Home
May 2023 Luncheon with the UT State Treasurer - ESG: Progress or Problem

Association for Financial Professionals of Utah

Back

May 2023 Luncheon with the UT State Treasurer - ESG: Progress or Problem

When
May 18, 2023
11:30 AM - 1:00 PM
Location
Zions Bank building – 18th Floor Founder’s Room (1 S Main Street, SLC)
Registered
32 registrants

Registration

Complimentary Guest
For invited guests to learn more about the AFP of Utah.
Full Member Registration
Anyone who is a full member can register using this option.
Non-Member In Person ticket – $35.00
This ticket is for non-members to join the event at $35 in person.
Non-member virtual ticket – $20.00
This ticket is for non-members to join the event virtually at $20 in person.
Virtual Member Registration
Anyone who has a full membership or a virtual membership can use this option.

Registration is closed

Session Description:

ESG is one of the latest investment strategies in the realm of values-based investing. Attendees will learn what ESG is and how it is different from Socially Responsible Investing, the predecessor to ESG. Other topics include the broader impact on society, examples of ESG in the real world, and legal issues related to ESG including the relationship to the traditional fiduciary standard.

Speaker Bio: Treasurer Marlo Oaks

Marlo Oaks was appointed Utah’s 26th State Treasurer in June 2021. As the state’s chief investment and chief banking officer Marlo is responsible for debt, cash, and investments, including the $29 billion Public Treasurer’s Investment Fund. He also administers Utah’s Unclaimed Property Division. Marlo spent 17 years overseeing multi-billion dollar investment portfolios and is the only state treasurer with institutional investment management experience. Marlo completed a Bachelor’s degree in Economics from BYU, an MBA from UCLA Anderson, and holds the CFA and CAIA investment designations.

AFP of Utah | Administration by KML Management at 303-883-4152|admin@afpofutah.org

AFP of Utah is a 501(c)6 non-profit organization.