Our investment choices can have a broad impact socially and environmentally. Financial Advisor Toby Cooper will explore the origins, development, and benefits of “socially responsible” (aka, sustainable, ethical, or green) investing, including a nod to 18th Century Quakers, Dr. Martin Luther King, and anti-war activists of the Vietnam war era. He will discuss how investors can achieve their financial goals while aligning their invested dollars with their inner values. He will demonstrate how sustainable investing has found its place in the mainstream investor landscape today. Finally, he will discuss how sustainable investment decisions will interface with “2015 Year-Ahead” investment forecasts from leading Wall Street analysts.
Come join us for an interesting evening and explore how your investment choices can make a difference.
Thursday February 5, 2015,
6:30 pm - 7:00 pm Check-in, Networking/Refreshments
7:00 pm - 8:30 pm Presentation and Q&A
New Venue: (Click for Map)
Plug and Play Tech Center Sunnyvale, 440 N. Wolfe Rd. - Sunnyvale, CA 94085
From Highway US 101, take Fair Oaks Ave. S Exit. Fair Oaks splits. Stay in the left lane onto N. Wolfe Rd., and curve left passing Fair Oaks Park on the left. Turn left on Stewart Drive, Plug and Play is on the left. Extra parking is behind the building off Stewart Drive.
ADVANCED TICKETS $10 OR $15 AT THE DOOR
LIMITED SEATING RESERVE YOUR SPOT TODAY!
About the Presenter
Toby Cooper is a Financial Advisor with a Fortune 100 financial institution. He is a leader in values-based investment strategies using environmental and sustainable investment models. He is experienced in a multitude of financial services including stocks, bonds, mutual funds, options, 401K and other retirement plans, variable annuities, life insurance, wealth management, trusts and estates, home financing, short and long term corporate cash. He earned a BS from the University of Michigan and an MBA from UC Berkeley. He is Chairman of the Sacramento-based Mountain Lion Foundation and is active in competitive sailing and equestrian sports. In 1968 he was a member of the US Olympic Kayak and Canoe Team at the Mexico City Olympics.