Sustainable Investing & Fiduciary Duty

Date: Wednesday, October 26, 2022
Time: 5:45pm - 8:00pm
Location: Giovanni’s II/The Water’s Edge, 2748 Post Road, Darien, CT 06820
Speaker: Emily Brunner, Wealth Advisor, Zach Chafitz, Investment Specialist, and Victoria F. Bolton, Managing Director & Wealth Advisor, JP Morgan Private Bank

We are excited to announce that our first dinner meeting of the fall season will be held in person on Wednesday, October 26, 2022, at Giovanni’s II/The Water’s Edge. We will kick off the meeting with cocktails and networking from 5:45pm to 6:30pm, followed by dinner and a panel discussion on Sustainable Investing & Fiduciary Duty that will address the ever-increasing interest in values-based investing, how we define sustainable investing, and the potential implications to a trustee’s fiduciary obligations.

Guest Attendees:  The guest fee is $85 and guest attendance by a professional colleague is limited to two dinner meetings within a two-year period. Eligible guests and professionals that work and/or live in Fairfield County can apply for EPC-LFC membership by completing a membership application, accessible on our website ( Questions regarding membership or the application process can be addressed by Travis L. Hood, CPA/PFS, our First Vice President, Membership, at 203-327-5717 or

Deadline to register is Wednesday, October 19th. ​For registration details and speaker bios, please click on the document link below.

Related Document(s):

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