Virtual Event to Provide Insights into Socially Responsible Investing

Bordeaux Wealth Advisors Hosting ESG Webinar on Feb. 25

WHEN: Thursday, February 25, 2021 – 12:00 p.m. PST
WHAT: Bordeaux Wealth Advisors will host a Zoom webinar on Impact and ESG
focused investment strategies. The webinar will provide differen perspectives on generating both investment performance and also identifying businesses aligned with strategies for Environmental, Social & Governance (ESG) values. What was once considered a niche investment segment, Impact and ESG strategies can help investors better align their investment portfolios with their personal values.

Among the questions to be addressed include:
• What factors are driving the growth of sustainable and impact investing globally?
• In what ways does the investment landscape differ domestically versus overseas with respect to ESG adoption?
• How do you weave financial and sustainable themes into an investment thesis for a portfolio company and across the portfolio?
• Do investors need to sacrifice investment returns to follow an ESG strategy?
• What unique risks should clients consider with ESG investing

WHERE: To join the February 25th webinar (i.e., participate by computer, mobile
device or phone), register through Zoom at

Jon Snare, CFA, Managing Partner of Bordeaux Wealth Advisors Seattle office
Benjamin Allen, CEO of Parnassus Investments and Portfolio Manager of Parnassus Core Equity Fund
Christopher Dyer, CFA, Vice President of Eaton Vance and Portfolio Manager of Calvert International Equity Fund.
Tim Harvey, CFA, Wealth Advisor in Bordeaux Wealth Advisors Silicon Valley office.

INTERVIEWS: To schedule interviews with the webinar participants, please contact Jay Scott, Senior Media Relations Manager, Gavin, at 484-695-3774 or by email at

About Bordeaux Wealth Advisors
Bordeaux Wealth Advisors provides custom and comprehensive financial and investment
advisory services to ultra-high net worth clients across the U.S. The firm has offices in Silicon Valley and Seattle. For more information about Bordeaux, please visit

1550 El Camino Real, Suite 100
Menlo Park, CA 94025

5110 Carillon Point
Kirkland, WA 98033

(650) 289-1105
(650) 472-8016

Media Contact
Jay Scott