Cleveland, OH

CFA Society Cleveland to hold "Private Equity and the Rise of ESG and Impact Investing" this September

James Stephens
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CLEVELAND, OH — CFA Society Cleveland will be holding an event "Private Equity and the Rise of ESG and Impact Investing" on September 22, from 12:00 p.m. to 1:30 p.m. at The City Club of Cleveland, 850 Euclid Ave #200, Cleveland, OH 44114.

In this event, participants will have the opportunity to hear from two industry experts on how private equity is integrating ESG and impact considerations into investment decisions and how that can lead to value creation and potentially higher returns for investors.

This event will be attended by Debbie Cugel (CFA, Managing Director of Glenmede) who will act as moderator, Peggy Roberts (Managing Partner of The Riverside Company), and Jennifer Wong (CFA, Vice President, Portfolio Manager - Private Investments & Impact Investing of Glenmede) whom both will perform as panelists.

To participate in this event, the organizer provides various ticket options such as CFA Society Cleveland Member (free), Livestream (free), Guest of CFA Society Cleveland Member for $25, CFA Candidate for $25, and Student for $20. Sales of all available tickets will close on September 22. Meanwhile, ticket sales for Non-CFA Cleveland Members / Non-Candidates / Non-Students for $40 have ended.

To purchase tickets for this event, potential participants can visit the Eventbrite page at =ebdssbdestsearch and click the "Tickets" option.

Sponsored by the Women's Advisory Committee of CFA Society Cleveland, this event will be organized in person and via live stream.

The moderator of this event, Debbie Cugel, CFA is the Portfolio Manager at Glenmede who is responsible for providing investment advice, ongoing portfolio management, and asset allocation for Glenmede's clients.

In carrying out her duties, she partners with advisory, tax, and wealth planning partners to understand client goals, provide tailored guidance, and ensure client wealth management goals are met.

One of the panelists in this event, Peggy Roberts, now serves as Managing Partner of the Riverside Capital Appreciation Fund (RCAF). Before joining Riverside in 2004, she worked in investment banking at Harris Williams & Co. and Robertson Stephens Inc. in San Francisco.

Meanwhile, the other panelist, Jennifer Wong, CFA, is currently working as a Portfolio Manager in the Private Investments team at Glenmede. She is tasked with overseeing investment selection and portfolio management across fund investments, secondaries, co-investment and directs, with a focus on impact-oriented investments.

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