In this Fastchat episode, Shannon Rossic hosts Dr. Bruce Kahn, lead portfolio manager of the Shelton Sustainable Equity Fund. The conversation delves into sustainable investing and ESG integration in 2024. Dr. Kahn provides valuable insights into the critical role of sustainable investing, emphasizing the need for a holistic approach to investment analysis in the evolving financial landscape of 2024 and beyond.
Dr. Bruce Kahn has over 20 years of experience in sustainable investing, most notably at Citibank, Deutsche Bank, Macquarie Global Inc., and Sustainable Insight Capital Management Dr. Kahn earned a Ph.D. in Land Resources from the University of Wisconsin, Madison, an MS in Fisheries and Allied Aquacultures from Auburn University, and a BA in Ecology and Evolutionary Biology from the University of Connecticut.
Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.
Shelton Capital is a multi-strategy asset manager delivering sophisticated investment solutions and acts as a co-fiduciary on employer-sponsored retirement plans as a 3(38) advisor. Founded in 1985 as a fixed-income manager, Shelton has maintained consistent investment principles and a steadfast focus on authentic customer service. Shelton manages over $4.7 billion of assets as of 12/31/23.