the Financial Planning Association and Women in Insurance and Financial Services organization. Additionally, she holds FINRA Series 6 and 63 licenses.

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Lily Trager
Managing Director and Head of Investing with Impact, Morgan Stanley

Since 2006, Lily has dedicated her career to sustainable and impact investing. Lily joined Morgan Stanley in 2014.  In her current role, Lily works to provide individual, family, and institutional clients with investment products, solutions, research and tools, and analytics to capture the opportunities and mitigate risks posed by key sustainability and impact themes. 

Previously, Lily worked for Veris Wealth Partners in New York, a Registered Investment Advisory focused exclusively on serving clients with interest in sustainable and impact investing, most recently as Head of Research & Due Diligence. Lily began her career at Cambridge Associates in Boston, where she worked on teams overseeing $3.9 billion in nonprofit, high-net-worth, and foundation investment portfolios.

Lily was named to the 2018 class of MAKERS @ Morgan Stanley Wealth Management, a recognition that celebrates women who are ground-breakers, advocates, and innovators in their given field. 

Lily earned an MBA in Sustainable Business from Presidio Graduate School (formerly Bainbridge Graduate Institute) and her B.A. in Anthropology from Bates College.  She also co-founded Women Investing for a Sustainable Economy (WISE) in 2012, a professional networking group with eight global chapters. Lily and her family live together in Manhattan.

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Michelle Begina, CFP®, CIMA®, RICP®
Senior Partner, Managing Director, Snowden Lane Partners

Michelle Arpin Begina, CFP®, CIMA® is the founder and gateway of MichelleAB. She is an advisor, author, and speaker who has used the money lessons from her life to rethink how financial advisors and their clients have traditionally worked together. Rather than thinking of her role as a gatekeeper of portfolios, she sees real value in being a gateway to personal financial freedom. To support her clients on their unique wealth journeys, Michelle is a technician of financial planning, investment, and wealth management. But what differentiates Michelle from other financial advisors is that she has spent the last two-plus decades studying the unconventional, non-financial aspects of life satisfaction, financial therapy (it’s a thing), behavioral bias, choice, and decision advising.

She believes we all need to examine the money stories, scripts, and lessons that affect our financial psychology so that we can rethink what we know about money to have more of it.

Michelle lives in Wyckoff, NJ with her husband, Mike and sons, Alex and Nick. She is an avid photographer – her sons are her favorite subject!

Thank you to our Generous Sponsor 

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