virtualCX | Discover Social Impact + Sustainable Investing
This is a virtualCX Program that can be accessed remotely from your desk. You will receive the event password in your confirmation email when you register.
Science, Fiction, and Social Impact – How innovation and sustainable investing will shape our climate, health and empower more people.
As we move into 2020, investors will feel the need to follow the news of the day (geo-politics, the quarter's economic data, etc.); while these are important, Merrill Lynch's and Alliance Bernstein's cutting edge thematic research is helping clients refocus on the themes that are going to drive market forces and performance over the next decade. Will driverless cars be as ubiquitous as smart phones? How will vertical farming and 3-D printing change the food we eat and energy we consume? How will women's empowerment initiatives in lower income countries affect the daily lives of Americans? Learn how technological innovation, demographic change, and sustainable development will transform the way we live, work, consume, and interact by 2030.
Lisa Shaw, CPWA, CRPC, Vice President, Wealth Management Advisor
Lisa is the Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. Lisa brings 30 years of investment and financial services experience. After holding the position of investments trader for a large bank trust department, she became a financial advisor in 1995. She joined Merrill Lynch Wealth Management in 2006. As a Certified Private Wealth Advisor® professional, Lisa possesses the level of detail needed to serve high-net-worth clients in advanced wealth management topics such as portfolio management, retirement planning, risk management, tax planning, charitable and estate planning services, planning for closely held business owners, and planning for executives.
Lisa's approach to wealth management is consultative and customized to the client's financial needs. From individuals and families to business owners, executives and nonprofits, Lisa begins by understanding clients' concerns and priorities, and then forms a strategy designed to give them confidence that they will realize the financial outcomes that matter for their lives. Through investment insights, Lisa provides clients access to some of the best investment strategies to help secure, improve and preserve investment assets, striving to ensure their lifestyles are never disrupted. With personalized attention, Lisa adds convenience to clients' lives by facilitating credit and balance sheet management including wealth management banking and custom lending. Through development of wealth transfer strategies to minimize taxes and transform charitable goals into meaningful action, Lisa works with clients to build strategies that align with their passion and purpose. With proactive and responsive service, Lisa monitors the success of a client's strategy and updates them as they desire. The result is a trusted and lasting relationship, an approach that reflects the client's unique values, and outcomes that matter for their lives.
David Mitchell Regional Director-Retail Sales
Mr. Mitchell is currently the Regional Director overseeing all Financial Advisor Relations in Kansas, Nebraska, Iowa, South Dakota and Western Missouri. For the past 11 years, he has traveled throughout each state engaging advisors on AllianceBernstein?s market research and investment solutions. He started his career in investment management and research with AllianceBernstein in 2005. Mr. Mitchell holds a Bachelors of Arts degree from the College of the Holy Cross in Worcester, Massachusetts. He currently resides in Lenexa, KS with his wife Jennifer and 7 year old daughter Ellie.