Advancing gender and racial equality through Responsible Investing: How a lens on diversity can lead to better investment decisions and positive change

Webinar
event access_time

Summary

The pandemic has exacerbated long-standing gender and racial inequalities. This seminar examines why inequality matters and how companies benefit from supporting diversity, equity and inclusion. We also explore how to choose the best approach for integrating a diversity lens into your portfolio.

Speakers

Lenore Reiner
CFP, CSRIC, Senior Responsible Investment Strategy Specialist, Calvert Research and Management

Lenore Reiner is a vice president and senior responsible investment strategy specialist for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global markets. She is responsible for the suite of strategies focused on responsible investing, encompassing actively and passively managed US and international equity strategies, fixed-income strategies and asset allocation funds. Lenore is responsible for client and internal communications and insights on investment strategy and portfolio positioning. She joined Calvert Research and Management in 2017.

Lenore began her career in the investment management industry in 2004. She has been affiliated with the Eaton Vance organization since 2017. Before joining the Eaton Vance organization, she was director of national sales and marketing at Motley Fool Asset Management. Previously, she was a regional vice president with Calvert Investments and was affiliated with Investors Group Financial Services Inc. in Canada as a financial advisor.

Lenore earned a Bachelor of Environmental Studies (BES) Honours, summa cum laude, from York University. She holds the Chartered Financial Planner (CFP) and Chartered SRI Counselor (CSRIC) designations, and FINRA Series 6, 7, 63 and 24 licenses.

Hellen Mbugua
Director of Research, Calvert Research and Management

Hellen Mbugua is the Director of Research for Calvert Research and Management, which specializes in responsible and sustainable investing across global capital markets. She is responsible for environmental, social and governance (ESG) research in the apparel and retail industries. She joined Calvert Research and Management in 2018.

Hellen began her career in the investment management industry in 2009. She has worked with pension funds and asset managers in both public and private markets. Before joining Calvert Research and Management, she held senior investment positions at IFG Development Group and Adaris Capital Partners, both private equity firms focused on alternative assets. Prior to her work in private equity, Hellen was an associate director at Pacific Alternative Asset Management Company (PAAMCO), where she was an associate director covering multiple asset classes and participating in hedge fund co-investments. Prior to PAAMCO, she worked at State Street Corporation and Segal Consulting’s actuarial practice.

Hellen earned a B.S. from the University of California Santa Barbara and an MBA from the Tuck School of Business at Dartmouth College, where she was a Robert Toigo Fellow. She was born and raised in Kenya and speaks three languagess focused on alternative assets. Prior to her work in private equity, Hellen was an associate director at Pacific Alternative Asset Management Company (PAAMCO), where she was an associate director covering multiple asset classes and participating in hedge fund co-investments. Prior to PAAMCO, she worked at State Street Corporation and Segal Consulting’s actuarial practice.

Hellen earned a B.S. from the University of California Santa Barbara and an MBA from the Tuck School of Business at Dartmouth College, where she was a Robert Toigo Fellow. She was born and raised in Kenya and speaks three languages.

Kimberly Stokes
Corporate Engagement Strategist, Calvert Research and Management

Kimberly Stokes is a vice president and corporate engagement strategist for Calvert Research and Management, which specializes in responsible and sustainable investing across global capital markets. She is responsible for executing the firm’s engagement strategy, which seeks to improve corporate environmental, social and governance (ESG) performance through direct dialogue, standard-setting exercises and partnerships, and public policy. She joined Calvert Research and Management in 2019.

Kimberly began her career in the investment management industry in 1999. Before joining Calvert Research and Management, she was a senior credit analyst in the fixed-income division of T. Rowe Price, where she covered the investor-owned utilities and midstream energy sectors. Kimberly also worked as a ratings analyst in the energy group at Standard & Poor’s and as a relationship manager on the oil and gas team at the Bank of New York.

Kimberly earned a B.S. from Bowie State University and an MBA from Georgetown University. She is a member of the MOSAIC employee resource group at Eaton Vance, and serves on the boards of the University System of Maryland Foundation and Ready at Five.e fixed-income division of T. Rowe Price, where she covered the investor-owned utilities and midstream energy sectors. Kimberly also worked as a ratings analyst in the energy group at Standard & Poor’s and as a relationship manager on the oil and gas team at the Bank of New York.

Kimberly earned a B.S. from Bowie State University and an MBA from Georgetown University. She is a member of the MOSAIC employee resource group at Eaton Vance, and serves on the boards of the University System of Maryland Foundation and Ready at Five.