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The Community Investing Toolkit for the Faith Community, recently released by the Social Investment Forum, was developed to address the growing demand from religious investors for a community investing resource focused on the faith community.  The guide grew out of a 2007 roundtable discussion of 25 representatives from various religious institutions. 

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

Speaker(s)
Holly Testa View

Description
In the past, many advisers have identified First Affirmative's capabilities in the Shareholder Advocacy process as a weakness in our offering. In the last year, Holly Testa has interview many advisers to determine their understanding of what our true abilities are, as well as to understand what advisers would like to see us do. Earlier this year, Holly wrote a "White Paper" on the subject and will present this information in this session, as well as leading the discussion as to what we should do next.

Speaker Biographies
Holly has been affiliated with First Affirmative in a number of ways over the years- as an Investment Advisory Representative, Business Development Consulatant, and more recently working on special projects regarding shareholder advocacy, community investing and succession planning. Her office is the sailing vessel Tango, a 43 foot catamaran. After spending last winter and this summer exploring Northern British Columbia, she is currently in the San Francisco Bay Area.