Northern Chapter VSCPA - Event Information

Event Name:Accounting Trends SIG - Impact Investing
Event Type(s):Special Interest Group Event
Description:Please join us on Wednesday, October 25th , 2017 to hear Ted Berry, CIMA©, Vice
President and Financial Advisor at Morgan Stanley teach us about Impact
Investing: What, Why, How

What will Ted teach us (learning objectives)?
  • Review the history of Impact Investing
  • Understand the terminology of the various investment approaches
  • Understand the pros and cons of the various approaches
  • Review the evolution and current state of investment strategies and their availability
Per Wikipedia:
Impact investing refers to investments "made into companies,
organizations, and funds with the intention to generate a measurable, beneficial
social or environmental impact alongside a financial return". It is a form of socially
responsible investing that serves as a guide for various investment strategies.
Event Date:10-25-17
Event Time:5:00 to 6:40pm
Location:Wells Fargo Bank
1753 Pinnacle Drive
3rd Floor, Board Room
McLean, VA 22102

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Contact Person:Gary Brooks
(phone: 703-507-1072)
Details:Eligible for 2 CPE. 
Please try to arrive a few minutes early
Free parking!

Speaker’s Bio:
Ted Berry, CIMA©, Vice President and Financial Advisor, joined the Washington, DC
office of Legg Mason Wood Walker in 1998. He moved to Morgan Stanley Wealth
Management when predecessor firms were merged in June 2009. 

Mr. Berry focuses on investment consulting and reserves management for
associations and non-profits.  Mr. Berry holds the Portfolio Manager designation
within Morgan Stanley’s Portfolio Management Group money management
program.  He holds the Certified Investment Management Analyst and Accredited
Investment Fiduciary certifications.

He is active in the association and non-profit community.  He holds memberships in
the American Society of Association Executives (ASAE) and the Finance and
Administration Roundtable (FAR).  He is a past Board Secretary for the Association
Foundation Group.  He has spoken at national association conferences and been
published in national association media.  His topics have included writing investment policies, managing financial reserves and incorporating debt into reserve structures.

Mr. Berry has an MBA in International Finance from the University of Hartford in
West Hartford, CT and a BS in Marine Science from Eckerd College in St.
Petersburg, FL.  Mr. Berry’s primary office is located in Washington, DC.
Event Registration:
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