Observations From An Active Investment Career

Join the Oberlin Finance Club for an exceptional opportunity to welcome 

Bruno Bertocci, a veteran sustainable investing expert and Chair of the Chartered Financial Analyst (CFA) Institute Environmental, Social, and Governance (ESG) Technical Committee. Mr. Bertocci played a key role in developing the CFA Global ESG Disclosure Standards and contributed to the CFA Climate Certificate curriculum.  

Previously, Bruno Bertocci served as Managing Director at UBS Asset Management, where he led the Sustainable Equity Investors team for fourteen years. In that role, Mr. Bertocci managed over $18 billion in assets and helped pioneer ESG impact measurement frameworks. He has published research on ESG data, carbon risk, and stranded assets, and is widely recognized as a leader in sustainable equity strategy and institutional client engagement.
 

Cole Tashjian, Chairman of the OFC will be moderating this event followed by time for interactive audience dialogue.  

Register Here!

Open to all members of the Oberlin campus community