Guest speaker: Graham Nolen
Wednesday, March 2, 2016 from 6:00 PM to 8:00 PM
Graham Nolen is a financial advisor with Morgan Stanley, where he started in 2015 in the Callea/Cintron group. The group provides financial advisory and asset management services with a focus on financial and estate planning.
Investing with Impact
This topic is often referred to as ESG investing (Environmental, social, governance). ESG investing first emerged the 1970’s but has gained popularity in the past 10 years.
ESG investing is the school of thought that believes a company’s environmental, social and governance impact are a crucial part the evaluation of its investment merits along with traditional factors such as profitability and growth prospects. There are four categories in which ESG generally falls into, the first of which is a negative screen called ‘values alignment’ where certain investors avoid exposure to certain industries they have an ethical or moral obligation to (i.e. tobacco, firearms). The next is integration of ESG topics in alongside the typical financial analysis, an example of this would be determining a metric to evaluate the labor practices of companies that can be evaluated alongside various financial metrics. Third, is determining an industry to invest in with a certain thematic exposure such as investing a sizable sum in a group of solar energy companies. Lastly, ESG investing is not limited to a the public markets, as it can be done on the private level where investors look to find specific companies whose business model has a certain ESG concern built into it.
While investing with an ESG lens can bring can satisfy certain moral and ethical needs of investors, it also can be used as another way to evaluate and reduce risk. Some of the biggest financial disasters over the years have been due to company’s poor ESG records. Whether it’s Enron, Volkswagen or any company in the coal industry, they all could have raised ESG red flags that lead to their loss in value.
Graham Nolen will introduce the concept to those that may be unfamiliar and then lead a discussion about the merits and downsides of the using ESG lens for investment purposes.
Buy tickets here:
Wednesday, February 17, 2016 from 6:00 PM to 8:00 PM:
The Rotary Club of New Tampa is the sponsor club for the University of South Florida Rotaract Club. For the third time, we are partnering with the Rotary Club of Alajuela for community service projects in Costa Rica. Examples of past service projects include building a self-sustaining butterfly garden in the courtyard of San Rafael Hospital in May 2013. The butterfly garden is a welcome reprieve to patients waiting in the crowded Emergency Department as well as smoking cessation, oncology, and pediatrics patients. In May 2013, the team also refreshed paint in the courtyard of The Special Needs School in San Ramon. Both the oldest and largest special needs school in the country, refreshing faded paint lifted spirits of staff & families. The March 2014 project focus was the Alajuela neighborhood of Luz del Sol where the neighborhood children played in the street for lack of a safe space. The Rotary Club of Alajuela bought a corner lot and the team built a well-received playground in three days. This project then inspired a rebuild of Rotary’s Camp Florida playground in September 2015, creating a better play area for our campers with special needs. A public elementary school in Alajuela is our project focus in 2016. Invu las Cañas is in need of maintenance work including ceiling, floor, and playground repair and painting. We look forward to creating an environment more conducive to safety and learning for the students and faculty.
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Kathleen Novak is a member of the Rotary Club of New Tampa and is a Paul Harris Fellow Plus Seven. She is President of Novak Knows, Inc and has over 20 years combined healthcare and management consulting experience. She worked several years as a Level One Trauma Pediatric Intensive Care Nurse and currently enjoys participating in periodic emergency preparedness exercises with the State of Florida. Kathleen was a member of the medical team for the 2012 Republican National Convention in Tampa. Kathleen feels most fulfilled volunteering as a nurse, most recently as a pediatric nurse at a children’s cancer camp at Rotary’s Camp Florida. She is a self-described people person and enjoys visiting other Rotary Clubs, most especially Rotaract Clubs. Kathleen feels Rotaractors greatly augment the Rotary family. 2016 finds Kathleen in charge of the University of South Florida Rotaract Club International Service Project. This will be the third time she has been on the International Service Project team with the USF Rotaract Club.
We are having a fundraising social at Woodrow’s on Murray Street. We will be meeting in their private event space downstairs, which has its own bar and various seating areas. Their daily specials include $5 happy hour drink specials, drafts starting at $4, $6 house cocktails, and last but not least: a burger with choice of fries and select beer/red sangria for $10.
Your ticket includes a $6 drink coupon to be redeemed that evening at the bar. We are fundraising for the Youth Leadership Council.
There will be a 50/50 raffle (1 ticket for $5, 5 for $20), Door prizes (JoS. A. Bank and Macy’s gift certificates), and Raffle of painting ($50/raffle ticket) by famous Portuguese artist Joaquim G. Pinto. Mr. Pinto will be available to sign the painting.
43 Murray Street
New York, NY 10007
Wednesday, January 27, 2016 from 6:00 PM to 9:00 PM (EST)
Buy tickets in advance here:
- The Rotary Club of Wall Street’s Youth Leadership Council sponsored the High School of Economics and Finance Book Club and sponsored the purchase of 285 books selected by the faculty and student advisors.
- The Rotary Club of Wall Street’s Youth Leadership Council sponsored the Creative Diplomacy Leadership conferences of Model United Nations which include high level debates, research and presentation of distinct writing papers for adopting the final resolutions.
- These leadership projects are essential to the High School of Economics and Finance such as, but not limited to, promoting prejudice reduction education and addressing the problems of bias based on a victim’s race, color, religion, national origin, ethnicity, sexual orientation, gender, economic status, or disability.
We are happy to share that Dea (one of the children we helped receive surgery through Gift of Life) is in 7th grade now and doing well!
Thank you to all our volunteers from the Nazareth Holiday Party! We were able to serve 200 community members with food, crafts, gifts & fellowship!
Our guest speaker is Doug “Clydesdale” Comstock who will talk on getting to goal and mental toughness.
We will meet at the CRE Conference Center location, steps away from the Charging Bull of Wall Street.
EXCAVATE YOUR INNER CHAMPION with Douglas “Clydesdale” Comstock
Goal setting is easy; goal achievement can be yet another story. If you want achieve more while living with a greater sense of vitality, passion and purpose, excavate your inner champion by increasing your vitality and mental toughness. Doug will share applicable stories and lessons he has learned from his mentors that will help you on your personal as well as business journey.
We are in need of several more volunteers for the Nazareth Housing Holiday Party on December 11. At a minimum we need 10 volunteers per shift.
At the Nazareth Housing Holiday Party volunteers serve food, work at craft tables and help Santa deliver toys to the children at the party.
Two shifts available: 5-7pm & 6:30 – 9pm.
A minimum of 10 volunteers per shift are needed.
Sign up here:
Our solidarity goes with the French people in the aftermath of the Paris attacks on Nov 14.
On November 11, we’ll host a members only Club Assembly meeting.
It’s an opportunity to connect with everyone and talk about our service projects, and future plans.