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The World Resources Institute and HSBC's Climate Change Centre of Excellence recently released "Over Heating:  Financial Risks from Water Constraints on Power Generation", a report analyzing water-related risks facing thermal and hydroelectric power plants in India, Malaysia, the Philippines, Thailand and Vietnam.  These plants require large amounts of water for cooling and generation.  More than half of existing and planned power plants in South and Southeast Asia are located in areas currently considered water scarce or stressed, according to the report.  4.10

Friday, October 24, 2008 1:00 PM - 2:00 PM
Room: Frontenac B

Speaker(s)
Kevin O'Keefe CIMA AIF

Description
Financial Planning and Investment Advice is best handled as a consultative, process-based relationship rather than as a product sale. When markets are difficult, focusing on process helps to keep your existing clients and makes you more attractive to potential new clients. Learn how to present your services, and ours, as disciplined, client-focused processes that will allow you to help you help your clients.

Speaker Biographies
R. Kevin O'Keefe, CFP, CIMA, AIF is the Company?s Chief Investment Officer, a member of First Affirmative?s Investment Committee and is responsible for due diligence for all managed account programs offered by FAFN. He has held Series 7 (Registered Representative), 63 (Uniform Securities Agent) and 65 (Uniform Investment Advisor) licenses and is a member of the Investment Management Consultants Association. Kevin has been an investment advisor representative with First Affirmative since 1991. From 1996 to 1999 he was with Reber/Russell Company (concurrent with his First Affirmative responsibilities), a firm affiliated with Frank Russell Investment Management Company and highly regarded for their expertise in asset allocation, rigorous manager evaluation and consulting services to some of the world?s largest pools of capital, particularly institutional investments. He was responsible for serving several dozen clients whose aggregate assets exceeded $100 million. Upon leaving Reber/Russell Company in early 1999, Kevin expanded his role at FAFN. In collaboration with George Gay, he developed a strategic asset allocation program based on the investment management principles used by Russell, and designed to meet the needs of the social investor market. This program is called ?Efficiencies? in recognition of its fundamental strengths: efficient use of risk in pursuit of investment returns; cost efficiency; and tax efficiency. Kevin was born May 7, 1952 in Chicago Illinois. He graduated from Chicago?s Loyola University in 1974 with a degree in psychology and went on to complete his master?s degree in counseling psychology at Loyola in 1976. He worked for EF Hutton, specializing in retirement planning, throughout the 1980s.