MCLEAN, Va., March 28, 2018 /PRNewswire/ -- FOLIOfn, Inc. announced today that its founder and CEO, Steve Wallman, will speak on mergers and acquisitions in the sustainable, responsible and impact (SRI) investing industry at the 2018 Tiburon CEO Summit.
Wallman joins a panel of CEOs from Sustainalytics, Pax World Funds, Calvert Research and Management and CFRA Research. He will discuss Folio's long-standing commitment to advisors and investors who seek SRI investing brokerage services, Folio's 2016 acquisition of First Affirmative Financial Network and how this acquisition benefits advisors, enterprises, broker-dealers and other financial intermediaries.
Date and Time: April 11, 2018 at 10:30 a.m.
Session Title: "Investment Management Firms Mergers and Acquisitions: Leading SRI and ESG Managers Acquired"
Location: The Ritz-Carlton Hotel New York, Battery Park
Before founding FOLIOfn, Inc., Wallman was an SEC Commissioner from 1994 to 1997. During his tenure, Wallman was a vocal advocate for individual investors and is now a recognized authority on securities markets, trading, and the application of technology to financial services. He frequently speaks at industry events and recently served on the SEC's Investor Advisory Committee, where he chaired its Market Structure Subcommittee. Previously, Wallman was a partner at the law firm of Covington & Burling. He earned his Juris Doctor from Columbia University, and holds two degrees from the Massachusetts Institute of Technology.
About FOLIOfn, Inc.
FOLIOfn, Inc. offers various financial, brokerage and custody technology through Folio Investing, Folio Institutional, VIA Folio, First Affirmative Financial Network and The SRI Conference. The Folio family delivers innovative tools and technology that benefit investors and those who serve them.
The Folio family includes:
©2018 FOLIOfn, Inc. All rights reserved. Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC.
SOURCE Folio Institutional