As tales of weather catastrophes are splattered across our news daily, one has to question whether or not Wall Street is watching as well. They sure are. Dale Wannen, President of Petaluma-based Sustainvest Asset Management, an advisory firm focused on sustainable and responsible investing, will give us some interesting examples of how climate change is already effecting the value of IRAs and 401k’s across the world. He will hit on questions like:

  • What does sustainable and responsible investing really mean?
  • What companies and industries are most and least vulnerable to climate change?
  • What are stranded assets and why do the big CA pensions care about this possible “carbon bubble”?
  • What can I do about this?

Climate Chats are brought to you free by WORK Petaluma.

Noon-1 PM in the WORK Library. Feel free to bring a bag lunch.

Bio: Dale Wannen, founder of Sustainvest Asset Management LLC, has over 20 years experience in wealth management and financial services. He “converted” to focusing strictly on sustainable investing 15 years ago. His clients include local non-profits, family foundations, individuals and business retirement accounts. He is often a guest speaker on the topic of ESG investing and shareholder advocacy. Dale has an MBA in Sustainable Management from Presidio Graduate School in San Francisco and a B.A. in Economics from Rowan University. He also currently sits as a Board of Director of non-profit Stewards of the Coast and Redwoods and is an investment committee member of the Sonoma County Community Foundation.