Santa Barbara Educational Mixer: Climate Investing – Growth Drivers and the New Capital Cycle
A Santa Barbara Advisory Council Sponsored Event
“To solve the climate crisis, we should invest in ‘dirty’ companies, not ’clean’ ones.”
In this wonderful event, which combines education and wine tasting from local vineyards, Roger Mortimer will gives us his insights into climate investing. Roger Mortimer, KraneShares Portfolio Manager (Global Carbon Transformation ETF KGHG), believes that investors should look forwards, not backwards, when investing in climate and energy transition themes. Selecting investments on the basis of strong historical ESG or carbon intensity scoring may lead investors to companies that are already ‘clean’ or not part of the problem. Mortimer believes that investing “in the problem”, and in those companies that see the value creation potential from carbon transformation - and are actively managing towards it - may offer investors the potential to capture a valuation arbitrage available as companies transition from ‘dirty’ to ‘clean’.
Join Roger Mortimer and KraneShares Head of West Coast Bill Fagan as they lay out the investment case for investing in who they believe are the low-carbon leaders of the future.
After the presentation we will have time to do networking. Roblar Winery from the nearby Santa Ynez Valley will be at the venue presenting to us a selection of its fine wines. We will be able to chat, have a glass of wine, some appetizers, and enjoy the beautiful view of the Channel Islands from the Cabrillo Pavilion Deck.
During the discussion, they will cover:
- How to identify decarbonization growth opportunities/transformative companies
- How climate regulation and ESG mandates are shaping the clean energy transition
- Long term outlook for the energy sector and decarbonization
- Overview of the KraneShares Global Carbon Transformation ETF (Ticker: KGHG)
- Q & A
Roger Mortimer | Roger Mortimer joined KraneShares as Portfolio Manager in February 2022. Roger brings a wealth of experience and passion to our growing Climate Suite.
Roger has a distinguished career across the utilities, banking, and investment industries. As a public global equities project manager for over 20 years, he has been 5 Star Morningstar rated on three different mandates and has been extensively featured in media alongside his strategies, including some notable accolades. Today, he is completely immersed in climate strategy and shares our vision that climate (alongside China) is one of the largest themes for the next 25 years.
Roger holds a Bachelor of Arts in Economics from the University of Western Ontario and an M.B.A. from the Ivey Business School at the University of Western Ontario. Back To Top ^^
Bill Fagan | Bill joined KraneShares in 2017 to expand the firm's partnerships with financial advisors, broker/dealers, and institutions across the west coast. Bill brings KraneShares' solutions and expertise in both exchange traded funds and the Chinese investment landscape to investors throughout the western states.
Bill has spent his career helping financial professionals build portfolios to solve the needs of their clients through retirement planning and asset allocation assistance. His expertise spans client education, portfolio construction, exchange traded products, business management, and retirement solutions.
Prior to joining KraneShares, Bill worked in Business Development and Financial Advisor Consulting at BlackRock, with a focus on ETFs and Portfolio Construction. He brings a wealth of knowledge to the firm surrounding the exchange traded fund landscape and wealth advisory community on the west coast.
Bill has a deep passion for helping clients achieve their investment goals through education and relationship management. He received his Bachelors in Science from Duquesne University, with a focus on Finance & Investment Management. Back To Top ^^
Registration is NOW CLOSED. Please NO WALK-INS
Parking Cost: $2/hr.
We accept the following:
If you prefer to pay by check please email firstname.lastname@example.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail Check To:
CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail email@example.com. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Falko Hörnicke, CFA
|As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.|