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"Investment Consultants and Responsible Investing" was released by the Social Investment Forum in December, 2009.  Forty U.S. investment consulting firms were surveyed regarding client interest in environmental, social, and governance (ESG) criteria.  Survey results indicated the "nearly unanimous view that client interest in ESG is not a passing phenomenon, but will grow over the next three years" due to "climate change, and impending climate regulation, a growing public interest in 'green' issues, and social responsibility, and foundations' embrace of mission-related investing."  12.09

Saturday, October 25, 2008 3:45 PM - 4:45 PM
Room: Frontenac A

Speaker(s)
George R. Gay CEO, First Affirmative Financial Network

Description
This session will introduce our risk and diversification focused Portfolio Optimization Software, G-Sphere. This software drives several new investment solutions. George will also discuss several new folio options that are now ready to go into wide release.

Speaker Biographies
George R. Gay CFP, AIF is Chief Executive Officer of First Affirmative Financial Network, LLC and chairs the FAFN Investment Committee. He serves on the board of directors of the Social Investment Forum, with prior service from 1993 to 2000, and has produced and hosted the annual SRI in the Rockies Conference since 1990. He was the recipient of the industry?s 1997 ?SRI Service Award.? George earned his Certified Financial Planner? designation in June 1984 and completed a range of securities examinations covering the practice and supervision of securities business. He has held Series 24 (Registered Principal), 7 (Registered Representative), 65 (Uniform Investment Advisor), 53 (Municipal Bond Principal) and 63 (Uniform Securities Agent) licenses. George joined the company that was to become First Affirmative Financial Network as a financial planner in November 1986. He assumed the position of Chief Operating Officer of FAFN in 1989 and managed the sale of FAFN to Walnut Street Securities, Inc., in 1995. George served as President of the FAFN division of Walnut Street Advisers and as Vice President of Walnut Street Advisers (May 1, 1995?June 30, 1999). He became First Affirmative?s CEO on July 1, 1999 when the company again became independent. Born September 13, 1952 in Monroe, Michigan, George is a 1974 graduate of the United States Military Academy at West Point; he served on active duty for nine years in various command, staff and faculty assignments as an Armor officer. His final assignment on active duty, and then for three years as a civilian, was in the Resource Management Division, Directorate of Personnel and Community Activities at Fort Carson, Colorado. As division chief, George was responsible for the financial management of most business operations on the installation, ranging from the Golf Course and Bowling Center, to the Club Systems and Child Care operations. Upon his departure, George received the Department of the Army ?Commander?s Award for Civilian Service.?