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Marc Lane to present, 'Profitable Socially Responsible Investing'

Business Book Roundtable

February 23, 6:00 PM - 8:30 PM

Marc Lane to present his book, 'Profitable Socially Responsible Investing.' The event will include a happy hour and a book signing. Learn more.

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Where

Gleacher Center
450 North Cityfront Center
Chicago, Illinois

Who

Marc J. Lane
Author

Cost

$15 if registered before 2/17, $20 if registered after 2/17

Program

6:00 p.m. � 6:45 p.m. : Cash bar and appetizers
6:45 p.m. - 7:30 p.m. : Presentation
7:30 p.m. � 7:40 p.m. : Break
7:40 p.m. � 8:30 p.m. : Q&A and Book Signing

Registration

Register Online

Early registration deadline is 2/17

Questions

Paul Maranville, '03
312-604-3928

Event Details

Book Synopsis:

"Profitable Socially Responsible Investing? An Institutional Investor's Guide" is the book that came out of the author�s eight- year study, "Corporate Behavioral Screening: A New Perspective for Social Investors."

The book was written to demystify socially responsible investing it is based on Mr. Lane�s original research and ascertains that 1) when investors shun "sinful" securities, such as the stocks and bonds of tobacco companies or defense contractors, they tend to sacrifice risk-adjusted returns; however, (2) when they actively select "virtuous" companies, their portfolios' performance is unlikely to be impaired.

Step-by-step, the book provides the practical tools to define an individual's or institution's core values in a way that is useful in constructing a portfolio and, ultimately, in effecting positive change. It shows how to draft a mission-based investment policy that satisfies fiduciary obligations and to vote proxies most strategically, ensuring that voice is given to values.

Come with questions and comments to make this an interactive presentation.

Speaker Profiles

Marc Lane
Author, Profitable Socially Responsible Investing?

Attorney and investment advisor Marc J. Lane, J.D., is a graduate of Northwestern University School of Law. He is the President of The Law Offices of Marc J. Lane, a Professional Corporation, and of its financial services affiliates, including Marc J. Lane & Company, an NASD-registered broker-dealer; Marc J. Lane Investment Management, Inc., an SEC-registered investment advisor; and Longmeadow Insurance Services, Inc., a risk management firm.

Mr. Lane, a Master Registered Financial Planner and a Registered Financial Consultant, is an Adjunct Professor of Law at Northwestern University School of Law and an Adjunct Professor of Business at the University of Illinois.

Mr. Lane pioneered Advocacy Investing SM, his proprietary approach to values-based investing, as discussed in his 32nd book, "Profitable Socially Responsible Investing?".

Previous writings include a treatise on corporate governance, "Representing Corporate Officers and Directors," Aspen Publishers, 2004; "Advising Entrepreneurs: Dynamic Strategies for Financial Growth," John Wiley and Sons, 2001; and other books on corporate organization, management, taxation and personal finance.

He is also the author of numerous articles, and has been a regular columnist for Crain�s Chicago Business.

You can find more information at www.AdvocacyInvesting.com.