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CAR-0219-01120
2
PIMCO
Event LocationTESLA showroom of Washington DC
3 BUILD. PRESERVE. INSPIRE.
Olivia Albrecht, Senior Vice President, PIMCO
Justin Conway, Vice President, Calvert Impact Capital
Michael Levitsky, Vice President, Seventy2 Capital
Darryl Northrop, Regional Manager, Alliance Bernstein
Moderator:Paul Carlson, Co-Founder and PartnerSeventy2 Capital
Sustainable, Responsible, and Impact Investing (SRI) has three main approaches:
Screening on Environmental, Social, and Governance (ESG) Factors
Shareholder Advocacy
Impact Investing
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Common ESG Criteria
SRI assets have grown to $12 Trillion26% of dollars invested in the U.S.
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Annual Impact Investor Survey:
https://thegiin.org/research/publication/annualsurvey2018
US Sustainable Investment Forum (SIF) Trends Report 2018:
https://www.ussif.org/trends
Industry Insights:
https://www.calvertimpactcapital.org/insights
Impact Investing Viewpoints:https://www.pimco.com/en-us/insights/viewpoints/impact-investing-
imagining-the-next-evolution-in-economies-and-finance
PIMCO
Calvert Impact Capital
US SIF
GIINPlease note: We are not responsible for the information contained on the listed web sites. The sites are provided to you for information purposes only. Please note: By clicking on any third-party links, you will leave the Seventy2 Capital website and enter a privately owned website created, operated and maintained by a third party, which may not be affiliated with Seventy2 Capital, Wells Fargo Advisors Financial Network or its affiliates. The information and opinions found on the website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this website, neither Seventy2 Capital nor Wells Fargo Advisors Financial Networks is endorsing any of the third-party’s products and services, and their privacy and security policies may differ from Seventy2 Capital and/or Wells Fargo Advisors Financial Networks. We recommend that you review the third-party’s policies, terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.
CAR-0219-02487
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CAR-0219-01120
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Sustainable investing focuses on companies that demonstrate adherence to environmental, social and corporate
governance principles, among other values. There is no assurance that social impact investing can be an effective strategy
under all market conditions. Different investment styles tend to shift in and out of favor. In addition, the investment’s social
policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the
economy which could cause it to perform differently than similar portfolios that do not have a social policy.
The investments and services listed may not be suitable for all investors. Seventy2 Capital Wealth Management, LLC in
conjunction with Wells Fargo Advisors recommends that investors independently evaluate particular investments, and
encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend
upon an investor's individual circumstances and objectives.
Seventy2 Capital Wealth Management, LLC in conjunction with Wells Fargo Advisors does not provide tax or legal
advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters
involving trust and estate planning and other legal matters.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are
underwritten by unaffiliated insurance companies.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo
Advisors is a trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered
broker-dealers and non-bank affiliates of Wells Fargo & Company.
BUILD. PRESERVE. INSPIRE.