Investing for Impact: How to Align Your Investments with Your Values


Thursday, July 13,
5:30 – 7:00 p.m.
Wine & cheese at 5:30 p.m. in the Commons.
Presentation begins at 6 p.m. in Harbourton Auditorium.

Presented by
Matt Patsky, CFA,
CEO of Trillium Asset Management.

Register for the event

Increasingly, investors are seeking to align their portfolios with their values, investing in companies that will be leaders in the move to a more socially and environmentally sustainable economy. Looking to extend their impact, active investors are utilizing additional tools afforded to public company owners and debt holders. Guest speaker Matt Patsky will discuss the array of opportunities for investors seeking to leverage their investments to further their environmental and social goals.

Matthew Patsky, CFA is CEO of Trillium Asset Management and also a Portfolio Manager, leading the firm’s Sustainable Opportunities strategy. He joined Trillium in 2009, and has three decades of experience in investment research and management.

Matt began his career at Lehman Brothers in 1984 as a Technology Analyst. While covering growth companies for Lehman, he began to incorporate environmental, social and governance factors into his research, becoming the first sell side analyst in the US to publish on the topic of socially responsible investing in 1994. As Director of Equity Research for Adams, Harkness & Hill, he built that firm’s powerful research capabilities in socially and environmentally responsible areas, such as renewable energy, resource optimization, and organic and natural products. Prior to joining Trillium, Matt was at Winslow Management Company in Boston, where he served as Director of Research, Chairman of the Investment Committee, and Portfolio Manager for the Green Solutions Strategy and the Winslow Green Solutions Fund.

Matt currently serves on the boards of Environmental League of Massachusetts, Shared Interest, and Pro Mujer. Currently, he is a member of the Social Venture Network (SVN), and is a Chartered Financial Analyst. Matt holds a Bachelor of Science in Economics from Rensselaer Polytechnic Institute.