Replay Our Webinar: Environmental, Social, And Governance: ESG Truth Or Tale?

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Join us for an exciting exploration of ESG (Environmental, Social, and Governance) investing! Discover the reality of ESG initiatives and whether they are motivated by profit or values. Learn how to measure the impact of ESG and see why it’s becoming increasingly popular among investors who consider a company’s environmental and social impact alongside financial performance. Find out about the benefits of implementing ESG in your portfolio and the concerns that still surround its viability. By embracing the best practices of ESG investing, you can make informed decisions that go beyond financial returns and consider a company’s broader impact. Don’t miss this opportunity to explore the evolving world of ESG investing.

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Join us as we explore the fascinating world of ESG (Environmental, Social, and Governance) investing! Discover if ESG initiatives are fact or fiction and whether they are profit or value-driven. Measure the impact of ESG and see why it’s gaining popularity among investors who consider a company’s environmental and social impact in addition to financial performance. Our panel of diverse experts, including Viking Capital’s COO and Co-Founder, Dr. Ravi Gupta, dive into how ESG affects a company’s focus and actions. Learn about the benefits Viking has witnessed through implementing ESG throughout its own portfolio and why there are still major concerns surrounding ESG’s viability. Dive into the scope of ESG, its relevance to investment goals, and the strategies being utilized to integrate ESG considerations into investment processes. By adopting the best practices of ESG investing, you can make informed decisions that take into account a company’s broader impact beyond just financial returns. Don’t miss out on exploring the evolving landscape of ESG investing and its potential to drive positive change for a more sustainable future.

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About The Speakers

Ravi Gupta, MD

Ravi Gupta, MD is COO and co-founder / managing partner of Viking Capital Investments, a boutique multifamily investment company, a proud father of two, a physician, and a Philanthropist and Environmentalist. He has helped numerous physicians break free from their “golden handcuffs” by creating passive income streams through multifamily syndication investments so they can enjoy financial freedom by growing their wealth and live a life focused on their passions.

Rick Stone

Rick Stone earned his J.D. from Columbia Law School. Mr. Stone has amassed extensive legal expertise, dating back to his earliest experience as a law clerk for the Honorable Charles Sifton of the United States District Court for the Eastern District of New York. Rick is a former partner at one of the country’s oldest law firms, Cadwalader, Wickersham & Taft. He has been Lead Counsel on several major high profile successful consumer and securities class actions. Rick dedicates a substantial portion of time to philanthropy and is involved with numerous local and national charities such as the Community Foundation for Palm Beach and Martin Counties. Currently, Rick serves on the executive committee of Junior Achievement of the Palm Beaches, and teaches economics at Palm Beach Lakes High School as part of its volunteer program that teaches pre-law programs at local high schools. Rick is an adjunct law professor at Shepard Broad Law School, Nova Southeastern University. He is President and Co-Founder of the Palm Beach Investment Research Group Inc., a membership based not-for-profit corporation comprising a group of family offices and other active investors.

Rick Stone

Duel Glass is a visionary entrepreneur and philanthropist who has dedicated his life to making a positive impact on the world. With over two decades of experience in the business world, he has established himself as a leader in the industry and a pillar of his community. As the Principal at Glass Family Office, Glass Center for Sustainable Community, and Glass Minerals Co., Duel has demonstrated his expertise in managing and growing successful businesses. He has a keen eye for opportunity and a deep understanding of how to build a sustainable future for generations to come. This is reflected in his passion for agriculture, biology, and humanity, which he brings to his work every day. But Duel’s impact extends far beyond his business endeavors. He is a true humanitarian, using his resources and influence to support numerous charities and environmental

About The Speaker

First Affirmative’s Chief Investment Officer, Theresa Gusman, is on a mission to change the way companies, advisors, and individuals see their investments. Gusman’s commitment to incorporating environmental, social, and governance (ESG) issues into investment decisions began early in her 30-plus year investment career. She understands the full investment process, from research and portfolio management to asset and wealth management leadership roles, including Senior Portfolio Manager, Global Head of Equities, and Global Executive Committee Member at Deutsche Bank. Theresa’s commitment to sustainable, responsible, and impact (SRI) investing is driven by her fiduciary responsibility to clients and strong belief that ESG issues are financial issues that can affect performance and risk — in addition to being the right thing to do. She is convinced that clients’ financial and impact objectives are attainable simultaneously.

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