Socially Responsible Investment Funds Informational Workshop Spring 2017

Here are some photos from the UWest Sustainable Investing Club Idea Competition.



The University of the West Sustainable Investment Club, under the direction of Dr. Chi Sheh, hosted an Informational Workshop on Socially Responsible Investment Funds last Thursday May 4th, at Ken Locke Hall. Five MBA student teams each presented a mutual fund or exchange traded fund within the socially responsible investment fund universe. These funds made investments that went beyond traditional financial objectives by using a variety of social and environmental criteria to screen the investments they made on behalf of their investors.

The following teams were presented awards for their superior performance:

  1. First Place: Global Echo – Dat Nguyen and Joven Ng
  2. Second Place: Gender Diversity – Gabriel Pedraza and Orlando Yelobah
  3. Third Place: Eventide Gilead – Stephanie Jin and Joy Wu

The University of the West Socially Responsible Investment Fund afterwards used these top student recommendations to update its investment portfolio, which were judged by a given a set of rigorous criteria evaluated by a panel of judges.

The Sustainable Investing Club presented certificates of appreciation to the judges of this event, who included: Dr. Stephen Morgan, Dang Tran, Emmy Hernandez, Michael Oertel, and Venerable Sumitta. Special thanks to Patrick Sario, Aarond Qiu, and Pa Moua for their contributions in organizing the various aspects of this event. The University of the West Green Committee presented a project designed to root out the use of Styrofoam products at University of the West. A vegan lunch served by Vegan Tiramisu factory was served at the end of the event, while using Biodegradable utensils and containers, in line with the spirit of sustainability of this event. For more details about future events of the UWest Sustainable Investment Club, and ways to join the club, please visit their club website: www.uwest.edu/sic/

For more information on the projects sponsored by the UWest Green Committee, please visit their website at: green.uwest.edu

Ideas Competition 2015

Here are some of the moments from the UWest Sustainable Investing Club Idea Competition.

 

The two teams that competed at this competition were:

  1. Green Maize Capital
  2. The Joyful Life Collective

The winner of the competition was Green Maize Capital. The runner-up of the competition was The Joyful Life Collective.

The judges were:

  • Dr. Stephen Morgan - President, University of the West
  • Peter M. Rojcewicz - Chief Academic Officer, University of the West
  • Bill Chen - Business Faculty, University of the West
  • Meskerem Tadesse - Business Faculty, University of the West
  • Tom Moritz - Environmental Leadership Faculty, University of the West

We had over 30 people from both within UWest and outside of it that attended this event.

Ideas Competition 2014

Here are some photos from the first UWest Sustainable Investing Club Idea Competition.



The two teams that competed at this competition were:

  1. Bio ImpactoPresentation - Handout Summary
  2. SR5 SolutionsPresentation - Handout Summary

The winner of the competition was Bio Impacto. The runner-up of the competition was SR5 Solutions.

The judges were:

  • Dr. Stephen Morgan - President, University of the West
  • Ms. Jen Simmons - President, Net Impact Los Angeles
  • Dr. John Gingrich - Academic Consultant, University of the West
  • Dr. Victor Kane - BA Department Chair, University of the West
  • Dr. Anne Turner – Adjunct Instructor, University of the West

We had over 30 people from both within UWest and outside of it that attended this event.

After the competition, Dr. Chi Sheh closed the ceremony with the following wish:

"I hope that this Sustainable Investing Idea Competition and other activities like this one in the future will encourage more interdisciplinary collaboration among our students here at UWest. I know many of our students at UWest care deeply about the various social and environmental problems that exist around us, but lack an avenue to channel their energies and creativity to take their ideas into the real world and making a lasting difference. The Sustainable Investing Club may just be the way to help make that possible here at UWest on a wider scale".