Webinar - Highlights from the 2019 Survey on Values-Aligned Investing
Overview
This year, FOX included a values-aligned investing chapter in our Global Investment Survey for the first time. We gathered deep, meaningful data on responding families and look forward to sharing it with you. Join us on May 22 as we share how the world’s leading families are deploying capital to values-aligned strategies, as well as the challenges and opportunities identified by investors across the spectrum.
***Those that attend this webinar and complete the conditions of participation are eligible to receive 1 hour of CPE credit.***
Speaker(s)
Paulina Cromwell, CFA, Product Manager, Family Office Exchange
Paulina Cromwell is a product manager at Family Office Exchange (FOX). She is responsible for client education, advisory, and research related to Impact Investing & Philanthropy. Paulina cares deeply about helping families align their activities with their values. She works with families to achieve their goals across the family enterprise, including charitable giving, impact investing, and business initiatives.
Prior to joining FOX, Paulina was a portfolio manager in the Family Office Investment Advisory Practice at Northern Trust. She worked with family offices and their foundations on investment strategy, asset allocation, portfolio construction, and manager selection. She also led the team that conceived Northern Trust’s Family Office Consulting business. Paulina began her career in Corporate Strategy, focused on the company’s M&A activities and the annual strategic plan with the Board of Directors.
Paulina received a B.S. Degree in Finance from Florida State University, with a Minor in History. She is a Chartered Financial Analyst® (C.F.A.) charterholder and a member of the C.F.A. Society Chicago. Paulina is also involved with several mentorship and financial coaching organizations throughout the Chicago area.