
Friday, October 24, 2008 1:00 PM - 2:00 PM
Room: Frontenac A
Speaker(s)
Johann Klaassen
Andy Loving
Description
Most of us agree that Community Investments are among the highest impact options in SRI. Historically, it has been difficult to include community investments in our Solutions. Andy Loving will discuss the importance of Community Investing and Johann Klaassen will provide an understanding of what First Affirmative has been doing and what our new trading capabilities will allow us to do in the future. We will also discuss the new First Affirmative "white paper" on Community Investment Solutions.
Speaker Biographies
Johann A. Klaassen PhD, AIF
is Vice President of Managed Account Programs for First Affirmative Financial Network, LLC. He joined First Affirmative in mid-2001, and is responsible for program support to Network Advisers for both the Fairways and Efficiencies programs. He has held Series 6 (Investment Company Products/Variable Contracts Representative), 63 (Uniform Securities Agent) and 65 (Uniform Investment Advisor) licenses.
Before joining First Affirmative, Johann worked as an Investor Services Representative with T. Rowe Price. Previously, he served on the faculties of the University of Central Arkansas, Webster University, Millikin University, University of Idaho and Washington University in St. Louis, including teaching courses in environmental ethics and bio-medical ethics. He currently serves on the adjunct faculty of Regis University?s Professional MBA program, teaching an online course for the ?MBAs for MDs? program entitled ?Ethical and Legal Issues in Healthcare.? Johann?s scholarly articles have appeared in such journals as Philosophy and Literature, Journal of Social Philosophy, and Journal of Value Inquiry; he has presented papers to international conferences in Helsinki, Las Vegas and Tampa, among others.
Born January 24, 1970, Johann spent most of his youth in the forests of western Washington state and now volunteers his time to local environmental causes, educational institutions and social justice organizations. He earned a BA in liberal arts (the Great Books Program) from St. John?s College in Santa Fe, New Mexico and a PhD in ethics and social philosophy from Washington University in St. Louis.
Andy R. Loving, CFP, AIF, has a financial planning and investment advisory practice along with his business partners Susan K. Taylor, PhD, AIF, and Paul Whiteley in Louisville, KY. Their firm is called Just Money Advisors and they are all Investment Advisor Representatives of First Affirmative Financial Network, LLC. They work mostly with clients who approach SRI from a faith-based or movement background and community investing is an integral part of the work that they do with most of their clients.