Norfolk & Plymouth Estate and Business Planning Council


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  • Socially Responsible Investing (SRI) - NPEPC Breakfast Round Table Discussion

Socially Responsible Investing (SRI) - NPEPC Breakfast Round Table Discussion

  • 01/09/2020
  • 8:30 AM - 10:00 AM (EST)
  • Boston Newton Marriott, 2345 Commonwealth Avenue Newton, Massachusetts 02466
  • 18


  • NPEPC Members can bring one guest free to an event but the Member must register the guest. Please email or call Headquarters 617.285.2845 for the Registration code


NPEPC is excited to announce to Members...

NPEPC Breakfast Round Table Discussion 

Our Table Moderator will be: Matthew W. Patsky, CFA

Matt Patsky is CEO, Managing Partner, and a Portfolio Manager on Trillium’s Sustainable Opportunities and Global Equity strategies. He joined Trillium in 2009 and has three decades of experience in investment research and investment management.

Matt began his career at Lehman Brothers in 1984 as a Technology Analyst. In 1989, while covering emerging growth companies for Lehman, he began to incorporate environmental, social, and governance factors into his research, becoming the first Sell-side Analyst in the United States to publish on the topic of socially responsible investing in 1994. As Director of Equity Research for Adams, Harkness & Hill, he built that firm’s powerful research capabilities in socially and environmentally responsible areas such as renewable energy, resource optimization, and organic and natural products. Prior to joining Trillium, Matt was at Winslow Management Company in Boston, where he served as Director of Research, Chairman of the Investment Committee, and Portfolio Manager for the Green Solutions Strategy and the Winslow Green Solutions Fund.

Matt currently serves on the Boards of the Environmental League of Massachusetts and Shared Interest. He has also served on the Boards of Pro Mujer, US SIF, and Root Capital. He is a member of the Social Venture Network (SVN) and member of CFA Society Boston as well as a Chartered Financial Analyst (CFA) charterholder. He holds a Bachelor of Science in Economics from Rensselaer Polytechnic Institute.

References to other mutual funds should not to be considered an offer to buy or sell these securities.

Our topic will be:  Socially Responsible Investing (SRI)

Come join the conversation!

Get In, have a great round table discussion, get back on your way!

$15 Charge to NPEPC Members, seating is limited. Once capacity is reached, additional sign-ups will be added to a wait-list and be filled upon receipt of cancellations. Non Members can attend at a $30 fee.

This event will be held jointly with the Boston Chapter of the Society of Financial Service Professionals

Norfolk & Plymouth Business and Estate Planning Council


The Norfolk & Plymouth Estate and Business Planning Council is a 501(c)6 non-profit organization

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