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Investing is one important way that we can “vote” with our dollars – choosing to invest in companies and business practices that are in alignment with our faith values, while choosing to not support and help grow companies that oppose our beliefs. On this call you will learn: Why we choose to screen our portfolios, how different service providers approach screening, and how to get started. Guests on this call include Mark Bateman of ENSOGO Analytics, Dave Hart of eVALUEator, Glen Yelton of IW Financial, and Rusty Leonard of the BRI Institute.
About the Speakers
Mark Bateman
ENSOGO AnalyticsMark Bateman, Founder and CEO, ENSOGO Analytics: With over two decades of expertise in values-based investing and environmental, social, and governance (ESG) research, Mark Bateman founded ENSOGO Analytics to democratize access to Values/ESG research and support the retail-level, mutual fund investor. Mark also serves as the Director of ESG/SRI Research for Aperio Group, a separate account asset manager, and on the Board of the Sustainable Investments Institute (Si2), a social proxy research firm. Mark has consulted to the U.S. Environmental Protection Agency, World Resources Institute, Global Reporting Initiative (GRI), Ceres, Calvert Group Mutual Funds, the Global Initiative for Sustainability Ratings (GISR), and others. Before joining the responsible investing industry, Mark served on the legislative staff of Senator Mark O. Hatfield from Oregon. Mark holds a BA from The Johns Hopkins University and an MA from George Washington University.
David Hart
eVALUEatorDavid L. Hart, President of Sales and Marketing, joined eVALUEator Services September of 2013. Dave is responsible for the sales and distribution of eVALUEator screening services. This screening service enables advisors to show Christians and other investors who are concerned about the moral culture of America, how they can invest according to their values. Dave served as Vice-President of Broker Relations for the Timothy Plan for over sixteen years. Dave’s enthusiasm for the vision of eVALUEator Services is a valuable asset as he assists advisors nationwide with marketing material, sales presentations, training seminars, and coaching calls. David Hart and his wife Deborah reside in Oakland, Florida. They have four children and fifteen grandchildren. Dave serves on several committees at his church, First Baptist Church of Central Florida. He is a member of the National Association of Christian Financial Consultants and Kingdom Advisors. He served as President of his Homeowners Association over ten years.
Rusty Leonard
Stewardship Partners Investment Counsel, LLCHoward J. "Rusty" Leonard, CFA®, is CEO of Stewardship Partners Investment Counsel, LLC. Prior to forming Stewardship Partners, Rusty was Executive Vice President of Templeton Investment Counsel, Inc. He owns and serves as CEO of the Institute of Christian Worldview Research, Inc. (ICWR). Rusty and his wife, Carol, founded in 1998 a non-profit ministry, Wall Watchers, that provides insightful research reports on Christian ministries for use by current and prospective donors to those organizations. He is a graduate of Temple University (BBA, with double majors in Finance and Economics, 1981). Rusty is a Charter Member of Kingdom Advisors. Rusty and Carol have three children and reside in Matthews, North Carolina.
Glen Yelton
IW FinancialGlen Yelton, Research Manager, is responsible for the day-to-day operations of the Research Department at IW Financial. Glen has been a consultant in primary and secondary business research for the past fifteen years. For the past five and a half years he has served a variety of roles for IW Financial, including sales and customer support, Senior Research Analyst, and his current position as Research Manager. Prior to joining IW Financial, Glen oversaw the development and operation of a registered investment advisor’s research program focusing on ESG data collection. Glen has also provided competitive intelligence research for a variety of Fortune 100 clients in a wide range of industries including consumer products, automotive and technology. He also served as an interrogator in the United States Army and as a key participant in the development of several business intelligence and corporate information database-driven software products. Glen received his B.S. degree from East Tennessee State University.
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