Introduction to ESG Investing and Diversity Considerations in Investing
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The presentation will focus serve as an excellent "Introduction to Environmental, Social, and Governance Investing/Diversity Considerations in Investing".
Registration 1:30-2:00
Presentation 2:00 - 4:15
Social Networking 4:15-5:00
Two continuing education credits are approved for CLE, CFP, Pennsylvania Insurance, CPA, CTFA and PACE.
Bikram Chadha is a director and joined PFM Asset Management in 2016. In his role, Bikram is responsible for managing institutional client relationships and supporting business development efforts for the firm’s consulting and outsourced CIO practice areas - focusing on endowments, foundations, pension funds, OPEB trusts and other long-term investment portfolios. Bikram is also a member of the firm's endowment and foundation national practice.
Bikram started his career at Vanguard, most recently as an investment analyst in the institutional advice business. As an investment analyst, Bikram provided portfolio and investment-related analysis, executed on trading responsibilities, and served on the relationship team for endowment, foundation and pension clients totaling approximately $2 billion in assets under management.
Bikram is a member of the CFA Institute and CFA Society of Philadelphia. He is also a member of the Government Finance Officers Association (GFOA) of both Pennsylvania and Maryland. In the community, Bikram serves on the Board of Directors and Finance Committee of Uplift Center for Grieving Children, a non-profit organization based in Philadelphia, PA. Additionally, Bikram is a mentor to students at both Villanova School of Business and The Wharton School.
