– What it means to be a shareholder
– A historic look at shareholder engagement and activism
– Shareholder activism now: recent wins in the last year
– How to engage as an investor
– Different ways to create change with investing in stocks and bonds
– How do you move the needle with companies that need to change

Speakers
Darya Allen-Attar- Morgan Stanley, Financial Advisor
Martha Schuman- Community Capital Management, Inc., Senior Client Portfolio Manager
Mary Green- Federated Hermes, ESG Client Portfolio Manager
Yusuf George- Engine No 1, Managing Director
Emily Lee, CSRIC- Impax Asset Management LLC, Vice President, Business Development, West Coast
Laura Russell-Jones- Morgan Stanley, SVP Financial Advisor, Investing Impact Director