Investment Solutions: First Affirmative's Investment Process - from GeneSIS to Final IPS
Return to: Agenda

Saturday, October 25, 2008 4:50 PM - 5:50 PM
Room: Frontenac B

Speaker(s)
Johann Klaassen PhD. AIF

Description
What happens after you complete one of First Affirmative's Confidential Client Questionnaires with a prospective client? In this session, we'll walk through the process from questionnaire to IPS and Manager Addendum. Come and see - the black box will be opened, secrets will be revealed, mysteries will be exposed!

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.



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