Why ESG should matter to you and your clients

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Speakers

Di Zhou, CFA, FRM
Portfolio Manager and Managing Director
Thornburg

Di Zhou is portfolio manager for Thornburg Investment Management. Di joined the firm in 2010 as an equity research analyst, was promoted to associate portfolio manager in 2014, and was named portfolio manager in 2015. Di is a portfolio manager on Thornburg’s ESG strategy, Thornburg Better World International Fund, as well as the Thornburg International Value Fund.

Di holds a BA in business administration from the Marshall School of Business at the University of Southern California and an MBA from the University of Chicago Booth School of Business. Prior to graduate school, she was employed at Wilshire Associates.

Jake Walko
Director of ESG Investing & Global Investment Stewardship
Thornburg

Jake Walko is the director of ESG investing & global investment stewardship at Thornburg Investment Management, furthering the adoption of environmental, social, and governance (ESG) considerations across Thornburg’s full product suite. Prior to joining Thornburg, Jake worked at Neuberger Berman in New York as vice president, ESG investing and director of global investment stewardship. Earlier in his career, he covered the technology and real estate spaces on BlackRock’s Investment Stewardship team, as well as serving in various positions at Glass, Lewis, & Co.

Jake is a graduate of the City College of the City University of New York with an MA in international relations and Hunter College of the City University of New York with a BA in economics. He also holds the CFA Institute Investment Foundations™ Certificate.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.