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.
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