May24
Event Details
| Date |
5/24/2022 |
| Time |
12:30pm - 1:30pm |
Financial Foundations Webinar
Understanding ESG & Cryptocurrency Investments
FREE Webinar | Tuesday, May 24th | 12:30 pm - 1:30 pm
Presentation will be 30 - 45 minutes with Q & A session to follow. There are 500 seats available for this FREE webinar, reserve your seat today!
For many individuals, aligning their values with their investment strategy is a priority, now more than ever. This approach is commonly referred to as “ESG” investing, or investing based on certain environmental, social, or governance factors. Likewise, cryptocurrencies such as bitcoin have also gained significant media attention, due in no small part to their dramatic price changes, which has many speculating about their potential role in a portfolio.
These investments are not without challenges, however. ESG investments lack of universally accepted definition can lead to a wide range of approaches and investment outcomes. How do you know which one is right for you? Cryptocurrencies are relatively new investment vehicles and have no central responsible authority overseeing them. What are the risks, expectations, and how do they compare to other investment alternatives?
Hear from our experts as we explore these investment options and answer your questions. We invite you to register today!
Discussion Topics Include:
- Understand what ESG investing is and if its right for you
- Learn about cryptocurrency as a long-term investment strategy
- Hear opinions about the role cryptocurrency should play in a diversified portfolio
- Gain insights into a portfolio construction process
Meet Our Presenters
JAMES SHOQUIST, CFP® | Wealth Advisor at Northwest Wealth Management
James Shoquist was raised in southwest Wisconsin. He joined the United States Air Force in 1999, serving honorably until 2005. After his service in the Air Force, James earned a Bachelor's degree from University of Nebraska-Omaha in 2007. Upon graduation he entered the financial services industry as a Financial Advisor. In May 2014 James joined the Northwest Wealth Management team.
JOHN MORRISON | Senior Investment Strategist and Vice President at Dimensional Fund Advisors
John works as a portfolio specialist for equities within the firm’s Investment Solutions Group, which is responsible for supporting the effective communication of Dimensional’s investment approach and strategies to clients and prospective clients. Prior to his current role, John was an equity Portfolio Manager with Dimensional. Before joining Dimensional, John worked as a consultant at Bain & Company in Sydney, Australia, developing strategic business plans for large multinational corporations. John also worked in risk management at Goldman Sachs & Co., focusing on counterparty risk associated with derivative trades.
John graduated with honors from the University of Chicago Booth School of Business with concentrations in finance, econometrics and statistics, and economics. He also holds a BS in neuroscience and is a CFA® charterholder.
Questions?
Please reach out to info@invest-northwest.com or give us a call at 800.678.4105.
Contact a Wealth Advisor
Advisors represent Northwest Wealth Management, LLC, a Registered Investment Advisor and affiliate of Northwest Bank. Not FDIC Insured. No Bank Guarantee. May Lose Value.
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