We are happy to invite you to join an informal presentation reviewing specific aspects of equity and fixed income ESG integration with Gabriel Thoumi, CFA, FRM.

Mr Thoumi is a former climate, sustainability, and ESG research manager with 18 years’ experience who previously supported 41 equity and fixed income mutual funds. He has also taught ESG integration as a Lecturer at Johns Hopkins University for 9 years.

Mr Thoumi will lead a group discussion assessing four companies: an energy trader, a raw materials company, and two utilities.

Topics covered include:

• Financial accounting into ESG integration.

• Comparisons between sustainability reports and ESG data vs regulatory reporting.

• Forecasts off-balance sheet liabilities into financial liabilities.

Materials will be distributed ahead of the presentation for attendees consideration.

We look forward to your RSVP and attending this exciting and intellectually rigorous conversation.

Food & Drinks included

Live event with 1 PD / MIFID Credit

Please register at kathrin.schneeweiss@cfaaustria.org