Environmental, Social, and Corporate Governance with Rowan University: Investment Implications of ESG Investing

VIDEO November 18, 2022

Speaker / Author

Perth Tolle

Founder of Life + Liberty Indexes

Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index), a first-of-its-kind freedom-weighted emerging markets equity index strategy. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Perth is a frequent speaker at investment industry events and provides commentary for various financial media including Barron’s, Bloomberg, CNBC, Cheddar, and MarketWatch. Perth was named one of the ... Read More

Patricia Healy

Senior Vice President of Research, Cumberland Advisors

Patty Healy serves as Senior Vice President of Research. She provides integral market and individual credit research and insight while serving as a member of the team managing the fixed-income strategies. Patty joined the firm in 2016. She was most recently Senior Director for BayernLB, where she oversaw the public finance portfolio as well as the firm’s tender option bond liquidity program. Previously, Patty served as a credit analyst at TD Securities and at Offitbank. Patty has experience at the credit rating agencies: At Standard & Poor’s she focused on utilities, and at Fitch she focused on infrastructure and later ... Read More

John Mousseau

President, Chief Executive Officer & Director of Fixed Income, Cumberland Advisors

John Mousseau is currently the President, Chief Executive Officer, and Director of Fixed Income at Cumberland Advisors. In this capacity, John also serves as a portfolio manager and has overall responsibility for portfolio construction, management, analysis, trading, and research for all tax-free and taxable bond accounts. His comments and analyses have appeared in The Bond Buyer, Barron’s, the Wall Street Journal, Bloomberg, Forbes, the Philadelphia Inquirer, and the New York Times. He has also been a contributor to the Municipal Finance Journal. In addition, he has appeared on Bloomberg Television and Radio, Reuters, CNBC, and on Sarasota-Manatee’s local media for ... Read More

Lisa McIntire Shaw

Founding Partner of Cygnus Asset Management, LLC

Lisa McIntire Shaw is a founding partner of Cygnus Asset Management, LLC based in Charlotte, NC. She has more than 30 years of experience in the financial arena. Her areas of special interest include international markets; charitable trusts; strategic wealth preservation; and domestic, corporate, government and municipal bonds. Lisa earned her Certified Financial Planner (CFP®) designation from the College of Financial Planning and her credentials as a Certified Investment Management Analyst (CIMA®) from the Wharton School at the University of Pennsylvania. She also holds a bachelor's degree in international studies from the University of North Carolina, Chapel Hill. A native ... Read More