Webinar: Understanding the Unique Challenges of Implementing ESG Investments

Thursday, October 20, 2022 (2pm - 3pm US/Eastern)

Zoom Meeting

Are you trying to find the balance between the mission of your organization with the complicated aspects of the investing world? Are you a fiduciary over your school's investment assets? Are you looking to enhance long-term performance while managing the risk of your portfolio? This webinar will answer many of those questions. Graystone Consulting at Morgan Stanley, an NAES Solutions Partner, will provide an insider’s look at the process of searching for money managers while keeping the mission of your organization closely in mind. Gather your various stakeholders and listen to this interesting and important webinar.

David Murphy | Senior Vice President, Portfolio Manager Director
Kathy Shipley, CIMA® | First Vice President, Director of Business Strategy
The J.K. Meek Group at Graystone Consulting, Morgan Stanley Wealth Management

Technical Requirements

Each registration equals one connection. Register for one connection and gather your leadership team around the screen. Or, register for multiple connections and enable school and church leaders to participate from a variety of locations.

NAES virtual events are facilitated through Zoom. You will need the following:
• An internet connection – broadband wired or wireless (3G or 4G/LTE)
• Speakers and a microphone – built-in or USB plug-in or wireless Bluetooth
• [Optional] A webcam or HD webcam - built-in or USB plug-in

Zoom is also available for Android and iOS devices. You can learn more about technical requirements of this platform at https://support.zoom.us/hc/en-us/articles/201362023-System-Requirements-for-PC-Mac-and-Linux

Registration Fees:

These fees are available through 10/19/2022
Name Price Available To
Member Rate $0.00   NAES Members
Nonmember Rate $85.00   Non-NAES Members

Cancellation and Other Policies:

Written cancellations must be received by email to info@episcopalschools.org, no later than 24 hours before the start of the webinar. Registrations submitted less than 24 hours prior to the start of the webinar are not entitled to any refund if they are cancelled.

Any and all liability of the National Association of Episcopal Schools (NAES) with respect to registration, cancellations, changes in the content of the program, technology breakdowns, and refunds is limited to a sum no greater than the registration fee paid. Under no circumstances shall NAES be liable for incidental or consequential damages of any kind. Submission of registration and payment constitutes acceptance of the terms and conditions herein.

NAES or its contractors may be recording this webinar. By attending this webinar, attendees understand and agree to allow their voices and statements to be used by NAES in Association publications, on its website, in any and all distributed versions of this recorded webinar, and in marketing or promotional materials. Attendance at the meeting waives NAES from any liability resulting from these uses.

Sponsors and Sponsorship Information:

The J.K. Meek Group at Graystone Consulting, Morgan Stanley Wealth Management

For more information please contact:

Mr. Jonathan F. Cooper
Communications Manager
National Association of Episcopal Schools
Phone: (212) 716-6182
Fax: (212) 286-9366
Email: jfc@episcopalschools.org