Please join the Community Foundation for Southern Arizona and Dimensional Fund Advisors on March 10, 2022, to learn about the benefits and challenges of ESG (environmental, social, and governance) investing.

Widely seen as a way to align personal values with portfolio objectives, ESG investing has increased significantly in recent years as investors recognize the interdependencies between economic sustainability and social and environmental issues.

About The Presenters

Michael Preis
As a Regional Director/Vice President in Dimensional’s Global Client Group, Michael is responsible for providing comprehensive advisor support around capital markets research, Dimensional investment solutions, and client-messaging resources. Before joining Dimensional in 2010, Michael was a Branch Manager for E*TRADE Financial’s office in Torrance, California, and had worked as a Financial Advisor for Morgan Stanley’s Los Angeles office prior to that. A CFA charterholder, Michael has a bachelor’s degree in finance from the University of Southern California and an MBA from the University of Texas, where he served on the school’s MBA Investment Fund.

Isabelle Williams
Isabelle Williams is an Investment Strategist and Vice President in Dimensional’s Austin office. Isabelle is a member of the product management team within the firm’s Investment Solutions Group, which is responsible for supporting the effective communication of Dimensional’s investment approach and strategies to clients and prospective clients. She is involved with a range of Dimensional’s product initiatives and strategies. Isabelle holds a bachelor’s degree in economics and liberal arts from the University of Notre Dame.

Please use the form below to register. Contact Tamara McKinney at tmckinney@cfsaz.org or 520-209-2874 with any questions.