Webinar - Social Investing: A Conversation About the Journey


Wednesday, Nov 19, 2014 - 10:00am to 11:30am CST

Corporate Social Responsibility can be much more than a cost, a constraint or a charitable deed – it can be a source of opportunity, innovation and competitive edge. Companies that are good social citizens can both positively address societal issues and outperform their competitors.  This webinar provides insight about how Socially Responsible Investing provides  individuals and institutions the opportunity to reward companies that are good corporate citizens by investing in those companies.  It addresses how  investment in these companies will further support their ability to innovate and grow their bottom line while progressively addressing societal issues.  Investors will learn about opportunities to support causes they care about while achieving market rate returns.
Participants will learn:
  • The context and evolution of Socially Responsible Investing (SRI) from its Quaker roots to its modern day interpretation and implementation
  • The idea that individuals and institutions can simultaneously align their investments with their values, produce competitive returns, and make a significant impact on a local and/or global scale
  • The intergenerational wealth transfer to women and Millennials – both of whom are inclined to align their investments with their values – are controlling a greater share of assets
  • The significant challenges humanity faces around food scarcity, water scarcity, global obesity and energy efficiency, and how S2I (Socially Innovative Investing) interprets and thoughtfully constructs portfolios to meet those challenges

  • Speaker(s)

Jason T. Baron, Managing Director & Head Portfolio Manager of Social Investment Strategies, U.S. Trust, Bank of America Private Wealth Management

Jason Baron is the head portfolio manager for Social Investment Strategies at U.S. Trust.  He is the creator of U.S. Trusts “Socially Innovative Investing” suite of products, serving clients across asset classes including domestic equities and domestic taxable corporate fixed income.  Jason is a publishing member of the CIOs Thought Leadership Team where he writes on topics of ESG and sustainability.  He is a frequent guest lecturer on sustainability and social investing topics including at the Sloan School of Management at MIT, the Harvard Kennedy School, The Yale School of Management, SOCAP, SRI in the Rockies, the Family Office Exchange, Wall Street With Out Walls, the Milken Institute and the Aspen Ideas Festival and others.  Since joining U.S. Trust in 2010, Mr. Baron has brought to U.S. Trust the ability for institutional and high-net-worth clients to align their investment portfolios with their values, while seeking a comparable market rate of return.
Prior to joining U.S. Trust, Jason served as the group head for the Community Investing Team at Lehman Brothers and later Barclays Wealth Management, where he was responsible for the design and implementation of socially responsible and mission-oriented investment products. He began his career as an equity analyst covering the diversified financial sector at Keefe Bruyette & Woods in their Hartford, CT office and was a member of the Wall Street Journal’s “Best on the Street” team in 2003. 
Jason earned his B.S. in business administration from Georgetown University’s McDonough School of Business in Washington DC where he served as a 1789 ambassador and his M.B.A. from Yale University’s School of Management where he focused on investment management and strategic philanthropy. 
He is a member of the Hitachi Foundation’s investment committee and general Board of Directors, and previously served as Vice Chairman and Treasurer of The City School, a Boston based non-profit focused on education.