Webinar: Plan Progress: Considering ESG Factors in Investment Selection by PLANSPONSOR

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About This Webinar

For several presidential administrations now, there has been some back and forth about the place for environmental, social and governance (ESG) investing in retirement plans. Last year, the DOL proposed controversial regulations seeming to suppress the use of ESG investments in retirement plans; however, when final regulations came out, the DOL’s stance was softened.

Join PLANSPONSOR and retirement industry sources for a webinar in which you will learn:
What the DOL’s latest regulations say about the use of ESG investments in retirement plans;
How retirement plan sponsors can abide by their fiduciary duties when making investment selections based on ESG factors;
The different ways plan sponsors can include ESG investments in retirement plans.

Presenters

Alison Mintzer

Rebecca Moore

Managing Editor-Digital, PLANSPONSOR

Eraj Zaidi

Vice President, ESG Client Success at ISS ESG

Eraj Zaidi serves as Vice President of ESG Client Success at ISS ESG. At ISS, Eraj is responsible for maintaining ESG relationships with key global accounts and works extensively with top-tier asset managers and asset owners to integrate ESG data and analytics as part of their investment & decision making processes. Prior to joining ISS, Eraj managed UBS’ regional environmental programs in the Americas, implemented renewable energy strategies, and developed sustainable and responsible sourcing guidelines for third party vendors. Eraj has a Master’s degree in Sustainability and Environmental Management from Harvard University, and an undergraduate degree in Natural Sciences from Fordham University and lives in Queens, New York.

Neal Weaver

CEO and Co-Founder of Leafhouse Financial

Neal Weaver has been serving retirement plan clients for over 20 years. He is the CEO and co-founder of LeafHouse Financial, a national discretionary investment manager and consultant for retirement plans. The firm manages over $13 billion in retirement plan assets, and acts in both a 3(21) and 3(38) fiduciary capacity for a multitude of private and public retirement plans that range from start-up to large institutions across the U.S.

George Michael Gerstein

Fiduciary Governance Group Co-Chair at Stradley Ronon Stevens & Young, LLP

George Michael Gerstein advises plan sponsors and financial services firms on the fiduciary and prohibited transaction provisions of ERISA and the rules and regulations applicable to governmental plans. He’s also co-chair of the fiduciary governance and ESG groups. He’s authored numerous articles on the interplay of ERISA and ESG investing.