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Podcast Archives: Stewardship

Episode 87 | June 22, 2020

Schroder’s ESG Funds Are Outperforming the Competition

Katherine Davidson, Portfolio Manager/Global Sector Specialist at Schroders

Davidson explains how those corporations with good customer relationships and more sustainable corporate cultures pre-pandemic are more resilient during the pandemic, starting at the Board level and including a strong investment in their employees.

Episode 85 | June 2, 2020

Next Gen Advisor Steers Resilient Course During the Pandemic

Noel Pacarro Brown, CIMA, CPWA, The Conscious Wealth Management Group & First Vice President at Morgan Stanley

A Forbes Top Next Gen Wealth Advisor and 2nd generation Managing Partner in the practice founded by her mother, Brown works with institutions, family offices and high net worth individuals. As co-chair of the Consulting Group Advisory Council at Morgan Stanley, Brown regularly speaks and writes about practice management for financial advisors. We also talked […]

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