Challenges of Integrating ESG: A Practitioners Discussion
Environmental, Social and Corporate Governance (ESG) investment issues are frequent topics in the news. These topics span a wide range of issues that may factor into determining how investors fulfill their goals. What are the trends? What are the trades-offs? What choices are investors making? Please join us for a discussion on current happenings in the ESG marketplace with a panel of experts who approach this broad range of issues from different perspectives.
CFA NC Members: No Charge, but registration is required
Speaker Panel Bios:
Marcus Axthelm is a portfolio manager and vice president for Dimensional Fund Advisors in the Charlotte office. Since joining Dimensional’s London office in 2008 as an investment associate, he moved to Austin in 2010 and to the Sydney office in 2014, before relocating to Charlotte in 2016. Marcus has oversight of a variety of US-based strategies, particularly international/global and emerging core portfolios, as well as separate mandates serviced by the Tokyo office. In addition, he is heavily involved in portfolio parameter calculation/fund construction, global training initiatives, and PM/trading coordination.
Prior to joining Dimensional, Marcus spent six years at Commerzbank in Frankfurt as senior rating specialist, building, implementing, and validating credit risk models for corporate loans and specialized finance transactions. Marcus holds an MBA from the University of Chicago Booth School of Business with concentrations in economics, strategy, and finance, and a bachelor's degree from Berufsakademie Mosbach (Germany) in banking and finance.
Greg Beuris, CFA, CPA
Greg is the Director of Investment Reporting at the Foundation For The Carolinas. He is primarily responsible for reporting and explaining investment results across multiple investment portfolios for individual donors, non-profit and corporate clients.
Greg held a number of positions prior to joining the Foundation For The Carolinas. He was the Director of Global Equity for the State of North Carolina’s pension plan. Greg also previously was the Manager of Trust Investments at Progress Energy, where he oversaw the company’s pension plan, 401(k) retirement plan and all of the nuclear decommissioning trusts. He led the implementation of a “liability driven investment” approach to managing the company’s pension liability.
Greg is a Certified Public Accountant and a Chartered Financial Analyst.
Stephanie S. Lynch, CFA
Stephanie Lynch is the co-founder and managing director of Global Endowment Management. Previously, she was the Chief Investment Officer for The Duke Endowment from 1999 to 2007 where she managed $3.3 billion in endowment, retirement and other financial assets. Under her leadership, The Duke Endowment improved its peer ranking from 95th percentile to top quartile.
Prior to joining The Duke Endowment, she was a Portfolio Manager at Trade Street Investment Associates for three years and a Fixed Income Trader and Portfolio Manager at INVESCO Capital Management from 1990 to 1996.
Stephanie is a Trustee, Novant Health Foundation of the Presbyterian Medical Center, Charlotte, NC and Director, Novant Asset Management Co., Winston-Salem, NC; Trustee, Florida State University Foundation, Tallahassee, FL; Member, Investment Committee, the Baby J Fund, a private foundation supporting research for pediatric cancers, Charlotte, NC; Member, Board of Trustees, Program Committee, and Investment Committee, The Thacher School, Ojai, CA.
She earned a BS in Finance from Florida State University.
David W. Moore, ARM, CEBS, CPCU
Dave has been with NEPC, LLC since 2006 and is the Partner in the Charlotte office. He is the practice leader for NEPC’s healthcare consultants. Dave’s consulting responsibilities include servicing healthcare systems, endowments, foundations, insurance clients and corporate plans. He is also a member of the Liability-Driven Investing Advisory Group.
Prior to joining NEPC, Dave was employed for thirteen years by Ford Motor Company where he held a number of positions. He managed the Portfolio Management Department, where he led a five person team responsible for investing the firm's global cash and fixed income investments (excess of $50 billion) and pricing Ford Credit’s global commercial paper programs. His responsibilities also included developing fixed income investment strategies and ensuring Sarbanes-Oxley compliance of the Portfolio Management Department. Dave also had oversight responsibilities of external asset managers with cash and insurance mandates ($7 billion.) In previous Ford assignments, Dave was the internal consultant to Ford’s European Pensions and had held a variety of Treasury positions.
Dave received an M.B.A. from the University of Detroit Mercy, graduating with Honors. Dave has a Bachelor of Business Administration degree from Temple University, where he graduated cum laude, with majors in Risk Management and Insurance and Finance. He is a Chartered Property Casualty Underwriter, an Associate in Risk Management and a Certified Employee Benefits Specialist.