WEBINAR
Environmental, Social And Governance (ESG) Investing for Defined
Contribution Plans
September 12, 2023
PLEASE NOTE REGISTRATION IN ADVANCE IS REQUIRED FOR CE CREDITS.
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Please join us as our speakers, Sean E Teesdale, CFA – Vice President, Financial Advisor of CapTrust and Peter Ruffel, CRPS – Manager, Defined Contribution of CapTrust as they discuss the changing landscape of ESGs in the defined contribution space.
Some of the topics you’ll learn about at this session:
SPEAKERS
Sean E. Teesdale, CFA Vice President, Financial Advisor Sean.Teesdale@captrust.com Sean Teesdale is an institutional retirement plan advisor based in Doylestown, PA. Sean focuses on providing investment and fiduciary advisory services to institutional clients. He joined CAPTRUST in 2017 as a vice president and financial advisor responsible for providing retirement plan advisory services to corporate fiduciaries. He is motivated by helping his clients become fiduciary stewards and he has 19 years of investment and retirement product experience. Prior to joining the firm, Sean was a client advisor and portfolio manager at Legacy Advisors where he provided holistic fiduciary advisory services to both institutional and high net worth clients. He received a Bachelor of Business Administration degree in finance from Villanova University. Sean is a CFA charterholder and a member of the CFA Institute and the CFA Society of Philadelphia. Peter Ruffel, CRPS® Manager, Defined Contribution Peter.Ruffel@captrust.com Pete specializes in institutional client services in Raleigh, NC. Pete Joined CAPTRUST in 2012 and is currently responsible for the firm’s services and solutions to address the needs of its non-discretionary Defined Contribution practice. He focuses his time on discussing industry trends with clients and consultants, evolving the solutions clients consider, and integrating new advisory practices. Pete graduated from the University of Connecticut with a Bachelor of Arts in Economics. Before joining the Defined Contribution team, Pete worked within CAPTRUST’s institutional client services team assisting with the clients for different advisors. |
Webinar Date: September 12, 2023 Time: Presentation / Q & A 9:00: AM - 10:15 AM Cost: Members - FREE Non-Members - $25 To attend, you must register by Friday, September 8th at (5 PM) Non-Members please click the below button to register.
Pending approval attendees of this event will receive 1.5 hours CEBS Compliance credit; 1 .25 hours of HRCI credit; and 1.25 hours of SHRM PDC credit.
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