Jerry Bowyer
AC21 Workshop-Corporate Shareholder Engagement: Using Your Portfolio to be Salt and Light
About the Course
| A growing area of financial advising involves values-based investing, often known as ESG investing or faith-based investing. In this session, Jerry Bowyer examines the impact of conscience or conviction on investment options for investors who choose to invest in the securities of companies whose businesses run counter to the investor’s conscience. Jerry will introduce a process to uncover the clients convictions as a part of designing the investment policy statement. He also introduces action steps that stock investors can take to express their concerns to the companies in which they invest. |
About the Speaker
Jerry Bowyer
Bowyer ResearchJerry Bowyer is President of Bowyer Research consulting firm, opinion columnist for WORLD Opinions, host of Meeting of Minds with Jerry Bowyer podcast, host of Business in the Kingdom podcast on the Edifi podcast network, and author of The Maker Versus the Takers: What Jesus Really Said About Social Justice and Economics. He is also Resident Economist with Kingdom Advisors, serves on the Editorial Board of Salem Communications, and is Senior Fellow in Financial Economics at the Center for Cultural Leadership. He has been a Forbes.com columnist and a frequent commentator on Fox Business News, Fox News, and CNBC. Jerry lives in Pennsylvania with his wife, Susan.
Available Sessions
| # | Session | Score | |
|---|---|---|---|
| 1 | 2021 AC Workshop-Corporate Shareholder Engagement: Using Your Portfolio to be Salt and Light | Take Test |
Need Help?
1.404.497.7680
info@kingdomadvisors.com
Continuing Education
Accepted for CE Credit
Hours: 1
Designations: CKA®, CFP®, IMCA, PACE, FPSC, Institute, Insurance
Minimum Passing Grade: 80%
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