With a background in creating indexes, Scott took the United Nations' 17 Sustainable, Development Goals and created an ETF containing those companies that address one or more of the these U.N. Goals. After providing his insight into the accuracy of index ETF's, Scott discusses the genesis of Serenity Shares formation. Filtering all stocks, looking to identify those companies that focus on achieving one or more of these SDG's, resulted in the selection of 110 companies, who form the index and ETF. Very interesting, especially for those who seek to "...invest for a return while making a difference." Scott gave presentations at the Annual Sustainable, Responsible Impact Investing Conference in late 2017.
Private Asset Management - Harloff Capital Management - w/Gary Harloff
Sector Rotation Strategy - State Street Global Advs'rs - w/ Michael Arone
Tax Efficient & Socially Responsible Investing - Advisor Partners - w/Rahul Agrawal
Qualified Opportunity Zones - The Galena Fund - w/Dan Fullmer
2020 Economic Forecast - No Spin Forecast - w/Dr. Bob Dieli
Investing in Gold & Precious Metals - APMEX & OneGold- w/Ken Lewis
Market and Stock Selection - Weiss Ratings - w/Mike Larson
Web-Based Subscriber & Investment Mgr Service - TimerTrac.com - w/Dave Garrett
Tactical Credit Strategy - Shelton Capital Management - w/Guy Benstead
Long/Short Strategy Investing - Invenomic Capital Management - w/Ali Motamed, CFA
RITA Conference- 29 & 30 Oct, San Antonio, TX
Self-Directed IRA's - The Retirement Industry Trust Assoc - w/Mary Mohr
Multi-Family Real Estate Investing In So. Calif Coastal Region - Beach City Capital - w/Jason Muller
Residential Real Estate Development w/Pre-Approved Lots - Triad Development Corp- w/Mike Cutbirth
AltsLA Conference 2019 - Incline Investment Management- w/Ted Parkhill
AltsLA Conference 2019 - Commercial Real Estate Lending - Freedom Financial - w/Michael Klein
AltsLA 2019 Conference - Millennium Trust for Tax Qualified Asset Custody - w/Ted Parker
AltsLA Conference 2019- Venture Capital Investing thru Crypto CurrencyTokens- Bardi Credit - w/George Salapa
AltsLA 2019 Conference - CAIA - w/Bill Kelly
Drug Delivery Technology Investing - Cure Pharmaceutical- w/Rob Davidson
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